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.

IDBI Equity Savings Fund IDCW Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 72.47%Others: 27.56%

Market Cap

Large Cap: 41.04%Mid Cap: 16.55%Small Cap: 14.88%

Number of stocks

Top 10 Holdings

40.12% of portfolio

Market Cap of Equity

Large Cap

41.0400%

Mid Cap

16.5500%

Small Cap

14.8800%

Companies Allocation of Equity

TATA STEEL LIMITED EQ NEW FV RE.1/-5.88%

BANK OF BARODA EQ NEW FV RS. 2/-5.28%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-4.16%

ULTRATECH CEMENT LIMITED EQ3.88%

HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.84%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-3.68%

INFOSYS LIMITED EQ FV RS 53.46%

NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.42%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-3.28%

HERO MOTOCORP LIMITED EQ FV RS 23.24%

Sector Allocation of Equity

Ferrous Metals2.94%

Banks9.19%

IT - Software5.32%

Cement & Cement Products2.85%

Diversified FMCG3.16%

Agricultural, Commercial & Construction Vehicles1.84%

Non - Ferrous Metals3.25%

Automobiles4.48%

Telecom - Services1.58%

Retailing2.97%

Construction1.44%

Industrial Products3.76%

Capital Markets1.31%

Insurance1.31%

Finance4.04%

Healthcare Services1.25%

Pharmaceuticals & Biotechnology4.12%

Electrical Equipment2.32%

Beverages2.26%

Minerals & Mining1.04%

Consumer Durables2.76%

Auto Components2.30%

Chemicals & Petrochemicals1.00%

Textiles & Apparels0.81%

Oil0.77%

Power0.71%

Cigarettes & Tobacco Products0.68%

Petroleum Products0.66%

Food Products0.62%

Leisure Services0.61%

Agricultural Food & other Products0.49%

Aerospace & Defense0.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Equity Savings Fund IDCW Option

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.