What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

SIP Online
Mutual Fund
Flexi Cap
Tata Flexi Cap Fund -Regular Plan-Growth
Portfolio

Tata Flexi Cap Fund -Regular Plan-Growth - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 93.32%Others: 6.68%

Market Cap

Large Cap: 66.39%Mid Cap: 14.69%Small Cap: 12.24%

Number of stocks

Top 10 Holdings

93.32% of portfolio

Market Cap of Equity

Large Cap

66.39%

Mid Cap

14.69%

Small Cap

12.24%

Companies Allocation of Equity

HDFC Bank Ltd5.951%

ICICI Bank Ltd5.515%

Reliance Industries Ltd4.668%

Bharti Airtel Ltd3.583%

Larsen & Toubro Ltd3.479%

Axis Bank Ltd3.465%

NTPC Ltd2.686%

Maruti Suzuki India Ltd2.525%

Ambuja Cements Ltd2.306%

ITC Ltd1.907%

Britannia Industries Ltd1.868%

Bajaj Finserv Ltd1.851%

Sona BLW Precision Forgings Ltd1.798%

Sun Pharmaceuticals Industries Ltd1.747%

HDFC Life Insurance Co Ltd1.738%

PNB Housing Finance Ltd1.727%

Samvardhana Motherson International Ltd1.726%

Phoenix Mills Ltd1.701%

Infosys Ltd1.686%

JSW Steel Ltd1.625%

SBI Life Insurance Co Ltd1.622%

Syngene International Ltd1.611%

Tata Consultancy Services Ltd1.609%

IndusInd Bank Ltd1.601%

Orient Electric Ltd Ordinary Shares1.597%

Godrej Consumer Products Ltd1.527%

Adani Ports & Special Economic Zone Ltd1.489%

Pidilite Industries Ltd1.484%

Indus Towers Ltd Ordinary Shares1.475%

SBI Cards and Payment Services Ltd Ordinary Shares1.430%

Dabur India Ltd1.411%

Page Industries Ltd1.389%

Graphite India Ltd1.345%

Sobha Ltd1.310%

Bharat Forge Ltd1.295%

Emmvee Photovoltaic Power Ltd1.264%

Jindal Steel Ltd1.246%

Bajaj Electricals Ltd1.194%

Bank of Baroda1.189%

Ramco Cements Ltd1.158%

Kotak Mahindra Bank Ltd1.155%

Brookfield India Real Estate Trust1.080%

Wipro Ltd1.036%

Asian Paints Ltd0.962%

Go Digit General Insurance Ltd0.883%

Oil India Ltd0.878%

PI Industries Ltd0.841%

Mphasis Ltd0.783%

Greenpanel Industries Ltd Ordinary Shares0.745%

JSW Dulux Ltd0.692%

Nuvoco Vista Corp Ltd0.682%

G R Infraprojects Ltd0.645%

Metro Brands Ltd0.540%

JK Cement Ltd0.369%

HealthCare Global Enterprises Ltd0.157%

HDFC Asset Management Co Ltd0.077%

Sector Allocation of Equity

Financial Services28.21%

Energy5.55%

Communication Services5.06%

Industrials6.96%

Utilities2.69%

Consumer Cyclical12.06%

Basic Materials12.11%

Consumer Defensive6.71%

Healthcare3.52%

Real Estate4.09%

Technology6.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Flexi Cap Fund -Regular Plan-Growth

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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.