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 Medium to Long Duration Fund - Annual IDCW Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 88.01%Others: 11.99%

Market Cap

Government Related: 53.07%Government: 33.61% Corporate Bond: 1.33%Cash And Equivalents: 0.00%

Number of stocks

Top 10 Holdings

88.02% of portfolio

Market Cap of Debt

Government Related

53.07%

Government

33.61%

Corporate Bond

1.33%

Cash And Equivalents

0.00%

Companies Allocation of Debt

Maharashtra State Development Loans13.452%

7.09% Govt Stock 20549.043%

7.03% Tamilnadu SDL 20308.174%

7.6% Uttarpradesh Sgs 20378.098%

7.93% Uttarpradesh Sdl 20307.001%

National Bank For Agriculture And Rural Development6.848%

6.48% Govt Stock 20356.606%

6.68% Govt Stock 20406.469%

6.79% Andhra Sgs 20366.436%

6.9% Govt Stock 20656.220%

7.24% Govt Stock 20555.270%

Karnataka SDL2.706%

Rec Limited1.329%

Interest Rate Swaps Pay Fix Receive Floating (18/03/2030) (Fv 2500 Lacs)0.292%

Indian Railway Finance Corporation Limited0.072%

7.26% Govt Stock 20290.001%

08.19 RJ UDAY 20260.000%

Sector Allocation of Debt

Government Related53.07%

Government33.61%

Corporate Bond1.33%

Cash And Equivalents0.00%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Medium to Long Duration Fund - Annual 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.