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 Housing Opportunities Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 91.54%Others: 8.46%

Market Cap

Large Cap: 51.23%Small Cap: 24.05%Mid Cap: 14.35%Others: 1.91%

Number of stocks

Top 10 Holdings

91.54% of portfolio

Market Cap of Equity

Large Cap

51.23%

Small Cap

24.05%

Mid Cap

14.35%

Others

1.91%

Companies Allocation of Equity

UltraTech Cement Ltd8.461%

HDFC Bank Ltd8.237%

Larsen & Toubro Ltd8.136%

NTPC Ltd6.374%

ICICI Bank Ltd6.369%

R R Kabel Ltd5.106%

Venus Pipes & Tubes Ltd4.765%

JSW Steel Ltd4.641%

Prestige Estates Projects Ltd4.604%

Ambuja Cements Ltd3.793%

Steel Authority Of India Ltd3.743%

Orient Electric Ltd Ordinary Shares2.496%

Keystone Realtors Ltd2.341%

PG Electroplast Ltd2.131%

State Bank of India2.020%

Tata Steel Ltd1.978%

AAVAS Financiers Ltd1.870%

Greenpanel Industries Ltd Ordinary Shares1.798%

Torrent Power Ltd1.788%

Godrej Properties Ltd1.619%

IDFC First Bank Ltd1.478%

JSW Dulux Ltd1.333%

Asian Paints Ltd1.222%

TARC Ltd Ordinary Shares1.179%

Jindal Steel Ltd1.120%

LG Electronics India Ltd1.007%

Ramco Cements Ltd1.006%

Wakefit Innovations Ltd0.902%

Greenply Industries Ltd0.025%

Sector Allocation of Equity

Basic Materials33.89%

Financial Services19.97%

Industrials13.24%

Utilities8.16%

Real Estate9.74%

Consumer Cyclical3.40%

Technology3.14%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Housing Opportunities 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.