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 India Consumer Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.88%Others: 2.12%

Market Cap

Large Cap: 69.29%Mid Cap: 19.94%Small Cap: 8.65%

Number of stocks

Top 10 Holdings

97.88% of portfolio

Market Cap of Equity

Large Cap

69.29%

Mid Cap

19.94%

Small Cap

8.65%

Companies Allocation of Equity

Mahindra & Mahindra Ltd9.126%

Eternal Ltd8.409%

Bharti Airtel Ltd7.224%

Titan Co Ltd6.901%

Maruti Suzuki India Ltd6.060%

Eicher Motors Ltd4.388%

Trent Ltd4.186%

ITC Ltd3.427%

Avenue Supermarts Ltd3.063%

TVS Motor Co Ltd2.971%

Polycab India Ltd2.642%

Tata Consumer Products Ltd2.633%

Hindustan Unilever Ltd2.572%

Nestle India Ltd2.315%

Hero MotoCorp Ltd2.298%

Phoenix Mills Ltd2.148%

Jubilant Foodworks Ltd1.811%

HDFC Bank Ltd1.655%

Varun Beverages Ltd1.639%

Global Health Ltd1.492%

Info Edge (India) Ltd1.461%

Havells India Ltd1.454%

Dixon Technologies (India) Ltd1.435%

Bajaj Finance Ltd1.416%

Vishal Mega Mart Ltd1.317%

Tips Music Ltd1.302%

Metro Brands Ltd1.290%

United Spirits Ltd1.214%

Blue Star Ltd1.211%

PB Fintech Ltd1.162%

Berger Paints India Ltd1.137%

V-Mart Retail Ltd1.090%

Bikaji Foods International Ltd1.089%

Brigade Enterprises Ltd0.996%

Astral Ltd0.908%

LG Electronics India Ltd0.897%

Aster DM Healthcare Ltd Ordinary Shares0.741%

United Foodbrands Ltd0.436%

Vedant Fashions Ltd0.149%

Kewal Kiran Clothing Ltd0.144%

Meesho Ltd0.072%

Sector Allocation of Equity

Consumer Cyclical50.65%

Communication Services9.99%

Consumer Defensive17.95%

Industrials6.21%

Real Estate3.14%

Financial Services4.23%

Healthcare2.23%

Technology2.33%

Basic Materials1.14%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI India Consumer 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.