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.

SIP Online
Mutual Fund
ELSS
Jm Elss Tax Saver Fund-regular Plan Idcw Payout
Portfolio

Jm Elss Tax Saver Fund-regular Plan Idcw Payout - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.64%Others: 2.36%

Market Cap

Large Cap: 35.17%Small Cap: 24.53%Mid Cap: 20.76%Others: 17.19%

Number of stocks

Top 10 Holdings

97.64% of portfolio

Market Cap of Equity

Large Cap

35.17%

Small Cap

24.53%

Mid Cap

20.76%

Others

17.19%

Companies Allocation of Equity

Reliance Industries Ltd3.480%

HDFC Bank Ltd3.453%

Bharti Airtel Ltd2.831%

ICICI Bank Ltd2.791%

Larsen & Toubro Ltd2.732%

Karur Vysya Bank Ltd2.660%

Lupin Ltd2.625%

Syrma SGS Technology Ltd2.597%

Adani Power Ltd2.516%

Travel Food Services Ltd2.387%

Max Healthcare Institute Ltd Ordinary Shares2.257%

United Spirits Ltd2.240%

Jindal Steel Ltd2.228%

OneSource Specialty Pharma Ltd2.200%

Maruti Suzuki India Ltd2.187%

Bajaj Auto Ltd2.185%

Polycab India Ltd2.179%

Wework India Management Ltd2.082%

BSE Ltd2.072%

Sanathan Textiles Ltd1.994%

State Bank of India1.971%

PNB Housing Finance Ltd1.938%

One97 Communications Ltd1.910%

Max Financial Services Ltd1.907%

Kotak Mahindra Bank Ltd1.894%

Jubilant Foodworks Ltd1.864%

Bajaj Finance Ltd1.835%

Tech Mahindra Ltd1.829%

Mahindra & Mahindra Financial Services Ltd1.797%

KEC International Ltd1.723%

Shaily Engineering Plastics Ltd1.711%

Manappuram Finance Ltd1.666%

ICICI Prudential Asset Management Co Ltd1.650%

Eternal Ltd1.575%

CarTrade Tech Ltd1.527%

Godfrey Phillips India Ltd1.521%

Navin Fluorine International Ltd1.491%

Apar Industries Ltd1.474%

Infosys Ltd1.469%

Mahindra & Mahindra Ltd1.435%

Hindalco Industries Ltd1.418%

Bosch Ltd1.393%

India Cements Ltd1.356%

Shriram Finance Ltd1.323%

Persistent Systems Ltd1.312%

Prestige Estates Projects Ltd1.311%

Northern Arc Capital Ltd1.249%

Coforge Ltd1.198%

Titagarh Rail Systems Ltd1.179%

Ceat Ltd1.031%

Spandana Sphoorty Financial Ltd0.882%

Spandana Sphoorty Financial Ltd Ordinary Shares (Partly Paid Rs.5)0.108%

Sector Allocation of Equity

Energy3.48%

Financial Services29.20%

Communication Services2.83%

Industrials9.29%

Healthcare7.08%

Technology10.31%

Utilities2.52%

Consumer Cyclical17.58%

Consumer Defensive3.76%

Basic Materials8.20%

Real Estate3.39%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Elss Tax Saver Fund-regular Plan Idcw Payout

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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.