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.

Bank Of India Arbitrage Fund- Regular Plan - Monthly Idcw Payout - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 11.31%Others: 82.23%Debt: 6.46%

Market Cap

Large Cap: 41.86%Mid Cap: 12.05%Others: 5.58%

Number of stocks

Top 10 Holdings

70.50% of portfolio

Market Cap of Equity

Large Cap

41.86%

Mid Cap

12.05%

Others

5.58%

Companies Allocation of Equity

JSW Steel Ltd6.462%

ITC Ltd5.049%

Sammaan Capital Ltd4.293%

Jio Financial Services Ltd3.997%

UPL Ltd3.486%

Bharti Airtel Ltd2.994%

Indian Bank2.845%

Grasim Industries Ltd2.645%

HDFC Life Insurance Co Ltd2.588%

PNB Housing Finance Ltd2.422%

HDFC Bank Ltd2.363%

Godrej Properties Ltd2.248%

Kotak Mahindra Bank Ltd2.219%

Delhivery Ltd2.158%

Samvardhana Motherson International Ltd2.158%

RBL Bank Ltd2.142%

ICICI Prudential Life Insurance Co Ltd2.117%

National Aluminium Co Ltd2.001%

Britannia Industries Ltd1.913%

Lodha Developers Ltd1.889%

Hindustan Aeronautics Ltd Ordinary Shares1.884%

Punjab National Bank1.753%

Bajaj Finserv Ltd1.751%

Info Edge (India) Ltd1.706%

Multi Commodity Exchange of India Ltd1.654%

Patanjali Foods Ltd1.473%

Cholamandalam Investment and Finance Co Ltd1.088%

Bank of Baroda1.030%

Adani Ports & Special Economic Zone Ltd0.175%

Sector Allocation of Equity

Basic Materials14.59%

Consumer Defensive8.44%

Financial Services32.26%

Communication Services4.70%

Real Estate4.14%

Industrials4.22%

Consumer Cyclical2.16%

Energy0.00%

Equity-59.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Arbitrage Fund- Regular Plan - Monthly Idcw Payout

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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.