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 April 30, 2026

Asset Allocation

Equity: 99.83%Others: 0.17%

Market Cap

Large Cap: 75.36%Others: 4.86%Mid Cap: 17.76%Small Cap: 1.86%

Number of stocks

Top 10 Holdings

99.83% of portfolio

Market Cap of Equity

Large Cap

75.36%

Others

4.86%

Mid Cap

17.76%

Small Cap

1.86%

Companies Allocation of Equity

Coal India Ltd5.428%

Power Grid Corp Of India Ltd5.415%

Bajaj Finance Ltd4.862%

Bharti Airtel Ltd4.650%

Asian Paints Ltd4.618%

Maruti Suzuki India Ltd4.164%

Oil & Natural Gas Corp Ltd3.969%

Bajaj Auto Ltd3.949%

Tata Consultancy Services Ltd3.914%

Eicher Motors Ltd3.535%

Apollo Hospitals Enterprise Ltd3.484%

Dr Reddy's Laboratories Ltd3.413%

Britannia Industries Ltd3.392%

Tech Mahindra Ltd2.916%

HDFC Life Insurance Co Ltd2.776%

The Federal Bank Ltd2.500%

Tata Power Co Ltd2.437%

TVS Motor Co Ltd2.218%

Divi's Laboratories Ltd2.146%

Hero MotoCorp Ltd1.934%

Marico Ltd1.927%

Torrent Pharmaceuticals Ltd1.926%

Indian Oil Corp Ltd1.729%

Wipro Ltd1.634%

Max Financial Services Ltd1.441%

United Spirits Ltd1.316%

ICICI Lombard General Insurance Co Ltd1.289%

Alkem Laboratories Ltd1.260%

Godrej Consumer Products Ltd1.222%

Dabur India Ltd1.172%

Bosch Ltd1.159%

Havells India Ltd1.077%

MRF Ltd1.025%

Colgate-Palmolive (India) Ltd1.015%

Ambuja Cements Ltd1.002%

ICICI Prudential Life Insurance Co Ltd0.824%

Page Industries Ltd0.783%

Zydus Lifesciences Ltd0.761%

PI Industries Ltd0.709%

Life Insurance Corporation of India0.662%

Indian Railway Catering And Tourism Corp Ltd0.604%

Dalmia Bharat Ltd0.532%

SBI Cards and Payment Services Ltd Ordinary Shares0.531%

Crompton Greaves Consumer Electricals Ltd0.508%

Tata Chemicals Ltd0.415%

ACC Ltd0.408%

Ramco Cements Ltd0.369%

Star Health and Allied Insurance Co Ltd0.296%

Motherson Sumi Wiring India Ltd0.267%

Tata Technologies Ltd0.250%

Sector Allocation of Equity

Energy11.13%

Utilities7.85%

Financial Services15.18%

Communication Services4.65%

Basic Materials8.05%

Consumer Cyclical20.15%

Technology8.71%

Healthcare12.99%

Consumer Defensive10.04%

Industrials1.08%

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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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.