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 Large Cap Fund- Regular Plan - Payout of IDCW Option - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.25%Others: 3.75%

Market Cap

Large Cap: 88.38%Mid Cap: 6.03%Small Cap: 1.83%

Number of stocks

Top 10 Holdings

97.69% of portfolio

Market Cap of Equity

Large Cap

88.38%

Mid Cap

6.03%

Small Cap

1.83%

Companies Allocation of Equity

ICICI Bank Ltd8.651%

HDFC Bank Ltd6.236%

Bharti Airtel Ltd5.932%

Reliance Industries Ltd5.590%

Axis Bank Ltd3.870%

Kotak Mahindra Bank Ltd3.558%

Larsen & Toubro Ltd3.477%

Infosys Ltd3.334%

State Bank of India3.264%

Bajaj Finance Ltd2.963%

Tata Consultancy Services Ltd2.779%

Mahindra & Mahindra Ltd2.732%

Adani Energy Solutions Ltd2.288%

Samvardhana Motherson International Ltd2.187%

Tech Mahindra Ltd2.083%

InterGlobe Aviation Ltd2.078%

Hindustan Unilever Ltd2.050%

JSW Steel Ltd2.023%

HDFC Asset Management Co Ltd2.019%

Tata Steel Ltd2.005%

ICICI Prudential Asset Management Co Ltd2.005%

NTPC Ltd1.938%

Mankind Pharma Ltd1.714%

Nestle India Ltd1.674%

Power Grid Corp Of India Ltd1.579%

JSW Cement Ltd1.560%

Hindustan Zinc Ltd1.552%

Adani Ports & Special Economic Zone Ltd1.511%

Indian Hotels Co Ltd1.487%

Bank of Baroda1.470%

Ambuja Cements Ltd1.319%

Bharat Heavy Electricals Ltd1.311%

Whirlpool of India Ltd1.230%

Hyundai Motor India Ltd1.147%

Indus Towers Ltd Ordinary Shares1.144%

Westlife Foodworld Ltd1.067%

Britannia Industries Ltd1.059%

Hindalco Industries Ltd0.929%

LG Electronics India Ltd0.889%

Siemens Ltd0.815%

Cyient Ltd0.649%

Honeywell Automation India Ltd0.520%

Sector Allocation of Equity

Financial Services34.04%

Communication Services7.08%

Energy5.59%

Industrials10.36%

Technology9.09%

Consumer Cyclical9.85%

Utilities5.81%

Consumer Defensive4.78%

Basic Materials9.39%

Healthcare1.71%

Equity-1.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Large Cap Fund- Regular Plan - Payout of IDCW Option

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Frequently Asked Questions

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.