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 MULTI CAP FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.03%Others: 1.97%

Market Cap

Large Cap: 35.73%Mid Cap: 28.79%Small Cap: 33.51%

Number of stocks

Top 10 Holdings

63.54% of portfolio

Market Cap of Equity

Large Cap

35.7300%

Mid Cap

28.7900%

Small Cap

33.5100%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-9.84%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-9.12%

RELIANCE INDUSTRIES LIMITED EQ7.64%

ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-6.60%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-5.96%

AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-5.48%

VEDANTA LIMITED EQ NEW RS.1/-5.12%

Canara Bank4.90%

SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-4.58%

PRESTIGE ESTATES PROJECTS LIMITED EQ4.30%

Sector Allocation of Equity

Banks18.58%

Construction5.99%

Petroleum Products3.82%

Consumer Durables8.96%

Pharmaceuticals & Biotechnology6.15%

Diversified Metals2.56%

Auto Components3.17%

Realty2.15%

Cement & Cement Products3.38%

Automobiles2.01%

IT - Software4.40%

Ferrous Metals3.41%

Finance8.17%

Chemicals & Petrochemicals3.96%

Textiles & Apparels1.92%

Leisure Services2.77%

Capital Markets2.99%

Agricultural Food & other Products2.27%

Industrial Products5.15%

Aerospace & Defense1.28%

Healthcare Services1.15%

Beverages1.07%

Food Products1.06%

Telecom - Services0.78%

Telecom - Equipment & Accessories0.46%

Insurance0.42%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV MULTI CAP FUND REGULAR PLAN IDCW PAYOUT

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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.