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 Large and Mid Cap Fund - IDCW Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.56%Others: 1.44%

Market Cap

Large Cap: 48.40%Mid Cap: 38.77%Small Cap: 11.39%

Number of stocks

239

Top 10 Holdings

84.58% of portfolio

Market Cap of Equity

Large Cap

48.40%

Mid Cap

38.77%

Small Cap

11.39%

Companies Allocation of Equity

HDFC Bank Ltd4.005%

ICICI Bank Ltd3.086%

Bharti Airtel Ltd1.941%

Axis Bank Ltd1.908%

State Bank of India1.592%

Fortis Healthcare Ltd1.546%

Max Financial Services Ltd1.460%

Prestige Estates Projects Ltd1.421%

Maruti Suzuki India Ltd1.383%

Infosys Ltd1.352%

Mphasis Ltd1.239%

IndusInd Bank Ltd1.221%

Lupin Ltd1.142%

Kotak Mahindra Bank Ltd1.141%

Mahindra & Mahindra Financial Services Ltd1.081%

Aurobindo Pharma Ltd1.071%

Shriram Finance Ltd1.068%

Larsen & Toubro Ltd1.038%

NTPC Ltd0.984%

Reliance Industries Ltd0.975%

Hindustan Petroleum Corp Ltd0.969%

Escorts Kubota Ltd0.951%

Hindalco Industries Ltd0.922%

Eternal Ltd0.905%

Bharat Forge Ltd0.899%

Ajanta Pharma Ltd0.896%

Glenmark Pharmaceuticals Ltd0.892%

LIC Housing Finance Ltd0.886%

Eicher Motors Ltd0.877%

Gland Pharma Ltd0.868%

Balkrishna Industries Ltd0.860%

Bajaj Finance Ltd0.846%

Kaynes Technology India Ltd0.837%

HCL Technologies Ltd0.823%

Jindal Steel Ltd0.823%

Ambuja Cements Ltd0.778%

Ipca Laboratories Ltd0.763%

Bharat Electronics Ltd0.763%

Indian Hotels Co Ltd0.746%

InterGlobe Aviation Ltd0.743%

L&T Finance Ltd0.740%

Tata Consultancy Services Ltd0.734%

Sun Pharmaceuticals Industries Ltd0.715%

Adani Energy Solutions Ltd0.713%

AU Small Finance Bank Ltd0.705%

Persistent Systems Ltd0.675%

Bandhan Bank Ltd0.655%

Tata Steel Ltd0.648%

Hindustan Aeronautics Ltd Ordinary Shares0.614%

SBI Life Insurance Co Ltd0.612%

Solar Industries India Ltd0.610%

Alkem Laboratories Ltd0.597%

Hindustan Unilever Ltd0.594%

Coforge Ltd0.585%

Indian Bank0.584%

Ashok Leyland Ltd0.574%

Steel Authority Of India Ltd0.564%

Divi's Laboratories Ltd0.560%

Aster DM Healthcare Ltd Ordinary Shares0.558%

Power Finance Corp Ltd0.555%

SRF Ltd0.553%

Voltas Ltd0.539%

Trent Ltd0.528%

Max Healthcare Institute Ltd Ordinary Shares0.527%

Motilal Oswal Financial Services Ltd0.526%

The Federal Bank Ltd0.523%

Blue Star Ltd0.522%

IDFC First Bank Ltd0.518%

Indraprastha Gas Ltd0.501%

FSN E-Commerce Ventures Ltd0.500%

Torrent Pharmaceuticals Ltd0.499%

Tata Consumer Products Ltd0.496%

Timken India Ltd0.490%

Bank of Baroda0.466%

PNB Housing Finance Ltd0.461%

Swiggy Ltd0.460%

Aditya Birla Capital Ltd0.455%

Dilip Buildcon Ltd0.448%

ICICI Lombard General Insurance Co Ltd0.446%

Cipla Ltd0.443%

Five-Star Business Finance Ltd0.441%

PB Fintech Ltd0.433%

ITC Ltd0.429%

Power Grid Corp Of India Ltd0.426%

Tech Mahindra Ltd0.422%

Suzlon Energy Ltd0.419%

Tata Communications Ltd0.417%

Paradeep Phosphates Ltd0.416%

Apollo Tyres Ltd0.410%

Vishal Mega Mart Ltd0.410%

Mahindra & Mahindra Ltd0.395%

Cholamandalam Investment and Finance Co Ltd0.387%

Bosch Ltd0.385%

Delhivery Ltd0.384%

Bharat Petroleum Corp Ltd0.383%

Hero MotoCorp Ltd0.382%

Tata Motors Ltd0.377%

Oil & Natural Gas Corp Ltd0.369%

BSE Ltd0.359%

Sona BLW Precision Forgings Ltd0.352%

Dabur India Ltd0.350%

Embassy Office Parks REIT0.349%

Godfrey Phillips India Ltd0.348%

Hyundai Motor India Ltd0.340%

Avalon Technologies Ltd0.335%

Oracle Financial Services Software Ltd0.333%

CreditAccess Grameen Ltd Ordinary Shares0.331%

Navin Fluorine International Ltd0.330%

Endurance Technologies Ltd0.330%

Avenue Supermarts Ltd0.325%

Eris Lifesciences Ltd Registered Shs0.316%

Tata Motors Passenger Vehicles Ltd0.314%

Phoenix Mills Ltd0.312%

UPL Ltd0.307%

Oil India Ltd0.304%

Redington Ltd0.298%

Crompton Greaves Consumer Electricals Ltd0.296%

UltraTech Cement Ltd0.294%

NHPC Ltd0.294%

Oberoi Realty Ltd0.276%

Sector Allocation of Equity

Financial Services29.99%

Communication Services3.17%

Healthcare12.84%

Real Estate2.67%

Consumer Cyclical13.77%

Technology8.74%

Industrials9.93%

Utilities3.72%

Energy3.00%

Basic Materials7.53%

Consumer Defensive3.19%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Large and Mid Cap Fund - IDCW Option

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.