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 Elss Tax Saver - Regular Plan - Growth - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 85.78%Others: 12.40%Debt: 1.82%

Market Cap

Large Cap: 52.43%Small Cap: 18.84%Mid Cap: 14.51%

Number of stocks

Top 10 Holdings

66.22% of portfolio

Market Cap of Equity

Large Cap

52.4300%

Small Cap

18.8400%

Mid Cap

14.5100%

Companies Allocation of Equity

STATE BANK OF INDIA EQ NEW RE. 1/-10.42%

Hindustan Aeronautics Ltd7.06%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.00%

VEDANTA LIMITED EQ NEW RS.1/-6.94%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.74%

Ami Organics Limited6.16%

HDFC BANK LIMITED EQ NEW FV RE. 1/-5.92%

INDIAN BANK EQ5.50%

ITC LIMITED EQ NEW FV RE.1/-5.26%

COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-5.22%

Sector Allocation of Equity

Banks18.66%

Aerospace & Defense5.42%

Diversified Metals3.47%

Telecom - Services3.37%

Pharmaceuticals & Biotechnology4.93%

Diversified FMCG2.63%

Fertilizers & Agrochemicals2.61%

Power4.28%

Cement & Cement Products2.30%

Petroleum Products2.29%

Industrial Products3.33%

Transport Infrastructure2.21%

Auto Components4.44%

Diversified2.00%

Consumer Durables1.93%

Ferrous Metals1.90%

IT - Software2.44%

Agricultural, Commercial & Construction Vehicles1.71%

Capital Markets2.86%

Electrical Equipment3.08%

Finance1.31%

Agricultural Food & other Products2.40%

IT - Services1.16%

Insurance1.00%

Chemicals & Petrochemicals1.00%

Textiles & Apparels0.97%

Industrial Manufacturing0.93%

Commercial Services & Supplies0.63%

Beverages0.34%

Realty0.12%

Automobiles0.03%

Transport Services0.03%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Elss Tax Saver - Regular Plan - Growth

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Frequently Asked Questions

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.