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 October 31, 2025

Asset Allocation

Equity: 98.44%Others: 1.55%

Market Cap

Mid Cap: 69.70%Small Cap: 21.61%Large Cap: 7.13%

Number of stocks

Top 10 Holdings

41.36% of portfolio

Market Cap of Equity

Mid Cap

69.7000%

Small Cap

21.6100%

Large Cap

7.1300%

Companies Allocation of Equity

POLYCAB INDIA LIMITED EQ5.14%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-4.72%

Persistent Systems Ltd4.44%

INDIAN BANK EQ4.26%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-4.16%

Coforge Limited4.04%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.92%

TUBE INVESTMENTS OF INDIA LIMITED EQ3.74%

SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-3.50%

J.K.CEMENT LIMITED EQ3.44%

Sector Allocation of Equity

Industrial Products8.52%

Realty3.32%

IT - Software7.34%

Banks8.48%

Insurance3.47%

Auto Components8.43%

Cement & Cement Products2.94%

Pharmaceuticals & Biotechnology7.85%

Consumer Durables8.24%

Financial Technology (Fintech)1.61%

Fertilizers & Agrochemicals2.59%

Automobiles1.48%

Electrical Equipment3.75%

Telecom - Services1.38%

Leisure Services2.58%

Finance4.89%

Minerals & Mining1.18%

Retailing2.83%

Power1.09%

Capital Markets3.07%

Petroleum Products1.06%

Aerospace & Defense1.06%

Textiles & Apparels1.04%

Healthcare Services3.19%

Chemicals & Petrochemicals2.61%

Transport Services0.86%

Gas0.78%

Construction0.75%

Agricultural Food & other Products0.67%

Personal Products0.66%

Commercial Services & Supplies0.48%

Ferrous Metals0.24%

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.