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 Small Cap Fund-regular Plan-growth - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 91.41%Others: 6.99%Debt: 1.60%

Market Cap

Small Cap: 68.23%Mid Cap: 19.17%Large Cap: 4.01%

Number of stocks

Top 10 Holdings

53.16% of portfolio

Market Cap of Equity

Small Cap

68.2300%

Mid Cap

19.1700%

Large Cap

4.0100%

Companies Allocation of Equity

CREDITACCESS GRAMEEN LIMITED EQ7.14%

Ami Organics Limited6.40%

QUALITY POWER ELECTRICAL EQUIPMENTS LIMITED EQ NEW FV RS 10/-5.72%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-5.50%

TD POWER SYSTEMS LIMITED EQ NEW FV RS.2/-5.00%

KAYNES TECHNOLOGY INDIA LIMITED EQ4.98%

SKY GOLD LIMITED EQ4.74%

SYRMA SGS TECHNOLOGY LIMITED EQ4.72%

HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED EQ4.70%

ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-4.26%

Sector Allocation of Equity

Finance9.82%

Pharmaceuticals & Biotechnology8.11%

Electrical Equipment11.12%

Ferrous Metals4.11%

Industrial Manufacturing5.46%

Consumer Durables5.60%

Banks2.05%

Cement & Cement Products2.01%

Beverages3.08%

Capital Markets7.68%

Power1.90%

Healthcare Services2.74%

Industrial Products6.13%

Auto Components2.90%

Textiles & Apparels3.56%

IT - Services1.30%

Construction2.37%

IT - Software1.89%

Commercial Services & Supplies1.64%

Transport Services1.07%

Diversified Fmcg0.87%

Agricultural Food & other Products1.32%

Paper, Forest & Jute Products0.75%

Fertilizers & Agrochemicals0.74%

Petroleum Products0.74%

Healthcare Equipment & Supplies1.21%

Chemicals & Petrochemicals0.91%

Food Products0.33%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bank Of India Small Cap Fund-regular Plan-growth

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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.