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 Multicap Fund - Regular Plan - IDCW Reinvestment - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.66%Others: 2.34%

Market Cap

Large Cap: 44.78%Small Cap: 26.81%Mid Cap: 26.07%

Number of stocks

Top 10 Holdings

66.88% of portfolio

Market Cap of Equity

Large Cap

44.7800%

Small Cap

26.8100%

Mid Cap

26.0700%

Companies Allocation of Equity

TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-8.40%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.02%

STATE BANK OF INDIA EQ NEW RE. 1/-7.58%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.20%

AXIS BANK LIMITED EQ NE FV RS. 2/-7.10%

ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-7.08%

RELIANCE INDUSTRIES LIMITED EQ6.84%

INFOSYS LIMITED EQ FV RS 55.08%

APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-4.82%

NTPC LIMITED EQ4.76%

Sector Allocation of Equity

IT - Software10.14%

Banks19.81%

Telecom - Services3.60%

Transport Infrastructure3.54%

Petroleum Products3.42%

Healthcare Services8.38%

Power3.30%

Capital Markets1.91%

Finance5.26%

Commercial Services & Supplies2.66%

Textiles & Apparels1.54%

Beverages1.48%

Auto Components5.70%

Insurance1.46%

Agricultural, Commercial & Construction Vehicles1.45%

Financial Technology (Fintech)1.42%

Retailing2.47%

Fertilizers & Agrochemicals1.31%

Industrial Products4.96%

Minerals & Mining1.22%

Agricultural Food & other Products1.17%

Automobiles1.15%

Transport Services1.57%

Electrical Equipment1.10%

Construction1.05%

Cement & Cement Products2.04%

Realty1.44%

Chemicals & Petrochemicals0.86%

Leisure Services0.89%

Consumer Durables0.86%

Diversified0.50%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Multicap Fund - Regular Plan - IDCW Reinvestment

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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.