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 MULTI CAP FUND REGULAR PLAN GROWTH - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.10%Others: 3.40%Debt: 0.50%

Market Cap

Large Cap: 32.30%Others: 11.73%Mid Cap: 23.56%Small Cap: 28.51%

Number of stocks

Top 10 Holdings

96.10% of portfolio

Market Cap of Equity

Large Cap

32.30%

Others

11.73%

Mid Cap

23.56%

Small Cap

28.51%

Companies Allocation of Equity

HDFC Bank Ltd4.476%

Kotak Mahindra Bank Ltd4.069%

ICICI Bank Ltd3.795%

Reliance Industries Ltd2.519%

Bajaj Finance Ltd2.357%

Tube Investments of India Ltd Ordinary Shares2.137%

Larsen & Toubro Ltd2.114%

Infosys Ltd1.989%

Oil India Ltd1.906%

Bharti Airtel Ltd1.857%

Tata Consultancy Services Ltd1.772%

Aurobindo Pharma Ltd1.721%

Marksans Pharma Ltd1.625%

HDB Financial Services Ltd1.597%

Petronet LNG Ltd1.577%

Jindal Stainless Ltd1.567%

CRISIL Ltd1.555%

PVR INOX Ltd1.522%

Life Insurance Corporation of India1.488%

Dr. Lal PathLabs Ltd1.487%

SBI Life Insurance Co Ltd1.457%

Affle 3i Ltd1.440%

IndiaMART InterMESH Ltd1.416%

Info Edge (India) Ltd1.411%

INOX India Ltd1.407%

Maruti Suzuki India Ltd1.393%

Caplin Point Laboratories Ltd1.372%

Gillette India Ltd1.359%

Vedant Fashions Ltd1.348%

Jubilant Foodworks Ltd1.338%

Berger Paints India Ltd1.317%

Lupin Ltd1.313%

Glenmark Pharmaceuticals Ltd1.308%

Gulf Oil Lubricants India Ltd1.284%

Axis Bank Ltd1.281%

General Insurance Corp of India1.248%

Hindustan Petroleum Corp Ltd1.208%

Coal India Ltd1.193%

Motherson Sumi Wiring India Ltd1.144%

Swiggy Ltd1.120%

SJS Enterprises Ltd1.096%

UltraTech Cement Ltd1.080%

Ajanta Pharma Ltd1.077%

NIIT Learning Systems Ltd1.074%

Tata Motors Passenger Vehicles Ltd1.061%

Voltamp Transformers Ltd1.049%

Godrej Agrovet Ltd Ordinary Shares1.015%

AIA Engineering Ltd1.011%

Rainbow Childrens Medicare Ltd1.005%

Dixon Technologies (India) Ltd0.983%

Bank of Maharashtra0.974%

DCM Shriram Ltd0.933%

Tata Steel Ltd0.932%

Coforge Ltd0.929%

Adani Power Ltd0.919%

PNC Infratech Ltd0.900%

Safari Industries (India) Ltd0.895%

United Spirits Ltd0.889%

Metro Brands Ltd0.859%

Great Eastern Shipping Co Ltd0.817%

Prudent Corporate Advisory Services Ltd0.805%

JSW Dulux Ltd0.799%

REC Ltd0.771%

Kirloskar Pneumatic Co Ltd0.755%

Titan Co Ltd0.652%

Clean Science and Technology Ltd0.573%

Apollo Tyres Ltd0.526%

Rossari Biotech Ltd Ordinary Shares0.496%

Mahindra & Mahindra Financial Services Ltd0.462%

Tata Consumer Products Ltd0.457%

Seshaasai Technologies Ltd0.375%

SKF India Ltd0.369%

SKF India (Industrial) Ltd0.070%

Sector Allocation of Equity

Financial Services26.33%

Energy8.40%

Industrials11.56%

Technology6.05%

Communication Services7.65%

Healthcare10.91%

Basic Materials8.05%

Consumer Cyclical11.43%

Consumer Defensive4.79%

Utilities0.92%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI MULTI CAP FUND REGULAR PLAN GROWTH

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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.