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 December 31, 2025

Asset Allocation

Equity: 90.34%Others: 9.66%

Market Cap

Mid Cap: 8.00%Small Cap: 81.62%Equity: 0.72%

Number of stocks

Top 10 Holdings

70.00% of portfolio

Market Cap of Equity

Mid Cap

8.0000%

Small Cap

81.6200%

Equity

0.7200%

Companies Allocation of Equity

IDFC FIRST BANK LIMITED EQ9.04%

USHA MARTIN LIMITED EQ NEW RE.1/-8.82%

TEGA INDUSTRIES LIMITED EQ8.78%

SUDARSHAN CHEMICAL INDUSTRIES LTD. EQ NEW FV RS. 2/-7.96%

KIRLOSKAR PNEUMATIC COMPANY LTD. EQ NEW FV RS. 2/-7.58%

GODREJ INDUSTRIES LIMITED EQ NEW FV RE.1/-6.96%

C.E. INFO SYSTEMS LIMITED EQ NEW FV RS.2/-5.64%

BASF INDIA LIMITED EQ5.34%

WOCKHARDT LIMITED EQ FV RS. 5/-5.16%

TIME TECHNOPLAST LIMITED EQ NEW RE. 1/-4.72%

Sector Allocation of Equity

Banks6.24%

Industrial Products19.46%

Industrial Manufacturing5.47%

Chemicals & Petrochemicals9.57%

Diversified3.48%

IT - Software2.82%

Pharmaceuticals & Biotechnology4.33%

Leisure Services3.91%

IT - Services2.45%

Retailing3.60%

Ferrous Metals1.77%

Realty3.42%

Transport Infrastructure1.75%

Commercial Services & Supplies4.67%

Consumer Durables5.47%

Healthcare Services1.64%

Auto Components3.28%

Power1.24%

Agricultural Food & other Products1.86%

Textiles & Apparels1.42%

Transport Services0.89%

Construction0.63%

Household Products0.51%

Equity0.33%

Fertilizers & Agrochemicals0.13%

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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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.