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 Large & Mid Cap Fund- Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 96.01%Others: 3.87%

Market Cap

Large Cap: 44.95%Mid Cap: 37.16%Small Cap: 13.90%

Number of stocks

Top 10 Holdings

59.86% of portfolio

Market Cap of Equity

Large Cap

44.9500%

Mid Cap

37.1600%

Small Cap

13.9000%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.72%

INFOSYS LIMITED EQ FV RS 56.96%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.80%

RELIANCE INDUSTRIES LIMITED EQ6.22%

VEDANTA LIMITED EQ NEW RS.1/-5.28%

WIPRO LIMITED EQ F.V. RS. 25.12%

ITC LIMITED EQ NEW FV RE.1/-5.10%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.76%

INDUS TOWERS LIMITED EQ4.56%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.34%

Sector Allocation of Equity

Banks15.74%

IT - Software10.31%

Petroleum Products4.97%

Diversified Metals2.64%

Diversified FMCG2.55%

Telecom - Services3.74%

Construction3.14%

Pharmaceuticals & Biotechnology7.38%

Power2.03%

Finance6.00%

Insurance3.92%

Automobiles5.68%

Realty2.93%

Capital Markets2.31%

Oil1.34%

Cement & Cement Products1.32%

Auto Components2.28%

Other Consumer Services1.18%

Transport Services2.14%

Fertilizers & Agrochemicals1.14%

Gas1.13%

Personal Products2.00%

Consumer Durables1.04%

Consumable Fuels1.02%

Ferrous Metals0.80%

Chemicals & Petrochemicals1.09%

Paper, Forest & Jute Products0.68%

Leisure Services1.27%

Retailing1.20%

Diversified0.60%

Textiles & Apparels1.02%

Entertainment0.55%

Agricultural, Commercial & Construction Vehicles0.46%

Industrial Products0.41%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Large & Mid Cap Fund- Regular Plan - IDCW

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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.