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 Midcap Tax Fund - Series 1 Regular Plan - Growth - Portfolio Analysis

Equity
ELSS
Status: Closed

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 97.78%Others: 2.22%

Market Cap

Mid Cap: 67.68%Large Cap: 13.44%Small Cap: 16.66%

Number of stocks

Top 10 Holdings

75.18% of portfolio

Market Cap of Equity

Mid Cap

67.6800%

Large Cap

13.4400%

Small Cap

16.6600%

Companies Allocation of Equity

INDIAN BANK EQ10.60%

UNO MINDA LIMITED EQ NEW FV RS. 2/-9.48%

Coforge Limited9.26%

HERO MOTOCORP LIMITED EQ FV RS 28.64%

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.90%

PB FINTECH LIMITED EQ NEW FV RS. 2/-6.38%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-5.82%

QUALITY POWER ELECTRICAL EQUIPMENTS LIMITED EQ NEW FV RS 10/-5.74%

DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-5.72%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-5.64%

Sector Allocation of Equity

Banks15.70%

Auto Components11.99%

IT - Software4.63%

Automobiles4.32%

Financial Technology (Fintech)3.19%

Chemicals & Petrochemicals4.51%

Electrical Equipment11.11%

Consumer Durables4.78%

Ferrous Metals6.45%

Pharmaceuticals & Biotechnology7.81%

Construction2.20%

Realty2.19%

Insurance2.17%

Finance4.23%

Beverages1.85%

Petroleum Products1.80%

Cigarettes & Tobacco Products1.68%

Power1.66%

Retailing1.65%

Healthcare Services1.25%

Industrial Products1.22%

IT - Services0.89%

Aerospace & Defense0.50%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Bank Of India Midcap Tax Fund - Series 1 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.