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.

LIC MF Equity Hybrid Fund-IDCW - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 66.96%Others: 12.99%Debt: 20.05%

Market Cap

Large Cap: 33.27%Mid Cap: 14.26%Others: 10.23%Small Cap: 9.20%

Number of stocks

Top 10 Holdings

66.96% of portfolio

Market Cap of Equity

Large Cap

33.27%

Mid Cap

14.26%

Others

10.23%

Small Cap

9.20%

Companies Allocation of Equity

HDFC Bank Ltd4.709%

ICICI Bank Ltd4.291%

Tata Consultancy Services Ltd2.487%

Bharti Airtel Ltd2.130%

Reliance Industries Ltd2.100%

Mahindra & Mahindra Ltd1.988%

Axis Bank Ltd1.968%

Apollo Hospitals Enterprise Ltd1.906%

OneSource Specialty Pharma Ltd1.739%

Azad Engineering Ltd1.645%

Kotak Mahindra Bank Ltd1.568%

Mrs Bectors Food Specialities Ltd Ordinary Shares1.563%

Eureka Forbes Ltd1.518%

Piramal Pharma Ltd1.462%

Hindustan Unilever Ltd1.461%

Larsen & Toubro Ltd1.439%

JK Cement Ltd1.405%

TVS Motor Co Ltd1.399%

Bharat Electronics Ltd1.384%

Tata Motors Ltd1.336%

Power Finance Corp Ltd1.291%

Infosys Ltd1.276%

Mphasis Ltd1.239%

Fortis Healthcare Ltd1.217%

ITC Hotels Ltd1.173%

Sansera Engineering Ltd1.169%

Arvind Fashions Ltd1.158%

GE Vernova T&D India Ltd1.130%

KEI Industries Ltd1.128%

UltraTech Cement Ltd1.118%

Multi Commodity Exchange of India Ltd1.115%

Aurobindo Pharma Ltd1.097%

Varun Beverages Ltd1.091%

Avalon Technologies Ltd1.060%

Schaeffler India Ltd1.026%

Grasim Industries Ltd0.999%

One97 Communications Ltd0.966%

SRF Ltd0.942%

Trent Ltd0.931%

LG Electronics India Ltd0.915%

KPIT Technologies Ltd0.879%

Shriram Finance Ltd0.822%

Muthoot Finance Ltd0.711%

Tata Steel Ltd0.710%

Manorama Industries Ltd0.659%

Vishal Mega Mart Ltd0.610%

Afcons Infrastructure Ltd0.531%

Samvardhana Motherson International Ltd0.494%

Sector Allocation of Equity

Financial Services16.48%

Technology8.82%

Communication Services2.13%

Energy2.10%

Consumer Cyclical12.80%

Healthcare7.42%

Industrials8.20%

Consumer Defensive4.77%

Basic Materials4.23%

Real Estate0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF Equity Hybrid Fund-IDCW

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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.