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 BANKING & FINANCIAL SERVICES FUND REGULAR PLAN GROWTH - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.93%Others: 5.07%

Market Cap

Large Cap: 43.88%Others: 18.28%Mid Cap: 18.50%Small Cap: 14.27%

Number of stocks

Top 10 Holdings

94.93% of portfolio

Market Cap of Equity

Large Cap

43.88%

Others

18.28%

Mid Cap

18.50%

Small Cap

14.27%

Companies Allocation of Equity

ICICI Bank Ltd12.328%

State Bank of India8.864%

Axis Bank Ltd8.675%

HDFC Bank Ltd7.781%

Shriram Finance Ltd4.889%

Aditya Birla Capital Ltd4.072%

Bajaj Finance Ltd3.860%

L&T Finance Ltd3.470%

Ujjivan Small Finance Bank Ltd Ordinary Shares3.289%

SBI Life Insurance Co Ltd3.193%

Karur Vysya Bank Ltd3.147%

Max Financial Services Ltd3.111%

Cholamandalam Investment and Finance Co Ltd3.037%

ICICI Prudential Asset Management Co Ltd2.777%

Equitas Small Finance Bank Ltd Ordinary Shares2.744%

PB Fintech Ltd2.691%

Tata Capital Ltd2.042%

Bandhan Bank Ltd1.982%

Nippon Life India Asset Management Ltd Ordinary Shares1.631%

Kotak Mahindra Bank Ltd1.615%

Multi Commodity Exchange of India Ltd1.556%

Angel One Ltd Ordinary Shares1.539%

PNB Housing Finance Ltd1.216%

IDFC First Bank Ltd1.197%

Bank of Maharashtra1.147%

DCB Bank Ltd0.992%

Indian Bank0.933%

Repco Home Finance Ltd0.584%

Prudent Corporate Advisory Services Ltd0.317%

BSE Ltd0.245%

Sector Allocation of Equity

Financial Services94.93%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MAHINDRA MANULIFE BANKING & FINANCIAL SERVICES FUND REGULAR PLAN GROWTH

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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.