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.

Bajaj Finserv Arbitrage Fund Regular - Growth - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 68.05%Others: 27.79%Debt: 4.16%

Market Cap

Large Cap: 42.38%Small Cap: 7.52%Mid Cap: 18.15%

Number of stocks

120

Top 10 Holdings

59.32% of portfolio

Market Cap of Equity

Large Cap

42.3800%

Small Cap

7.5200%

Mid Cap

18.1500%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-12.22%

RBL BANK LIMITED EQ8.86%

RELIANCE INDUSTRIES LIMITED EQ8.20%

VODAFONE IDEA LIMITED EQ6.92%

ICICI BANK LIMITED EQ NEW FV RS. 2/-5.74%

ADITYA BIRLA CAPITAL LIMITED EQ4.50%

PUNJAB NATIONAL BANK EQ NEW FV RS. 2/-3.60%

STEEL AUTHORITY OF INDIA LIMITED EQ3.30%

VEDANTA LIMITED EQ NEW RS.1/-3.14%

IDFC FIRST BANK LIMITED EQ2.84%

Sector Allocation of Equity

Banks20.67%

Petroleum Products4.15%

Telecom - Services4.83%

Finance8.21%

Ferrous Metals2.67%

Diversified Metals1.57%

Transport Services1.28%

Automobiles2.12%

Transport Infrastructure1.38%

Capital Markets1.53%

Non - Ferrous Metals1.78%

Electrical Equipment1.38%

Chemicals & Petrochemicals0.88%

Diversified FMCG0.74%

Power1.63%

Retailing0.90%

Aerospace & Defense1.06%

Food Products0.65%

Minerals & Mining0.57%

Consumer Durables1.97%

Realty0.82%

Cement & Cement Products1.11%

Leisure Services0.66%

Healthcare Services0.68%

IT - Software1.43%

Insurance0.89%

Pharmaceuticals & Biotechnology1.26%

Agricultural Food & other Products0.39%

Construction0.27%

Industrial Products0.21%

Personal Products0.24%

Financial Technology (Fintech)0.05%

Auto Components0.05%

Gas0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Arbitrage Fund Regular - Growth

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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.