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 Large and Mid Cap Fund - Reg (G) - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.61%Others: 2.39%

Market Cap

Large Cap: 50.23%Mid Cap: 35.42%Small Cap: 11.96%

Number of stocks

Top 10 Holdings

65.36% of portfolio

Market Cap of Equity

Large Cap

50.2300%

Mid Cap

35.4200%

Small Cap

11.9600%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-9.36%

INFOSYS LIMITED EQ FV RS 57.84%

RELIANCE INDUSTRIES LIMITED EQ6.74%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-6.46%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-6.36%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-6.00%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-5.96%

STATE BANK OF INDIA EQ NEW RE. 1/-5.90%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.46%

INDUS TOWERS LIMITED EQ5.28%

Sector Allocation of Equity

Banks16.36%

IT - Software6.00%

Petroleum Products3.37%

Construction3.23%

Pharmaceuticals & Biotechnology15.19%

Automobiles4.81%

Telecom - Services4.72%

Finance5.86%

Auto Components6.52%

Consumer Durables4.95%

Agricultural Food & other Products2.17%

Cement & Cement Products1.78%

Retailing1.78%

Diversified Metals1.70%

Leisure Services1.58%

Transport Infrastructure1.55%

Capital Markets5.23%

Realty2.47%

Ferrous Metals1.41%

Paper, Forest & Jute Products1.26%

Industrial Products1.38%

Healthcare Services1.80%

Personal Products0.53%

Chemicals & Petrochemicals0.52%

Beverages0.52%

Electrical Equipment0.47%

Textiles & Apparels0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Large and Mid Cap Fund - Reg (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.