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.

BANDHAN FINANCIAL SERVICES FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.63%Others: 4.37%

Market Cap

Large Cap: 43.16%Others: 17.13%Mid Cap: 19.10%Small Cap: 16.24%

Number of stocks

Top 10 Holdings

95.63% of portfolio

Market Cap of Equity

Large Cap

43.16%

Others

17.13%

Mid Cap

19.10%

Small Cap

16.24%

Companies Allocation of Equity

ICICI Bank Ltd13.310%

HDFC Bank Ltd13.103%

Kotak Mahindra Bank Ltd4.900%

Axis Bank Ltd4.742%

State Bank of India4.337%

Bajaj Finance Ltd3.780%

Cholamandalam Investment and Finance Co Ltd2.656%

Max Financial Services Ltd2.374%

Shriram Finance Ltd2.247%

One97 Communications Ltd2.220%

LIC Housing Finance Ltd1.999%

City Union Bank Ltd1.981%

Mahindra & Mahindra Financial Services Ltd1.883%

RBL Bank Ltd1.677%

IDFC First Bank Ltd1.473%

Poonawalla Fincorp Ltd1.455%

Multi Commodity Exchange of India Ltd1.381%

ICICI Lombard General Insurance Co Ltd1.321%

HDFC Life Insurance Co Ltd1.280%

AAVAS Financiers Ltd1.230%

Angel One Ltd Ordinary Shares1.203%

BSE Ltd1.143%

Prudent Corporate Advisory Services Ltd1.129%

ICICI Prudential Life Insurance Co Ltd1.127%

Can Fin Homes Ltd1.104%

Star Health and Allied Insurance Co Ltd1.101%

Bank of Baroda1.071%

Fusion Finance Ltd1.027%

IndusInd Bank Ltd1.026%

HDFC Asset Management Co Ltd1.024%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.002%

DCB Bank Ltd0.998%

ICICI Prudential Asset Management Co Ltd0.924%

Muthoot Finance Ltd0.906%

Aadhar Housing Finance Ltd0.904%

PB Fintech Ltd0.873%

Pine Labs Ltd0.861%

Nuvama Wealth Management Ltd0.805%

PNB Housing Finance Ltd0.799%

SBI Cards and Payment Services Ltd Ordinary Shares0.779%

Cholamandalam Financial Holdings Ltd0.779%

SBI Life Insurance Co Ltd0.666%

Billionbrains Garage Ventures Ltd0.643%

Home First Finance Co India Ltd ---0.636%

CRISIL Ltd0.549%

L&T Finance Ltd0.520%

Yes Bank Ltd0.505%

360 One Wam Ltd Ordinary Shares0.499%

Bajaj Finserv Ltd0.473%

Jio Financial Services Ltd0.396%

OnEMI Technology Solutions Ltd0.389%

Medi Assist Healthcare Services Ltd0.387%

CreditAccess Grameen Ltd Ordinary Shares0.027%

Sector Allocation of Equity

Financial Services92.16%

Technology3.08%

Healthcare0.39%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BANDHAN FINANCIAL SERVICES 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.