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 India Consumer Fund-Regular Plan-Growth - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.37%Others: 4.63%

Market Cap

Large Cap: 48.49%Small Cap: 22.06%Mid Cap: 13.58%Others: 11.24%

Number of stocks

Top 10 Holdings

95.37% of portfolio

Market Cap of Equity

Large Cap

48.49%

Small Cap

22.06%

Mid Cap

13.58%

Others

11.24%

Companies Allocation of Equity

Eternal Ltd7.895%

Titan Co Ltd7.617%

Nestle India Ltd6.435%

Varun Beverages Ltd5.193%

Radico Khaitan Ltd4.995%

ITC Ltd4.737%

Tata Consumer Products Ltd4.334%

BSE Ltd3.668%

United Spirits Ltd3.454%

Bikaji Foods International Ltd3.409%

Bajaj Auto Ltd3.125%

Dixon Technologies (India) Ltd3.103%

Multi Commodity Exchange of India Ltd3.097%

DOMS Industries Ltd2.910%

CarTrade Tech Ltd2.882%

Trent Ltd2.880%

Ather Energy Ltd2.598%

LG Electronics India Ltd2.343%

HDFC Asset Management Co Ltd2.073%

Apollo Hospitals Enterprise Ltd1.857%

Maruti Suzuki India Ltd1.850%

Metro Brands Ltd1.804%

PNGS Reva Diamond Jewellery Ltd1.693%

Billionbrains Garage Ventures Ltd1.509%

Cera Sanitaryware Ltd1.435%

Gillette India Ltd1.381%

AWL Agri Business Ltd1.078%

Ethos Ltd1.035%

Pricol Ltd1.021%

Mahindra & Mahindra Ltd0.969%

Dr. Lal PathLabs Ltd0.950%

PG Electroplast Ltd0.810%

Godrej Agrovet Ltd Ordinary Shares0.725%

VARUN BEVERAGES LTD^0.509%

Sector Allocation of Equity

Consumer Cyclical35.37%

Consumer Defensive35.74%

Financial Services10.35%

Technology6.26%

Industrials4.35%

Healthcare2.81%

Equity0.51%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata India Consumer 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.