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.

UTI Aggressive Hybrid Fund- Regular Plan - Growth - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 73.04%Debt: 24.13%Others: 2.83%

Market Cap

Large Cap: 46.89%Mid Cap: 10.91%Small Cap: 14.43%N/A - REIT: 0.81%

Number of stocks

148

Top 10 Holdings

73.04% of portfolio

Market Cap of Equity

Large Cap

46.89%

Mid Cap

10.91%

Small Cap

14.43%

N/A - REIT

0.81%

Companies Allocation of Equity

HDFC Bank Ltd4.864%

ICICI Bank Ltd4.296%

Infosys Ltd3.097%

Larsen & Toubro Ltd2.854%

Bharti Airtel Ltd2.695%

Reliance Industries Ltd2.680%

ITC Ltd2.545%

Power Grid Corp Of India Ltd2.228%

Wipro Ltd1.997%

State Bank of India1.660%

Shriram Finance Ltd1.543%

Mahindra & Mahindra Ltd1.422%

Indus Towers Ltd Ordinary Shares1.330%

HCL Technologies Ltd1.280%

Tata Power Co Ltd1.202%

Aurobindo Pharma Ltd1.199%

Life Insurance Corporation of India1.145%

Maruti Suzuki India Ltd1.089%

Info Edge (India) Ltd1.023%

Grasim Industries Ltd0.987%

InterGlobe Aviation Ltd0.968%

Hero MotoCorp Ltd0.957%

Emami Ltd0.937%

Nexus Select Trust Reits0.916%

NIIT Learning Systems Ltd0.899%

Indus Infra Trust Unit0.892%

Coal India Ltd0.888%

G R Infraprojects Ltd0.886%

JK Paper Ltd0.869%

Crompton Greaves Consumer Electricals Ltd0.848%

Aditya Birla Capital Ltd0.826%

Knowledge Realty Trust Units0.805%

GHCL Ltd0.790%

Great Eastern Shipping Co Ltd0.786%

DCM Shriram Ltd0.780%

The Federal Bank Ltd0.779%

Caplin Point Laboratories Ltd0.755%

Vedanta Ltd0.741%

Ajanta Pharma Ltd0.734%

Glenmark Pharmaceuticals Ltd0.733%

Sundaram Finance Ltd0.723%

IndusInd Bank Ltd0.714%

Oil India Ltd0.713%

Phoenix Mills Ltd0.709%

IRB InvIT Fund Units 2017-Series IV0.697%

REC Ltd0.672%

Motilal Oswal Financial Services Ltd0.667%

Marksans Pharma Ltd0.663%

VRL Logistics Ltd0.618%

Max Financial Services Ltd0.617%

General Insurance Corp of India0.593%

ICICI Prudential Life Insurance Co Ltd0.582%

Tips Music Ltd0.579%

Shivalik Bimetal Controls Ltd0.511%

Biocon Ltd0.506%

Mahindra Holidays & Resorts India Ltd0.481%

Colgate-Palmolive (India) Ltd0.478%

S.P. Apparels Ltd0.476%

Tata Motors Ltd0.467%

UPL Ltd0.412%

Nippon Life India Asset Management Ltd Ordinary Shares0.384%

Eq - Malco Energy Ltd.0.367%

Eq - Talwandi Sabo Power Ltd.0.367%

Eq - Vedanta Aluminium Metal Ltd.0.367%

Eq - Vedanta Iron And Steel Ltd.0.367%

Mphasis Ltd0.362%

Raymond Lifestyle Ltd0.362%

Rossari Biotech Ltd Ordinary Shares0.266%

Bharat Petroleum Corp Ltd0.244%

Mindspace Business Parks REIT Unit0.148%

Sector Allocation of Equity

Financial Services20.96%

Technology6.74%

Industrials8.10%

Communication Services5.63%

Energy4.52%

Consumer Defensive4.86%

Utilities3.43%

Consumer Cyclical6.10%

Healthcare4.59%

Basic Materials4.07%

Real Estate2.58%

Equity1.47%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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.