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 - Quarterly IDCW Option - Portfolio Analysis

Portfolio Overview

As of June 30, 2026

Asset Allocation

Debt: 94.14%Others: 5.86%

Market Cap

Government Related: 54.01%Government: 38.76% Corporate Bond: 1.37%

Number of stocks

Top 10 Holdings

94.16% of portfolio

Market Cap of Debt

Government Related

54.01%

Government

38.76%

Corporate Bond

1.37%

Companies Allocation of Debt

Maharashtra State Development Loans13.825%

6.9% Govt Stock 206510.297%

7.09% Govt Stock 20549.438%

7.6% Uttarpradesh Sgs 20378.360%

7.03% Tamilnadu SDL 20308.346%

7.93% Uttarpradesh Sdl 20307.144%

National Bank For Agriculture And Rural Development6.943%

6.48% Govt Stock 20356.791%

6.68% Govt Stock 20406.745%

6.79% Andhra Sgs 20366.595%

7.24% Govt Stock 20555.492%

Karnataka SDL2.768%

Rec Limited1.371%

Interest Rate Swaps Pay Fix Receive Floating (18/03/2030) (Fv 2500 Lacs)0.048%

7.26% Govt Stock 20290.001%

Sector Allocation of Debt

Government Related54.01%

Government38.76%

Corporate Bond1.37%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Medium to Long Duration 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.