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 April 30, 2026

Asset Allocation

Equity: 28.58%Others: 71.42%

Market Cap

Large Cap: 42.79%Mid Cap: 11.91%Others: 5.10%

Number of stocks

Top 10 Holdings

66.52% of portfolio

Market Cap of Equity

Large Cap

42.79%

Mid Cap

11.91%

Others

5.10%

Companies Allocation of Equity

Tata Steel Ltd3.085%

National Aluminium Co Ltd2.649%

Bank of Baroda2.272%

Ashok Leyland Ltd1.912%

Bajaj Auto Ltd1.768%

Eternal Ltd1.766%

Hindalco Industries Ltd1.714%

UltraTech Cement Ltd1.708%

State Bank of India1.579%

Tata Consultancy Services Ltd1.532%

Godfrey Phillips India Ltd1.485%

Kotak Mahindra Bank Ltd1.356%

Hero MotoCorp Ltd1.353%

Bharti Airtel Ltd1.321%

Reliance Industries Ltd1.300%

Titan Co Ltd1.293%

Infosys Ltd1.254%

HDFC Bank Ltd1.251%

Trent Ltd1.222%

HDFC Asset Management Co Ltd1.200%

Maruti Suzuki India Ltd1.178%

Cipla Ltd1.159%

Apollo Hospitals Enterprise Ltd1.139%

TVS Motor Co Ltd1.133%

Garware Hi-Tech Films Ltd1.127%

Sun Pharmaceuticals Industries Ltd1.120%

ABB India Ltd1.066%

Eicher Motors Ltd1.048%

ICICI Bank Ltd1.043%

Bajaj Finance Ltd1.036%

Orkla India Ltd1.035%

MOIL Ltd1.005%

Pidilite Industries Ltd0.997%

Torrent Pharmaceuticals Ltd0.987%

APL Apollo Tubes Ltd0.983%

Axis Bank Ltd0.958%

HDFC Life Insurance Co Ltd0.952%

United Spirits Ltd0.938%

LG Electronics India Ltd0.925%

Mahindra & Mahindra Ltd0.921%

Larsen & Toubro Ltd0.886%

Jubilant Foodworks Ltd0.882%

FSN E-Commerce Ventures Ltd0.878%

Bharat Electronics Ltd0.859%

Persistent Systems Ltd0.849%

Siemens Ltd0.814%

Grasim Industries Ltd0.802%

ITC Ltd0.793%

OneSource Specialty Pharma Ltd0.749%

Radico Khaitan Ltd0.726%

Endurance Technologies Ltd0.722%

Hindustan Aeronautics Ltd Ordinary Shares0.715%

Tube Investments of India Ltd Ordinary Shares0.695%

K.P.R. Mill Ltd0.666%

Crompton Greaves Consumer Electricals Ltd0.578%

Allied Blenders and Distillers Ltd0.568%

Carraro India Ltd0.564%

Sector Allocation of Equity

Basic Materials14.07%

Financial Services11.65%

Industrials6.95%

Consumer Cyclical15.97%

Technology4.56%

Consumer Defensive5.55%

Communication Services1.32%

Energy1.30%

Healthcare5.15%

Equity-37.94%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Equity Savings Fund IDCW Option

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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.