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 - Idcw Reinvestment Option - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 150.38%Debt: 36.34%Others: 13.14%

Market Cap

Large Cap: 102.94%Small Cap: 12.96%Mid Cap: 34.48%

Number of stocks

212

Top 10 Holdings

126.36% of portfolio

Market Cap of Equity

Large Cap

102.9400%

Small Cap

12.9600%

Mid Cap

34.4800%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-19.16%

HDFC BANK LIMITED EQ NEW FV RE. 1/-17.28%

RELIANCE INDUSTRIES LIMITED EQ15.96%

AXIS BANK LIMITED EQ NE FV RS. 2/-14.04%

RBL BANK LIMITED EQ10.84%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-10.64%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-10.00%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-9.76%

YES BANK LIMITED EQ NEW FV RS. 2/-9.64%

MARICO LIMITED NEW EQ RE.19.04%

Sector Allocation of Equity

Banks52.12%

Petroleum Products9.12%

Construction5.98%

Non - Ferrous Metals5.00%

Agricultural Food & other Products6.32%

Retailing5.54%

Transport Infrastructure4.38%

Capital Markets4.84%

Ferrous Metals4.76%

Telecom - Services7.74%

Diversified FMCG3.54%

Automobiles5.76%

Consumer Durables4.80%

Power4.44%

Realty2.68%

Finance7.18%

Diversified Metals1.36%

Pharmaceuticals & Biotechnology4.14%

Transport Services1.10%

Healthcare Services1.20%

Insurance0.68%

Auto Components1.30%

Cement & Cement Products1.48%

Aerospace & Defense0.92%

Beverages0.92%

Gas0.68%

Minerals & Mining0.58%

Leisure Services0.56%

IT - Software0.48%

Fertilizers & Agrochemicals0.22%

Food Products0.36%

Industrial Manufacturing0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Arbitrage Fund - 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.