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 - Regular Idcw Payout - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.29%Others: 4.61%Debt: 0.10%

Market Cap

Large Cap: 48.59%Mid Cap: 33.40%Small Cap: 13.30%

Number of stocks

Top 10 Holdings

86.48% of portfolio

Market Cap of Equity

Large Cap

48.5900%

Mid Cap

33.4000%

Small Cap

13.3000%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ13.90%

HDFC BANK LIMITED EQ NEW FV RE. 1/-11.84%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-9.18%

VEDANTA LIMITED EQ NEW RS.1/-8.64%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-8.06%

FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-7.48%

STATE BANK OF INDIA EQ NEW RE. 1/-7.30%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-7.20%

ICICI LOMBARD GEN INSURANCE CO LTD EQ6.60%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-6.28%

Sector Allocation of Equity

Petroleum Products6.95%

Banks17.81%

Construction4.59%

Diversified Metals4.32%

Retailing4.54%

IT - Software8.06%

Insurance3.30%

Ferrous Metals4.95%

Financial Technology (Fintech)3.11%

Automobiles2.72%

Pharmaceuticals & Biotechnology9.22%

Oil1.99%

Auto Components2.85%

Entertainment1.78%

Finance3.60%

Realty1.63%

Healthcare Services1.35%

Transport Infrastructure1.26%

Aerospace & Defense1.23%

Consumer Durables2.81%

Fertilizers & Agrochemicals1.21%

Beverages1.14%

Diversified1.03%

Agricultural, Commercial & Construction Vehicles0.98%

Telecom - Services0.98%

IT - Services0.78%

Power0.72%

Cigarettes & Tobacco Products0.29%

Food Products0.09%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Large And Mid Cap Equity Fund Regular Plan - Regular Idcw Payout

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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.