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.

BARODA BNP PARIBAS ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Energy
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 91.13%Others: 7.49%Debt: 1.38%

Market Cap

Large Cap: 59.17%Mid Cap: 26.66%Others: 3.11%Small Cap: 2.19%

Number of stocks

Top 10 Holdings

91.13% of portfolio

Market Cap of Equity

Large Cap

59.17%

Mid Cap

26.66%

Others

3.11%

Small Cap

2.19%

Companies Allocation of Equity

Reliance Industries Ltd9.440%

Coal India Ltd9.123%

Oil & Natural Gas Corp Ltd6.938%

NTPC Ltd6.723%

Power Grid Corp Of India Ltd5.809%

Tata Power Co Ltd4.680%

Cummins India Ltd4.435%

Bharat Heavy Electricals Ltd4.328%

NHPC Ltd4.204%

Hitachi Energy India Ltd Ordinary Shares3.768%

Oil India Ltd3.617%

NLC India Ltd2.667%

GE Vernova T&D India Ltd2.544%

ABB India Ltd2.537%

GAIL (India) Ltd2.520%

Linde India Ltd2.158%

Clean Max Enviro Energy Solutions Ltd1.913%

Larsen & Toubro Ltd1.690%

UltraTech Cement Ltd1.626%

Siemens Ltd1.604%

Torrent Power Ltd1.218%

Indian Oil Corp Ltd1.198%

Siemens Energy India Ltd1.197%

Petronet LNG Ltd1.165%

KSB Ltd1.133%

India Cements Ltd1.056%

Bharat Petroleum Corp Ltd0.844%

Hindustan Petroleum Corp Ltd0.789%

KEI Industries Ltd0.205%

Sector Allocation of Equity

Energy33.11%

Utilities30.93%

Industrials22.24%

Basic Materials4.84%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

BARODA BNP PARIBAS ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT

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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.