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.

SIP Online
Mutual Fund
Small Cap
Nippon India Small Cap Fund - IDCW Option
Portfolio

Nippon India Small Cap Fund - IDCW Option - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 96.15%Others: 3.85%

Market Cap

Mid Cap: 13.79%Large Cap: 14.29%Small Cap: 68.07%

Number of stocks

239

Top 10 Holdings

29.86% of portfolio

Market Cap of Equity

Mid Cap

13.7900%

Large Cap

14.2900%

Small Cap

68.0700%

Companies Allocation of Equity

MCX INDIA LIMITED EQ NEW RS. 10/-6.04%

HDFC BANK LIMITED EQ NEW FV RE. 1/-3.86%

STATE BANK OF INDIA EQ NEW RE. 1/-2.98%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.94%

BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-2.48%

EMAMI LIMITED EQ NEW F.V. RE.1/-2.44%

ECLERX SERVICES LIMITED EQ2.36%

RELIANCE INDUSTRIES LIMITED EQ2.28%

Zydus Wellness Limited2.26%

AXIS BANK LIMITED EQ NE FV RS. 2/-2.22%

Sector Allocation of Equity

Capital Markets6.12%

Banks7.32%

Electrical Equipment6.12%

Personal Products1.51%

Commercial Services & Supplies1.23%

Petroleum Products1.39%

Food Products2.28%

Diversified FMCG1.98%

Industrial Products5.28%

Beverages1.47%

Power2.84%

Auto Components6.59%

Fertilizers & Agrochemicals1.86%

Chemicals & Petrochemicals4.27%

Pharmaceuticals & Biotechnology5.73%

Healthcare Services3.57%

Leisure Services2.18%

Cement & Cement Products1.84%

Agricultural Food & other Products2.13%

Consumer Durables6.88%

Other Consumer Services1.55%

IT - Services1.67%

Insurance0.68%

Finance3.28%

Construction2.61%

Diversified Metals0.61%

Textiles & Apparels1.83%

Aerospace & Defense1.91%

IT - Software1.79%

Consumable Fuels0.47%

Agricultural, Commercial & Construction Vehicles0.58%

Paper, Forest & Jute Products0.62%

Consumer Services0.42%

Household Products0.67%

Other Utilities0.40%

Telecom - Equipment & Accessories0.38%

Transport Services0.60%

Industrial Manufacturing1.35%

Entertainment0.29%

Realty0.58%

Telecom - Services0.20%

Retailing0.74%

Ferrous Metals0.11%

Automobiles0.10%

Diversified0.09%

Media0.03%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Small Cap Fund - IDCW 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.