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 NIFTY 500 LOW VOLATILITY 50 INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 99.44%Others: 0.56%

Market Cap

Large Cap: 77.80%Mid Cap: 19.61%Small Cap: 2.03%

Number of stocks

Top 10 Holdings

86.48% of portfolio

Market Cap of Equity

Large Cap

77.8000%

Mid Cap

19.6100%

Small Cap

2.0300%

Companies Allocation of Equity

COAL INDIA LTD EQ9.76%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-9.72%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-9.54%

Bajaj Finance Limited9.48%

ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-9.02%

MARUTI SUZUKI INDIA LIMITED EQ8.98%

POWER GRID CORPORATION OF INDIA LIMITED EQ8.58%

BAJAJ AUTO LIMITED EQ7.44%

OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-7.00%

EICHER MOTORS LIMITED EQ NEW FV RE. 1/-6.96%

Sector Allocation of Equity

Consumable Fuels4.88%

IT - Software10.15%

Telecom - Services4.77%

Finance5.35%

Consumer Durables6.02%

Automobiles16.06%

Power6.26%

Oil3.50%

Food Products3.41%

Insurance8.07%

Healthcare Services3.12%

Pharmaceuticals & Biotechnology8.88%

Banks2.46%

Petroleum Products1.95%

Agricultural Food & other Products1.78%

Beverages1.33%

Personal Products3.63%

Auto Components2.47%

Cement & Cement Products2.59%

Fertilizers & Agrochemicals0.73%

Leisure Services0.69%

Textiles & Apparels0.69%

Chemicals & Petrochemicals0.38%

IT - Services0.27%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

NIPPON INDIA NIFTY 500 LOW VOLATILITY 50 INDEX FUND REGULAR PLAN GROWTH

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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.