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 Flexi Cap Fund Regular - Growth - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.37%Others: 2.63%

Market Cap

Large Cap: 52.19%Mid Cap: 17.81%Small Cap: 26.40%Equity: 0.97%

Number of stocks

Top 10 Holdings

69.40% of portfolio

Market Cap of Equity

Large Cap

52.1900%

Mid Cap

17.8100%

Small Cap

26.4000%

Equity

0.9700%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-12.18%

RELIANCE INDUSTRIES LIMITED EQ8.94%

INFOSYS LIMITED EQ FV RS 57.52%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-7.14%

STATE BANK OF INDIA EQ NEW RE. 1/-6.90%

INDUS TOWERS LIMITED EQ5.68%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.54%

ICICI BANK LIMITED EQ NEW FV RS. 2/-5.32%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-5.14%

NEULAND LABORATORIES LIMITED EQ5.04%

Sector Allocation of Equity

Banks19.89%

Petroleum Products4.47%

IT - Software5.18%

Pharmaceuticals & Biotechnology10.60%

Telecom - Services3.50%

Automobiles6.85%

Retailing2.76%

Consumer Durables7.72%

Finance5.66%

Personal Products2.32%

Aerospace & Defense2.31%

Capital Markets5.24%

Insurance2.96%

Healthcare Services1.99%

Auto Components2.92%

Industrial Products4.07%

Realty1.31%

Textiles & Apparels1.26%

Beverages1.02%

Equity0.97%

IT - Services0.89%

Paper, Forest & Jute Products0.67%

Diversified Metals0.56%

Electrical Equipment0.56%

Cement & Cement Products0.39%

Diversified FMCG0.37%

Transport Services0.37%

Commercial Services & Supplies0.36%

Other Utilities0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Flexi Cap 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.