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HDFC Large and Mid Cap Fund - IDCW Option HDFC Large and Mid Cap Fund - IDCW Option

HDFC Large and Mid Cap Fund - Portfolio Analysis

  • ₹35.39 (-1.6%)

    Current NAV 14-02-2025

  • -1.16%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Dec-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 98.7%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 46.3
Mid Cap 37.1
Small Cap 15.3

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Banks

Pharmaceuticals & Biotechnology

IT - Software

Finance

Auto Components

Automobiles

Healthcare Services

Insurance

Power

Petroleum Products

Retailing

Consumer Durables

Aerospace & Defense

Telecom - Services

Leisure Services

Chemicals & Petrochemicals

Construction

Realty

Transport Services

Agricultural, Commercial & Construction Vehicles

Industrial Products

Gas

Cement & Cement Products

Ferrous Metals

Diversified FMCG

Capital Markets

Electrical Equipment

Fertilizers & Agrochemicals

Industrial Manufacturing

Financial Technology (Fintech)

Non - Ferrous Metals

Oil

Beverages

Entertainment

Agricultural Food & other Products

Commercial Services & Supplies

Personal Products

Textiles & Apparels

Telecom - Equipment & Accessories

IT - Services

Transport Infrastructure

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
14-Feb-2025
Holdings PE Ratio
14-Feb-2025
1Y Return
HDFC Bank Ltd. Large Cap Banks (18.37) 5.07% 18.64 22.47%
ICICI Bank Ltd. Large Cap Banks (18.37) 3.7% 17.68 23.17%
Infosys Limited Large Cap IT - Software (35.42) 2.62% 27.88 11.42%
Axis Bank Ltd. Large Cap Banks (24.43) 1.89% 28.68 29.81%
MphasiS Limited. Mid Cap IT - Software (19.56) 1.83% 0 0%
Indusind Bank Ltd. Mid Cap Banks (18.37) 1.51% 11 -30.85%
Lupin Ltd. Mid Cap Pharmaceuticals & Biotechnology (132.95) 1.5% 167.31 197.56%
Tata Consultancy Services Ltd. Large Cap IT - Software (35.42) 1.44% 29.18 -4.1%
Bharti Airtel Ltd. Large Cap Telecom - Services (180.3) 1.42% 40.48 53.91%
State Bank of India Large Cap Banks (10.07) 1.4% 8.12 -2.87%
Fortis Healthcare Limited Mid Cap Healthcare Services (90.21) 1.37% 59.17 41.82%
HCL Technologies Ltd. Large Cap IT - Software (35.42) 1.31% 27.2 2.32%
Trent Ltd. Large Cap Retailing (52.71) 1.28% 94.11 30.04%
Kotak Mahindra Bank Limited Large Cap Banks (24.43) 1.26% 26.45 -0.13%
Max Healthcare Institute Limited Mid Cap Healthcare Services (90.21) 1.23% 97.31 14.76%
Prestige Estates Projects Ltd. Mid Cap Realty (89.05) 1.23% 90.28 10.67%
Indian Hotels Company Ltd. Mid Cap Leisure Services (84.61) 1.22% 56.03 34.48%
Max Financial Services Ltd. Mid Cap Insurance (19.22) 1.21% 144.99 9.21%
Gland Pharma Ltd. Small Cap Pharmaceuticals & Biotechnology (45.77) 1.17% 33.94 -25.71%
Hindustan Petroleum Corp. Ltd. Mid Cap Petroleum Products (15.64) 1.15% 11.03 -13.59%
LIC Housing Finance Ltd. Mid Cap Finance (18.16) 1.13% 5.7 -16.23%
