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.

SIP Online
Mutual Fund
Aggressive
Jm Aggressive Hybrid Fund - Growth Option
Portfolio

Jm Aggressive Hybrid Fund - Growth Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 74.88%Others: 9.67%Debt: 15.45%

Market Cap

Others: 13.21%Large Cap: 39.36%Mid Cap: 12.67%Small Cap: 9.64%

Number of stocks

Top 10 Holdings

74.88% of portfolio

Market Cap of Equity

Others

13.21%

Large Cap

39.36%

Mid Cap

12.67%

Small Cap

9.64%

Companies Allocation of Equity

Multi Commodity Exchange of India Ltd3.460%

Bharti Airtel Ltd3.329%

Bajaj Finance Ltd3.140%

HDFC Bank Ltd3.135%

NTPC Ltd2.931%

Reliance Industries Ltd2.713%

One97 Communications Ltd2.455%

Tech Mahindra Ltd2.374%

Larsen & Toubro Ltd2.289%

Ujjivan Small Finance Bank Ltd Ordinary Shares2.123%

Eternal Ltd2.113%

Apollo Hospitals Enterprise Ltd2.032%

Maruti Suzuki India Ltd1.993%

Coforge Ltd1.978%

Canara Bank1.976%

JSW Steel Ltd1.803%

ICICI Bank Ltd1.801%

Axis Bank Ltd1.781%

Eicher Motors Ltd1.779%

Kaynes Technology India Ltd1.743%

Adani Ports & Special Economic Zone Ltd1.642%

PG Electroplast Ltd1.618%

Metropolis Healthcare Ltd1.596%

India Cements Ltd1.530%

Mahindra & Mahindra Ltd1.457%

ICICI Prudential Asset Management Co Ltd1.411%

InterGlobe Aviation Ltd1.408%

Jubilant Foodworks Ltd1.406%

United Spirits Ltd1.380%

Kotak Mahindra Bank Ltd1.366%

Tata Motors Ltd1.315%

Hindustan Aeronautics Ltd Ordinary Shares1.299%

Waaree Energies Ltd1.223%

Polycab India Ltd1.156%

ICICI Prudential Life Insurance Co Ltd1.147%

Bharat Forge Ltd1.073%

Five-Star Business Finance Ltd0.977%

Asian Paints Ltd0.976%

Cohance Lifesciences Ltd0.966%

LTM Ltd0.852%

Bikaji Foods International Ltd0.787%

Marico Ltd0.762%

Leela Palaces Hotels and Resorts Ltd0.543%

Anirit Ventures Ltd0.042%

Sector Allocation of Equity

Financial Services22.32%

Communication Services3.33%

Utilities2.93%

Energy2.71%

Technology12.24%

Industrials7.79%

Consumer Cyclical11.68%

Healthcare4.59%

Basic Materials4.31%

Consumer Defensive2.93%

Real Estate0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Aggressive Hybrid Fund - Growth 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.