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
Flexi Cap
Jm Flexicap Fund - Idcw Reinvestment Option
Portfolio

Jm Flexicap Fund - Idcw Reinvestment Option - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.16%Others: 1.81%Debt: 0.01%

Market Cap

Large Cap: 54.95%Mid Cap: 21.71%Small Cap: 21.50%

Number of stocks

Top 10 Holdings

71.70% of portfolio

Market Cap of Equity

Large Cap

54.9500%

Mid Cap

21.7100%

Small Cap

21.5000%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ8.62%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.58%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.42%

GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-8.04%

TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-7.54%

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.54%

STATE BANK OF INDIA EQ NEW RE. 1/-6.48%

INFOSYS LIMITED EQ FV RS 56.06%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.96%

Dr. Reddys Laboratories Ltd5.46%

Sector Allocation of Equity

Petroleum Products4.31%

Construction4.29%

Telecom - Services4.21%

Cigarettes & Tobacco Products4.02%

IT - Software9.12%

Banks17.03%

Financial Technology (Fintech)2.98%

Pharmaceuticals & Biotechnology7.05%

Automobiles3.72%

Non - Ferrous Metals1.88%

Transport Infrastructure1.71%

Healthcare Services1.70%

Capital Markets6.27%

Electrical Equipment2.96%

Transport Services2.33%

Agricultural, Commercial & Construction Vehicles1.53%

Consumer Durables3.05%

Textiles & Apparels1.49%

Retailing1.44%

Finance4.69%

Leisure Services3.91%

Industrial Products1.19%

Beverages1.12%

Auto Components1.51%

Ferrous Metals1.02%

Cement & Cement Products1.11%

Insurance0.59%

Fertilizers & Agrochemicals0.58%

Chemicals & Petrochemicals0.56%

Telecom - Equipment & Accessories0.48%

Realty0.16%

Commercial Services & Supplies0.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Flexicap 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.