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 Transportation and Logistics Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.15%Others: 5.72%Debt: 0.13%

Market Cap

Large Cap: 71.89%Others: 2.81%Small Cap: 10.58%Mid Cap: 8.87%

Number of stocks

Top 10 Holdings

94.44% of portfolio

Market Cap of Equity

Large Cap

71.89%

Others

2.81%

Small Cap

10.58%

Mid Cap

8.87%

Companies Allocation of Equity

Mahindra & Mahindra Ltd13.531%

Maruti Suzuki India Ltd9.030%

Eicher Motors Ltd8.646%

Eternal Ltd8.280%

Bajaj Auto Ltd6.600%

Adani Ports & Special Economic Zone Ltd5.958%

Hero MotoCorp Ltd4.385%

TVS Motor Co Ltd3.698%

Hyundai Motor India Ltd3.393%

InterGlobe Aviation Ltd2.823%

Tata Motors Ltd2.441%

Motherson Sumi Wiring India Ltd1.955%

Tata Motors Passenger Vehicles Ltd1.906%

Samvardhana Motherson International Ltd1.588%

Bosch Ltd1.269%

Subros Ltd1.246%

Sona BLW Precision Forgings Ltd1.244%

Container Corporation of India Ltd1.233%

ZF Commercial Vehicle Control Systems India Ltd1.210%

Endurance Technologies Ltd1.168%

Apollo Tyres Ltd1.101%

Mahindra Logistics Ltd1.030%

Ashok Leyland Ltd0.974%

Escorts Kubota Ltd0.933%

Schaeffler India Ltd0.909%

MRF Ltd0.791%

Swiggy Ltd0.785%

CIE Automotive India Ltd0.703%

Sandhar Technologies Ltd Ordinary Shares0.651%

Craftsman Automation Ltd0.637%

Bharat Forge Ltd0.584%

Carraro India Ltd0.567%

JSW Infrastructure Ltd0.517%

Balkrishna Industries Ltd0.513%

VRL Logistics Ltd0.475%

Sundaram Fasteners Ltd0.430%

Ceat Ltd0.377%

SKF India (Industrial) Ltd0.374%

TCI Express Ltd0.224%

SKF India Ltd0.201%

Radiant Cash Management Services Ltd0.057%

Sector Allocation of Equity

Consumer Cyclical79.64%

Industrials14.80%

Equity-0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Transportation and Logistics 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.