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.

SIP Online
Mutual Fund
Flexi Cap
UTI Flexi Cap Fund - Regular Plan - IDCW
Portfolio

UTI Flexi Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.83%Others: 2.94%Debt: 0.23%

Market Cap

Others: 15.99%Large Cap: 50.16%Mid Cap: 19.15%Small Cap: 11.54%

Number of stocks

Top 10 Holdings

96.83% of portfolio

Market Cap of Equity

Others

15.99%

Large Cap

50.16%

Mid Cap

19.15%

Small Cap

11.54%

Companies Allocation of Equity

Bajaj Finance Ltd6.363%

ICICI Bank Ltd6.233%

Eternal Ltd5.624%

HDFC Bank Ltd5.389%

Titan Co Ltd4.050%

Avenue Supermarts Ltd3.970%

Kotak Mahindra Bank Ltd3.594%

Bharti Airtel Ltd3.205%

Info Edge (India) Ltd3.129%

Dixon Technologies (India) Ltd3.077%

Persistent Systems Ltd2.973%

Coforge Ltd2.901%

LTM Ltd2.632%

Trent Ltd2.422%

Eicher Motors Ltd2.217%

Mahindra & Mahindra Ltd2.200%

Maruti Suzuki India Ltd2.188%

Polycab India Ltd1.890%

Astral Ltd1.849%

Global Health Ltd1.722%

Ajanta Pharma Ltd1.699%

Dr. Lal PathLabs Ltd1.579%

Torrent Pharmaceuticals Ltd1.305%

Divi's Laboratories Ltd1.244%

Nestle India Ltd1.172%

Marico Ltd1.089%

Asian Paints Ltd1.086%

Pidilite Industries Ltd1.074%

Havells India Ltd1.052%

AU Small Finance Bank Ltd1.042%

PI Industries Ltd1.023%

CG Power & Industrial Solutions Ltd0.996%

Grindwell Norton Ltd0.985%

Berger Paints India Ltd0.981%

Poly Medicure Ltd0.955%

Affle 3i Ltd0.937%

Ipca Laboratories Ltd0.856%

AAVAS Financiers Ltd0.795%

Shree Cement Ltd0.784%

Schaeffler India Ltd0.724%

IndiaMART InterMESH Ltd0.712%

3M India Ltd0.700%

Jubilant Foodworks Ltd0.694%

Motherson Sumi Wiring India Ltd0.652%

Gland Pharma Ltd0.623%

Clean Science and Technology Ltd0.606%

Metro Brands Ltd0.591%

Page Industries Ltd0.586%

Eris Lifesciences Ltd Registered Shs0.545%

Syngene International Ltd0.479%

Cohance Lifesciences Ltd0.443%

Rossari Biotech Ltd Ordinary Shares0.367%

United Foodbrands Ltd0.311%

Sheela Foam Ltd0.309%

Infosys Ltd0.208%

Sector Allocation of Equity

Financial Services23.42%

Consumer Cyclical22.57%

Consumer Defensive6.23%

Communication Services7.98%

Technology11.79%

Industrials7.47%

Healthcare11.45%

Basic Materials5.92%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Flexi Cap Fund - Regular Plan - IDCW

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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.