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 Aggressive Hybrid Fund - Regular - Growth - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Equity: 79.10%Others: 3.36%Debt: 17.54%

Market Cap

Large Cap: 53.51%Mid Cap: 13.81%Small Cap: 11.35%N/A - REIT: 0.43%

Number of stocks

130

Top 10 Holdings

79.10% of portfolio

Market Cap of Equity

Large Cap

53.51%

Mid Cap

13.81%

Small Cap

11.35%

N/A - REIT

0.43%

Companies Allocation of Equity

HDFC Bank Ltd4.680%

ICICI Bank Ltd4.487%

Larsen & Toubro Ltd3.674%

Bharti Airtel Ltd3.622%

Axis Bank Ltd3.050%

NTPC Ltd2.752%

Reliance Industries Ltd2.705%

Mahindra & Mahindra Ltd1.867%

Bajaj Finance Ltd1.841%

State Bank of India1.788%

Jindal Steel Ltd1.684%

Sun Pharmaceuticals Industries Ltd1.462%

Cube Highways Trust1.429%

TVS Motor Co Ltd1.413%

Infosys Ltd1.410%

Tata Steel Ltd1.359%

Lupin Ltd1.353%

Siemens Energy India Ltd1.333%

Samvardhana Motherson International Ltd1.280%

Eternal Ltd1.191%

SBI Life Insurance Co Ltd1.162%

Hindustan Aeronautics Ltd Ordinary Shares1.101%

L&T Finance Ltd1.101%

Hindustan Unilever Ltd1.064%

UTI Asset Management Co Ltd1.050%

Brookfield India Real Estate Trust1.041%

InterGlobe Aviation Ltd0.953%

Swiggy Ltd0.851%

Apollo Hospitals Enterprise Ltd0.831%

Tata Motors Ltd0.821%

Coforge Ltd0.803%

HCL Technologies Ltd0.797%

Kirloskar Oil Engines Ltd0.783%

Varun Beverages Ltd0.764%

Rainbow Childrens Medicare Ltd0.741%

Bharat Heavy Electricals Ltd0.741%

Kotak Mahindra Bank Ltd0.732%

Mindspace Business Parks REIT Unit0.728%

Coal India Ltd0.723%

PB Fintech Ltd0.712%

National Highways Infra Trust Units0.710%

United Spirits Ltd0.694%

KEI Industries Ltd0.672%

Voltas Ltd0.662%

Equitas Small Finance Bank Ltd Ordinary Shares0.660%

Dixon Technologies (India) Ltd0.585%

Tech Mahindra Ltd0.565%

Nexus Select Trust Reits0.552%

Kaynes Technology India Ltd0.519%

Angel One Ltd Ordinary Shares0.504%

Raajmarg Infra Investment Trust Units0.496%

Britannia Industries Ltd0.458%

Vishal Mega Mart Ltd0.453%

Radico Khaitan Ltd0.447%

Mphasis Ltd0.433%

Knowledge Realty Trust Units0.426%

Siemens Ltd0.425%

Avenue Supermarts Ltd0.412%

Cholamandalam Financial Holdings Ltd0.402%

Medplus Health Services Ltd0.381%

ICICI Lombard General Insurance Co Ltd0.381%

NTPC Green Energy Ltd0.379%

Delhivery Ltd0.373%

Titan Co Ltd0.367%

Fortis Healthcare Ltd0.346%

Oil & Natural Gas Corp Ltd0.337%

Info Edge (India) Ltd0.335%

Crompton Greaves Consumer Electricals Ltd0.329%

CESC Ltd0.324%

Whirlpool of India Ltd0.319%

Trent Ltd0.318%

Tube Investments of India Ltd Ordinary Shares0.305%

Unicommerce eSolutions Ltd0.286%

Electronics Mart India Ltd0.281%

Gland Pharma Ltd0.272%

ACME Solar Holdings Ltd0.269%

KFin Technologies Ltd0.267%

Cholamandalam Investment and Finance Co Ltd0.234%

Bharat Petroleum Corp Ltd0.227%

JSW Cement Ltd0.217%

JK Cement Ltd0.155%

Latent View Analytics Ltd0.143%

IndiGrid Infrastructure Trust Units Series - IV0.120%

Westlife Foodworld Ltd0.096%

L&T Technology Services Ltd0.084%

Kwality Walls India Ltd0.002%

Sector Allocation of Equity

Financial Services23.28%

Industrials10.60%

Communication Services3.96%

Utilities5.18%

Energy3.99%

Consumer Cyclical10.25%

Basic Materials3.42%

Healthcare5.39%

Technology5.75%

Consumer Defensive3.84%

Real Estate3.46%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Aggressive Hybrid Fund - Regular - Growth

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.