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 Healthcare Fund - Regular (G) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.73%Others: 3.27%

Market Cap

Large Cap: 24.87%Mid Cap: 30.62%Small Cap: 34.02%Others: 7.21%

Number of stocks

Top 10 Holdings

96.73% of portfolio

Market Cap of Equity

Large Cap

24.87%

Mid Cap

30.62%

Small Cap

34.02%

Others

7.21%

Companies Allocation of Equity

Divi's Laboratories Ltd9.097%

Sun Pharmaceuticals Industries Ltd8.996%

Aurobindo Pharma Ltd6.568%

Apollo Hospitals Enterprise Ltd6.462%

Piramal Pharma Ltd6.270%

Torrent Pharmaceuticals Ltd5.130%

Rubicon Research Ltd4.484%

Emcure Pharmaceuticals Ltd4.262%

Neuland Laboratories Ltd3.963%

Max Healthcare Institute Ltd Ordinary Shares3.897%

Fortis Healthcare Ltd3.431%

Zydus Wellness Ltd2.729%

Ipca Laboratories Ltd2.391%

Vijaya Diagnostic Centre Ltd2.157%

Navin Fluorine International Ltd2.110%

Glenmark Pharmaceuticals Ltd2.065%

Sanofi Consumer Healthcare India Ltd2.043%

Shaily Engineering Plastics Ltd1.944%

GlaxoSmithKline Pharmaceuticals Ltd1.720%

Laurus Labs Ltd1.703%

Godrej Consumer Products Ltd1.650%

Dr. Lal PathLabs Ltd1.490%

Lupin Ltd1.444%

Medplus Health Services Ltd1.393%

Abbott India Ltd1.367%

Biocon Ltd1.275%

Medi Assist Healthcare Services Ltd1.074%

Krishna Institute of Medical Sciences Ltd1.031%

Eris Lifesciences Ltd Registered Shs1.023%

Jubilant Pharmova Ltd1.003%

Emami Ltd0.891%

Senores Pharmaceuticals Ltd0.838%

AstraZeneca Pharma India Ltd0.830%

Sector Allocation of Equity

Healthcare87.41%

Consumer Defensive5.27%

Basic Materials4.05%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Healthcare Fund - Regular (G)

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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.