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 EQUITY SAVINGS FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 35.47%Others: 64.53%

Market Cap

Large Cap: 50.99%Others: 5.82%Mid Cap: 4.98%

Number of stocks

Top 10 Holdings

72.18% of portfolio

Market Cap of Equity

Large Cap

50.99%

Others

5.82%

Mid Cap

4.98%

Companies Allocation of Equity

ITC Ltd6.764%

ICICI Bank Ltd4.187%

Bajaj Finserv Ltd3.011%

Kotak Mahindra Bank Ltd2.994%

Multi Commodity Exchange of India Ltd2.829%

Eternal Ltd2.800%

Hindalco Industries Ltd2.547%

Hindustan Aeronautics Ltd Ordinary Shares2.471%

Sun Pharmaceuticals Industries Ltd2.460%

Indus Towers Ltd Ordinary Shares2.424%

Bharat Electronics Ltd2.154%

Godfrey Phillips India Ltd1.972%

Apollo Hospitals Enterprise Ltd1.954%

RBL Bank Ltd1.873%

Timken India Ltd1.835%

UltraTech Cement Ltd1.746%

Larsen & Toubro Ltd1.706%

Jio Financial Services Ltd1.691%

Axis Bank Ltd1.621%

Punjab National Bank1.533%

Power Finance Corp Ltd1.532%

Ingersoll-Rand (India) Ltd1.532%

Solar Industries India Ltd1.353%

Nestle India Ltd1.282%

JSW Steel Ltd1.247%

ZF Commercial Vehicle Control Systems India Ltd1.185%

Oil & Natural Gas Corp Ltd1.181%

Schaeffler India Ltd1.160%

United Spirits Ltd1.109%

Bandhan Bank Ltd1.050%

Hindustan Unilever Ltd0.945%

Adani Ports & Special Economic Zone Ltd0.920%

Torrent Pharmaceuticals Ltd0.857%

Reliance Industries Ltd0.661%

Cipla Ltd0.650%

Titan Co Ltd0.558%

GlaxoSmithKline Pharmaceuticals Ltd0.514%

Tata Consumer Products Ltd0.420%

Sanofi Consumer Healthcare India Ltd0.377%

Bharti Airtel Ltd0.338%

ICRA Ltd0.310%

Maruti Suzuki India Ltd0.307%

Asian Paints Ltd0.301%

Bajaj Auto Ltd0.292%

Britannia Industries Ltd0.289%

Devyani International Ltd0.250%

Cummins India Ltd0.231%

Infosys Ltd0.220%

Tata Consultancy Services Ltd0.202%

HDFC Bank Ltd0.180%

GAIL (India) Ltd0.150%

Sector Allocation of Equity

Consumer Defensive12.78%

Financial Services22.81%

Consumer Cyclical6.55%

Basic Materials7.19%

Industrials10.85%

Healthcare6.81%

Communication Services2.76%

Energy1.84%

Technology0.42%

Utilities0.15%

Equity-36.71%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV EQUITY SAVINGS FUND REGULAR PLAN IDCW REINVESTMENT

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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.