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 December 31, 2025

Asset Allocation

Equity: 98.46%Others: 1.54%

Market Cap

Large Cap: 58.51%Mid Cap: 19.99%Small Cap: 19.96%

Number of stocks

Top 10 Holdings

62.84% of portfolio

Market Cap of Equity

Large Cap

58.5100%

Mid Cap

19.9900%

Small Cap

19.9600%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ9.48%

STATE BANK OF INDIA EQ NEW RE. 1/-8.66%

INFOSYS LIMITED EQ FV RS 58.24%

BAJAJ AUTO LIMITED EQ6.72%

INDUS TOWERS LIMITED EQ6.46%

ITC LIMITED EQ NEW FV RE.1/-4.94%

GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/-4.76%

Bajaj Finance Limited4.64%

TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-4.56%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.38%

Sector Allocation of Equity

Petroleum Products5.76%

Banks15.72%

IT - Software10.17%

Automobiles5.57%

Telecom - Services3.23%

Diversified FMCG4.53%

Cement & Cement Products6.76%

Finance6.97%

Pharmaceuticals & Biotechnology9.39%

Power4.90%

Auto Components4.49%

Ferrous Metals1.78%

Consumable Fuels1.68%

Leisure Services1.53%

Consumer Durables2.36%

Gas1.26%

Non - Ferrous Metals1.19%

Electrical Equipment1.19%

Industrial Products2.79%

Industrial Manufacturing1.87%

IT - Services1.00%

Textiles & Apparels1.70%

Agricultural Food & other Products0.92%

Personal Products0.89%

Chemicals & Petrochemicals0.77%

Food Products0.04%

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.