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 January 31, 2026

Asset Allocation

Equity: 136.30%Others: 63.70%

Market Cap

Large Cap: 118.92%Mid Cap: 7.26%Small Cap: 10.12%

Number of stocks

102

Top 10 Holdings

130.20% of portfolio

Market Cap of Equity

Large Cap

118.9200%

Mid Cap

7.2600%

Small Cap

10.1200%

Companies Allocation of Equity

VEDANTA LIMITED EQ NEW RS.1/-18.92%

Kotak Mahindra Bank Limited14.60%

ZOMATO LIMITED EQ14.24%

HDFC BANK LIMITED EQ NEW FV RE. 1/-13.32%

BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-12.80%

ICICI BANK LIMITED EQ NEW FV RS. 2/-12.52%

Hindustan Aeronautics Ltd12.08%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-10.84%

Multi Commodity Exchange of India Limited10.60%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-10.28%

Sector Allocation of Equity

Diversified Metals9.46%

Banks33.94%

Retailing7.12%

Finance13.38%

Aerospace & Defense11.18%

Non - Ferrous Metals5.42%

Capital Markets6.12%

Telecom - Services5.36%

Diversified FMCG4.96%

Cement & Cement Products4.14%

Construction3.84%

Pharmaceuticals & Biotechnology6.30%

Healthcare Services2.80%

Ferrous Metals2.74%

Chemicals & Petrochemicals2.70%

Food Products3.14%

Oil2.44%

Auto Components2.16%

Agricultural Food & other Products0.96%

Beverages0.94%

Industrial Products1.50%

Automobiles1.42%

Petroleum Products0.76%

IT - Software1.28%

Consumer Durables1.34%

Leisure Services0.54%

Gas0.36%

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.