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 Innovation Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.26%Others: 1.74%

Market Cap

Mid Cap: 26.26%Large Cap: 45.96%Small Cap: 26.04%

Number of stocks

Top 10 Holdings

78.86% of portfolio

Market Cap of Equity

Mid Cap

26.2600%

Large Cap

45.9600%

Small Cap

26.0400%

Companies Allocation of Equity

EQ - INFO-EDGE (INDIA) LTD.12.02%

SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/-7.94%

TRENT LIMITED EQ NEW FV Re. 1/-7.88%

BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-7.76%

Varun Beverages Ltd7.72%

AVENUE SUPERMARTS LIMITED EQ7.60%

ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ7.34%

3M INDIA LIMITED EQ7.06%

Swiggy Pvt Ltd7.02%

ZOMATO LIMITED EQ6.52%

Sector Allocation of Equity

Retailing23.46%

Auto Components9.93%

Finance6.43%

Beverages3.86%

Diversified3.53%

Transport Services3.00%

Healthcare Services4.60%

Electrical Equipment7.27%

Banks5.37%

Petroleum Products2.64%

Automobiles4.55%

Industrial Products2.81%

Financial Technology (Fintech)2.69%

Agricultural, Commercial & Construction Vehicles1.71%

Aerospace & Defense1.54%

Leisure Services3.84%

Telecom - Equipment & Accessories1.33%

Consumer Durables2.07%

Pharmaceuticals & Biotechnology1.91%

Industrial Manufacturing1.88%

IT - Services0.92%

Personal Products0.86%

IT - Software0.80%

Agricultural Food & other Products0.67%

Capital Markets0.59%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Innovation Fund - Regular (G)

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.