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 Nifty50 Index Fund IDCW - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of June 30, 2023

Asset Allocation

Equity: 99.33%Others: 0.67%

Market Cap

Large Cap: 99.33%

Number of stocks

Top 10 Holdings

99.33% of portfolio

Market Cap of Equity

Large Cap

99.33%

Companies Allocation of Equity

Reliance Industries Ltd.10.210%

HDFC Bank Ltd.8.880%

ICICI Bank Ltd.7.720%

Housing Development Finance Corporation Ltd.6.050%

Infosys Ltd.5.640%

ITC Ltd.4.710%

Tata Consultancy Services Ltd.3.980%

Larsen & Toubro Ltd.3.510%

Kotak Mahindra Bank Ltd.3.210%

Axis Bank Ltd.3.200%

Hindustan Unilever Ltd.2.810%

State Bank of India2.580%

Bharti Airtel Ltd.2.580%

Bajaj Finance Ltd.2.240%

Asian Paints Ltd.1.780%

Mahindra & Mahindra Ltd.1.540%

Maruti Suzuki India Ltd.1.530%

Titan Company Ltd.1.490%

HCL Technologies Ltd.1.480%

Sun Pharmaceutical Industries Ltd.1.330%

Tata Motors Ltd.1.250%

Ultratech Cement Ltd.1.120%

Tata Steel Ltd.1.060%

Indusind Bank Ltd.1.050%

NTPC Ltd.1.050%

Power Grid Corporation Of India Ltd.1.020%

Bajaj Finserv Ltd.0.970%

Nestle India Ltd.0.960%

JSW Steel Ltd.0.870%

Tech Mahindra Ltd.0.830%

Adani Enterprises Ltd.0.770%

Grasim Industries Ltd.0.760%

HDFC Life Insurance Co Ltd.0.760%

Dr. Reddy's Laboratories Ltd.0.740%

Oil & Natural Gas Corporation Ltd.0.730%

Hindalco Industries Ltd.0.720%

Britannia Industries Ltd.0.700%

SBI Life Insurance Company Ltd.0.690%

Wipro Ltd.0.680%

Adani Ports and Special Economic Zone Ltd.0.660%

Cipla Ltd.0.640%

Bajaj Auto Ltd.0.620%

Tata Consumer Products Ltd.0.610%

Apollo Hospitals Enterprise Ltd.0.610%

Eicher Motors Ltd.0.590%

Coal India Ltd.0.570%

Divi's Laboratories Ltd.0.540%

Hero Motocorp Ltd.0.440%

UPL Ltd.0.430%

Bharat Petroleum Corporation Ltd.0.420%

Sector Allocation of Equity

Unclassified10.21%

Financial35.90%

Technology12.61%

Consumer Staples9.79%

Construction5.39%

Communication2.58%

Chemicals2.21%

Automobile5.97%

Consumer Discretionary1.49%

Healthcare3.86%

Metals & Mining2.65%

Energy3.79%

Services1.43%

Insurance1.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Nifty50 Index Fund IDCW

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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.