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.

Taurus Banking And Financial Services Fund Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.83%Others: 5.17%

Market Cap

Large Cap: 57.24%Others: 11.98%Small Cap: 16.56%Mid Cap: 9.06%

Number of stocks

Top 10 Holdings

94.83% of portfolio

Market Cap of Equity

Large Cap

57.24%

Others

11.98%

Small Cap

16.56%

Mid Cap

9.06%

Companies Allocation of Equity

ICICI Bank Ltd15.973%

HDFC Bank Ltd13.581%

State Bank of India8.399%

Axis Bank Ltd7.708%

Kotak Mahindra Bank Ltd7.126%

Dam Capital Advisors Ltd4.123%

Karnataka Bank Ltd3.979%

Power Finance Corp Ltd3.894%

Bajaj Finance Ltd3.680%

LIC Housing Finance Ltd2.901%

Bajaj Holdings and Investment Ltd2.697%

General Insurance Corp of India2.656%

JM Financial Ltd2.623%

HDFC Asset Management Co Ltd2.537%

Indian Energy Exchange Ltd2.274%

Jio Financial Services Ltd1.930%

Life Insurance Corporation of India1.711%

RBL Bank Ltd1.618%

Central Depository Services (India) Ltd1.434%

Bank of Baroda1.352%

Multi Commodity Exchange of India Ltd1.171%

SBI Cards and Payment Services Ltd Ordinary Shares0.961%

UTI Asset Management Co Ltd0.507%

Sector Allocation of Equity

Financial Services94.83%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Taurus Banking And Financial Services Fund Growth

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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.