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 November 30, 2025

Asset Allocation

Equity: 76.46%Debt: 22.90%Others: 0.64%

Market Cap

Large Cap: 35.64%Small Cap: 19.27%Mid Cap: 21.55%

Number of stocks

Top 10 Holdings

70.12% of portfolio

Market Cap of Equity

Large Cap

35.6400%

Small Cap

19.2700%

Mid Cap

21.5500%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.70%

UJJIVAN SMALL FINANCE BANK LIMITED EQ8.02%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-7.82%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.52%

MCX INDIA LIMITED EQ NEW RS. 10/-7.36%

Coforge Limited7.02%

Bajaj Finance Limited6.78%

WAAREE ENERGIES LIMITED EQ6.02%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.54%

Canara Bank5.34%

Sector Allocation of Equity

Banks14.70%

Construction3.91%

Telecom - Services3.76%

Capital Markets3.68%

IT - Software6.31%

Finance5.85%

Electrical Equipment5.77%

Financial Technology (Fintech)2.77%

Automobiles2.45%

Retailing2.29%

Industrial Products2.82%

Transport Services2.04%

Cement & Cement Products2.00%

Aerospace & Defense1.90%

Healthcare Services1.85%

Leisure Services3.28%

Diversified Metals1.82%

Consumer Durables1.60%

Industrial Manufacturing2.61%

Chemicals & Petrochemicals1.13%

Food Products1.10%

Pharmaceuticals & Biotechnology1.29%

Telecom - Equipment & Accessories0.89%

Auto Components0.64%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Aggressive Hybrid Fund - Growth Option

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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.