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 Growth Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 68.99%Others: 30.99%

Market Cap

Large Cap: 39.57%Mid Cap: 15.54%Small Cap: 13.88%

Number of stocks

Top 10 Holdings

39.70% of portfolio

Market Cap of Equity

Large Cap

39.5700%

Mid Cap

15.5400%

Small Cap

13.8800%

Companies Allocation of Equity

TATA STEEL LIMITED EQ NEW FV RE.1/-5.36%

BANK OF BARODA EQ NEW FV RS. 2/-4.92%

NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-4.88%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-4.42%

ZOMATO LIMITED EQ3.72%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.68%

ULTRATECH CEMENT LIMITED EQ3.56%

INFOSYS LIMITED EQ FV RS 53.32%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-3.02%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-2.82%

Sector Allocation of Equity

Ferrous Metals3.60%

Banks8.07%

Non - Ferrous Metals3.95%

Agricultural, Commercial & Construction Vehicles2.84%

Retailing4.83%

IT - Software4.83%

Cement & Cement Products2.55%

Construction1.41%

Automobiles3.77%

Petroleum Products1.35%

Telecom - Services1.31%

Healthcare Services1.18%

Electrical Equipment1.93%

Minerals & Mining1.13%

Insurance1.13%

Auto Components2.12%

Industrial Products3.35%

Cigarettes & Tobacco Products1.08%

Textiles & Apparels1.08%

Capital Markets1.06%

Chemicals & Petrochemicals1.09%

Finance2.80%

Pharmaceuticals & Biotechnology3.64%

Beverages2.06%

Food Products1.43%

Leisure Services0.87%

Financial Technology (Fintech)0.87%

Aerospace & Defense1.58%

Consumer Durables1.26%

Diversified FMCG0.82%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Equity Savings Fund Growth Option

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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.