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 Infrastructure Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.27%Others: 2.73%

Market Cap

Large Cap: 67.80%Small Cap: 18.51%Mid Cap: 10.96%

Number of stocks

Top 10 Holdings

114.58% of portfolio

Market Cap of Equity

Large Cap

67.8000%

Small Cap

18.5100%

Mid Cap

10.9600%

Companies Allocation of Equity

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-26.62%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-21.00%

RELIANCE INDUSTRIES LIMITED EQ13.52%

NTPC LIMITED EQ12.16%

ULTRATECH CEMENT LIMITED EQ9.54%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-8.46%

OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-6.28%

ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-6.20%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.02%

BHARAT PETROLEUM CORPORATION LTD. EQ4.78%

Sector Allocation of Equity

Telecom - Services14.51%

Construction14.88%

Petroleum Products10.59%

Power7.83%

Cement & Cement Products6.55%

Transport Services5.99%

Oil3.44%

Transport Infrastructure3.68%

Banks5.14%

Realty2.74%

Industrial Products5.46%

Gas2.29%

Aerospace & Defense2.19%

Consumer Durables2.48%

Diversified1.19%

Electrical Equipment4.32%

Auto Components1.44%

Diversified Metals0.68%

Finance0.47%

Chemicals & Petrochemicals0.47%

Ferrous Metals0.33%

Industrial Manufacturing0.36%

Healthcare Services0.12%

Commercial Services & Supplies0.12%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Infrastructure 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.