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 Nifty MidSmall Healthcare Index Fund-Reg (G) - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.07%

Market Cap

Mid Cap: 57.73%Small Cap: 40.64%Others: 1.70%

Number of stocks

Top 10 Holdings

100.07% of portfolio

Market Cap of Equity

Mid Cap

57.73%

Small Cap

40.64%

Others

1.70%

Companies Allocation of Equity

Lupin Ltd9.880%

Fortis Healthcare Ltd8.500%

Laurus Labs Ltd7.570%

Aurobindo Pharma Ltd6.864%

Glenmark Pharmaceuticals Ltd6.403%

Alkem Laboratories Ltd5.584%

Biocon Ltd4.536%

Mankind Pharma Ltd4.492%

Ipca Laboratories Ltd3.757%

Aster DM Healthcare Ltd Ordinary Shares3.137%

J.B. Chemicals & Pharmaceuticals Ltd2.956%

Krishna Institute of Medical Sciences Ltd2.910%

Sai Life Sciences Ltd2.600%

Gland Pharma Ltd2.462%

Abbott India Ltd2.340%

Neuland Laboratories Ltd2.285%

Narayana Hrudayalaya Ltd2.157%

Ajanta Pharma Ltd2.101%

Wockhardt Ltd2.037%

Dr. Lal PathLabs Ltd1.882%

Granules India Ltd1.794%

Piramal Pharma Ltd1.772%

Natco Pharma Ltd1.737%

GlaxoSmithKline Pharmaceuticals Ltd1.708%

OneSource Specialty Pharma Ltd1.695%

Global Health Ltd1.671%

Syngene International Ltd1.568%

Cohance Lifesciences Ltd1.389%

Pfizer Ltd1.261%

Poly Medicure Ltd1.021%

Sector Allocation of Equity

Healthcare100.07%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Nifty MidSmall Healthcare Index Fund-Reg (G)

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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.