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 Transportation and Logistics Fund - Reg (G) - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 99.16%Others: 0.84%

Market Cap

Large Cap: 44.98%Mid Cap: 17.46%Small Cap: 25.22%Others: 11.50%

Number of stocks

Top 10 Holdings

99.16% of portfolio

Market Cap of Equity

Large Cap

44.98%

Mid Cap

17.46%

Small Cap

25.22%

Others

11.50%

Companies Allocation of Equity

Eicher Motors Ltd10.082%

Maruti Suzuki India Ltd9.616%

Bosch Ltd6.143%

Sona BLW Precision Forgings Ltd6.110%

Hero MotoCorp Ltd6.087%

Hyundai Motor India Ltd5.939%

Gabriel India Ltd4.694%

Mahindra & Mahindra Ltd3.947%

Tata Motors Ltd3.692%

Apollo Tyres Ltd3.029%

MRF Ltd3.025%

Balkrishna Industries Ltd2.844%

Bharat Forge Ltd2.796%

Tenneco Clean Air India Ltd2.752%

SJS Enterprises Ltd2.590%

CIE Automotive India Ltd2.462%

Eternal Ltd2.294%

SKF India (Industrial) Ltd2.092%

Timken India Ltd1.841%

Escorts Kubota Ltd1.830%

Sedemac Mechatronics Ltd1.731%

Suprajit Engineering Ltd1.665%

Varroc Engineering Ltd Ordinary Shares1.661%

FIEM Industries Ltd1.595%

Blue Dart Express Ltd1.585%

SKF India Ltd1.382%

L.G.Balakrishnan & Bros Ltd1.095%

JK Tyre & Industries Ltd0.939%

Swiggy Ltd0.875%

Container Corporation of India Ltd0.852%

Studds Accessories Ltd0.769%

Aegis Vopak Terminals Ltd0.465%

VRL Logistics Ltd0.312%

Sharda Motor Industries Ltd0.229%

Popular Vehicles and Services Ltd0.144%

Sector Allocation of Equity

Consumer Cyclical88.81%

Industrials9.89%

Energy0.46%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Transportation and Logistics Fund - Reg (G)

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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.