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 Equity Savings Fund - Quarterly IDCW Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 71.04%Others: 52.04%Debt: 22.52%

Market Cap

Large Cap: 66.70%Mid Cap: 4.33%Small Cap: 0.01%

Number of stocks

107

Top 10 Holdings

96.00% of portfolio

Market Cap of Equity

Large Cap

66.7000%

Mid Cap

4.3300%

Small Cap

0.0100%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-16.66%

HDFC BANK LIMITED EQ NEW FV RE. 1/-13.06%

RELIANCE INDUSTRIES LIMITED EQ10.48%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.510.44%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-9.22%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-8.78%

VEDANTA LIMITED EQ NEW RS.1/-8.56%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.66%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.34%

ITC LIMITED EQ NEW FV RE.1/-5.80%

Sector Allocation of Equity

Banks23.71%

Petroleum Products5.24%

Automobiles7.40%

Construction4.61%

Diversified Metals4.28%

Telecom - Services3.33%

Diversified FMCG3.23%

Cement & Cement Products2.54%

Pharmaceuticals & Biotechnology2.22%

IT - Software3.92%

Insurance2.30%

Retailing1.23%

Power1.25%

Ferrous Metals1.62%

Finance0.90%

Agricultural, Commercial & Construction Vehicles0.76%

Industrial Products0.68%

Aerospace & Defense0.82%

Leisure Services0.42%

Realty0.25%

Consumable Fuels0.20%

Fertilizers & Agrochemicals0.07%

Beverages0.05%

Food Products0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Equity Savings Fund - Quarterly IDCW Option

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.