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 BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 82.63%Others: 16.80%Debt: 0.58%

Market Cap

Large Cap: 66.47%Small Cap: 1.68%Mid Cap: 8.98%Others: 5.50%

Number of stocks

Top 10 Holdings

84.10% of portfolio

Market Cap of Equity

Large Cap

66.47%

Small Cap

1.68%

Mid Cap

8.98%

Others

5.50%

Companies Allocation of Equity

HDFC Bank Ltd7.426%

ICICI Bank Ltd5.292%

Bajaj Auto Ltd3.538%

Reliance Industries Ltd3.203%

Hindustan Unilever Ltd3.111%

Divi's Laboratories Ltd3.087%

Bharti Airtel Ltd3.006%

State Bank of India2.789%

Tata Steel Ltd2.651%

Axis Bank Ltd2.643%

UltraTech Cement Ltd2.637%

Larsen & Toubro Ltd2.322%

Sanofi Consumer Healthcare India Ltd1.788%

Schaeffler India Ltd1.775%

Titan Co Ltd1.719%

Sun Pharmaceuticals Industries Ltd1.719%

DLF Ltd1.711%

Bharat Electronics Ltd1.619%

Eternal Ltd1.567%

NTPC Ltd1.554%

Infosys Ltd1.540%

ITC Ltd1.438%

Shriram Finance Ltd1.407%

The Federal Bank Ltd1.149%

Rubicon Research Ltd1.133%

Nestle India Ltd1.116%

Apollo Hospitals Enterprise Ltd1.074%

GlaxoSmithKline Pharmaceuticals Ltd1.056%

HCL Technologies Ltd0.988%

Steel Authority Of India Ltd0.977%

United Spirits Ltd0.971%

ACC Ltd0.908%

JSW Steel Ltd0.877%

Adani Power Ltd0.812%

Asian Paints Ltd0.801%

Manappuram Finance Ltd0.790%

Hindustan Zinc Ltd0.786%

Jio Financial Services Ltd0.744%

Indus Towers Ltd Ordinary Shares0.728%

Vedanta Ltd0.628%

Oil & Natural Gas Corp Ltd0.599%

RBL Bank Ltd0.575%

Bajaj Finance Ltd0.575%

Dixon Technologies (India) Ltd0.545%

Samvardhana Motherson International Ltd0.503%

Wipro Ltd0.490%

Aurobindo Pharma Ltd0.489%

Tata Motors Passenger Vehicles Ltd0.486%

Trent Ltd0.485%

Hindustan Aeronautics Ltd Ordinary Shares0.437%

Vedanta Aluminium Metal Limited **0.280%

Vedanta Iron And Steel Limited **0.280%

Talwandi Sabo Power Limited **0.280%

Malco Energy Limited **0.280%

Solar Industries India Ltd0.276%

Torrent Pharmaceuticals Ltd0.273%

Adani Ports & Special Economic Zone Ltd0.269%

Tata Consumer Products Ltd0.261%

Max Financial Services Ltd0.258%

Yes Bank Ltd0.251%

Kotak Mahindra Bank Ltd0.249%

TVS Motor Co Ltd0.227%

Petronet LNG Ltd0.225%

SBI Life Insurance Co Ltd0.222%

ITC Hotels Ltd0.200%

Sector Allocation of Equity

Financial Services24.37%

Consumer Cyclical10.50%

Energy4.03%

Consumer Defensive6.90%

Healthcare10.62%

Communication Services3.73%

Basic Materials10.54%

Industrials4.65%

Real Estate1.71%

Utilities2.37%

Technology3.56%

Equity-0.35%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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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.