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 Focused Fund - Idcw Payout Option - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.03%Others: 1.97%

Market Cap

Small Cap: 13.53%Large Cap: 46.78%Others: 13.99%Mid Cap: 23.73%

Number of stocks

Top 10 Holdings

98.03% of portfolio

Market Cap of Equity

Small Cap

13.53%

Large Cap

46.78%

Others

13.99%

Mid Cap

23.73%

Companies Allocation of Equity

Ujjivan Small Finance Bank Ltd Ordinary Shares5.699%

Larsen & Toubro Ltd5.241%

Amber Enterprises India Ltd Ordinary Shares5.180%

ITC Ltd4.730%

Bajaj Finance Ltd4.675%

One97 Communications Ltd4.115%

OneSource Specialty Pharma Ltd4.080%

Titan Co Ltd4.078%

Eternal Ltd4.064%

IDFC First Bank Ltd3.985%

Eicher Motors Ltd3.940%

Adani Ports & Special Economic Zone Ltd3.793%

Premier Energies Ltd3.641%

Tata Steel Ltd3.326%

JSW Energy Ltd3.154%

Max Healthcare Institute Ltd Ordinary Shares3.145%

Mphasis Ltd3.135%

Trent Ltd3.039%

Nippon Life India Asset Management Ltd Ordinary Shares2.980%

Hindustan Aeronautics Ltd Ordinary Shares2.948%

HDFC Bank Ltd2.760%

Linde India Ltd2.732%

Shriram Finance Ltd2.682%

Gravita India Ltd2.651%

Coforge Ltd2.550%

Bharti Airtel Ltd2.024%

Maruti Suzuki India Ltd1.905%

InterGlobe Aviation Ltd1.783%

Sector Allocation of Equity

Financial Services22.78%

Industrials16.42%

Consumer Cyclical22.20%

Consumer Defensive4.73%

Technology13.44%

Healthcare7.22%

Basic Materials6.06%

Utilities3.15%

Communication Services2.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Focused Fund - Idcw Payout 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.