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
Mid Cap
Jm Midcap Fund-(regular)-idcw Payout Option
Portfolio

Jm Midcap Fund-(regular)-idcw Payout Option - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 94.82%Others: 5.14%

Market Cap

Mid Cap: 65.46%Large Cap: 5.35%Small Cap: 24.01%

Number of stocks

Top 10 Holdings

66.88% of portfolio

Market Cap of Equity

Mid Cap

65.4600%

Large Cap

5.3500%

Small Cap

24.0100%

Companies Allocation of Equity

MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-9.48%

GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-8.92%

J.K.CEMENT LIMITED EQ6.98%

Coforge Limited6.92%

HERO MOTOCORP LIMITED EQ FV RS 26.86%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-6.22%

TUBE INVESTMENTS OF INDIA LIMITED EQ5.54%

JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/-5.38%

MARICO LIMITED NEW EQ RE.15.32%

INDIAN BANK EQ5.26%

Sector Allocation of Equity

Finance5.76%

Cigarettes & Tobacco Products4.46%

Cement & Cement Products4.27%

IT - Software5.18%

Automobiles3.43%

Pharmaceuticals & Biotechnology14.34%

Auto Components5.08%

Leisure Services3.38%

Agricultural Food & other Products2.66%

Banks9.86%

Capital Markets5.74%

Chemicals & Petrochemicals2.71%

Electrical Equipment4.80%

Agricultural, Commercial & Construction Vehicles1.93%

Industrial Products4.16%

Textiles & Apparels1.88%

Realty1.62%

Industrial Manufacturing3.17%

Financial Technology (Fintech)2.43%

Commercial Services & Supplies1.43%

Fertilizers & Agrochemicals2.57%

Ferrous Metals1.18%

Retailing1.53%

IT - Services0.63%

Transport Services0.62%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Midcap Fund-(regular)-idcw Payout 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.