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 Multi Asset Allocation Fund - Regular Plan - Idcw Reinvestment - Portfolio Analysis

Portfolio Overview

As of May 15, 2026

Asset Allocation

Equity: 37.24%Others: 19.85%Debt: 42.92%

Market Cap

Large Cap: 19.91%Small Cap: 10.51%Mid Cap: 6.82%

Number of stocks

Top 10 Holdings

37.24% of portfolio

Market Cap of Equity

Large Cap

19.91%

Small Cap

10.51%

Mid Cap

6.82%

Companies Allocation of Equity

State Bank of India1.816%

ICICI Bank Ltd1.712%

Tata Steel Ltd1.511%

Dr Reddy's Laboratories Ltd1.491%

Sky Gold and Diamonds Ltd1.455%

Quality Power Electrical Equipments Ltd1.363%

HDFC Bank Ltd1.348%

CreditAccess Grameen Ltd Ordinary Shares1.304%

UltraTech Cement Ltd1.231%

ICICI Prudential Asset Management Co Ltd1.142%

FIEM Industries Ltd1.064%

Deepak Nitrite Ltd1.053%

Adani Ports & Special Economic Zone Ltd1.051%

Prudent Corporate Advisory Services Ltd0.960%

Mahindra & Mahindra Ltd0.958%

Multi Commodity Exchange of India Ltd0.898%

Goodluck India Ltd0.889%

Oil India Ltd0.787%

Housing & Urban Development Corp Ltd0.754%

Bank of Baroda0.729%

Titan Co Ltd0.697%

Kotak Mahindra Bank Ltd0.669%

Reliance Industries Ltd0.652%

Acutaas Chemicals Ltd0.647%

Apollo Hospitals Enterprise Ltd0.642%

Bharti Airtel Ltd0.637%

Tech Mahindra Ltd0.627%

Vedanta Aluminium Metal Limited **0.623%

Hindustan Aeronautics Ltd Ordinary Shares0.611%

Coforge Ltd0.608%

Balrampur Chini Mills Ltd0.602%

Bharat Electronics Ltd0.591%

Shriram Finance Ltd0.575%

Vedanta Ltd0.550%

Bajaj Auto Ltd0.542%

Power Finance Corp Ltd0.531%

Power Grid Corp Of India Ltd0.512%

Maruti Suzuki India Ltd0.498%

HDFC Asset Management Co Ltd0.490%

Computer Age Management Services Ltd Ordinary Shares0.481%

Indian Bank0.458%

TVS Srichakra Ltd0.407%

ITC Ltd0.363%

KRN Heat Exchanger and Refrigeration Ltd0.327%

PG Electroplast Ltd0.204%

Malco Energy Limited **0.135%

Vedanta Iron And Steel Limited **0.029%

Talwandi Sabo Power Limited **0.018%

Sector Allocation of Equity

Financial Services13.38%

Basic Materials5.88%

Healthcare2.13%

Consumer Cyclical5.62%

Industrials3.62%

Energy1.44%

Communication Services0.64%

Technology2.25%

Equity0.80%

Consumer Defensive0.96%

Utilities0.51%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Multi Asset Allocation Fund - Regular Plan - Idcw Reinvestment

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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.