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 NIFTY ALPHA 50 INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 100.07%

Market Cap

Mid Cap: 54.53%Small Cap: 14.62%Large Cap: 30.92%

Number of stocks

Top 10 Holdings

74.24% of portfolio

Market Cap of Equity

Mid Cap

54.5300%

Small Cap

14.6200%

Large Cap

30.9200%

Companies Allocation of Equity

L & T FINANCE HOLDINGS LIMITED EQ9.88%

RBL BANK LIMITED EQ8.74%

MUTHOOT FINANCE LIMITED EQ8.24%

HITACHI ENERGY INDIA LIMITED EQ7.28%

ADITYA BIRLA CAPITAL LIMITED EQ7.24%

LAURUS LABS LIMITED EQ NEW FV RS. 2/-7.08%

BSE LIMITED EQ NEW FV RS. 2/-6.98%

MANAPPURAM FINANCE LIMITED EQ NEW F.V. RS.2/-6.96%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-5.98%

AU SMALL FINANCE BANK LIMITED EQ5.86%

Sector Allocation of Equity

Finance26.39%

Banks13.36%

Electrical Equipment6.49%

Pharmaceuticals & Biotechnology4.74%

Capital Markets7.05%

Chemicals & Petrochemicals3.89%

Retailing2.56%

Healthcare Services4.78%

Insurance4.44%

Cigarettes & Tobacco Products2.18%

Automobiles6.97%

Financial Technology (Fintech)1.94%

Commercial Services & Supplies1.84%

Fertilizers & Agrochemicals3.11%

Agricultural, Commercial & Construction Vehicles1.52%

Transport Services1.48%

Aerospace & Defense2.63%

Beverages1.36%

Power1.32%

Telecom - Services1.21%

Consumer Durables0.42%

Industrial Manufacturing0.39%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BANDHAN NIFTY ALPHA 50 INDEX FUND REGULAR PLAN GROWTH

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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.