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 December 31, 2025

Asset Allocation

Equity: 99.00%Others: 0.97%

Market Cap

Mid Cap: 11.12%Small Cap: 87.88%

Number of stocks

Top 10 Holdings

65.66% of portfolio

Market Cap of Equity

Mid Cap

11.1200%

Small Cap

87.8800%

Companies Allocation of Equity

GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/-11.18%

CREDITACCESS GRAMEEN LIMITED EQ7.78%

GARWARE HI-TECH FILMS LIMITED EQ7.48%

AMBER ENTERPRISES INDIA LIMITED EQ6.36%

MCX INDIA LIMITED EQ NEW RS. 10/-6.18%

Ami Organics Limited6.06%

JANA SMALL FINANCE BANK LIMITED EQ5.62%

STELIS BIOPHARMA LIMITED EQ NEW FV RE.1/-5.38%

MOTILAL OSWAL FINANCIAL SERVICES LIMITED EQ NEW RS.1/-4.88%

Shaily Engineering Plastics Limited4.74%

Sector Allocation of Equity

Cigarettes & Tobacco Products5.59%

Finance8.14%

Industrial Products10.88%

Consumer Durables5.85%

Capital Markets7.27%

Pharmaceuticals & Biotechnology9.22%

Banks6.78%

Chemicals & Petrochemicals3.40%

Leisure Services5.61%

Commercial Services & Supplies2.76%

Electrical Equipment4.60%

Industrial Manufacturing3.50%

Agricultural Food & other Products1.57%

Aerospace & Defense1.39%

Construction3.88%

Telecom - Services1.37%

IT - Services1.34%

Beverages1.34%

Healthcare Services3.27%

IT - Software2.25%

Auto Components3.89%

Retailing1.15%

Cement & Cement Products1.00%

Textiles & Apparels0.92%

Telecom - Equipment & Accessories0.71%

Automobiles0.69%

Fertilizers & Agrochemicals0.63%

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.