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 MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 66.11%Others: 26.07%Debt: 7.82%

Market Cap

Large Cap: 38.60%Small Cap: 10.72%Mid Cap: 11.48%Others: 5.32%

Number of stocks

Top 10 Holdings

66.11% of portfolio

Market Cap of Equity

Large Cap

38.60%

Small Cap

10.72%

Mid Cap

11.48%

Others

5.32%

Companies Allocation of Equity

HDFC Bank Ltd3.227%

ICICI Bank Ltd3.210%

Larsen & Toubro Ltd2.633%

Bharti Airtel Ltd2.630%

Tata Motors Passenger Vehicles Ltd2.099%

Mahindra & Mahindra Ltd2.017%

Godfrey Phillips India Ltd1.990%

InterGlobe Aviation Ltd1.986%

Apollo Hospitals Enterprise Ltd1.909%

Sun Pharmaceuticals Industries Ltd1.803%

Axis Bank Ltd1.617%

ITC Ltd1.542%

Radico Khaitan Ltd1.430%

UltraTech Cement Ltd1.369%

Vishal Mega Mart Ltd1.332%

Grasim Industries Ltd1.280%

Reliance Industries Ltd1.261%

MOIL Ltd1.222%

Garware Hi-Tech Films Ltd1.214%

Abbott India Ltd1.193%

Jubilant Foodworks Ltd1.185%

Maruti Suzuki India Ltd1.154%

Tata Consultancy Services Ltd1.153%

LG Electronics India Ltd1.146%

Navin Fluorine International Ltd1.131%

Tata Steel Ltd1.123%

Pidilite Industries Ltd1.110%

Piramal Pharma Ltd1.077%

Metro Brands Ltd1.072%

BEML Ltd1.055%

BSE Ltd1.029%

Allied Blenders and Distillers Ltd1.028%

Britannia Industries Ltd1.026%

Nippon Life India Asset Management Ltd Ordinary Shares1.025%

Infosys Ltd1.020%

State Bank of India1.009%

Colgate-Palmolive (India) Ltd1.005%

REC Ltd1.002%

Orkla India Ltd0.994%

Shree Cement Ltd0.981%

Bharat Electronics Ltd0.973%

Power Finance Corp Ltd0.871%

V-Mart Retail Ltd0.857%

Central Mine Planning & Design Institute Ltd0.819%

Kotak Mahindra Bank Ltd0.780%

Afcons Infrastructure Ltd0.773%

Blue Star Ltd0.744%

Hindustan Unilever Ltd0.741%

Bank of Baroda0.736%

Tata Motors Ltd0.523%

Sector Allocation of Equity

Financial Services14.51%

Industrials8.16%

Communication Services2.63%

Consumer Cyclical10.24%

Consumer Defensive9.76%

Healthcare5.98%

Basic Materials10.25%

Energy1.26%

Technology3.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW PAYOUT

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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.