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 Balanced Advantage Fund - Regular Idcw Reinvestment - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 64.82%Others: 13.93%Debt: 21.26%

Market Cap

Large Cap: 53.76%Others: 10.35%Mid Cap: 0.71%

Number of stocks

Top 10 Holdings

64.82% of portfolio

Market Cap of Equity

Large Cap

53.76%

Others

10.35%

Mid Cap

0.71%

Companies Allocation of Equity

Reliance Industries Ltd4.926%

IRB InvIT Fund Units 2017-Series IV3.811%

ICICI Bank Ltd3.806%

HDFC Bank Ltd3.052%

Bharti Airtel Ltd2.525%

State Bank of India2.309%

Adani Ports & Special Economic Zone Ltd2.286%

NTPC Ltd2.070%

Shriram Finance Ltd2.041%

ITC Ltd1.980%

IndiGrid Infrastructure Trust Units Series - IV1.700%

Larsen & Toubro Ltd1.498%

Axis Bank Ltd1.493%

Britannia Industries Ltd1.425%

Bharat Electronics Ltd1.421%

Titan Co Ltd1.397%

Bajaj Finance Ltd1.370%

Hindalco Industries Ltd1.292%

Mahindra & Mahindra Ltd1.217%

Power Grid Corp Of India Ltd1.185%

Kotak Mahindra Bank Ltd1.106%

Tata Power Co Ltd1.077%

JSW Steel Ltd1.063%

Infosys Ltd1.045%

Eternal Ltd0.987%

Tata Consultancy Services Ltd0.946%

Hero MotoCorp Ltd0.835%

Sun Pharmaceuticals Industries Ltd0.829%

Hindustan Unilever Ltd0.736%

Tech Mahindra Ltd0.726%

Tata Steel Ltd0.721%

UltraTech Cement Ltd0.693%

Adani Enterprises Ltd0.665%

SBI Life Insurance Co Ltd0.643%

HCL Technologies Ltd0.624%

Bajaj Auto Ltd0.603%

Coal India Ltd0.547%

Oil & Natural Gas Corp Ltd0.538%

Grasim Industries Ltd0.526%

Nestle India Ltd0.525%

Maruti Suzuki India Ltd0.523%

Trent Ltd0.511%

Asian Paints Ltd0.508%

Bank of Baroda0.466%

Apollo Hospitals Enterprise Ltd0.453%

Eicher Motors Ltd0.448%

Dr Reddy's Laboratories Ltd0.433%

Divi's Laboratories Ltd0.390%

Cipla Ltd0.337%

Tata Motors Ltd0.318%

Wipro Ltd0.287%

InterGlobe Aviation Ltd0.281%

Bajaj Finserv Ltd0.280%

Tata Consumer Products Ltd0.276%

HDFC Life Insurance Co Ltd0.274%

Jio Financial Services Ltd0.269%

Tata Motors Passenger Vehicles Ltd0.265%

Max Healthcare Institute Ltd Ordinary Shares0.260%

Sector Allocation of Equity

Energy6.68%

Industrials9.30%

Financial Services17.11%

Communication Services2.53%

Utilities6.03%

Consumer Defensive4.94%

Consumer Cyclical7.10%

Basic Materials4.80%

Technology3.63%

Healthcare2.70%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Balanced Advantage Fund - Regular 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.