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 Flexi Cap Fund Regular Plan Idcw Reinvestment - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 91.85%Others: 8.15%

Market Cap

Large Cap: 56.42%Others: 13.49%Small Cap: 16.12%Mid Cap: 5.82%

Number of stocks

Top 10 Holdings

91.85% of portfolio

Market Cap of Equity

Large Cap

56.42%

Others

13.49%

Small Cap

16.12%

Mid Cap

5.82%

Companies Allocation of Equity

ITC Ltd7.960%

HDFC Bank Ltd7.610%

Divi's Laboratories Ltd5.201%

ICICI Bank Ltd4.273%

Park Medi World Ltd3.920%

Bharti Airtel Ltd3.711%

SAMHI Hotels Ltd3.671%

Axis Bank Ltd3.605%

Mahindra & Mahindra Ltd3.387%

Reliance Industries Ltd3.352%

Narayana Hrudayalaya Ltd3.271%

State Bank of India3.175%

Power Grid Corp Of India Ltd3.040%

Linde India Ltd2.958%

Pace Digitek Ltd2.929%

Kotak Mahindra Bank Ltd2.760%

Ambika Cotton Mills Ltd2.679%

Bajaj Holdings and Investment Ltd2.591%

Coal India Ltd2.307%

Regaal Resources Ltd2.217%

Deepak Fertilisers & Petrochemicals Corp Ltd2.040%

Insolation Energy Ltd1.666%

Grasim Industries Ltd1.344%

Power Finance Corp Ltd1.210%

HCL Technologies Ltd1.185%

Maruti Suzuki India Ltd1.157%

Transrail Lighting Ltd1.009%

Vodafone Idea Ltd0.984%

Aarti Pharmalabs Ltd0.954%

Indian Energy Exchange Ltd0.931%

Kaynes Technology India Ltd0.806%

Tata Power Co Ltd0.660%

JSW Energy Ltd0.655%

Dixon Technologies (India) Ltd0.550%

Persistent Systems Ltd0.517%

Gravita India Ltd0.474%

HBL Engineering Ltd0.302%

Force Motors Ltd0.290%

Chemtech Industrial Valves Ltd0.282%

Fedbank Financial Services Ltd0.190%

Equitas Small Finance Bank Ltd Ordinary Shares0.022%

Sector Allocation of Equity

Consumer Defensive10.18%

Financial Services26.37%

Healthcare13.35%

Communication Services4.70%

Consumer Cyclical11.18%

Energy5.66%

Utilities4.36%

Basic Materials6.34%

Technology7.65%

Industrials2.07%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Taurus Flexi Cap Fund Regular Plan Idcw Reinvestment

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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.