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 Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G) - Portfolio Analysis

Equity
Momentum
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.34%

Market Cap

Mid Cap: 59.33%Others: 8.33%Large Cap: 11.32%Small Cap: 21.36%

Number of stocks

100

Top 10 Holdings

100.34% of portfolio

Market Cap of Equity

Mid Cap

59.33%

Others

8.33%

Large Cap

11.32%

Small Cap

21.36%

Companies Allocation of Equity

BSE Ltd6.603%

Multi Commodity Exchange of India Ltd5.031%

Hero MotoCorp Ltd4.088%

Cummins India Ltd3.974%

The Federal Bank Ltd3.215%

AU Small Finance Bank Ltd3.151%

Muthoot Finance Ltd2.867%

GE Vernova T&D India Ltd2.808%

HDFC Asset Management Co Ltd2.695%

Suzlon Energy Ltd2.348%

L&T Finance Ltd1.945%

Persistent Systems Ltd1.912%

Hitachi Energy India Ltd Ordinary Shares1.878%

Dixon Technologies (India) Ltd1.808%

Indian Bank1.766%

National Aluminium Co Ltd1.756%

Lupin Ltd1.736%

Polycab India Ltd1.700%

Marico Ltd1.694%

Glenmark Pharmaceuticals Ltd1.629%

Indus Towers Ltd Ordinary Shares1.562%

Radico Khaitan Ltd1.398%

Colgate-Palmolive (India) Ltd1.365%

Anand Rathi Wealth Ltd1.347%

Coforge Ltd1.327%

City Union Bank Ltd1.233%

Alkem Laboratories Ltd1.121%

Aurobindo Pharma Ltd1.053%

Central Depository Services (India) Ltd1.049%

APL Apollo Tubes Ltd1.048%

NMDC Ltd1.001%

MRF Ltd1.000%

Manappuram Finance Ltd0.972%

KEI Industries Ltd0.943%

360 One Wam Ltd Ordinary Shares0.932%

Computer Age Management Services Ltd Ordinary Shares0.890%

Coromandel International Ltd0.882%

Hindustan Copper Ltd0.878%

Page Industries Ltd0.851%

Nippon Life India Asset Management Ltd Ordinary Shares0.830%

UNO Minda Ltd0.817%

Mphasis Ltd0.797%

Force Motors Ltd0.776%

Angel One Ltd Ordinary Shares0.749%

Blue Star Ltd0.744%

Oracle Financial Services Software Ltd0.716%

PI Industries Ltd0.646%

Great Eastern Shipping Co Ltd0.645%

Apar Industries Ltd0.641%

Neuland Laboratories Ltd0.614%

Narayana Hrudayalaya Ltd0.608%

Motherson Sumi Wiring India Ltd0.581%

SBI Cards and Payment Services Ltd Ordinary Shares0.556%

Bank of Maharashtra0.548%

Redington Ltd0.535%

Welspun Corp Ltd0.521%

HBL Engineering Ltd0.505%

Data Patterns (India) Ltd0.498%

Dr. Lal PathLabs Ltd0.478%

Motilal Oswal Financial Services Ltd0.458%

Garden Reach Shipbuilders & Engineers Ltd0.435%

Himadri Speciality Chemical Ltd0.434%

Indian Energy Exchange Ltd0.431%

Tata Elxsi Ltd0.418%

Usha Martin Ltd0.411%

Castrol India Ltd0.396%

KPIT Technologies Ltd0.387%

Cochin Shipyard Ltd0.380%

Escorts Kubota Ltd0.371%

Indraprastha Gas Ltd0.365%

Bharat Dynamics Ltd Ordinary Shares0.352%

Godawari Power & Ispat Ltd0.350%

Gujarat Mineral Development Corp Ltd0.346%

Godfrey Phillips India Ltd0.343%

eClerx Services Ltd0.335%

Nava Ltd0.331%

Home First Finance Co India Ltd ---0.331%

K.P.R. Mill Ltd0.324%

Can Fin Homes Ltd0.322%

Affle 3i Ltd0.310%

L&T Technology Services Ltd0.295%

AstraZeneca Pharma India Ltd0.288%

CreditAccess Grameen Ltd Ordinary Shares0.287%

Gillette India Ltd0.283%

Aditya Birla Sun Life AMC Ltd0.281%

Choice International Ltd0.277%

Intellect Design Arena Ltd0.274%

IndiaMART InterMESH Ltd0.273%

Triveni Turbine Ltd0.256%

Ceat Ltd0.249%

Mahanagar Gas Ltd0.222%

Zensar Technologies Ltd0.197%

LT Foods Ltd0.187%

Sumitomo Chemical India Ltd Ordinary Shares0.168%

JSW Dulux Ltd0.160%

Kirloskar Brothers Ltd0.146%

BLS International Services Ltd0.121%

Newgen Software Technologies Ltd0.105%

Latent View Analytics Ltd0.095%

UTI Asset Management Co Ltd0.081%

Sector Allocation of Equity

Financial Services37.96%

Consumer Cyclical8.69%

Industrials19.17%

Technology9.99%

Basic Materials8.25%

Healthcare7.53%

Consumer Defensive5.27%

Communication Services2.15%

Energy0.74%

Utilities0.59%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI-Nifty Midsmallcap 400 Momentum Quality 100 Index Fund-Reg (G)

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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.