Larsen and Toubro Ltd. Large Cap Construction (37.01) 1.1% 32.68 -2.14%
Ajanta Pharma Limited Mid Cap Pharmaceuticals & Biotechnology (45.77) 1.1% 35.41 20.25%
Aurobindo Pharma Ltd. Mid Cap Pharmaceuticals & Biotechnology (45.77) 1.05% 18.8 13.1%
ESCORTS LTD. Mid Cap Agricultural, Commercial & Construction Vehicles (37.92) 1% 27.72 4.86%
Ipca Laboratories Ltd. Mid Cap Pharmaceuticals & Biotechnology (45.77) 1% 56.08 26.48%
Reliance Industries Ltd. Large Cap Petroleum Products (15.64) 0.98% 23.8 -17.85%
Bharat Electronics Ltd. Large Cap Aerospace & Defense (41.63) 0.98% 36.63 37.71%
NTPC Limited Large Cap Power (20.25) 0.97% 13.24 -8.43%
Coforge Limited Mid Cap IT - Software (35.42) 0.96% 66.99 19.8%
Power Finance Corporation Ltd. Large Cap Finance (13.03) 0.94% 5.49 -14.69%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Finance (30.25) 0.94% 13.56 -6.25%
Maruti Suzuki India Limited Large Cap Automobiles (30.6) 0.88% 27.39 14.9%
Sun Pharmaceutical Industries Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 0.86% 35.74 11.99%
Five-Star Business Finance Limited Small Cap Finance (30.25) 0.84% 0 -6.38%
Tata Motors Ltd. Large Cap Automobiles (95.46) 0.84% 40.82 136.49%
Hindustan Aeronautics Limited Large Cap Aerospace & Defense (41.63) 0.83% 27.02 18.78%
ITC LIMITED Large Cap Diversified FMCG (25) 0.78% 25.5 -0.26%
Shriram Finance Ltd. Large Cap Finance (29.84) 0.78% 13.24 30.57%
Balkrishna Industries Ltd. Mid Cap Auto Components (24.14) 0.76% 28.57 11.37%
Indraprastha Gas Ltd. Mid Cap Gas (20.65) 0.74% 15.33 -14.93%
Motilal Oswal Financial Services Ltd. Mid Cap Capital Markets (31.26) 0.74% 11.29 37.92%
Jindal Steel & Power Ltd. Mid Cap Ferrous Metals (21.96) 0.74% 20.77 9.74%
Zomato Ltd Large Cap Retailing (36.51) 0.74% -10.49 85.47%
Bajaj Finance Ltd. Large Cap Finance (30.25) 0.73% 32.49 26.25%
Eicher Motors Ltd. Large Cap Automobiles (33.14) 0.7% 29.03 20.54%
InterGlobe Aviation Ltd. Large Cap Transport Services (20.8) 0.69% 26.79 36.42%
Ambuja Cements Ltd. Large Cap Cement & Cement Products (26.26) 0.68% 0 0%
PB FINTECH LIMITED (Policy Bazaar) Mid Cap Financial Technology (Fintech) (76.58) 0.65% 615.37 84.19%
Adani Energy Solutions Limited Large Cap Power (25.47) 0.65% 109.71 -31.83%
Apollo Tyres Ltd. Small Cap Auto Components (30.44) 0.63% 20.64 -6.8%
Hindalco Industries Ltd. Large Cap Non - Ferrous Metals (30.32) 0.62% 38.75 29.66%
Bandhan Bank Ltd. Small Cap Banks (18.37) 0.62% 0 -31.74%
Cipla Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 0.61% 23.62 2.35%
Persistent Systems Limited Mid Cap IT - Software 0.59% - 0%
SRF Ltd. Mid Cap Chemicals & Petrochemicals (60.42) 0.58% 71.11 16.69%
Tech Mahindra Ltd. Large Cap IT - Software (35.42) 0.58% 43.35 28.33%
Bharat Forge Ltd. Mid Cap Auto Components (26.29) 0.57% 0 0%
IDFC First Bank Limited Mid Cap Banks (18.37) 0.56% 23.03 -25.1%
SBI Life Insurance Company Ltd. Large Cap Insurance (19.22) 0.55% 0 0.73%
Timken India Ltd. Small Cap Industrial Products (41.03) 0.53% 0 -7.4%
