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 SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 95.47%Others: 4.53%

Market Cap

Mid Cap: 12.67%Small Cap: 82.80%

Number of stocks

Top 10 Holdings

56.52% of portfolio

Market Cap of Equity

Mid Cap

12.6700%

Small Cap

82.8000%

Companies Allocation of Equity

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-7.20%

UJJIVAN SMALL FINANCE BANK LIMITED EQ6.98%

SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/-6.60%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-6.30%

NEULAND LABORATORIES LIMITED EQ5.76%

TIMKEN INDIA LIMITED EQ5.38%

S.J.S. ENTERPRISES LIMITED EQ4.62%

CREDITACCESS GRAMEEN LIMITED EQ4.58%

SOBHA LIMITED EQ4.56%

HEG Limited4.54%

Sector Allocation of Equity

Banks8.36%

Auto Components7.50%

Chemicals & Petrochemicals4.41%

Pharmaceuticals & Biotechnology7.77%

Industrial Products10.32%

Finance6.21%

Realty3.50%

Construction3.31%

Textiles & Apparels2.67%

Consumer Durables11.47%

Capital Markets5.41%

Food Products1.78%

Industrial Manufacturing2.87%

Leisure Services2.01%

IT - Services1.45%

Ferrous Metals1.43%

Cement & Cement Products2.52%

Paper, Forest & Jute Products1.32%

Entertainment1.20%

Electrical Equipment1.18%

Other Utilities1.10%

Commercial Services & Supplies2.33%

Retailing2.21%

Personal Products0.82%

Insurance1.84%

Automobiles0.48%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BAJAJ FINSERV SMALL 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.