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 Conservative Hybrid Fund - Monthly IDCW Option - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 18.40%Others: 7.54%Debt: 74.05%

Market Cap

Others: 7.42%Large Cap: 9.87%Mid Cap: 1.12%

Number of stocks

Top 10 Holdings

18.40% of portfolio

Market Cap of Equity

Others

7.42%

Large Cap

9.87%

Mid Cap

1.12%

Companies Allocation of Equity

Brookfield India Real Estate Trust1.754%

Mindspace Business Parks REIT Unit1.393%

Knowledge Realty Trust Units1.253%

Cube Highways Trust1.245%

Nexus Select Trust Reits1.143%

HDFC Bank Ltd1.036%

Reliance Industries Ltd0.943%

AU Small Finance Bank Ltd0.855%

ICICI Bank Ltd0.736%

Bharti Airtel Ltd0.524%

State Bank of India0.471%

Larsen & Toubro Ltd0.431%

Infosys Ltd0.417%

Axis Bank Ltd0.345%

Maruti Suzuki India Ltd0.343%

Mahindra & Mahindra Ltd0.341%

Tata Consultancy Services Ltd0.314%

Bajaj Finance Ltd0.287%

ITC Ltd0.250%

Kotak Mahindra Bank Ltd0.243%

Hindustan Unilever Ltd0.231%

Sun Pharmaceuticals Industries Ltd0.224%

NTPC Ltd0.218%

Titan Co Ltd0.210%

Bajaj Auto Ltd0.202%

Tata Steel Ltd0.196%

IndusInd Bank Ltd0.174%

Hindalco Industries Ltd0.174%

Power Grid Corp Of India Ltd0.167%

UltraTech Cement Ltd0.154%

HCL Technologies Ltd0.146%

JSW Steel Ltd0.140%

Oil & Natural Gas Corp Ltd0.134%

Asian Paints Ltd0.127%

Grasim Industries Ltd0.124%

Bajaj Finserv Ltd0.121%

Nestle India Ltd0.120%

Coal India Ltd0.116%

Eicher Motors Ltd0.114%

Divi's Laboratories Ltd0.095%

SBI Life Insurance Co Ltd0.094%

Dr Reddy's Laboratories Ltd0.092%

Apollo Hospitals Enterprise Ltd0.089%

Tata Motors Ltd0.084%

Tata Consumer Products Ltd0.082%

Cipla Ltd0.081%

Britannia Industries Ltd0.078%

Hero MotoCorp Ltd0.076%

Tata Motors Passenger Vehicles Ltd0.070%

Wipro Ltd0.068%

HDFC Life Insurance Co Ltd0.063%

ITC Hotels Ltd0.013%

Kwality Walls India Ltd0.003%

Sector Allocation of Equity

Real Estate5.54%

Industrials1.68%

Financial Services4.42%

Energy1.19%

Communication Services0.52%

Technology0.95%

Consumer Cyclical1.45%

Consumer Defensive0.76%

Healthcare0.58%

Utilities0.38%

Basic Materials0.92%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Conservative Hybrid Fund - Monthly 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.