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 Flexi Cap Fund-Regular Plan-IDCW - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.80%Others: 2.18%

Market Cap

Large Cap: 37.34%Small Cap: 39.41%Mid Cap: 21.05%

Number of stocks

Top 10 Holdings

63.94% of portfolio

Market Cap of Equity

Large Cap

37.3400%

Small Cap

39.4100%

Mid Cap

21.0500%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-13.16%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-8.66%

APOLLO MICRO SYSTEMS LIMITED EQ NEW FV RE 1/-8.08%

ALLIED BLENDERS AND DISTILLERS LIMITED EQ NEW FV RS.2/-5.80%

TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/-5.32%

CREDITACCESS GRAMEEN LIMITED EQ4.96%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.64%

VA TECH WABAG LIMITED EQ NEW RS. 2/-4.58%

SRF LIMITED EQ4.44%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.30%

Sector Allocation of Equity

Banks19.46%

Aerospace & Defense4.41%

Beverages2.90%

Pharmaceuticals & Biotechnology8.50%

Finance7.61%

Transport Services3.63%

Other Utilities2.29%

Chemicals & Petrochemicals5.39%

Retailing2.63%

IT - Software6.22%

Construction2.03%

Healthcare Services2.03%

Automobiles2.00%

Realty3.14%

Financial Technology (Fintech)1.83%

Diversified FMCG1.91%

Capital Markets1.98%

Cement & Cement Products1.27%

Agricultural Food & other Products1.25%

Industrial Manufacturing1.13%

Textiles & Apparels1.56%

Telecom - Services1.87%

Industrial Products2.36%

Electrical Equipment2.23%

Household Products0.88%

Diversified0.86%

IT - Services0.84%

Cigarettes & Tobacco Products0.83%

Consumer Durables1.48%

Food Products0.81%

Ferrous Metals0.63%

Fertilizers & Agrochemicals0.53%

Agricultural, Commercial & Construction Vehicles0.49%

Insurance0.37%

Auto Components0.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF Flexi Cap Fund-Regular Plan-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.