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 Large Cap Fund - Idcw Reinvestment Option - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.40%Others: 4.60%

Market Cap

Large Cap: 79.10%Others: 7.60%Mid Cap: 10.31%

Number of stocks

Top 10 Holdings

97.11% of portfolio

Market Cap of Equity

Large Cap

79.10%

Others

7.60%

Mid Cap

10.31%

Companies Allocation of Equity

HDFC Bank Ltd6.473%

Reliance Industries Ltd6.132%

State Bank of India4.285%

Bharti Airtel Ltd3.980%

ICICI Bank Ltd3.889%

Larsen & Toubro Ltd3.313%

Shriram Finance Ltd2.657%

Apollo Hospitals Enterprise Ltd2.541%

Axis Bank Ltd2.518%

Torrent Pharmaceuticals Ltd2.511%

Bajaj Finance Ltd2.500%

Infosys Ltd2.456%

Kotak Mahindra Bank Ltd2.443%

Adani Ports & Special Economic Zone Ltd2.427%

Mahindra & Mahindra Ltd2.189%

Tech Mahindra Ltd2.167%

Hindalco Industries Ltd2.080%

JSW Energy Ltd1.996%

Divi's Laboratories Ltd1.865%

UltraTech Cement Ltd1.841%

United Spirits Ltd1.779%

Dr Reddy's Laboratories Ltd1.757%

Tata Steel Ltd1.729%

InterGlobe Aviation Ltd1.671%

Britannia Industries Ltd1.670%

Maruti Suzuki India Ltd1.657%

TVS Motor Co Ltd1.611%

One97 Communications Ltd1.601%

Bajaj Auto Ltd1.588%

ITC Ltd1.568%

Titan Co Ltd1.529%

360 One Wam Ltd Ordinary Shares1.529%

NTPC Ltd1.486%

Bharat Electronics Ltd1.483%

Indian Hotels Co Ltd1.445%

Polycab India Ltd1.356%

Eternal Ltd1.324%

Cummins India Ltd1.249%

LTM Ltd1.175%

Prestige Estates Projects Ltd1.174%

Trent Ltd1.160%

HDFC Life Insurance Co Ltd1.137%

CG Power & Industrial Solutions Ltd1.097%

Muthoot Finance Ltd1.038%

SRF Ltd0.986%

Avenue Supermarts Ltd0.952%

Anirit Ventures Ltd0.101%

Sector Allocation of Equity

Financial Services28.47%

Energy6.13%

Communication Services3.98%

Industrials13.58%

Healthcare8.67%

Technology7.40%

Consumer Cyclical12.50%

Basic Materials5.65%

Utilities3.48%

Consumer Defensive5.97%

Real Estate1.27%

Equity-1.71%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Large Cap 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.