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 Mid Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 98.41%Others: 1.60%

Market Cap

Mid Cap: 70.77%Large Cap: 9.59%Small Cap: 18.05%

Number of stocks

Top 10 Holdings

42.88% of portfolio

Market Cap of Equity

Mid Cap

70.7700%

Large Cap

9.5900%

Small Cap

18.0500%

Companies Allocation of Equity

POLYCAB INDIA LIMITED EQ5.16%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-4.94%

Persistent Systems Ltd4.56%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.36%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-4.36%

AJANTA PHARMA LIMITED EQ NEW FV RS. 2/-4.02%

Coforge Limited4.02%

APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-4.02%

HERO MOTOCORP LIMITED EQ FV RS 23.86%

TUBE INVESTMENTS OF INDIA LIMITED EQ3.58%

Sector Allocation of Equity

Industrial Products8.66%

Realty3.31%

IT - Software7.45%

Banks9.20%

Insurance3.24%

Pharmaceuticals & Biotechnology8.18%

Automobiles1.93%

Auto Components7.45%

Consumer Durables8.07%

Cement & Cement Products2.82%

Finance5.62%

Financial Technology (Fintech)1.60%

Chemicals & Petrochemicals3.03%

Electrical Equipment3.43%

Leisure Services2.35%

Fertilizers & Agrochemicals2.27%

Capital Markets3.77%

Telecom - Services1.21%

Power1.21%

Retailing2.81%

Ferrous Metals1.74%

Gas1.12%

Petroleum Products1.11%

Agricultural Food & other Products1.08%

Healthcare Services2.92%

Transport Services0.82%

Aerospace & Defense0.78%

Construction0.61%

Personal Products0.42%

Food Products0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Mid Cap 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.