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 Conservative Hybrid Fund - Regular Plan - Growth Option - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 24.41%Others: 4.73%Debt: 70.86%

Market Cap

Large Cap: 15.05%Others: 1.36%Mid Cap: 4.34%Small Cap: 3.66%

Number of stocks

120

Top 10 Holdings

24.41% of portfolio

Market Cap of Equity

Large Cap

15.05%

Others

1.36%

Mid Cap

4.34%

Small Cap

3.66%

Companies Allocation of Equity

HDFC Bank Ltd2.107%

ICICI Bank Ltd1.453%

Bharti Airtel Ltd1.085%

Axis Bank Ltd0.960%

Kotak Mahindra Bank Ltd0.928%

State Bank of India0.905%

Infosys Ltd0.823%

Mahindra & Mahindra Ltd0.759%

Reliance Industries Ltd0.693%

Tech Mahindra Ltd0.607%

Maruti Suzuki India Ltd0.569%

Power Grid Corp Of India Ltd0.503%

Mphasis Ltd0.455%

Phoenix Mills Ltd0.449%

Tata Steel Ltd0.448%

Glenmark Pharmaceuticals Ltd0.430%

Eicher Motors Ltd0.426%

Crompton Greaves Consumer Electricals Ltd0.412%

Cipla Ltd0.390%

IndusInd Bank Ltd0.388%

Fortis Healthcare Ltd0.373%

Coal India Ltd0.371%

Sun Pharmaceuticals Industries Ltd0.361%

Great Eastern Shipping Co Ltd0.355%

ICICI Lombard General Insurance Co Ltd0.352%

Mahindra & Mahindra Financial Services Ltd0.352%

Brigade Enterprises Ltd0.340%

The Federal Bank Ltd0.304%

Info Edge (India) Ltd0.300%

Dabur India Ltd0.294%

Kajaria Ceramics Ltd0.280%

JSW Infrastructure Ltd0.275%

Bharat Electronics Ltd0.274%

Dalmia Bharat Ltd0.265%

Varun Beverages Ltd0.264%

Oil & Natural Gas Corp Ltd0.263%

Metropolis Healthcare Ltd0.260%

AIA Engineering Ltd0.251%

Orchid Pharma Ltd0.246%

Tube Investments of India Ltd Ordinary Shares0.241%

HDFC Life Insurance Co Ltd0.238%

JK Paper Ltd0.227%

PVR INOX Ltd0.225%

Mahanagar Gas Ltd0.221%

Cera Sanitaryware Ltd0.217%

Bank of Baroda0.216%

Emami Ltd0.215%

DLF Ltd0.213%

Hindustan Aeronautics Ltd Ordinary Shares0.210%

Samvardhana Motherson International Ltd0.205%

PI Industries Ltd0.203%

Sapphire Foods India Ltd0.200%

Bharat Petroleum Corp Ltd0.191%

Swiggy Ltd0.188%

PNC Infratech Ltd0.179%

IndiaMART InterMESH Ltd0.154%

Aditya Birla Lifestyle Brands Ltd0.133%

Symphony Ltd0.124%

HCL Technologies Ltd0.036%

Sector Allocation of Equity

Financial Services8.20%

Communication Services1.76%

Technology1.92%

Consumer Cyclical3.02%

Energy1.52%

Utilities0.72%

Real Estate1.00%

Basic Materials1.14%

Healthcare2.06%

Industrials2.28%

Consumer Defensive0.77%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Conservative Hybrid Fund - Regular Plan - Growth 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.