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 INNOVATION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 97.87%Others: 2.72%

Market Cap

Mid Cap: 20.62%Large Cap: 35.39%Small Cap: 41.86%

Number of stocks

Top 10 Holdings

68.54% of portfolio

Market Cap of Equity

Mid Cap

20.6200%

Large Cap

35.3900%

Small Cap

41.8600%

Companies Allocation of Equity

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-11.48%

ZOMATO LIMITED EQ10.84%

ASTRAZENECA PHARMA INDIA LIMITED EQ NEW FV RS.2/-7.26%

BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-6.40%

RELIANCE INDUSTRIES LIMITED EQ6.32%

Coforge Limited5.76%

ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-5.56%

JUBILANT INGREVIA LIMITED EQ5.48%

Varun Beverages Ltd4.88%

GE T&D INDIA LIMITED EQ NEW RS. 2/-4.56%

Sector Allocation of Equity

Financial Technology (Fintech)5.74%

Retailing8.56%

Pharmaceuticals & Biotechnology11.25%

Finance5.10%

Petroleum Products3.16%

IT - Software3.96%

Automobiles7.94%

Chemicals & Petrochemicals2.74%

Beverages3.53%

Electrical Equipment3.00%

Banks4.67%

Consumer Durables4.59%

Aerospace & Defense1.90%

Telecom - Services1.37%

Power1.36%

Healthcare Services4.89%

Personal Products1.29%

Insurance2.03%

Transport Services2.30%

Commercial Services & Supplies1.15%

IT - Services2.16%

Industrial Manufacturing1.09%

Diversified Metals1.08%

Realty2.85%

Capital Markets2.44%

Entertainment0.89%

Diversified0.87%

Industrial Products1.35%

Auto Components1.49%

Telecom - Equipment & Accessories0.74%

Cement & Cement Products0.73%

Leisure Services0.62%

Construction0.55%

IT - Hardware0.48%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BANDHAN INNOVATION 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.