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 Business Cycle Fund - Reg (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.25%Others: 2.75%

Market Cap

Large Cap: 47.77%Mid Cap: 18.69%Small Cap: 25.78%Others: 5.02%

Number of stocks

Top 10 Holdings

97.25% of portfolio

Market Cap of Equity

Large Cap

47.77%

Mid Cap

18.69%

Small Cap

25.78%

Others

5.02%

Companies Allocation of Equity

Reliance Industries Ltd4.588%

Bajaj Auto Ltd3.595%

Indus Towers Ltd Ordinary Shares3.138%

Infosys Ltd3.010%

Grasim Industries Ltd2.888%

JSW Energy Ltd2.766%

IndusInd Bank Ltd2.521%

CESC Ltd2.368%

HDFC Bank Ltd2.215%

Tech Mahindra Ltd2.106%

Tata Steel Ltd2.090%

ICICI Bank Ltd1.934%

Ramco Cements Ltd1.933%

ITC Ltd1.928%

NTPC Ltd1.905%

Divi's Laboratories Ltd1.717%

The Federal Bank Ltd1.713%

Vodafone Idea Ltd1.706%

REC Ltd1.681%

Coal India Ltd1.655%

Maruti Suzuki India Ltd1.631%

Bandhan Bank Ltd1.630%

Kajaria Ceramics Ltd1.623%

Shriram Finance Ltd1.614%

Glenmark Pharmaceuticals Ltd1.566%

Aurobindo Pharma Ltd1.542%

Bajaj Finance Ltd1.482%

Cochin Shipyard Ltd1.478%

IDFC First Bank Ltd1.439%

Bank of Baroda1.412%

NMDC Ltd1.383%

Ceat Ltd1.377%

Ajanta Pharma Ltd1.361%

UltraTech Cement Ltd1.330%

Biocon Ltd1.273%

Asahi India Glass Ltd1.216%

GAIL (India) Ltd1.194%

Whirlpool of India Ltd1.132%

Adani Enterprises Ltd1.106%

Supreme Petrochem Ltd1.075%

Anthem Biosciences Ltd1.066%

Kirloskar Brothers Ltd1.060%

GlaxoSmithKline Pharmaceuticals Ltd1.054%

LMW Ltd1.024%

Dalmia Bharat Ltd1.021%

Manappuram Finance Ltd1.014%

Sarda Energy & Minerals Ltd0.996%

Sagility Ltd0.965%

Sun TV Network Ltd0.927%

Tata Consultancy Services Ltd0.909%

Gokaldas Exports Ltd0.884%

Ujjivan Small Finance Bank Ltd Ordinary Shares0.871%

Ambuja Cements Ltd0.850%

NOCIL Ltd0.807%

Elecon Engineering Co Ltd0.730%

K.P.R. Mill Ltd0.717%

S.P. Apparels Ltd0.715%

Tega Industries Ltd0.702%

HCL Technologies Ltd0.688%

Technocraft Industries (India) Ltd0.675%

Garden Reach Shipbuilders & Engineers Ltd0.673%

Carborundum Universal Ltd0.667%

Mazagon Dock Shipbuilders Ltd0.628%

Bosch Ltd0.551%

Vedanta Ltd0.478%

ABB India Ltd0.401%

Vedanta Aluminium Metal Limited0.213%

Vedanta Iron And Steel Limited0.213%

Talwandi Sabo Power Limited0.213%

Malco Energy Limited0.213%

Sector Allocation of Equity

Energy7.35%

Consumer Cyclical11.82%

Communication Services5.77%

Technology6.71%

Basic Materials14.85%

Utilities8.23%

Financial Services19.53%

Consumer Defensive1.93%

Healthcare10.55%

Industrials9.66%

Equity0.85%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Business Cycle Fund - Reg (G)

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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.