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 BANKING AND FINANCIAL SERVICES FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 95.62%Others: 4.38%

Market Cap

Large Cap: 49.92%Others: 15.10%Mid Cap: 11.87%Small Cap: 18.74%

Number of stocks

Top 10 Holdings

95.62% of portfolio

Market Cap of Equity

Large Cap

49.92%

Others

15.10%

Mid Cap

11.87%

Small Cap

18.74%

Companies Allocation of Equity

HDFC Bank Ltd14.668%

ICICI Bank Ltd13.365%

Axis Bank Ltd8.988%

State Bank of India8.298%

Kotak Mahindra Bank Ltd7.799%

The Federal Bank Ltd4.237%

Manappuram Finance Ltd3.648%

Shriram Finance Ltd3.261%

RBL Bank Ltd2.913%

Go Digit General Insurance Ltd2.895%

Niva Bupa Health Insurance Co Ltd2.478%

Jio Financial Services Ltd2.409%

Bajaj Finserv Ltd2.189%

ICRA Ltd2.015%

Angel One Ltd Ordinary Shares1.911%

360 One Wam Ltd Ordinary Shares1.884%

Bajaj Finance Ltd1.741%

BSE Ltd1.669%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.511%

CreditAccess Grameen Ltd Ordinary Shares0.989%

Aditya Birla Capital Ltd0.948%

Max Financial Services Ltd0.878%

PB Fintech Ltd0.815%

Prudent Corporate Advisory Services Ltd0.779%

Medi Assist Healthcare Services Ltd0.672%

City Union Bank Ltd0.644%

IndusInd Bank Ltd0.638%

One97 Communications Ltd0.446%

Multi Commodity Exchange of India Ltd0.385%

HDFC Asset Management Co Ltd0.356%

PNB Housing Finance Ltd0.194%

Sector Allocation of Equity

Financial Services94.51%

Healthcare0.67%

Technology0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV BANKING AND FINANCIAL SERVICES FUND REGULAR PLAN IDCW PAYOUT

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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.