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 Focused Fund - Regular Plan - IDCW Payout Option - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.66%Others: 2.34%

Market Cap

Large Cap: 63.37%Others: 16.89%Mid Cap: 17.39%

Number of stocks

Top 10 Holdings

97.66% of portfolio

Market Cap of Equity

Large Cap

63.37%

Others

16.89%

Mid Cap

17.39%

Companies Allocation of Equity

ICICI Bank Ltd8.708%

HDFC Bank Ltd8.381%

Reliance Industries Ltd5.516%

Eternal Ltd5.160%

Larsen & Toubro Ltd5.030%

Infosys Ltd4.196%

Bajaj Finance Ltd3.914%

Bharti Airtel Ltd3.905%

Tata Steel Ltd3.841%

Kotak Mahindra Bank Ltd3.683%

Titan Co Ltd3.297%

Tube Investments of India Ltd Ordinary Shares3.140%

Tech Mahindra Ltd3.010%

Shriram Finance Ltd2.807%

Mahindra & Mahindra Ltd2.588%

Ajanta Pharma Ltd2.484%

Tata Motors Ltd2.397%

Phoenix Mills Ltd2.396%

ICICI Prudential Asset Management Co Ltd2.378%

Havells India Ltd2.254%

Maruti Suzuki India Ltd2.225%

PB Fintech Ltd2.192%

Aurobindo Pharma Ltd2.008%

Shree Cement Ltd1.920%

Tata Consumer Products Ltd1.913%

Astral Ltd1.757%

Hindustan Aeronautics Ltd Ordinary Shares1.722%

Adani Power Ltd1.714%

Trent Ltd1.626%

Gujarat Gas Ltd1.492%

Sector Allocation of Equity

Financial Services32.06%

Energy5.52%

Consumer Cyclical17.29%

Industrials13.90%

Technology7.21%

Communication Services3.91%

Basic Materials5.76%

Healthcare4.49%

Real Estate2.40%

Consumer Defensive1.91%

Utilities3.21%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Focused Fund - Regular Plan - IDCW Payout 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.