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 Mid & Small Cap Equity & Debt Fund Regular - Idcw Reinvestment - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 79.72%Others: 5.84%Debt: 14.44%

Market Cap

Mid Cap: 48.17%Others: 11.37%Small Cap: 20.19%

Number of stocks

101

Top 10 Holdings

79.72% of portfolio

Market Cap of Equity

Mid Cap

48.17%

Others

11.37%

Small Cap

20.19%

Companies Allocation of Equity

Lloyds Metals & Energy Ltd2.641%

Abbott India Ltd2.575%

UNO Minda Ltd2.486%

Glenmark Pharmaceuticals Ltd2.436%

Indian Bank2.329%

Aurobindo Pharma Ltd2.251%

Bharat Dynamics Ltd Ordinary Shares2.228%

Quality Power Electrical Equipments Ltd2.109%

Bank of Maharashtra2.068%

Nippon Life India Asset Management Ltd Ordinary Shares2.045%

Jindal Stainless Ltd1.860%

National Aluminium Co Ltd1.833%

Housing & Urban Development Corp Ltd1.832%

JK Cement Ltd1.820%

Max Financial Services Ltd1.820%

Eris Lifesciences Ltd Registered Shs1.811%

Hindustan Copper Ltd1.736%

Shreeji Shipping Global Ltd1.640%

KSH International Ltd1.630%

HEG Ltd1.625%

Steel Authority Of India Ltd1.483%

Sundaram Finance Ltd1.469%

Balrampur Chini Mills Ltd1.446%

TD Power Systems Ltd1.366%

Coromandel International Ltd1.348%

Schaeffler India Ltd1.336%

Bharat Forge Ltd1.334%

PB Fintech Ltd1.260%

Syrma SGS Technology Ltd1.243%

Swan Corp Ltd1.185%

Powerica Ltd1.111%

GE Vernova T&D India Ltd1.055%

Kajaria Ceramics Ltd1.042%

Atlanta Electricals Ltd1.042%

Leela Palaces Hotels and Resorts Ltd1.041%

Prudent Corporate Advisory Services Ltd1.010%

Torrent Power Ltd0.984%

Ganesha Ecosphere Ltd0.928%

Vishal Mega Mart Ltd0.900%

Aye Finance Ltd0.886%

Ajanta Pharma Ltd0.876%

Wework India Management Ltd0.862%

Goodluck India Ltd0.847%

MRF Ltd0.819%

Zaggle Prepaid Ocean Services Ltd0.804%

Titagarh Rail Systems Ltd0.804%

Ipca Laboratories Ltd0.775%

Petronet LNG Ltd0.747%

Swan Defence and Heavy Industries Ltd0.744%

Triveni Engineering & Industries Ltd0.735%

Dixon Technologies (India) Ltd0.716%

ICICI Lombard General Insurance Co Ltd0.714%

Deepak Nitrite Ltd0.702%

Arvind Ltd0.621%

Sterlite Technologies Ltd0.597%

SBI Cards and Payment Services Ltd Ordinary Shares0.587%

Radico Khaitan Ltd0.578%

Ethos Ltd0.576%

Godfrey Phillips India Ltd0.456%

Bharti Hexacom Ltd0.452%

APL Apollo Tubes Ltd0.386%

CMS Info Systems Ltd0.345%

Senco Gold Ltd0.306%

Castrol India Ltd0.301%

Jyoti CNC Automation Ltd0.101%

Aditya Birla Real Estate Ltd0.020%

PSP Projects Ltd0.011%

Sector Allocation of Equity

Basic Materials14.65%

Healthcare10.72%

Consumer Cyclical10.35%

Financial Services16.02%

Industrials18.04%

Consumer Defensive3.21%

Technology3.36%

Utilities0.98%

Real Estate0.88%

Energy1.05%

Communication Services0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Mid & Small Cap Equity & Debt Fund Regular - 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.