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 ELSS Tax saver Fund - IDCW Plan - Portfolio Analysis

Equity
ELSS
Status: Closed

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 98.26%Others: 1.39%Debt: 0.35%

Market Cap

Large Cap: 76.47%Others: 5.09%Mid Cap: 8.28%Small Cap: 8.42%

Number of stocks

Top 10 Holdings

98.26% of portfolio

Market Cap of Equity

Large Cap

76.47%

Others

5.09%

Mid Cap

8.28%

Small Cap

8.42%

Companies Allocation of Equity

ICICI Bank Ltd9.076%

HDFC Bank Ltd8.309%

Axis Bank Ltd7.043%

SBI Life Insurance Co Ltd4.878%

State Bank of India4.691%

Maruti Suzuki India Ltd4.631%

Bharti Airtel Ltd4.620%

Kotak Mahindra Bank Ltd4.232%

HCL Technologies Ltd3.282%

Reliance Industries Ltd3.057%

Bajaj Auto Ltd2.854%

Hyundai Motor India Ltd2.433%

Power Grid Corp Of India Ltd2.232%

Infosys Ltd2.142%

Tata Steel Ltd1.969%

Britannia Industries Ltd1.558%

JSW Steel Ltd1.536%

Eternal Ltd1.527%

Larsen & Toubro Ltd1.514%

Apollo Hospitals Enterprise Ltd1.396%

Oil & Natural Gas Corp Ltd1.363%

Karur Vysya Bank Ltd1.188%

Jubilant Foodworks Ltd1.177%

ICICI Lombard General Insurance Co Ltd1.156%

InterGlobe Aviation Ltd1.079%

Cipla Ltd1.033%

Dr. Lal PathLabs Ltd1.023%

Alkem Laboratories Ltd0.997%

Bosch Ltd0.983%

Metropolis Healthcare Ltd0.950%

Lupin Ltd0.950%

Tech Mahindra Ltd0.947%

Star Health and Allied Insurance Co Ltd0.939%

Escorts Kubota Ltd0.938%

Mphasis Ltd0.902%

United Spirits Ltd0.834%

Eicher Motors Ltd0.811%

PB Fintech Ltd0.769%

Havells India Ltd0.733%

Mahindra & Mahindra Ltd0.708%

ICICI Prudential Asset Management Co Ltd0.635%

Godrej Consumer Products Ltd0.628%

Birla Corp Ltd0.571%

Crompton Greaves Consumer Electricals Ltd0.535%

Ramco Cements Ltd0.504%

Westlife Foodworld Ltd0.494%

Cyient Ltd0.348%

TeamLease Services Ltd0.347%

Cohance Lifesciences Ltd0.294%

Popular Vehicles and Services Ltd0.291%

Delhivery Ltd0.285%

Medi Assist Healthcare Services Ltd0.284%

Anthem Biosciences Ltd0.222%

Bajaj Electricals Ltd0.216%

JK Lakshmi Cement Ltd0.145%

Sector Allocation of Equity

Financial Services42.92%

Consumer Cyclical16.66%

Communication Services4.62%

Technology7.27%

Energy4.42%

Utilities2.23%

Basic Materials4.73%

Consumer Defensive3.02%

Industrials5.24%

Healthcare7.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

HDFC ELSS Tax saver 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.