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.

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 70.94%Others: 8.56%Debt: 20.51%

Market Cap

Large Cap: 39.58%Mid Cap: 20.58%Others: 2.46%Small Cap: 8.31%

Number of stocks

Top 10 Holdings

70.94% of portfolio

Market Cap of Equity

Large Cap

39.58%

Mid Cap

20.58%

Others

2.46%

Small Cap

8.31%

Companies Allocation of Equity

ICICI Bank Ltd3.205%

Reliance Industries Ltd2.662%

State Bank of India2.590%

HDFC Bank Ltd2.584%

Bharti Airtel Ltd2.510%

Axis Bank Ltd2.145%

IndusInd Bank Ltd2.127%

Jindal Steel Ltd1.928%

Indus Towers Ltd Ordinary Shares1.895%

Coal India Ltd1.715%

Eternal Ltd1.685%

UltraTech Cement Ltd1.646%

Apollo Hospitals Enterprise Ltd1.593%

Bajaj Finance Ltd1.559%

Larsen & Toubro Ltd1.421%

Bharat Electronics Ltd1.400%

Tech Mahindra Ltd1.395%

Bharat Heavy Electricals Ltd1.391%

Mahindra & Mahindra Ltd1.383%

Laurus Labs Ltd1.365%

The Federal Bank Ltd1.359%

Glenmark Pharmaceuticals Ltd1.356%

Fortis Healthcare Ltd1.353%

Titan Co Ltd1.310%

Infosys Ltd1.240%

Aditya Vision Ltd1.222%

Bank of Maharashtra1.181%

Oil & Natural Gas Corp Ltd1.141%

Senores Pharmaceuticals Ltd1.085%

Power Grid Corp Of India Ltd1.041%

Divi's Laboratories Ltd1.026%

Maruti Suzuki India Ltd1.021%

Indian Bank1.008%

Delhivery Ltd1.006%

IDFC First Bank Ltd0.981%

Aditya Birla Sun Life AMC Ltd0.916%

Multi Commodity Exchange of India Ltd0.904%

Bajaj Auto Ltd0.901%

Aditya Birla Capital Ltd0.896%

Vishal Mega Mart Ltd0.877%

HDFC Asset Management Co Ltd0.826%

L&T Finance Ltd0.761%

SRF Ltd0.738%

Bosch Ltd0.731%

Mahanagar Gas Ltd0.713%

Blackbuck Ltd0.711%

Phoenix Mills Ltd0.697%

Radico Khaitan Ltd0.656%

JSW Energy Ltd0.620%

Cummins India Ltd0.594%

CRISIL Ltd0.517%

ICICI Lombard General Insurance Co Ltd0.517%

Britannia Industries Ltd0.484%

Max Financial Services Ltd0.474%

Torrent Pharmaceuticals Ltd0.434%

Polycab India Ltd0.411%

IIFL Finance Ltd0.392%

Hindustan Aeronautics Ltd Ordinary Shares0.391%

Arvind Fashions Ltd0.249%

Sector Allocation of Equity

Financial Services24.94%

Energy5.52%

Communication Services4.41%

Basic Materials3.57%

Consumer Cyclical9.38%

Healthcare8.21%

Industrials7.35%

Technology3.35%

Utilities2.37%

Real Estate0.70%

Consumer Defensive1.14%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

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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.