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 - Idcw Payout - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.32%Others: 3.56%Debt: 0.12%

Market Cap

Large Cap: 48.92%Others: 16.67%Mid Cap: 15.43%Small Cap: 15.30%

Number of stocks

Top 10 Holdings

96.32% of portfolio

Market Cap of Equity

Large Cap

48.92%

Others

16.67%

Mid Cap

15.43%

Small Cap

15.30%

Companies Allocation of Equity

State Bank of India4.451%

Hindustan Aeronautics Ltd Ordinary Shares3.526%

Quality Power Electrical Equipments Ltd3.191%

Bharti Airtel Ltd3.161%

ICICI Bank Ltd3.018%

NTPC Ltd2.962%

Power Finance Corp Ltd2.829%

HDFC Bank Ltd2.806%

Adani Ports & Special Economic Zone Ltd2.647%

Acutaas Chemicals Ltd2.640%

UNO Minda Ltd2.621%

HEG Ltd2.465%

LG Electronics India Ltd2.465%

Reliance Industries Ltd2.295%

Vedanta Aluminium Metal Limited **2.273%

Coromandel International Ltd2.218%

Tata Steel Ltd2.110%

Indian Bank2.065%

Ambuja Cements Ltd1.957%

National Aluminium Co Ltd1.944%

Dr Reddy's Laboratories Ltd1.886%

Balrampur Chini Mills Ltd1.876%

Tata Motors Ltd1.800%

Bharat Electronics Ltd1.782%

ITC Ltd1.762%

Prudent Corporate Advisory Services Ltd1.736%

Vedanta Ltd1.646%

Bank of Baroda1.597%

Swan Corp Ltd1.550%

JSW Steel Ltd1.488%

Mahindra & Mahindra Ltd1.480%

Deepak Nitrite Ltd1.478%

Bharat Forge Ltd1.476%

SBI Life Insurance Co Ltd1.427%

Canara Bank1.392%

Kotak Mahindra Bank Ltd1.366%

ZF Commercial Vehicle Control Systems India Ltd1.362%

INOX India Ltd1.330%

Triveni Engineering & Industries Ltd1.313%

ICICI Prudential Asset Management Co Ltd1.149%

Britannia Industries Ltd1.143%

Tata Power Co Ltd1.141%

Siemens Ltd1.140%

Siemens Energy India Ltd1.122%

K.P.R. Mill Ltd1.028%

Titagarh Rail Systems Ltd1.014%

Zaggle Prepaid Ocean Services Ltd0.961%

Max Financial Services Ltd0.882%

SBI Cards and Payment Services Ltd Ordinary Shares0.849%

CMS Info Systems Ltd0.569%

Bharat Heavy Electricals Ltd0.502%

Malco Energy Limited **0.491%

Varun Beverages Ltd0.366%

InterGlobe Aviation Ltd0.199%

Vedanta Iron And Steel Limited **0.105%

DLF Ltd0.105%

Advanced Enzyme Technologies Ltd0.096%

Talwandi Sabo Power Limited **0.065%

Sector Allocation of Equity

Financial Services25.57%

Industrials19.91%

Communication Services3.16%

Utilities5.23%

Basic Materials15.58%

Consumer Cyclical9.77%

Technology3.43%

Energy2.30%

Equity2.93%

Healthcare1.89%

Consumer Defensive6.46%

Real Estate0.10%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Elss Tax Saver - Regular Plan - Idcw Payout

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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.