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 Quarterly Idcw Reinvestment Option - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 75.17%Debt: 15.27%Others: 9.52%

Market Cap

Large Cap: 50.77%Mid Cap: 17.39%Small Cap: 7.01%

Number of stocks

100

Top 10 Holdings

69.06% of portfolio

Market Cap of Equity

Large Cap

50.7700%

Mid Cap

17.3900%

Small Cap

7.0100%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.06%

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.58%

Multi Commodity Exchange of India Limited7.72%

RELIANCE INDUSTRIES LIMITED EQ7.26%

Kotak Mahindra Bank Limited7.24%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.24%

TATA STEEL LIMITED EQ NEW FV RE.1/-5.88%

RBL BANK LIMITED EQ5.84%

ZOMATO LIMITED EQ5.44%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.80%

Sector Allocation of Equity

Banks26.08%

Capital Markets3.90%

Petroleum Products3.65%

Ferrous Metals4.67%

Retailing3.52%

Construction2.43%

Telecom - Services4.61%

Agricultural Food & other Products3.77%

Finance3.90%

Transport Infrastructure1.62%

Automobiles3.10%

Realty2.08%

Healthcare Services1.20%

Non - Ferrous Metals1.04%

Diversified Metals0.73%

Power1.14%

Beverages0.75%

Pharmaceuticals & Biotechnology2.28%

Minerals & Mining0.54%

Food Products0.49%

Consumer Durables1.37%

Cement & Cement Products0.75%

Gas0.34%

Insurance0.40%

Auto Components0.18%

Industrial Products0.16%

Fertilizers & Agrochemicals0.10%

Leisure Services0.09%

Electrical Equipment0.08%

IT - Software0.11%

Aerospace & Defense0.05%

Transport Services0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Arbitrage Fund Quarterly 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.