Tata Communications Limited Mid Cap Telecom - Services (85.39) 0.51% 174.94 65.69%
Crompton Greaves Consumer Elec. Ltd. Small Cap Consumer Durables (83.52) 0.51% 40.58 15.79%
Bank of Baroda Large Cap Banks (10.07) 0.5% 5.19 -23.56%
Power Grid Corporation of India Ltd. Large Cap Power (25.47) 0.49% 15.4 -6.03%
Divis Laboratories Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 0.48% 74.96 56.97%
Aster DM Healthcare Limited Small Cap Healthcare Services (90.21) 0.48% 3.94 -5.5%
Tata Consumer Products Limited Large Cap Agricultural Food & other Products (95.61) 0.47% 87.93 -8.86%
Torrent Pharmaceuticals Ltd. Large Cap Pharmaceuticals & Biotechnology (45.77) 0.47% 54.73 15.55%
Ashok Leyland Ltd Mid Cap Agricultural, Commercial & Construction Vehicles (30.28) 0.46% 22.15 22.91%
Solar Industries India Ltd. Mid Cap Chemicals & Petrochemicals (26.29) 0.46% 0 14.53%
PNB Housing Finance Ltd. Small Cap Finance (18.16) 0.46% 11.19 0.2%
KAYNES TECHNOLOGY INDIA LIMITED Mid Cap Industrial Manufacturing (104.58) 0.46% 99.07 40.93%
Au Small Finance Bank Ltd. Mid Cap Banks (17.76) 0.46% 0 95.96%
Mahindra & Mahindra Ltd. Large Cap Automobiles (30.6) 0.45% 29.52 77.41%
Voltas Ltd. Mid Cap Consumer Durables (77.22) 0.45% 56.02 11.85%
Bharat Petroleum Corporation Ltd. Large Cap Petroleum Products (15.64) 0.44% 7.92 -19.57%
The Federal Bank Ltd. Mid Cap Banks (18.37) 0.43% 11 21%
Indian Bank Mid Cap Banks (10.07) 0.43% 6.46 -3.54%
REC Limited. Large Cap Finance (13.03) 0.42% 6.59 -18.65%
L&T Finance Ltd. Mid Cap Finance (31.26) 0.42% 13.34 -20.44%
Whirlpool of India Ltd. Small Cap Consumer Durables (215.36) 0.42% 40.09 -25.36%
Eris Lifesciences Ltd Small Cap Pharmaceuticals & Biotechnology (45.77) 0.39% 52.15 45.52%
Emami Ltd. Small Cap Personal Products (58.15) 0.39% 28.73 12.31%
Paradeep Phosphates Limited Small Cap Fertilizers & Agrochemicals (46.01) 0.38% 14.41 -8.63%
Jubilant Foodworks Limited Mid Cap Leisure Services (84.61) 0.38% 119.3 39.67%
Wockhardt Ltd. Small Cap Pharmaceuticals & Biotechnology (45.77) 0.37% -117.58 208.99%
GAIL (India) Ltd. Large Cap Gas (13.43) 0.37% 8.58 -7.97%
Avalon Technologies Limited Small Cap Electrical Equipment (77.22) 0.36% 90.92 33.19%
DCX Systems Limited Small Cap Aerospace & Defense 0.35% - 0%
Cholamandalam Investment & Finance Co. Ltd. Large Cap Finance (26.13) 0.35% 28.3 41.05%
Oil & Natural Gas Corporation Ltd. Large Cap Oil (8.04) 0.35% 7.6 -14.3%
Medi Assist Healthcare Services Limited Small Cap Insurance (181.41) 0.35% 36.66 0.52%
United Spirits Limited Large Cap Beverages (30.79) 0.35% 0 0%
Delhivery Limited Small Cap Transport Services (35.96) 0.34% 951.61 -40.08%
NHPC Ltd. Mid Cap Power (20.25) 0.34% 27 -17.38%
Tata Steel Ltd. Large Cap Ferrous Metals (29.45) 0.33% 61.37 -4.78%
Devyani International Ltd Small Cap Leisure Services (84.61) 0.33% 878.61 2.76%
Redington Ltd. Small Cap Commercial Services & Supplies (16.47) 0.33% 15.16 22.93%
