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 Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 74.12%Others: 6.16%Debt: 19.72%

Market Cap

Large Cap: 53.67%Others: 5.96%Small Cap: 8.80%Mid Cap: 5.69%

Number of stocks

Top 10 Holdings

74.12% of portfolio

Market Cap of Equity

Large Cap

53.67%

Others

5.96%

Small Cap

8.80%

Mid Cap

5.69%

Companies Allocation of Equity

Bharti Airtel Ltd5.126%

ICICI Bank Ltd5.013%

Larsen & Toubro Ltd4.155%

State Bank of India3.318%

Reliance Industries Ltd2.962%

UltraTech Cement Ltd2.578%

Infosys Ltd2.529%

Tata Consultancy Services Ltd2.481%

Kotak Mahindra Bank Ltd2.479%

HDFC Bank Ltd2.396%

Varun Beverages Ltd2.253%

RBL Bank Ltd2.177%

Mahindra & Mahindra Ltd2.084%

Bank of Baroda2.045%

ITC Ltd2.037%

Axis Bank Ltd1.969%

Torrent Pharmaceuticals Ltd1.907%

PI Industries Ltd1.767%

Patanjali Foods Ltd1.579%

Hindustan Unilever Ltd1.573%

Adani Energy Solutions Ltd1.516%

ICICI Prudential Asset Management Co Ltd1.490%

Adani Ports & Special Economic Zone Ltd1.286%

JSW Cement Ltd1.268%

Tata Communications Ltd1.227%

Bajaj Finserv Ltd1.130%

HealthCare Global Enterprises Ltd1.121%

IDFC First Bank Ltd1.117%

Samvardhana Motherson International Ltd1.098%

Tega Industries Ltd1.079%

Arvind Fashions Ltd1.044%

Maruti Suzuki India Ltd1.034%

Hero MotoCorp Ltd0.924%

Dabur India Ltd0.800%

HDFC Life Insurance Co Ltd0.759%

PNC Infratech Ltd0.735%

Trualt Bioenergy Ltd0.719%

Greenpanel Industries Ltd Ordinary Shares0.711%

Vedanta Ltd0.703%

EPACK Durable Ltd0.679%

Malco Energy Ltd0.313%

Talwandi Sabo Power Ltd0.313%

Vedanta Aluminium Metal Ltd0.313%

Vedanta Iron And Steel Ltd0.313%

Sector Allocation of Equity

Communication Services6.35%

Financial Services23.89%

Industrials7.26%

Energy3.68%

Basic Materials7.03%

Technology5.01%

Consumer Defensive8.24%

Consumer Cyclical6.86%

Healthcare3.03%

Utilities1.52%

Equity1.25%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Aggressive Hybrid Fund- Regular Plan - Periodic Payout of IDCW Option

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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.