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 Term Fund - Quarterly IDCW Option - Portfolio Analysis

Debt
Medium Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 84.16%Others: 15.84%

Market Cap

Government Related: 27.32% Corporate Bond: 51.59%Government: 3.20%Cash And Equivalents: 2.06%

Number of stocks

Top 10 Holdings

79.82% of portfolio

Market Cap of Debt

Government Related

27.32%

Corporate Bond

51.59%

Government

3.20%

Cash And Equivalents

2.06%

Companies Allocation of Debt

National Bank For Agriculture And Rural Development6.776%

Indian Railway Finance Corporation Limited3.629%

Rec Limited3.500%

Triumph Composites Private Limited3.498%

TRuhome Finance Limited3.452%

Muthoot Fincorp Limited3.427%

Godrej Industries Limited3.425%

7.27% Rajasthan Sdl 20293.412%

7.3% Rajasthan Sdl 20303.409%

Adani Power Limited3.404%

5% Gmr Airports Limited**3.401%

Aditya Birla Real Estate Limited3.400%

Adani Airport Holdings Limited3.387%

7.08% Chhattisgarh Sdl 20303.385%

Kotak Mahindra Investments Limited3.370%

7.24% Tamilnadu SDL 20323.370%

6.78% Maharashtra Sdl 20313.337%

Godrej Finance Limited3.271%

SIDDHIVINAYAK SECURITISATION TRUST3.270%

7.09% Govt Stock 20543.198%

Delhi International Airport Limited2.787%

Vedanta Limited2.422%

Arka Fincap Limited2.055%

National Highways Infra TRust0.883%

Andhra Pradesh State Beverages Corporation Limited0.348%

Sector Allocation of Debt

Government Related27.32%

Corporate Bond51.59%

Government3.20%

Cash And Equivalents2.06%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Medium Term Fund - Quarterly IDCW Option

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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.

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