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.

Jm Aggressive Hybrid Fund - Half Yearly Idcw Reinvestment Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 154.66%Debt: 42.94%Others: 2.32%

Market Cap

Large Cap: 84.56%Small Cap: 36.70%Mid Cap: 33.40%

Number of stocks

152

Top 10 Holdings

139.84% of portfolio

Market Cap of Equity

Large Cap

84.5600%

Small Cap

36.7000%

Mid Cap

33.4000%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-17.68%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-16.24%

UJJIVAN SMALL FINANCE BANK LIMITED EQ16.12%

MCX INDIA LIMITED EQ NEW RS. 10/-15.80%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-15.56%

Bajaj Finance Limited14.32%

WAAREE ENERGIES LIMITED EQ11.64%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-11.24%

MARUTI SUZUKI INDIA LIMITED EQ10.64%

Coforge Limited10.60%

Sector Allocation of Equity

Banks29.50%

Construction8.12%

Capital Markets9.68%

Telecom - Services7.78%

Finance10.54%

Electrical Equipment11.08%

Financial Technology (Fintech)5.62%

Automobiles7.80%

IT - Software12.74%

Diversified Metals4.30%

Retailing4.24%

Leisure Services4.72%

Healthcare Services6.42%

Industrial Products4.36%

Consumer Durables3.12%

Industrial Manufacturing5.62%

Aerospace & Defense3.02%

Transport Services2.96%

Beverages2.32%

Food Products2.28%

Pharmaceuticals & Biotechnology2.52%

Chemicals & Petrochemicals1.68%

Telecom - Equipment & Accessories1.66%

Auto Components1.34%

Cement & Cement Products1.16%

Textile Products0.08%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Aggressive Hybrid Fund - Half Yearly Idcw Reinvestment 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.