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.

Tata Focused Fund-Regular Plan-Growth - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Equity: 92.21%Others: 7.79%

Market Cap

Large Cap: 70.89%Mid Cap: 12.31%Small Cap: 9.02%

Number of stocks

Top 10 Holdings

92.21% of portfolio

Market Cap of Equity

Large Cap

70.89%

Mid Cap

12.31%

Small Cap

9.02%

Companies Allocation of Equity

HDFC Bank Ltd6.937%

ICICI Bank Ltd6.627%

Axis Bank Ltd5.613%

Reliance Industries Ltd4.827%

NTPC Ltd4.758%

Samvardhana Motherson International Ltd4.481%

Tata Communications Ltd3.904%

SBI Life Insurance Co Ltd3.728%

UltraTech Cement Ltd3.719%

HealthCare Global Enterprises Ltd3.638%

Metropolis Healthcare Ltd3.564%

Bharti Airtel Ltd3.555%

Mahindra & Mahindra Ltd3.552%

Larsen & Toubro Ltd3.460%

Infosys Ltd3.438%

Ambuja Cements Ltd3.424%

Page Industries Ltd2.961%

Havells India Ltd2.897%

HDFC Life Insurance Co Ltd2.893%

Adani Ports & Special Economic Zone Ltd2.808%

Jindal Steel Ltd2.766%

Godrej Properties Ltd2.674%

Sun Pharmaceuticals Industries Ltd2.296%

Hindustan Unilever Ltd1.877%

PNC Infratech Ltd1.818%

Sector Allocation of Equity

Financial Services25.80%

Energy4.83%

Utilities4.76%

Consumer Cyclical10.99%

Communication Services7.46%

Basic Materials9.91%

Healthcare9.50%

Industrials10.98%

Technology3.44%

Real Estate2.67%

Consumer Defensive1.88%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Focused Fund-Regular Plan-Growth

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Everything You Need To Know To Get Started With Confidence

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.