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
ELSS
UTI ELSS Tax Saver Fund - Regular Plan - IDCW
Portfolio

UTI ELSS Tax Saver Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.90%Others: 2.10%

Market Cap

Large Cap: 61.96%Others: 10.20%Mid Cap: 13.95%Small Cap: 11.79%

Number of stocks

Top 10 Holdings

97.90% of portfolio

Market Cap of Equity

Large Cap

61.96%

Others

10.20%

Mid Cap

13.95%

Small Cap

11.79%

Companies Allocation of Equity

HDFC Bank Ltd8.305%

ICICI Bank Ltd6.431%

Bharti Airtel Ltd4.391%

Kotak Mahindra Bank Ltd3.902%

Axis Bank Ltd3.781%

Reliance Industries Ltd3.017%

Infosys Ltd2.750%

Bajaj Finance Ltd2.725%

Tata Steel Ltd2.398%

State Bank of India2.368%

Mahindra & Mahindra Ltd2.252%

Maruti Suzuki India Ltd1.970%

Tech Mahindra Ltd1.929%

Phoenix Mills Ltd1.838%

Crompton Greaves Consumer Electricals Ltd1.743%

Jubilant Foodworks Ltd1.671%

Ajanta Pharma Ltd1.665%

Aster DM Healthcare Ltd Ordinary Shares1.631%

Coforge Ltd1.565%

Tube Investments of India Ltd Ordinary Shares1.501%

Mphasis Ltd1.490%

Brigade Enterprises Ltd1.475%

ICICI Lombard General Insurance Co Ltd1.462%

Eicher Motors Ltd1.448%

Info Edge (India) Ltd1.415%

Cholamandalam Investment and Finance Co Ltd1.364%

Mahanagar Gas Ltd1.349%

Bharat Electronics Ltd1.317%

Varun Beverages Ltd1.270%

Sun Pharmaceuticals Industries Ltd1.262%

Hindustan Aeronautics Ltd Ordinary Shares1.262%

Coal India Ltd1.260%

Polycab India Ltd1.250%

Power Grid Corp Of India Ltd1.227%

Avenue Supermarts Ltd1.200%

Tata Consumer Products Ltd1.167%

NTPC Ltd1.103%

Eternal Ltd1.078%

HDFC Life Insurance Co Ltd1.067%

Endurance Technologies Ltd1.017%

Havells India Ltd0.974%

AIA Engineering Ltd0.968%

Kajaria Ceramics Ltd0.950%

Godrej Consumer Products Ltd0.931%

Samvardhana Motherson International Ltd0.917%

The Federal Bank Ltd0.876%

Cera Sanitaryware Ltd0.869%

Metropolis Healthcare Ltd0.832%

Emami Ltd0.789%

Bank of Baroda0.787%

Swiggy Ltd0.786%

PI Industries Ltd0.773%

Bharat Petroleum Corp Ltd0.699%

IndiaMART InterMESH Ltd0.695%

Dalmia Bharat Ltd0.693%

JK Paper Ltd0.655%

Fractal Analytics Ltd0.587%

PNC Infratech Ltd0.437%

United Foodbrands Ltd0.362%

Sector Allocation of Equity

Financial Services33.07%

Communication Services6.50%

Energy4.98%

Technology8.32%

Basic Materials4.52%

Consumer Cyclical13.24%

Real Estate3.31%

Healthcare5.39%

Industrials9.53%

Utilities3.68%

Consumer Defensive5.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI ELSS Tax Saver Fund - Regular Plan - IDCW

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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.