Carborundum Universal Ltd. Small Cap Industrial Products (52.15) 0.32% 40.24 -9.95%
CIE Automotive India Ltd Small Cap Auto Components (36.08) 0.32% 19.66 -13.08%
ACC Ltd. Mid Cap Cement & Cement Products (50.71) 0.31% 13.53 -28.63%
PI Industries Ltd. Mid Cap Fertilizers & Agrochemicals (32.4) 0.31% 28.23 -7.53%
Endurance Technologies Ltd. Mid Cap Auto Components (44.5) 0.31% 0 25.18%
Brainbees Solutions Limited (FirstCry) Small Cap Retailing 0.3% - 0%
GUJARAT FLUOROCHEMICALS LIMITED Mid Cap Chemicals & Petrochemicals (60.3) 0.3% 89.35 6.98%
Hyundai Motor India Limited Large Cap Automobiles 0.3% - 0%
Havells India Ltd. Large Cap Consumer Durables (77.22) 0.3% 67.1 8.66%
LTIMindtree Limited Large Cap IT - Software (36.96) 0.3% 33.85 6.16%
Suzlon Energy Ltd Mid Cap Electrical Equipment (84.78) 0.29% 60.89 11.03%
Dr Reddys Laboratories Ltd. Large Cap Pharmaceuticals & Biotechnology 0.29% - 0%
Blue Dart Express Ltd. Small Cap Transport Services (47.71) 0.29% 50.98 -2.49%
Sona Blw Precision Forgings Mid Cap Auto Components (36.08) 0.28% 51.89 -19.4%
HDFC Life Insurance Company Limited Large Cap Insurance (19.22) 0.28% 77.01 6.84%
SBI CARDS AND PAYMENT SERVICES LIMITED Mid Cap Finance (30.25) 0.27% 0 19.34%
Supreme Industries Ltd. Mid Cap Industrial Products (37.92) 0.27% 46.81 -0.89%
Oil India Limited Mid Cap Oil (8.04) 0.27% 8.73 19.13%
Titagarh Wagons Limited Small Cap Industrial Manufacturing (42.44) 0.27% 35.92 -16.19%
CREDITACCESS GRAMEEN LIMITED Small Cap Finance (7.52) 0.27% 17.43 -39.61%
Zee Entertainment Enterprises Ltd. Small Cap Entertainment (33.88) 0.26% -116.65 -17%
Blue Star Ltd. Mid Cap Consumer Durables (111.67) 0.26% 72.56 65.11%
KEC International Ltd. Small Cap Construction (26.89) 0.25% 213.91 49.58%
UPL Ltd. Mid Cap Fertilizers & Agrochemicals (32.4) 0.25% 1164.15 28.17%
Page Industries Ltd Mid Cap Textiles & Apparels (60.32) 0.25% 0 13.97%
Tube Investments of India Ltd. Mid Cap Auto Components (71.44) 0.25% 61.2 -26.25%
Hindustan Unilever Ltd. Large Cap Diversified FMCG (38.82) 0.24% 0 0%
AIA Engineering Ltd. Mid Cap Industrial Products (22.04) 0.24% 30.72 -13.11%
COMPUTER AGE MANAGEMENT SERVICES Small Cap Capital Markets (31.26) 0.22% 36.27 18.88%
Aditya Birla Capital ltd. Mid Cap Finance (31.26) 0.22% 10.74 -16.15%
TEGA INDUSTRIES LIMITED Small Cap Industrial Manufacturing (46.47) 0.21% 47.81 8.84%
Bata India Ltd. Small Cap Consumer Durables (68.09) 0.21% 48.55 -6.82%
Syngene International Limited Mid Cap Healthcare Services (60.73) 0.21% 55.36 -8.07%
Glenmark Pharmaceuticals Ltd. Mid Cap Pharmaceuticals & Biotechnology (45.77) 0.21% -42.61 65.94%
Exide Industries Ltd. Mid Cap Auto Components (28.2) 0.2% 38.42 6.48%
NLC India Ltd. Mid Cap Power (20.25) 0.2% 11.92 -18.12%
Navin Fluorine International Ltd. Small Cap Chemicals & Petrochemicals (26.29) 0.19% 0 6.43%
Bosch Limited Large Cap Auto Components (29.77) 0.19% 39.24 -1.58%
