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 Equity Savings Fund- Regular Plan - Periodic Payout of IDCW Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Closed

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 18.64%Others: 67.03%Debt: 14.33%

Market Cap

Large Cap: 64.59%Mid Cap: 3.77%

Number of stocks

Top 10 Holdings

69.70% of portfolio

Market Cap of Equity

Large Cap

64.59%

Mid Cap

3.77%

Companies Allocation of Equity

HDFC Bank Ltd7.104%

State Bank of India6.099%

ICICI Bank Ltd5.790%

Bharti Airtel Ltd5.786%

Axis Bank Ltd5.507%

Larsen & Toubro Ltd4.530%

Reliance Industries Ltd4.259%

NTPC Ltd4.213%

Adani Ports & Special Economic Zone Ltd3.791%

Aurobindo Pharma Ltd3.337%

SBI Life Insurance Co Ltd3.212%

Tata Motors Passenger Vehicles Ltd3.090%

Ambuja Cements Ltd3.087%

Persistent Systems Ltd1.264%

Shriram Finance Ltd0.785%

TVS Motor Co Ltd0.726%

Bajaj Finserv Ltd0.700%

Tata Consultancy Services Ltd0.603%

UNO Minda Ltd0.561%

Cummins India Ltd0.513%

Central Depository Services (India) Ltd0.441%

InterGlobe Aviation Ltd0.428%

Hindustan Unilever Ltd0.420%

Ajanta Pharma Ltd0.346%

Sun Pharmaceuticals Industries Ltd0.331%

Jindal Stainless Ltd0.301%

UltraTech Cement Ltd0.294%

Titan Co Ltd0.290%

PB Fintech Ltd0.263%

REC Ltd0.250%

Power Grid Corp Of India Ltd0.243%

Titagarh Rail Systems Ltd0.233%

Dixon Technologies (India) Ltd0.193%

Siemens Ltd0.181%

ITC Ltd0.177%

Siemens Energy India Ltd0.145%

Tata Steel Ltd0.113%

Bharti Airtel Ltd (Partly Paid Rs.1.25)0.071%

Kwality Ltd0.022%

Sector Allocation of Equity

Financial Services30.15%

Communication Services5.86%

Industrials9.68%

Energy4.26%

Utilities4.60%

Healthcare4.01%

Consumer Cyclical4.67%

Basic Materials3.79%

Technology2.06%

Consumer Defensive0.62%

Equity-51.06%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Tata Equity Savings Fund- Regular Plan - Periodic 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.