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 2 - Regular Plan - Idcw Payout - Portfolio Analysis

Equity
Other Themes
Status: Closed

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.55%Others: 2.45%

Market Cap

Mid Cap: 69.44%Large Cap: 14.44%Small Cap: 13.67%

Number of stocks

Top 10 Holdings

75.68% of portfolio

Market Cap of Equity

Mid Cap

69.4400%

Large Cap

14.4400%

Small Cap

13.6700%

Companies Allocation of Equity

Coforge Limited9.72%

BANK OF MAHARASHTRA EQ9.04%

HDFC BANK LIMITED EQ NEW FV RE. 1/-9.00%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-8.54%

UNO MINDA LIMITED EQ NEW FV RS. 2/-7.98%

PB FINTECH LIMITED EQ NEW FV RS. 2/-7.34%

OBEROI REALTY LIMITED EQ6.58%

INDIAN BANK EQ6.24%

JINDAL STAINLESS LIMITED EQ NEW5.68%

ICICI LOMBARD GEN INSURANCE CO LTD EQ5.56%

Sector Allocation of Equity

IT - Software7.32%

Banks15.37%

Ferrous Metals9.03%

Auto Components9.65%

Financial Technology (Fintech)3.67%

Realty3.29%

Insurance2.78%

Finance6.97%

Pharmaceuticals & Biotechnology8.04%

Telecom - Services2.15%

Electrical Equipment3.23%

Petroleum Products1.98%

Retailing1.96%

Consumer Durables1.96%

Aerospace & Defense1.94%

Diversified Metals1.85%

Power1.77%

IT - Services1.55%

Industrial Products5.68%

Chemicals & Petrochemicals1.51%

Automobiles1.35%

Construction1.05%

Healthcare Services1.83%

Capital Markets1.02%

Textiles & Apparels0.60%

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 2 - Regular Plan - Idcw Payout

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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.