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 April 30, 2026

Asset Allocation

Equity: 27.52%Others: 48.14%Debt: 24.34%

Market Cap

Large Cap: 61.60%Others: 5.95%Mid Cap: 2.51%

Number of stocks

Top 10 Holdings

70.06% of portfolio

Market Cap of Equity

Large Cap

61.60%

Others

5.95%

Mid Cap

2.51%

Companies Allocation of Equity

ICICI Bank Ltd8.446%

HDFC Bank Ltd6.721%

Bharti Airtel Ltd5.559%

Mahindra & Mahindra Ltd5.242%

Reliance Industries Ltd5.148%

Kotak Mahindra Bank Ltd4.124%

Eternal Ltd3.948%

Axis Bank Ltd2.852%

Grasim Industries Ltd2.615%

ITC Ltd1.727%

NTPC Ltd1.688%

Tata Steel Ltd1.499%

State Bank of India1.330%

Infosys Ltd1.314%

Sun Pharmaceuticals Industries Ltd1.296%

ICICI Prudential Life Insurance Co Ltd1.214%

Larsen & Toubro Ltd1.082%

IndusInd Bank Ltd1.067%

Maruti Suzuki India Ltd0.944%

Cummins India Ltd0.864%

Oil & Natural Gas Corp Ltd0.845%

Tata Motors Ltd0.807%

Titan Co Ltd0.782%

Power Finance Corp Ltd0.736%

Bharat Electronics Ltd0.671%

Jindal Steel Ltd0.569%

Bajaj Auto Ltd0.517%

Vedanta Aluminium Metal Limited**0.517%

AU Small Finance Bank Ltd0.500%

Tata Consultancy Services Ltd0.435%

HDFC Life Insurance Co Ltd0.413%

Eicher Motors Ltd0.375%

Max Financial Services Ltd0.372%

Vedanta Ltd0.366%

ITC Hotels Ltd0.365%

Hindustan Unilever Ltd0.343%

Trent Ltd0.340%

Asian Paints Ltd0.286%

HCL Technologies Ltd0.281%

Tech Mahindra Ltd0.276%

Hindustan Aeronautics Ltd Ordinary Shares0.259%

Coal India Ltd0.254%

DLF Ltd0.227%

Power Grid Corp Of India Ltd0.227%

JSW Steel Ltd0.200%

Tata Motors Passenger Vehicles Ltd0.140%

Ambuja Cements Ltd0.066%

Varun Beverages Ltd0.061%

Talwandi Sabo Power Limited**0.052%

Malco Energy Limited**0.051%

Vedanta Iron And Steel Limited**0.033%

Bank of Baroda0.009%

Kwality Walls India Ltd0.004%

Sector Allocation of Equity

Financial Services27.78%

Communication Services5.56%

Consumer Cyclical13.46%

Energy6.25%

Basic Materials5.60%

Consumer Defensive2.14%

Utilities1.91%

Technology2.31%

Healthcare1.30%

Industrials2.88%

Equity-41.89%

Real Estate0.23%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Equity Savings Fund - Quarterly IDCW Option

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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.