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.

HDFC Focused Fund - IDCW PLAN - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 92.51%Others: 7.30%Debt: 0.19%

Market Cap

Large Cap: 75.78%Small Cap: 13.04%Mid Cap: 3.69%

Number of stocks

Top 10 Holdings

92.51% of portfolio

Market Cap of Equity

Large Cap

75.78%

Small Cap

13.04%

Mid Cap

3.69%

Companies Allocation of Equity

ICICI Bank Ltd9.024%

HDFC Bank Ltd8.408%

Axis Bank Ltd7.266%

State Bank of India5.763%

Kotak Mahindra Bank Ltd5.530%

HCL Technologies Ltd3.893%

Bharti Airtel Ltd3.686%

SBI Life Insurance Co Ltd3.581%

Maruti Suzuki India Ltd3.578%

Eternal Ltd3.534%

Cipla Ltd3.492%

Power Grid Corp Of India Ltd3.283%

Eicher Motors Ltd3.242%

InterGlobe Aviation Ltd3.053%

Tata Steel Ltd2.583%

Havells India Ltd2.538%

Karur Vysya Bank Ltd2.109%

FSN E-Commerce Ventures Ltd2.022%

Nexus Select Trust Reits1.779%

Bosch Ltd1.726%

Escorts Kubota Ltd1.667%

Piramal Pharma Ltd1.599%

Hyundai Motor India Ltd1.599%

Amber Enterprises India Ltd Ordinary Shares1.581%

Chalet Hotels Ltd1.579%

CIE Automotive India Ltd1.285%

Metropolis Healthcare Ltd1.238%

Sapphire Foods India Ltd0.722%

CG Power & Industrial Solutions Ltd0.593%

Restaurant Brands Asia Ltd Ordinary Shares0.557%

Sector Allocation of Equity

Financial Services41.68%

Technology3.89%

Communication Services3.69%

Consumer Cyclical21.42%

Healthcare6.33%

Utilities3.28%

Industrials7.85%

Basic Materials2.58%

Real Estate1.78%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Focused Fund - IDCW PLAN

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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.