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 Small Cap Fund - Regular Plan - Growth Option - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.59%Others: 4.41%

Market Cap

Small Cap: 80.60%Mid Cap: 14.99%

Number of stocks

Top 10 Holdings

43.80% of portfolio

Market Cap of Equity

Small Cap

80.6000%

Mid Cap

14.9900%

Companies Allocation of Equity

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-5.54%

CITY UNION BANK LIMITED EQ NEW RS. 1/-5.48%

MCX INDIA LIMITED EQ NEW RS. 10/-5.28%

KEI INDUSTRIES LIMITED NEW EQ RS. 2/-4.28%

ASTER DM HEALTHCARE LIMITED EQ4.22%

AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-3.98%

TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-3.86%

Ami Organics Limited3.78%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-3.78%

JUBILANT INGREVIA LIMITED EQ3.60%

Sector Allocation of Equity

Banks7.42%

Capital Markets5.02%

Industrial Products7.78%

Healthcare Services5.70%

IT - Services1.99%

Electrical Equipment2.83%

Pharmaceuticals & Biotechnology7.78%

Chemicals & Petrochemicals6.13%

Transport Services1.73%

Commercial Services & Supplies6.09%

IT - Software5.94%

Consumer Durables8.68%

Minerals & Mining1.53%

Finance5.41%

Auto Components3.75%

Other Consumer Services1.46%

Construction2.45%

Cement & Cement Products1.42%

Realty1.25%

Entertainment1.24%

Beverages1.11%

Retailing2.32%

Food Products1.90%

Industrial Manufacturing1.42%

Non - Ferrous Metals0.77%

Textiles & Apparels1.19%

Financial Technology (Fintech)0.64%

IT - Hardware0.64%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Small Cap Fund - Regular Plan - Growth Option

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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.