PVR LIMITED Small Cap Entertainment (28.5) 0.18% -35.2 -25.64%
Aavas Financiers Ltd. (Formerly known as Au Housing Finance Ltd.) Small Cap Finance (18.16) 0.18% 27.22 17.57%
Gujarat State Petronet Ltd. Small Cap Gas (13.43) 0.18% 11.78 -19.4%
Deepak Nitrite Limited Mid Cap Chemicals & Petrochemicals (44.21) 0.18% 30.39 -15.85%
VODAFONE IDEA LIMITED Mid Cap Telecom - Services (180.3) 0.18% -2.1 -47.24%
Cholamandalam Financial Holdings Ltd. Small Cap Finance (31.26) 0.17% 13.81 38.63%
Macrotech Developers Limited Large Cap Realty (30.81) 0.17% 27.76 30.1%
Union Bank of India Mid Cap Banks (10.07) 0.17% 5.11 -21.32%
Bank of India Mid Cap Banks (10.07) 0.16% 5.3 -26.95%
STERLITE TECHNOLOGIES LIMITED Small Cap Telecom - Equipment & Accessories (77.03) 0.16% -188.44 83.06%
Kajaria Ceramics Ltd. Small Cap Consumer Durables (35.4) 0.16% 40.8 -26.62%
Sterling and Wilson Renewable Energy Ltd. Small Cap Construction (46.47) 0.15% 220.85 -55.45%
Container Corporation of India Ltd. Mid Cap Transport Services (35.96) 0.15% 31.46 -28.19%
SULA VINEYARDS LIMITED Small Cap Beverages (80.69) 0.15% 37.23 -47.97%
Biocon Ltd. Mid Cap Pharmaceuticals & Biotechnology (45.77) 0.15% 52.07 28.44%
Zydus Lifesciences Limited Large Cap Pharmaceuticals & Biotechnology (45.77) 0.14% 19.41 3.88%
CarTrade Tech Limited Small Cap Retailing (172.61) 0.14% 64.35 128.35%
Samvardhana Motherson International Ltd. Large Cap Auto Components (92.47) 0.14% 23.45 10.61%
Waaree Energies Limited Mid Cap Electrical Equipment 0.13% - 0%
Bharat Heavy Electricals Ltd. Mid Cap Electrical Equipment (84.78) 0.12% 129.63 -14%
Canara Bank Mid Cap Banks 0.12% - 0%
TVS Motor Company Ltd. Large Cap Automobiles (33.14) 0.12% 57.75 14.96%
IIFL Finance Limited Small Cap Finance (30.25) 0.12% 24.39 -43.87%
Star Health and Allied Insurance Company Ltd Small Cap Insurance (43.33) 0.12% 0 -29.12%
Brigade Enterprises Limited. Small Cap Realty (89.05) 0.12% 38.79 6.74%
Jio Financial Services Limited Large Cap Finance (30.25) 0.11% 87.85 -18.62%
Life Insurance Corporation of India Large Cap Insurance (19.22) 0.1% 11.15 -29.07%
Bajaj Housing Finance Ltd. Large Cap Finance 0.1% - 0%
Sun TV Network Limited Small Cap Entertainment (32.89) 0.1% 0 -100%
SAPPHIRE FOODS INDIA LIMITED Small Cap Leisure Services 0.1% - 0%
Fsn Ecommerce Ventures Limited (Nykaa) Mid Cap Retailing (172.61) 0.09% 933.33 9.16%
eClerx Services Limited Small Cap Commercial Services & Supplies (60.59) 0.09% 28.41 30.93%
ONE 97 COMMUNICATIONS LIMITED (Paytm) Mid Cap Financial Technology (Fintech) (381.83) 0.09% -69.07 111.45%
NBCC (INDIA) Ltd. Small Cap Construction (37.01) 0.08% 44.15 -5.8%
Sundram Fasteners Ltd. Small Cap Auto Components (29.77) 0.08% 37.77 -9.46%
United Breweries Ltd. Mid Cap Beverages (75.35) 0.08% 132.81 16.13%
JK Cement Limited Mid Cap Cement & Cement Products (50.71) 0.08% 49.99 11.27%
Dixon Technologies (India) Ltd. Mid Cap Consumer Durables (215.36) 0.08% 106.51 120.78%
