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.

Nippon India Active Momentum Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 98.50%Others: 1.47%Debt: 0.03%

Market Cap

Large Cap: 42.71%Mid Cap: 42.59%Small Cap: 13.20%

Number of stocks

Top 10 Holdings

74.76% of portfolio

Market Cap of Equity

Large Cap

42.7100%

Mid Cap

42.5900%

Small Cap

13.2000%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-14.30%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.54%

STATE BANK OF INDIA EQ NEW RE. 1/-7.66%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.86%

Bajaj Finance Limited6.76%

HITACHI ENERGY INDIA LIMITED EQ6.60%

MCX INDIA LIMITED EQ NEW RS. 10/-6.24%

FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-6.10%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-5.90%

L & T FINANCE HOLDINGS LIMITED EQ5.80%

Sector Allocation of Equity

Banks19.31%

Telecom - Services4.27%

Automobiles11.83%

Finance7.86%

Electrical Equipment3.30%

Capital Markets4.51%

Retailing4.74%

Aerospace & Defense2.95%

IT - Software2.58%

Transport Services4.46%

Insurance2.43%

Industrial Products4.32%

Financial Technology (Fintech)2.36%

Cement & Cement Products2.21%

Power2.14%

Auto Components3.82%

Ferrous Metals2.01%

Pharmaceuticals & Biotechnology2.01%

Petroleum Products1.96%

Healthcare Services1.95%

Commercial Services & Supplies1.95%

Beverages1.90%

Non - Ferrous Metals1.86%

Leisure Services1.77%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Active Momentum Fund - Regular (G)

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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.