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 Arbitrage Fund Half Yearly Idcw Reinvestment Option - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 78.44%Debt: 14.71%Others: 6.85%

Market Cap

Large Cap: 54.50%Mid Cap: 18.23%Small Cap: 5.71%

Number of stocks

103

Top 10 Holdings

67.78% of portfolio

Market Cap of Equity

Large Cap

54.5000%

Mid Cap

18.2300%

Small Cap

5.7100%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-9.62%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.82%

RELIANCE INDUSTRIES LIMITED EQ8.74%

AXIS BANK LIMITED EQ NE FV RS. 2/-7.24%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-6.08%

MCX INDIA LIMITED EQ NEW RS. 10/-5.88%

RBL BANK LIMITED EQ5.68%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-5.56%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.20%

STATE BANK OF INDIA EQ NEW RE. 1/-4.96%

Sector Allocation of Equity

Banks25.58%

Petroleum Products4.99%

Capital Markets3.07%

Non - Ferrous Metals2.86%

Construction2.84%

Agricultural Food & other Products4.44%

Retailing3.12%

Ferrous Metals2.83%

Transport Infrastructure2.20%

Telecom - Services3.51%

Healthcare Services2.27%

Diversified FMCG1.83%

Automobiles3.08%

Consumer Durables2.34%

Power2.28%

Realty1.29%

Finance2.72%

Diversified Metals0.81%

Pharmaceuticals & Biotechnology2.05%

Insurance0.60%

Beverages0.51%

Cement & Cement Products0.79%

Gas0.38%

Minerals & Mining0.34%

Auto Components0.54%

Aerospace & Defense0.41%

Transport Services0.20%

Fertilizers & Agrochemicals0.12%

Leisure Services0.10%

Food Products0.19%

Electrical Equipment0.08%

IT - Software0.07%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Arbitrage Fund Half Yearly Idcw Reinvestment 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.