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.

Taurus Ethical Fund Bonus - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.18%Others: 1.82%

Market Cap

Large Cap: 44.56%Mid Cap: 34.48%Small Cap: 15.58%Others: 3.56%

Number of stocks

Top 10 Holdings

98.18% of portfolio

Market Cap of Equity

Large Cap

44.56%

Mid Cap

34.48%

Small Cap

15.58%

Others

3.56%

Companies Allocation of Equity

Reliance Industries Ltd8.104%

Tata Consultancy Services Ltd5.074%

Infosys Ltd4.363%

Oracle Financial Services Software Ltd3.538%

Hindustan Unilever Ltd3.461%

Linde India Ltd3.272%

Dixon Technologies (India) Ltd3.237%

Tube Investments of India Ltd Ordinary Shares2.977%

Coal India Ltd2.899%

Torrent Power Ltd2.663%

Persistent Systems Ltd2.612%

Laurus Labs Ltd2.515%

TVS Motor Co Ltd2.242%

HCL Technologies Ltd2.214%

Cipla Ltd2.194%

Colgate-Palmolive (India) Ltd2.118%

Mahindra & Mahindra Ltd2.064%

Bharat Petroleum Corp Ltd1.978%

Larsen & Toubro Ltd1.949%

Vikram Solar Ltd1.882%

Marico Ltd1.866%

Aurobindo Pharma Ltd1.823%

Balkrishna Industries Ltd1.816%

Grasim Industries Ltd1.689%

ACC Ltd1.670%

Biocon Ltd1.602%

Tata Motors Passenger Vehicles Ltd1.595%

Time Technoplast Ltd1.518%

Samvardhana Motherson International Ltd1.359%

Polycab India Ltd1.305%

Castrol India Ltd1.303%

Eveready Industries India Ltd1.282%

Astral Ltd1.249%

GlaxoSmithKline Pharmaceuticals Ltd1.231%

PG Electroplast Ltd1.056%

L&T Technology Services Ltd1.045%

Inox Wind Ltd1.036%

Cera Sanitaryware Ltd1.033%

Dr Reddy's Laboratories Ltd1.033%

Mahanagar Gas Ltd1.031%

Jupiter Life Line Hospitals Ltd0.983%

Coforge Ltd0.982%

PI Industries Ltd0.941%

IndiaMART InterMESH Ltd0.920%

Elgi Equipments Ltd0.837%

Computer Age Management Services Ltd Ordinary Shares0.671%

Hindalco Industries Ltd0.620%

Petronet LNG Ltd0.618%

Voltamp Transformers Ltd0.591%

Godrej Consumer Products Ltd0.412%

Alembic Pharmaceuticals Ltd0.379%

Amber Enterprises India Ltd Ordinary Shares0.358%

Rashtriya Chemicals & Fertilizers Ltd0.328%

Gillette India Ltd0.237%

Tata Technologies Ltd0.202%

Symphony Ltd0.174%

Kwality Walls India Ltd0.027%

Sector Allocation of Equity

Energy14.90%

Technology26.88%

Consumer Defensive8.12%

Basic Materials8.52%

Industrials12.26%

Utilities3.69%

Healthcare11.76%

Consumer Cyclical11.13%

Communication Services0.92%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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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.