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 Balanced Advantage Fund - IDCW Option - Portfolio Analysis

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 71.93%Debt: 18.57%Others: 17.57%

Market Cap

Large Cap: 55.61%Mid Cap: 12.47%Small Cap: 3.85%

Number of stocks

190

Top 10 Holdings

54.76% of portfolio

Market Cap of Equity

Large Cap

55.6100%

Mid Cap

12.4700%

Small Cap

3.8500%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.72%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.24%

STATE BANK OF INDIA EQ NEW RE. 1/-6.14%

INFOSYS LIMITED EQ FV RS 55.90%

RELIANCE INDUSTRIES LIMITED EQ5.70%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.10%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.74%

NTPC LIMITED EQ4.02%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.78%

Bajaj Finance Limited3.42%

Sector Allocation of Equity

Banks13.83%

IT - Software5.59%

Petroleum Products3.44%

Telecom - Services2.76%

Automobiles5.50%

Power3.41%

Construction1.89%

Finance4.66%

Diversified FMCG2.58%

Retailing3.42%

Personal Products1.04%

Cement & Cement Products1.89%

Insurance1.70%

Transport Services1.49%

Food Products0.84%

Pharmaceuticals & Biotechnology2.30%

Electrical Equipment2.43%

Aerospace & Defense1.31%

Beverages1.58%

Auto Components0.70%

Consumer Durables1.66%

Healthcare Services0.68%

Realty0.63%

Ferrous Metals1.14%

Industrial Products0.86%

Textiles & Apparels0.59%

Industrial Manufacturing0.54%

Capital Markets0.52%

Leisure Services1.29%

Chemicals & Petrochemicals0.47%

Diversified0.41%

Diversified Metals0.32%

Fertilizers & Agrochemicals0.27%

Other Utilities0.19%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Balanced Advantage Fund - 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.