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 PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Momentum
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.22%Others: 4.78%

Market Cap

Large Cap: 47.43%Mid Cap: 24.15%Others: 6.86%Small Cap: 16.78%

Number of stocks

Top 10 Holdings

95.22% of portfolio

Market Cap of Equity

Large Cap

47.43%

Mid Cap

24.15%

Others

6.86%

Small Cap

16.78%

Companies Allocation of Equity

HDFC Bank Ltd6.250%

Axis Bank Ltd3.947%

State Bank of India3.730%

GE Vernova T&D India Ltd3.599%

Eternal Ltd3.313%

Multi Commodity Exchange of India Ltd3.098%

Bharat Electronics Ltd2.852%

Varun Beverages Ltd2.718%

Sun Pharmaceuticals Industries Ltd2.660%

Tech Mahindra Ltd2.605%

Mahindra & Mahindra Ltd2.576%

L&T Finance Ltd2.452%

Lupin Ltd2.448%

Cummins India Ltd2.433%

Radico Khaitan Ltd2.334%

FSN E-Commerce Ventures Ltd2.300%

Bharti Hexacom Ltd2.269%

National Aluminium Co Ltd2.181%

ACME Solar Holdings Ltd2.151%

Fortis Healthcare Ltd2.149%

Shriram Finance Ltd2.082%

Navin Fluorine International Ltd2.080%

Samvardhana Motherson International Ltd2.052%

Bank of Baroda1.999%

TVS Motor Co Ltd1.994%

NTPC Green Energy Ltd1.938%

Tata Steel Ltd1.932%

Delhivery Ltd1.904%

Bharat Forge Ltd1.880%

Polycab India Ltd1.812%

Max Financial Services Ltd1.725%

Allied Blenders and Distillers Ltd1.716%

Karur Vysya Bank Ltd1.698%

Eicher Motors Ltd1.676%

Mphasis Ltd1.592%

Muthoot Finance Ltd1.555%

RBL Bank Ltd1.420%

Vedanta Aluminium Metal Limited**1.332%

Craftsman Automation Ltd1.240%

TBO Tek Ltd1.147%

eClerx Services Ltd1.085%

Vedanta Ltd0.944%

Talwandi Sabo Power Limited**0.134%

Malco Energy Limited**0.132%

Vedanta Iron And Steel Limited**0.084%

Sector Allocation of Equity

Financial Services29.96%

Industrials12.60%

Consumer Cyclical18.18%

Consumer Defensive6.77%

Healthcare7.26%

Technology5.28%

Communication Services2.27%

Basic Materials7.14%

Utilities4.09%

Equity1.68%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

NIPPON INDIA ACTIVE MOMENTUM FUND REGULAR PLAN IDCW REINVESTMENT

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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.