L&T Technology Services Ltd. Mid Cap IT - Services (60.59) 0.07% 40.42 -8.28%
Ikio Lighting Limited Small Cap Consumer Durables (54.51) 0.07% 0 -10.18%
KEI Industries Ltd. Mid Cap Industrial Products (44.11) 0.07% 51.04 3.34%
CG Power and Industrial Solutions Ltd. Large Cap Electrical Equipment (86) 0.06% 90.26 26.8%
OCCL Limited Small Cap Chemicals & Petrochemicals 0.06% - 0%
Motherson Sumi Wiring India Limited Small Cap Auto Components (44.11) 0.05% 0 -28.39%
Indian Railway Catering And Tourism Corp Ltd Mid Cap Leisure Services (53.08) 0.05% 47.22 -21.2%
Sai Life Sciences Limited Small Cap Pharmaceuticals & Biotechnology 0.05% - 0%
Central Depository Services (India) Ltd. Small Cap Capital Markets 0.05% - 0%
Aarti Industries Ltd. Small Cap Chemicals & Petrochemicals (60.3) 0.05% 40.91 -37.89%
JSW Infrastructure Limited Mid Cap Transport Infrastructure 0.05% - 0%
Cello World Limited Small Cap Consumer Durables (83.52) 0.04% 39.87 -25.27%
LG Balakrishnan & Bros Ltd. Small Cap Auto Components (41.15) 0.04% 13.81 8.11%
Nazara Technologies Limited Small Cap Entertainment (71.37) 0.04% 110.79 9.47%
Chemplast Sanmar Limited Small Cap Chemicals & Petrochemicals (25.33) 0.04% -49.8 -11.03%
ICICI Prudential Life Insurance Company Ltd. Large Cap Insurance (19.22) 0.04% 86.25 14.21%
Craftsman Automation Ltd Small Cap Auto Components (46.47) 0.03% 49.37 -6.96%
Delta Corp Ltd. Small Cap Leisure Services (11.55) 0.03% 15.47 -34.5%
Clean Science & Technology Ltd Small Cap Chemicals & Petrochemicals (60.3) 0.03% 52.97 -5.98%
Bharti Airtel Ltd. - PARTLY PAID UP SHARES Large Cap Telecom - Services (98.44) 0.02% 9.63 68%
Indigo Paints Limited Small Cap Consumer Durables (24.65) 0.02% -1.99 146.31%
Aarti Pharmalabs Limited Small Cap Pharmaceuticals & Biotechnology (45.77) 0.02% 26.17 42%
Hero MotoCorp Ltd. Large Cap Automobiles (33.14) 0.02% 18.59 -19.82%
Titan Company Ltd. Large Cap Consumer Durables (76.96) 0.02% 88.1 -10.44%
Oriental Carbon & Chemicals Ltd. Small Cap Chemicals & Petrochemicals (25.6) 0.02% 8.47 5.35%
UPL Ltd. Mid Cap Fertilizers & Agrochemicals 0.01% - 0%
LATENT VIEW ANALYTICS LIMITED Small Cap IT - Software (28.5) 0.01% 50.3 -22.4%
Godrej Consumer Products Ltd. Large Cap Personal Products (58.15) 0.01% -238.52 -12.14%
TCI Express Ltd. Small Cap Transport Services (35.96) 0.01% 27.84 -40.96%
ICICI Lombard General Insurance Co Mid Cap Insurance (43.33) 0.01% 0 5.98%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for HDFC Large and Mid Cap Fund ?

The top holdings of this fund are

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.

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.

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.

Top 5 Sector for HDFC Large and Mid Cap Fund ?

The major sectors of this fund are .

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 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.

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