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-Growth Plan-Bonus Option - Portfolio Analysis

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 71.48%Others: 23.15%Debt: 16.38%

Market Cap

Large Cap: 57.52%Mid Cap: 11.43%Small Cap: 2.53%

Number of stocks

208

Top 10 Holdings

59.04% of portfolio

Market Cap of Equity

Large Cap

57.5200%

Mid Cap

11.4300%

Small Cap

2.5300%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-10.02%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.26%

STATE BANK OF INDIA EQ NEW RE. 1/-7.10%

INFOSYS LIMITED EQ FV RS 56.12%

RELIANCE INDUSTRIES LIMITED EQ5.38%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.92%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.70%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.54%

NTPC LIMITED EQ4.28%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.72%

Sector Allocation of Equity

Banks16.02%

IT - Software5.79%

Petroleum Products3.22%

Telecom - Services2.72%

Automobiles5.02%

Power3.37%

Construction1.86%

Finance4.56%

Diversified FMCG2.12%

Retailing3.11%

Personal Products1.08%

Cement & Cement Products1.19%

Electrical Equipment2.56%

Pharmaceuticals & Biotechnology2.43%

Auto Components0.90%

Insurance1.74%

Food Products0.87%

Aerospace & Defense1.44%

Transport Services1.28%

Ferrous Metals1.21%

Beverages1.45%

Healthcare Services0.62%

Industrial Products0.88%

Consumer Durables1.69%

Realty0.53%

Diversified0.48%

Textiles & Apparels0.48%

Leisure Services1.08%

Diversified Metals0.45%

Chemicals & Petrochemicals0.45%

Capital Markets0.41%

Industrial Manufacturing0.34%

Other Utilities0.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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.