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 Multi-Asset Allocation Fund - IDCW Option - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 53.02%Others: 37.12%Debt: 9.87%

Market Cap

Large Cap: 52.89%Others: 4.78%Mid Cap: 3.61%

Number of stocks

124

Top 10 Holdings

67.72% of portfolio

Market Cap of Equity

Large Cap

52.89%

Others

4.78%

Mid Cap

3.61%

Companies Allocation of Equity

Reliance Industries Ltd5.724%

ICICI Bank Ltd4.288%

HDFC Bank Ltd4.268%

NTPC Ltd2.410%

Bharti Airtel Ltd2.348%

Axis Bank Ltd2.090%

State Bank of India2.047%

Kotak Mahindra Bank Ltd2.035%

Oil & Natural Gas Corp Ltd1.793%

Maruti Suzuki India Ltd1.745%

Sun Pharmaceuticals Industries Ltd1.729%

Power Grid Corp Of India Ltd1.575%

Larsen & Toubro Ltd1.466%

Infosys Ltd1.463%

Tata Consultancy Services Ltd1.274%

Hindalco Industries Ltd1.242%

United Spirits Ltd1.088%

Bajaj Finserv Ltd1.066%

HCL Technologies Ltd0.966%

Divi's Laboratories Ltd0.963%

Hyundai Motor India Ltd0.960%

Titan Co Ltd0.943%

InterGlobe Aviation Ltd0.887%

Mahindra & Mahindra Ltd0.887%

Lupin Ltd0.833%

Eternal Ltd0.825%

Bajaj Finance Ltd0.822%

Cipla Ltd0.808%

Bajaj Auto Ltd0.790%

ITC Ltd0.779%

Havells India Ltd0.750%

Tata Steel Ltd0.731%

SBI Life Insurance Co Ltd0.704%

Embassy Office Parks REIT0.681%

Dr. Lal PathLabs Ltd0.661%

HDFC Life Insurance Co Ltd0.638%

Apollo Hospitals Enterprise Ltd0.628%

Eicher Motors Ltd0.625%

ICICI Lombard General Insurance Co Ltd0.616%

City Union Bank Ltd0.604%

Indus Towers Ltd Ordinary Shares0.602%

Brookfield India Real Estate Trust0.583%

Tech Mahindra Ltd0.498%

Hindustan Unilever Ltd0.481%

Ambuja Cements Ltd0.447%

CreditAccess Grameen Ltd Ordinary Shares0.417%

Balkrishna Industries Ltd0.412%

Delhivery Ltd0.375%

Nexus Select Trust Reits0.353%

Blue Dart Express Ltd0.342%

Ipca Laboratories Ltd0.322%

Whirlpool of India Ltd0.313%

TCPL Packaging Ltd0.308%

Bharat Petroleum Corp Ltd0.303%

Jindal Steel Ltd0.300%

Paradeep Phosphates Ltd0.289%

Godrej Consumer Products Ltd0.266%

POWERGRID Infrastructure Investment Trust Units0.260%

Orient Electric Ltd Ordinary Shares0.253%

Suprajit Engineering Ltd0.251%

Bayer CropScience Ltd0.251%

Aptus Value Housing Finance India Ltd0.245%

Gland Pharma Ltd0.244%

CIE Automotive India Ltd0.240%

Transport Corp of India Ltd0.233%

Gateway Distriparks Ltd0.228%

Great Eastern Shipping Co Ltd0.226%

Star Health and Allied Insurance Co Ltd0.206%

Sonata Software Ltd0.186%

Indraprastha Gas Ltd0.183%

Greenply Industries Ltd0.174%

Prestige Estates Projects Ltd0.172%

UTI Asset Management Co Ltd0.169%

Biocon Ltd0.140%

G R Infraprojects Ltd0.131%

Tata Power Co Ltd0.126%

Dr Reddy's Laboratories Ltd0.104%

Wipro Ltd0.101%

Chemplast Sanmar Ltd0.095%

UltraTech Cement Ltd0.068%

Raajmarg Infra Investment Trust Units0.026%

Rolex Rings Ltd0.018%

Asian Paints Ltd0.015%

Kwality Walls India Ltd0.005%

Sector Allocation of Equity

Energy7.82%

Financial Services20.24%

Utilities4.55%

Communication Services2.95%

Consumer Cyclical8.55%

Healthcare6.43%

Industrials4.66%

Technology4.49%

Basic Materials3.61%

Consumer Defensive2.62%

Real Estate1.79%

Equity-14.70%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Multi-Asset Allocation Fund - IDCW Option

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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.