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 Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.84%Others: 0.14%

Market Cap

Mid Cap: 71.16%Large Cap: 16.09%Small Cap: 12.59%

Number of stocks

Top 10 Holdings

69.08% of portfolio

Market Cap of Equity

Mid Cap

71.1600%

Large Cap

16.0900%

Small Cap

12.5900%

Companies Allocation of Equity

COLGATE-PALMOLIVE (INDIA) LIMITED EQ NEW FV RS.1/-8.80%

HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/-7.76%

HERO MOTOCORP LIMITED EQ FV RS 27.60%

DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-7.38%

Persistent Systems Ltd6.96%

CUMMINS INDIA LIMITED EQ FV RS.26.80%

MARICO LIMITED NEW EQ RE.16.68%

PROCTER & GAMBLE HYGIENE AND HEALTH CARE LIMITED EQ6.26%

PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/-5.54%

POLYCAB INDIA LIMITED EQ5.30%

Sector Allocation of Equity

Personal Products7.53%

Capital Markets8.81%

Automobiles3.80%

Consumer Durables5.22%

IT - Software13.41%

Industrial Products14.29%

Agricultural Food & other Products3.34%

Textiles & Apparels3.95%

Finance3.73%

Minerals & Mining2.12%

Pharmaceuticals & Biotechnology7.71%

Leisure Services1.97%

Fertilizers & Agrochemicals3.83%

Gas4.13%

Auto Components6.04%

Banks1.46%

IT - Services1.39%

Cigarettes & Tobacco Products1.36%

Diversified1.27%

Electrical Equipment1.26%

Aerospace & Defense1.17%

Healthcare Services1.11%

Industrial Manufacturing0.94%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Nifty Midcap 150 Quality 50 Index Fund - Regular Plan - Growth Option

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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.