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 Monthly Idcw Reinvestment Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 77.33%Debt: 21.47%Others: 1.16%

Market Cap

Large Cap: 42.28%Small Cap: 18.35%Mid Cap: 16.70%

Number of stocks

Top 10 Holdings

69.92% of portfolio

Market Cap of Equity

Large Cap

42.2800%

Small Cap

18.3500%

Mid Cap

16.7000%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.84%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.12%

UJJIVAN SMALL FINANCE BANK LIMITED EQ8.06%

MCX INDIA LIMITED EQ NEW RS. 10/-7.90%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.78%

Bajaj Finance Limited7.16%

WAAREE ENERGIES LIMITED EQ5.82%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.62%

MARUTI SUZUKI INDIA LIMITED EQ5.32%

Coforge Limited5.30%

Sector Allocation of Equity

Banks14.75%

Construction4.06%

Capital Markets4.84%

Telecom - Services3.89%

Finance5.27%

Electrical Equipment5.54%

Financial Technology (Fintech)2.81%

Automobiles3.90%

IT - Software6.37%

Diversified Metals2.15%

Retailing2.12%

Leisure Services2.36%

Healthcare Services3.21%

Industrial Products2.18%

Consumer Durables1.56%

Industrial Manufacturing2.81%

Aerospace & Defense1.51%

Transport Services1.48%

Beverages1.16%

Food Products1.14%

Pharmaceuticals & Biotechnology1.26%

Chemicals & Petrochemicals0.84%

Telecom - Equipment & Accessories0.83%

Auto Components0.67%

Cement & Cement Products0.58%

Textile Products0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Aggressive Hybrid Fund Monthly 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.