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 CRISIL IBX FINANCIAL SERVICES 3 6 MONTHS DEBT INDEX FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of September 15, 2026

Asset Allocation

Others: 75.96%Debt: 24.04%

Market Cap

Cash And Equivalents: 36.06% Corporate Bond: 37.14%Government Related: 2.75%

Number of stocks

Top 10 Holdings

52.57% of portfolio

Market Cap of Others

Cash And Equivalents

36.06%

Corporate Bond

37.14%

Government Related

2.75%

Companies Allocation of Others

Aditya Birla Capital Limited13.790%

Mahindra And Mahindra Financial Services Limited13.751%

LIC Housing Finance Ltd6.900%

Small Industries Dev Bank Of India6.880%

Union Bank Of India4.120%

ICICI Bank Limited2.762%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)2.751%

Triparty Repo0.957%

Net Current Assets0.659%

Cash Margin - Ccil0.007%

Cash0.000%

Sector Allocation of Others

Cash And Equivalents36.06%

Corporate Bond37.14%

Government Related2.75%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

NIPPON INDIA CRISIL IBX FINANCIAL SERVICES 3 6 MONTHS DEBT INDEX 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.

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