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 Hybrid Equity Fund - IDCW Plan - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 69.50%Others: 4.96%Debt: 25.53%

Market Cap

Large Cap: 47.73%Others: 4.59%Small Cap: 14.77%Mid Cap: 2.42%

Number of stocks

133

Top 10 Holdings

69.51% of portfolio

Market Cap of Equity

Large Cap

47.73%

Others

4.59%

Small Cap

14.77%

Mid Cap

2.42%

Companies Allocation of Equity

ICICI Bank Ltd6.628%

HDFC Bank Ltd6.489%

Reliance Industries Ltd4.546%

State Bank of India3.865%

Infosys Ltd2.981%

Axis Bank Ltd2.810%

Kotak Mahindra Bank Ltd2.656%

Larsen & Toubro Ltd2.634%

ITC Ltd2.163%

Bharti Airtel Ltd2.010%

Maruti Suzuki India Ltd1.734%

Eris Lifesciences Ltd Registered Shs1.499%

NTPC Ltd1.480%

Divi's Laboratories Ltd1.397%

Zensar Technologies Ltd1.349%

Redington Ltd1.315%

Krishna Institute of Medical Sciences Ltd1.226%

Tata Consultancy Services Ltd1.219%

Hyundai Motor India Ltd1.044%

Alkem Laboratories Ltd0.996%

Havells India Ltd0.979%

HDFC Life Insurance Co Ltd0.971%

InterGlobe Aviation Ltd0.926%

SKF India (Industrial) Ltd0.923%

Eternal Ltd0.914%

United Spirits Ltd0.887%

KEC International Ltd0.829%

Bajaj Auto Ltd0.825%

Hindustan Petroleum Corp Ltd0.788%

Brookfield India Real Estate Trust0.760%

JK Tyre & Industries Ltd0.754%

Ramco Cements Ltd0.692%

SKF India Ltd0.664%

Godrej Consumer Products Ltd0.648%

Balkrishna Industries Ltd0.636%

Vardhman Textiles Ltd0.613%

Dabur India Ltd0.579%

Blue Dart Express Ltd0.574%

PNC Infratech Ltd0.555%

Chalet Hotels Ltd0.530%

Kalpataru Projects International Ltd0.527%

Metropolis Healthcare Ltd0.500%

Mahindra Holidays & Resorts India Ltd0.483%

GMM Pfaudler Ltd0.454%

JSW Dulux Ltd0.401%

Gland Pharma Ltd0.390%

CIE Automotive India Ltd0.378%

Sharda Cropchem Ltd0.376%

MM Forgings Ltd0.315%

Finolex Cables Ltd0.274%

POWERGRID Infrastructure Investment Trust Units0.252%

Jagran Prakashan Ltd0.070%

Sector Allocation of Equity

Financial Services23.42%

Energy5.33%

Technology6.86%

Industrials9.65%

Consumer Defensive4.28%

Communication Services2.08%

Consumer Cyclical7.91%

Healthcare6.01%

Utilities1.73%

Real Estate0.76%

Basic Materials1.47%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Hybrid Equity 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.