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 Large & Mid Cap Fund Regular-IDCW - Portfolio Analysis

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 96.76%Others: 3.24%

Market Cap

Large Cap: 43.35%Small Cap: 17.78%Mid Cap: 35.63%

Number of stocks

Top 10 Holdings

54.64% of portfolio

Market Cap of Equity

Large Cap

43.3500%

Small Cap

17.7800%

Mid Cap

35.6300%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.20%

ICICI BANK LIMITED EQ NEW FV RS. 2/-9.24%

SHAKTI PUMPS (INDIA) LIMITED EQ6.82%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-4.74%

GARWARE HI-TECH FILMS LIMITED EQ4.18%

RELIANCE INDUSTRIES LIMITED EQ4.00%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.98%

APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.92%

REC LIMITED EQ3.82%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.74%

Sector Allocation of Equity

Banks15.16%

Industrial Products8.24%

Petroleum Products2.00%

IT - Software5.38%

Healthcare Services3.10%

Finance7.19%

Aerospace & Defense1.87%

Retailing3.03%

Pharmaceuticals & Biotechnology4.15%

Realty1.52%

Cement & Cement Products1.48%

Leisure Services2.17%

Automobiles3.65%

Personal Products1.36%

Telecom - Services2.52%

Electrical Equipment5.15%

Fertilizers & Agrochemicals2.36%

Auto Components4.86%

Industrial Manufacturing2.52%

Diversified FMCG2.02%

Capital Markets2.05%

Power1.09%

Transport Services2.10%

Agricultural Food & other Products1.88%

Transport Infrastructure1.02%

Gas1.01%

Food Products0.91%

Chemicals & Petrochemicals1.48%

Textiles & Apparels1.45%

Minerals & Mining0.75%

IT - Services0.67%

Construction1.73%

Consumer Durables0.61%

Other Utilities0.28%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF Large & Mid Cap Fund Regular-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.