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 Consumption Fund Regular Plan - Idcw Reinvestment - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.74%Others: 3.20%Debt: 0.06%

Market Cap

Large Cap: 47.96%Mid Cap: 21.83%Small Cap: 25.67%Others: 1.28%

Number of stocks

Top 10 Holdings

96.74% of portfolio

Market Cap of Equity

Large Cap

47.96%

Mid Cap

21.83%

Small Cap

25.67%

Others

1.28%

Companies Allocation of Equity

Bharti Airtel Ltd9.613%

ITC Ltd8.910%

Britannia Industries Ltd6.870%

Mahindra & Mahindra Ltd4.510%

United Spirits Ltd4.076%

FSN E-Commerce Ventures Ltd3.912%

Tips Music Ltd3.530%

Oberoi Realty Ltd3.283%

Maruti Suzuki India Ltd2.996%

Aditya Vision Ltd2.879%

Stylam Industries Ltd2.826%

Apollo Hospitals Enterprise Ltd2.679%

Eris Lifesciences Ltd Registered Shs2.661%

Emami Ltd2.550%

PB Fintech Ltd2.505%

Dixon Technologies (India) Ltd2.462%

SJS Enterprises Ltd2.456%

Bharti Hexacom Ltd2.302%

Hero MotoCorp Ltd2.251%

Sky Gold and Diamonds Ltd2.179%

Avenue Supermarts Ltd2.150%

Hindustan Unilever Ltd2.044%

Eternal Ltd2.000%

NTPC Ltd1.959%

ICICI Lombard General Insurance Co Ltd1.925%

Godfrey Phillips India Ltd1.916%

Aditya Birla Real Estate Ltd1.836%

Bayer CropScience Ltd1.792%

Senco Gold Ltd1.251%

Balrampur Chini Mills Ltd1.041%

MRF Ltd0.936%

Abbott India Ltd0.800%

SBI Cards and Payment Services Ltd Ordinary Shares0.760%

Titan Co Ltd0.586%

UNO Minda Ltd0.264%

Kwality Walls India Ltd0.025%

Sector Allocation of Equity

Communication Services15.45%

Consumer Defensive29.58%

Consumer Cyclical29.05%

Real Estate5.12%

Healthcare6.14%

Financial Services5.19%

Technology2.46%

Utilities1.96%

Basic Materials1.79%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Consumption Fund Regular Plan - 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.