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 Plan - Growth - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 75.73%Debt: 21.68%Others: 2.59%

Market Cap

Mid Cap: 45.98%Small Cap: 29.75%

Number of stocks

Top 10 Holdings

52.68% of portfolio

Market Cap of Equity

Mid Cap

45.9800%

Small Cap

29.7500%

Companies Allocation of Equity

INDIAN BANK EQ6.54%

JINDAL STAINLESS LIMITED EQ NEW6.44%

UNO MINDA LIMITED EQ NEW FV RS. 2/-5.84%

HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED EQ5.64%

HINDUSTAN COPPER LIMITED EQ NEW RS.5/-5.38%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.84%

ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-4.68%

Bharat Dynamics Limited4.52%

TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-4.44%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-4.36%

Sector Allocation of Equity

Banks5.34%

Ferrous Metals7.26%

Auto Components5.02%

Finance4.68%

Non - Ferrous Metals2.69%

Financial Technology (Fintech)2.42%

Pharmaceuticals & Biotechnology8.34%

Aerospace & Defense2.26%

Electrical Equipment5.89%

Cement & Cement Products2.01%

Capital Markets4.65%

Diversified1.86%

Industrial Products3.83%

IT - Software1.69%

Industrial Manufacturing3.02%

Beverages1.45%

IT - Services1.39%

Fertilizers & Agrochemicals1.38%

Cigarettes & Tobacco Products1.11%

Transport Services0.96%

Textiles & Apparels1.18%

Consumer Durables2.20%

Power0.89%

Chemicals & Petrochemicals0.87%

Agricultural Food & other Products1.51%

Petroleum Products0.68%

Paper, Forest & Jute Products0.66%

Commercial Services & Supplies0.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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

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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.