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 Growth Mid Cap Fund - IDCW Option - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 97.52%Others: 2.48%

Market Cap

Mid Cap: 66.99%Large Cap: 21.19%Small Cap: 9.34%

Number of stocks

Top 10 Holdings

47.88% of portfolio

Market Cap of Equity

Mid Cap

66.9900%

Large Cap

21.1900%

Small Cap

9.3400%

Companies Allocation of Equity

FORTIS HEALTHCARE LIMITED. EQ6.72%

BSE LIMITED EQ NEW FV RS. 2/-6.12%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-4.94%

AU SMALL FINANCE BANK LIMITED EQ4.90%

Persistent Systems Ltd4.72%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.70%

VOLTAS LIMITED EQ NEW FV RE.1/-4.64%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.82%

POWER FINANCE CORPORATION LTD. EQ3.76%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-3.56%

Sector Allocation of Equity

Healthcare Services5.11%

Capital Markets5.31%

Finance8.04%

Banks8.10%

IT - Software3.10%

Consumer Durables6.23%

Insurance3.17%

Agricultural, Commercial & Construction Vehicles1.78%

Auto Components8.22%

Financial Technology (Fintech)1.74%

Telecom - Services1.86%

Realty1.58%

Beverages2.91%

Pharmaceuticals & Biotechnology6.02%

Retailing5.97%

Electrical Equipment3.67%

Industrial Products5.36%

Power4.46%

Leisure Services2.95%

Aerospace & Defense2.00%

Petroleum Products0.99%

Textiles & Apparels0.96%

Cement & Cement Products1.37%

Automobiles0.90%

Transport Services1.51%

Gas1.10%

Fertilizers & Agrochemicals0.98%

Chemicals & Petrochemicals0.80%

Personal Products0.49%

Diversified0.43%

Minerals & Mining0.41%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Growth Mid Cap Fund - IDCW Option

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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.