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 MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 66.82%Others: 13.10%Debt: 4.75%

Market Cap

Large Cap: 40.75%Mid Cap: 12.81%Small Cap: 13.26%

Number of stocks

143

Top 10 Holdings

43.48% of portfolio

Market Cap of Equity

Large Cap

40.7500%

Mid Cap

12.8100%

Small Cap

13.2600%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.66%

RELIANCE INDUSTRIES LIMITED EQ7.68%

ICICI BANK LIMITED EQ NEW FV RS. 2/-5.72%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.98%

AXIS BANK LIMITED EQ NE FV RS. 2/-3.78%

NMDC LIMITED EQ NEW RS.1/-2.88%

Kotak Mahindra Bank Limited2.84%

EQ - INFO-EDGE (INDIA) LTD.2.84%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-2.56%

INFOSYS LIMITED EQ FV RS 52.54%

Sector Allocation of Equity

Banks13.76%

Petroleum Products3.85%

IT - Software4.16%

Minerals & Mining1.44%

Retailing4.52%

Telecom - Services1.28%

Automobiles3.56%

Power2.27%

Finance4.60%

Construction1.01%

Consumer Durables3.46%

Insurance2.28%

Pharmaceuticals & Biotechnology3.86%

Beverages1.42%

Financial Technology (Fintech)0.56%

Personal Products1.00%

Ferrous Metals1.30%

Telecom - Equipment & Accessories0.49%

Diversified Metals0.46%

Oil0.46%

Transport Services1.48%

Capital Markets0.42%

Cement & Cement Products0.55%

Auto Components1.51%

Electrical Equipment0.56%

Agricultural, Commercial & Construction Vehicles0.35%

Diversified FMCG0.34%

Fertilizers & Agrochemicals0.56%

Industrial Products0.50%

Leisure Services0.52%

Realty0.60%

Food Products0.51%

Healthcare Services0.79%

Gas0.29%

Commercial Services & Supplies0.41%

Agricultural Food & other Products0.27%

Chemicals & Petrochemicals0.64%

Textiles & Apparels0.24%

Industrial Manufacturing0.22%

Non - Ferrous Metals0.19%

IT - Services0.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BANDHAN MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT

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Frequently Asked Questions

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.