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 Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 92.19%Others: 7.81%

Market Cap

Small Cap: 81.41%Mid Cap: 7.02%Others: 3.77%

Number of stocks

Top 10 Holdings

92.19% of portfolio

Market Cap of Equity

Small Cap

81.41%

Mid Cap

7.02%

Others

3.77%

Companies Allocation of Equity

Kirloskar Pneumatic Co Ltd5.573%

Usha Martin Ltd4.630%

Sudarshan Chemical Industries Ltd4.025%

Tega Industries Ltd3.744%

IDFC First Bank Ltd3.674%

Godrej Industries Ltd3.344%

Wockhardt Ltd2.587%

Cello World Ltd2.563%

BASF India Ltd2.453%

Time Technoplast Ltd2.420%

Graphite India Ltd2.345%

CE Info Systems Ltd2.273%

Carborundum Universal Ltd2.007%

KSB Ltd2.006%

Wonderla Holidays Ltd2.002%

Sundaram Clayton Ltd1.927%

DCB Bank Ltd1.869%

ELANTAS Beck India Ltd1.775%

Anant Raj Ltd1.762%

Greenply Industries Ltd1.652%

SAMHI Hotels Ltd1.642%

Network People Services Technologies Ltd1.613%

Kirloskar Ferrous Industries Ltd1.610%

Quess Corp Ltd1.608%

ACME Solar Holdings Ltd1.580%

CarTrade Tech Ltd1.519%

Gujarat Pipavav Port Ltd1.496%

Ramco Cements Ltd1.453%

Shoppers Stop Ltd1.382%

Krsnaa Diagnostics Ltd1.355%

CIE Automotive India Ltd1.352%

Redington Ltd1.232%

VIP Industries Ltd1.227%

ASK Automotive Ltd1.226%

PCBL Chemical Ltd1.111%

Honda India Power Products Ltd1.062%

Sundrop Brands Ltd1.042%

Balrampur Chini Mills Ltd1.006%

Keystone Realtors Ltd0.949%

Gokaldas Exports Ltd0.934%

Smartworks Coworking Spaces Ltd0.828%

Finolex Cables Ltd0.787%

JSW Dulux Ltd0.749%

Alivus Life Sciences Ltd0.739%

MM Forgings Ltd0.688%

Transport Corp of India Ltd0.640%

Vardhman Special Steels Ltd0.585%

Hikal Ltd0.551%

Ramco Industries Ltd0.536%

Ganesha Ecosphere Ltd0.536%

Saregama India Ltd0.535%

Natco Pharma Ltd0.531%

Eveready Industries India Ltd0.524%

Eureka Forbes Ltd0.493%

Bluspring Enterprises Ltd0.476%

Digitide Solutions Ltd0.413%

Allcargo Global Ltd0.356%

Sri Lotus Developers And Realty Ltd0.351%

Automotive Axles Ltd0.234%

R R Kabel Ltd0.176%

Allcargo Logistics Ltd0.146%

Rallis India Ltd0.127%

POWERGRID Infrastructure Investment Trust Units0.086%

Transindia Real Estate Ltd0.073%

Sector Allocation of Equity

Industrials31.46%

Basic Materials18.56%

Financial Services5.54%

Healthcare5.76%

Consumer Cyclical17.53%

Technology5.12%

Real Estate3.61%

Utilities1.67%

Consumer Defensive2.05%

Communication Services0.53%

Equity0.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

TATA Small Cap Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option

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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.