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 Small Cap Fund - Regular Plan - Idcw Reinvestment - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 99.10%Others: 0.90%

Market Cap

Small Cap: 83.66%Others: 14.31%Mid Cap: 1.13%

Number of stocks

Top 10 Holdings

99.10% of portfolio

Market Cap of Equity

Small Cap

83.66%

Others

14.31%

Mid Cap

1.13%

Companies Allocation of Equity

Garware Hi-Tech Films Ltd4.754%

Godfrey Phillips India Ltd4.151%

Acutaas Chemicals Ltd3.712%

Navin Fluorine International Ltd3.125%

TD Power Systems Ltd3.063%

Jana Small Finance Bank Ltd3.060%

OneSource Specialty Pharma Ltd3.026%

Shaily Engineering Plastics Ltd2.817%

Amber Enterprises India Ltd Ordinary Shares2.724%

CreditAccess Grameen Ltd Ordinary Shares2.583%

Restaurant Brands Asia Ltd Ordinary Shares2.513%

Multi Commodity Exchange of India Ltd2.500%

Jammu & Kashmir Bank Ltd2.382%

Five-Star Business Finance Ltd2.152%

Thangamayil Jewellery Ltd1.759%

City Union Bank Ltd1.754%

Krishna Institute of Medical Sciences Ltd1.649%

Avalon Technologies Ltd1.640%

Fusion Finance Ltd1.583%

Carraro India Ltd1.572%

Northern Arc Capital Ltd1.509%

Garden Reach Shipbuilders & Engineers Ltd1.428%

Yatra Online Ltd1.399%

Sagility Ltd1.362%

Syrma SGS Technology Ltd1.345%

Zuari Industries Ltd1.336%

Indo Count Industries Ltd1.309%

Firstsource Solutions Ltd1.261%

Titagarh Rail Systems Ltd1.248%

Neuland Laboratories Ltd1.240%

Lumax Auto Technologies Ltd1.214%

Tinna Rubber & Infrastructure Ltd1.210%

Suraksha Diagnostic Ltd1.191%

Equitas Small Finance Bank Ltd Ordinary Shares1.184%

Ather Energy Ltd1.182%

Marksans Pharma Ltd1.145%

Motilal Oswal Financial Services Ltd1.126%

Ceat Ltd1.007%

ZF Commercial Vehicle Control Systems India Ltd1.001%

Shyam Metalics and Energy Ltd0.967%

Bharat Bijlee Ltd0.964%

Gravita India Ltd0.963%

Metropolis Healthcare Ltd0.951%

GE Power India Ltd0.893%

Patel Engineering Ltd0.886%

Camlin Fine Sciences Ltd0.851%

Wework India Management Ltd0.844%

Gokaldas Exports Ltd0.831%

Hi-Tech Pipes Ltd0.815%

Ventive Hospitality Ltd0.812%

Crompton Greaves Consumer Electricals Ltd0.796%

Newgen Software Technologies Ltd0.789%

CarTrade Tech Ltd0.755%

Power Mech Projects Ltd0.733%

Angel One Ltd Ordinary Shares0.729%

JSW Cement Ltd0.728%

Schneider Electric Infrastructure Ltd0.714%

ICRA Ltd0.688%

Greenpanel Industries Ltd Ordinary Shares0.676%

The Shipping Corp of India Ltd0.674%

Jyoti CNC Automation Ltd0.662%

M & B Engineering Ltd0.638%

Optiemus Infracom Ltd0.599%

Venus Pipes & Tubes Ltd0.596%

CIE Automotive India Ltd0.552%

Belrise Industries Ltd0.515%

Kalpataru Projects International Ltd0.498%

Ramco Cements Ltd0.496%

Leela Palaces Hotels and Resorts Ltd0.441%

RailTel Corporation of India Ltd0.431%

PG Electroplast Ltd0.397%

Sector Allocation of Equity

Basic Materials20.75%

Consumer Defensive4.15%

Industrials14.70%

Financial Services21.25%

Healthcare10.56%

Consumer Cyclical20.38%

Technology6.03%

Real Estate0.84%

Communication Services0.43%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Small Cap Fund - Regular Plan - Idcw Reinvestment

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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.