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 30, 2026

Asset Allocation

Others: 70.84%Debt: 29.16%

Market Cap

Cash And Equivalents: 27.77% Corporate Bond: 41.20%Government Related: 1.87%

Number of stocks

Top 10 Holdings

67.08% of portfolio

Market Cap of Others

Cash And Equivalents

27.77%

Corporate Bond

41.20%

Government Related

1.87%

Companies Allocation of Others

Aditya Birla Capital Limited13.126%

Small Industries Dev Bank Of India9.357%

Mahindra And Mahindra Financial Services Limited9.347%

Union Bank Of India5.602%

Indian Bank3.761%

ICICI Bank Limited3.756%

Axis Bank Limited3.755%

LIC Housing Finance Ltd3.754%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)3.741%

Bank Of Baroda3.736%

HDFC Bank Limited3.736%

Export-Import Bank Of India1.871%

Net Current Assets0.917%

Triparty Repo0.620%

Cash Margin - Ccil0.005%

Sector Allocation of Others

Cash And Equivalents27.77%

Corporate Bond41.20%

Government Related1.87%

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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