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.

NAVI AGGRESSIVE HYBRID FUND - REGULAR PLAN NORMAL IDCW PAYOUT - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 72.56%Debt: 26.05%Others: 1.39%

Market Cap

Large Cap: 27.86%Mid Cap: 9.79%Small Cap: 34.91%

Number of stocks

Top 10 Holdings

69.72% of portfolio

Market Cap of Equity

Large Cap

27.8600%

Mid Cap

9.7900%

Small Cap

34.9100%

Companies Allocation of Equity

AXIS BANK LIMITED EQ NE FV RS. 2/-9.66%

UPL LIMITED EQ NEW FV RS.2/-8.56%

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.90%

REDINGTON LIMITED EQ NEW F.V. RS.2/-7.80%

RELIANCE INDUSTRIES LIMITED EQ7.58%

Kotak Mahindra Bank Limited6.44%

SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/-6.40%

USHA MARTIN LIMITED EQ NEW RE.1/-6.24%

CREDITACCESS GRAMEEN LIMITED EQ4.76%

ICICI BANK LIMITED EQ NEW FV RS. 2/-4.38%

Sector Allocation of Equity

Banks15.81%

Fertilizers & Agrochemicals5.17%

Commercial Services & Supplies3.90%

Petroleum Products4.28%

Auto Components12.01%

Industrial Products3.49%

Finance4.76%

Beverages3.13%

Healthcare Services3.77%

Leisure Services1.74%

CONSUMER DURABLES1.59%

ELECTRICAL EQUIPMENT1.38%

Telecom - Services1.34%

Consumer Durables1.21%

Capital Markets3.34%

IT - Software2.36%

Pharmaceuticals & Biotechnology0.96%

Textiles & Apparels0.50%

Agricultural, Commercial & Construction Vehicles1.08%

Transport Services0.49%

Construction0.25%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

NAVI AGGRESSIVE HYBRID FUND - REGULAR PLAN NORMAL IDCW PAYOUT

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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.