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 - Quarterly Idcw Reinvestment - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 165.10%Others: 21.82%Debt: 13.08%

Market Cap

Large Cap: 117.40%Small Cap: 18.50%Mid Cap: 29.20%

Number of stocks

Top 10 Holdings

173.60% of portfolio

Market Cap of Equity

Large Cap

117.4000%

Small Cap

18.5000%

Mid Cap

29.2000%

Companies Allocation of Equity

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-30.12%

RELIANCE STRATEGIC INVESTMENTS LIMITED EQ20.04%

INDIABULLS HOUSING FINANCE LIMITED EQ NEW FV RS.2/-18.12%

JSW STEEL LIMITED EQ NEW FV RE. 1/-17.60%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.516.60%

PATANJALI FOODS LIMITED EQ NEW FV RS. 2/-15.56%

ITC LIMITED EQ NEW FV RE.1/-15.04%

MCX INDIA LIMITED EQ NEW RS. 10/-14.28%

AXIS BANK LIMITED EQ NE FV RS. 2/-13.32%

Hindustan Aeronautics Ltd12.92%

Sector Allocation of Equity

Non - Ferrous Metals15.06%

Finance30.06%

Ferrous Metals8.80%

Automobiles8.30%

Agricultural Food & other Products12.36%

Diversified FMCG7.52%

Capital Markets7.14%

Banks25.50%

Aerospace & Defense6.46%

Healthcare Services6.14%

Cement & Cement Products7.04%

Diversified Metals5.52%

Electrical Equipment5.14%

Realty5.14%

Petroleum Products8.84%

Auto Components4.74%

Beverages1.02%

Transport Infrastructure0.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Arbitrage Fund- Regular Plan - Quarterly 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.