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 Healthcare Fund - Regular Plan - Growth Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.25%Others: 4.75%

Market Cap

Large Cap: 18.01%Mid Cap: 32.34%Small Cap: 38.87%Others: 6.02%

Number of stocks

Top 10 Holdings

95.25% of portfolio

Market Cap of Equity

Large Cap

18.01%

Mid Cap

32.34%

Small Cap

38.87%

Others

6.02%

Companies Allocation of Equity

Sun Pharmaceuticals Industries Ltd9.488%

Ajanta Pharma Ltd5.838%

Lupin Ltd4.233%

Apollo Hospitals Enterprise Ltd3.539%

Divi's Laboratories Ltd3.454%

Glenmark Pharmaceuticals Ltd3.355%

Dr Reddy's Laboratories Ltd3.355%

Gland Pharma Ltd3.296%

Fortis Healthcare Ltd3.228%

Alkem Laboratories Ltd3.211%

Max Healthcare Institute Ltd Ordinary Shares2.996%

Cohance Lifesciences Ltd2.958%

Anthem Biosciences Ltd2.483%

Aurobindo Pharma Ltd2.457%

Procter & Gamble Health Ltd2.281%

Ipca Laboratories Ltd2.189%

Caplin Point Laboratories Ltd2.169%

Sai Life Sciences Ltd2.147%

Global Health Ltd2.059%

Sudeep Pharma Ltd1.992%

Aster DM Healthcare Ltd Ordinary Shares1.989%

Viyash Scientific Ltd1.954%

Jupiter Life Line Hospitals Ltd1.936%

Marksans Pharma Ltd1.835%

Cipla Ltd1.718%

Metropolis Healthcare Ltd1.612%

Rainbow Childrens Medicare Ltd1.579%

Eris Lifesciences Ltd Registered Shs1.562%

Pfizer Ltd1.474%

Krishna Institute of Medical Sciences Ltd1.342%

Vijaya Diagnostic Centre Ltd1.307%

Windlas Biotech Ltd1.233%

Dr. Lal PathLabs Ltd1.196%

Emcure Pharmaceuticals Ltd1.018%

Sanofi Consumer Healthcare India Ltd1.007%

Laxmi Dental Ltd0.981%

Aarti Pharmalabs Ltd0.971%

Jubilant Pharmova Ltd0.727%

Alembic Pharmaceuticals Ltd0.678%

Syngene International Ltd0.667%

Biocon Ltd0.629%

Acutaas Chemicals Ltd0.567%

Orchid Pharma Ltd0.547%

Sector Allocation of Equity

Healthcare94.69%

Basic Materials0.57%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Healthcare Fund - Regular Plan - Growth Option

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.