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 Cap Fund - IDCW Option - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 98.48%Others: 1.52%

Market Cap

Large Cap: 40.33%Mid Cap: 27.15%Others: 8.33%Small Cap: 22.67%

Number of stocks

134

Top 10 Holdings

98.31% of portfolio

Market Cap of Equity

Large Cap

40.33%

Mid Cap

27.15%

Others

8.33%

Small Cap

22.67%

Companies Allocation of Equity

HDFC Bank Ltd4.024%

ICICI Bank Ltd3.617%

Reliance Industries Ltd3.023%

Axis Bank Ltd2.569%

Britannia Industries Ltd2.434%

Bharti Airtel Ltd2.244%

NTPC Ltd1.740%

Larsen & Toubro Ltd1.672%

Eternal Ltd1.623%

Infosys Ltd1.549%

ICICI Lombard General Insurance Co Ltd1.532%

State Bank of India1.442%

Mahindra & Mahindra Ltd1.398%

Kotak Mahindra Bank Ltd1.358%

HCL Technologies Ltd1.306%

Maruti Suzuki India Ltd1.282%

Alkem Laboratories Ltd1.230%

Shriram Finance Ltd1.215%

PB Fintech Ltd1.184%

Timken India Ltd1.139%

Power Finance Corp Ltd1.094%

Tata Steel Ltd1.093%

Bajaj Finance Ltd1.091%

Balkrishna Industries Ltd1.074%

Jubilant Foodworks Ltd1.055%

Max Healthcare Institute Ltd Ordinary Shares1.050%

PNB Housing Finance Ltd1.032%

Tube Investments of India Ltd Ordinary Shares1.028%

Tata Communications Ltd0.958%

Lupin Ltd0.922%

Hindustan Petroleum Corp Ltd0.910%

InterGlobe Aviation Ltd0.898%

Oil India Ltd0.898%

Aster DM Healthcare Ltd Ordinary Shares0.893%

Trent Ltd0.891%

Endurance Technologies Ltd0.886%

Coforge Ltd0.865%

Mahanagar Gas Ltd0.858%

Supreme Industries Ltd0.855%

Five-Star Business Finance Ltd0.845%

Apar Industries Ltd0.844%

AU Small Finance Bank Ltd0.838%

Sona BLW Precision Forgings Ltd0.836%

Tata Capital Ltd0.834%

ABB India Ltd0.834%

Mphasis Ltd0.826%

Tata Consultancy Services Ltd0.804%

Max Financial Services Ltd0.796%

The Federal Bank Ltd0.788%

Sun Pharmaceuticals Industries Ltd0.749%

Chalet Hotels Ltd0.749%

JSW Dulux Ltd0.746%

Delhivery Ltd0.728%

Havells India Ltd0.710%

Persistent Systems Ltd0.694%

Bajaj Consumer Care Ltd0.694%

CIE Automotive India Ltd0.692%

Bharat Electronics Ltd0.684%

Bandhan Bank Ltd0.665%

Aadhar Housing Finance Ltd0.655%

SBI Life Insurance Co Ltd0.654%

Tata Motors Ltd0.652%

Wheels India Ltd0.644%

Indian Hotels Co Ltd0.643%

Hindustan Unilever Ltd0.643%

Prestige Estates Projects Ltd0.640%

Canara HSBC Life Insurance Co Ltd0.622%

Apollo Tyres Ltd0.618%

Escorts Kubota Ltd0.603%

Devyani International Ltd0.603%

Bharat Forge Ltd0.598%

Prudent Corporate Advisory Services Ltd0.596%

Vesuvius India Ltd0.595%

Page Industries Ltd0.585%

Gabriel India Ltd0.582%

Divi's Laboratories Ltd0.568%

Dixon Technologies (India) Ltd0.555%

Ipca Laboratories Ltd0.545%

Embassy Office Parks REIT0.532%

Whirlpool of India Ltd0.522%

Bikaji Foods International Ltd0.509%

EIH Ltd0.502%

Eris Lifesciences Ltd Registered Shs0.501%

Gland Pharma Ltd0.500%

Vishal Mega Mart Ltd0.476%

Birla Corp Ltd0.464%

Inventurus Knowledge Solutions Ltd0.456%

Ajanta Pharma Ltd0.456%

L&T Technology Services Ltd0.452%

Metro Brands Ltd0.451%

DOMS Industries Ltd0.450%

JK Tyre & Industries Ltd0.442%

Godrej Consumer Products Ltd0.436%

Zensar Technologies Ltd0.434%

Aditya Birla Capital Ltd0.433%

Gulf Oil Lubricants India Ltd0.423%

Centum Electronics Ltd0.411%

Multi Commodity Exchange of India Ltd0.408%

Praj Industries Ltd0.407%

Kaynes Technology India Ltd0.387%

Cholamandalam Financial Holdings Ltd0.383%

Sai Life Sciences Ltd0.378%

Brigade Enterprises Ltd0.373%

Glenmark Pharmaceuticals Ltd0.354%

Archean Chemical Industries Ltd0.353%

LTM Ltd0.343%

Blue Star Ltd0.309%

Kalpataru Projects International Ltd0.302%

Carborundum Universal Ltd0.284%

Le Travenues Technology Ltd0.279%

Symphony Ltd0.268%

Jubilant Ingrevia Ltd Ordinary Shares0.250%

Sonata Software Ltd0.238%

Medi Assist Healthcare Services Ltd0.238%

Data Patterns (India) Ltd0.225%

Crompton Greaves Consumer Electricals Ltd0.218%

Cera Sanitaryware Ltd0.166%

Billionbrains Garage Ventures Ltd0.161%

Greenply Industries Ltd0.127%

Sagar Cements Ltd0.115%

Sector Allocation of Equity

Financial Services28.84%

Energy4.83%

Consumer Defensive4.72%

Communication Services3.31%

Utilities2.60%

Industrials12.73%

Consumer Cyclical18.63%

Technology8.86%

Healthcare8.84%

Basic Materials3.57%

Real Estate1.54%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Multi 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.