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 Large And Mid Cap Equity Fund Regular Plan - Quarterly Idcw Reinvestment - Portfolio Analysis

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 191.30%Others: 8.68%Debt: 0.02%

Market Cap

Large Cap: 93.82%Mid Cap: 73.74%Small Cap: 23.74%

Number of stocks

Top 10 Holdings

171.36% of portfolio

Market Cap of Equity

Large Cap

93.8200%

Mid Cap

73.7400%

Small Cap

23.7400%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ25.28%

HDFC BANK LIMITED EQ NEW FV RE. 1/-22.72%

VEDANTA LIMITED EQ NEW RS.1/-19.96%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-18.08%

STATE BANK OF INDIA EQ NEW RE. 1/-16.36%

Kotak Mahindra Bank Limited16.04%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-14.36%

FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-13.72%

ICICI LOMBARD GEN INSURANCE CO LTD EQ12.48%

OIL INDIA LTD. EQ12.36%

Sector Allocation of Equity

Petroleum Products12.64%

Banks37.18%

Diversified Metals9.98%

Construction9.04%

IT - Software15.20%

Retailing9.34%

Insurance6.24%

Oil6.18%

Financial Technology (Fintech)5.76%

Ferrous Metals8.98%

Automobiles5.34%

Pharmaceuticals & Biotechnology17.00%

Gas3.76%

Entertainment3.58%

Finance6.72%

Auto Components4.78%

Realty2.98%

Healthcare Services2.74%

Aerospace & Defense2.64%

Consumer Durables5.52%

Transport Infrastructure2.48%

Fertilizers & Agrochemicals2.42%

Agricultural, Commercial & Construction Vehicles2.20%

Diversified1.90%

Beverages1.84%

Telecom - Services1.70%

Power1.60%

IT - Services1.12%

Cigarettes & Tobacco Products0.44%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Large And Mid Cap Equity 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.