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 INNOVATION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 96.73%Others: 3.27%

Market Cap

Large Cap: 47.05%Others: 22.10%Mid Cap: 18.32%Small Cap: 9.26%

Number of stocks

Top 10 Holdings

96.73% of portfolio

Market Cap of Equity

Large Cap

47.05%

Others

22.10%

Mid Cap

18.32%

Small Cap

9.26%

Companies Allocation of Equity

Eternal Ltd9.094%

Bajaj Finance Ltd4.491%

PB Fintech Ltd4.457%

Divi's Laboratories Ltd4.380%

Bharat Electronics Ltd4.301%

Reliance Industries Ltd3.594%

Mahindra & Mahindra Ltd3.528%

Info Edge (India) Ltd2.892%

Torrent Pharmaceuticals Ltd2.823%

Sun Pharmaceuticals Industries Ltd2.821%

Lenskart Solutions Ltd2.636%

Tata Power Co Ltd2.565%

Hindustan Aeronautics Ltd Ordinary Shares2.368%

Navin Fluorine International Ltd2.301%

Emmvee Photovoltaic Power Ltd2.126%

Laurus Labs Ltd2.096%

GE Vernova T&D India Ltd2.077%

Cummins India Ltd2.059%

SRF Ltd1.798%

Sai Life Sciences Ltd1.705%

Rubicon Research Ltd1.613%

JSW Energy Ltd1.564%

ABB India Ltd1.513%

Coforge Ltd1.486%

Ipca Laboratories Ltd1.423%

Godrej Consumer Products Ltd1.392%

Lupin Ltd1.383%

Sona BLW Precision Forgings Ltd1.336%

Persistent Systems Ltd1.335%

Anthem Biosciences Ltd1.329%

Samvardhana Motherson International Ltd1.204%

Siemens Ltd1.130%

Thyrocare Technologies Ltd1.053%

Bharat Forge Ltd0.996%

Hindustan Unilever Ltd0.942%

Saatvik Green Energy Ltd0.872%

Amagi Media Labs Ltd0.859%

3M India Ltd0.857%

Le Travenues Technology Ltd0.817%

Glenmark Pharmaceuticals Ltd0.812%

Infosys Ltd0.773%

Sedemac Mechatronics Ltd0.730%

Torrent Power Ltd0.665%

Mphasis Ltd0.657%

Urban Co Ltd0.650%

InterGlobe Aviation Ltd0.616%

Hexaware Technologies Ltd Ordinary Shares0.561%

Kaynes Technology India Ltd0.524%

Tenneco Clean Air India Ltd0.461%

Brainbees Solutions Ltd0.442%

Sonata Software Ltd0.432%

Aequs Ltd0.405%

Atlanta Electricals Ltd0.395%

Hyundai Motor India Ltd0.385%

TBO Tek Ltd0.372%

Sudeep Pharma Ltd0.297%

Wework India Management Ltd0.287%

Neuland Laboratories Ltd0.037%

Kwality Walls India Ltd0.010%

Sector Allocation of Equity

Consumer Cyclical19.36%

Financial Services8.95%

Healthcare24.41%

Industrials17.52%

Energy3.59%

Communication Services2.89%

Utilities4.79%

Basic Materials2.30%

Technology10.28%

Consumer Defensive2.34%

Real Estate0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC INNOVATION FUND REGULAR PLAN IDCW REINVESTMENT

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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.