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 CAP FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.27%Others: 3.73%

Market Cap

Large Cap: 74.98%Others: 14.17%Mid Cap: 6.41%Small Cap: 0.72%

Number of stocks

Top 10 Holdings

96.27% of portfolio

Market Cap of Equity

Large Cap

74.98%

Others

14.17%

Mid Cap

6.41%

Small Cap

0.72%

Companies Allocation of Equity

ICICI Bank Ltd7.477%

HDFC Bank Ltd6.552%

Reliance Industries Ltd5.834%

Divi's Laboratories Ltd4.240%

Nestle India Ltd4.229%

State Bank of India4.079%

LG Electronics India Ltd3.970%

TVS Motor Co Ltd3.968%

Apollo Hospitals Enterprise Ltd3.564%

Tata Steel Ltd3.418%

UltraTech Cement Ltd3.389%

ABB India Ltd3.306%

Shriram Finance Ltd3.281%

Titan Co Ltd2.906%

Axis Bank Ltd2.879%

Kotak Mahindra Bank Ltd2.867%

IndusInd Bank Ltd2.848%

NTPC Ltd2.804%

Eternal Ltd2.580%

Larsen & Toubro Ltd2.534%

Indus Towers Ltd Ordinary Shares2.493%

Infosys Ltd2.439%

Adani Power Ltd2.412%

Godrej Consumer Products Ltd2.312%

Bharti Airtel Ltd2.009%

Asian Paints Ltd1.826%

Sun Pharmaceuticals Industries Ltd1.638%

Torrent Pharmaceuticals Ltd1.147%

Vedanta Ltd0.919%

Infosys Future May 260.720%

Vedanta Aluminium Metal Limited **0.409%

Vedanta Iron And Steel Limited **0.409%

Talwandi Sabo Power Limited **0.409%

Malco Energy Limited **0.409%

Sector Allocation of Equity

Financial Services29.98%

Energy5.83%

Healthcare10.59%

Consumer Defensive6.54%

Technology6.41%

Consumer Cyclical9.45%

Basic Materials9.55%

Industrials5.84%

Utilities5.22%

Communication Services4.50%

Equity2.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV LARGE CAP 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.