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 ELSS Tax Saver Fund- Regular Plan - Growth - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.67%Others: 3.33%

Market Cap

Large Cap: 68.63%Others: 8.87%Mid Cap: 11.43%Small Cap: 7.74%

Number of stocks

Top 10 Holdings

96.67% of portfolio

Market Cap of Equity

Large Cap

68.63%

Others

8.87%

Mid Cap

11.43%

Small Cap

7.74%

Companies Allocation of Equity

ICICI Bank Ltd8.664%

HDFC Bank Ltd6.835%

Bharti Airtel Ltd3.610%

Reliance Industries Ltd3.502%

Infosys Ltd3.373%

Bajaj Finance Ltd3.248%

Larsen & Toubro Ltd2.944%

Tata Consultancy Services Ltd2.506%

Hindustan Unilever Ltd2.356%

Avenue Supermarts Ltd2.323%

Axis Bank Ltd2.155%

Tata Power Co Ltd1.961%

State Bank of India1.924%

TVS Motor Co Ltd1.838%

UNO Minda Ltd1.828%

IndusInd Bank Ltd1.793%

Tata Steel Ltd1.784%

Titan Co Ltd1.688%

Oil & Natural Gas Corp Ltd1.686%

Maruti Suzuki India Ltd1.618%

NTPC Ltd1.618%

Eternal Ltd1.599%

Sun Pharmaceuticals Industries Ltd1.587%

Tech Mahindra Ltd1.542%

Britannia Industries Ltd1.386%

Indus Towers Ltd Ordinary Shares1.382%

Dr Reddy's Laboratories Ltd1.370%

Tata Capital Ltd1.353%

Trent Ltd1.353%

Kotak Mahindra Bank Ltd1.294%

Mankind Pharma Ltd1.185%

Info Edge (India) Ltd1.145%

Neuland Laboratories Ltd1.131%

Voltas Ltd1.111%

Crompton Greaves Consumer Electricals Ltd1.107%

Godrej Properties Ltd1.099%

LG Electronics India Ltd1.033%

Dixon Technologies (India) Ltd1.030%

LTM Ltd0.997%

Nestle India Ltd0.971%

Eicher Motors Ltd0.960%

Bandhan Bank Ltd0.947%

DOMS Industries Ltd0.914%

GlaxoSmithKline Pharmaceuticals Ltd0.912%

Jubilant Foodworks Ltd0.887%

Aarti Industries Ltd0.857%

Dabur India Ltd0.845%

Astral Ltd0.809%

Oil India Ltd0.773%

Tata Motors Passenger Vehicles Ltd0.769%

CG Power & Industrial Solutions Ltd0.760%

Shriram Finance Ltd0.750%

Dr. Lal PathLabs Ltd0.725%

InterGlobe Aviation Ltd0.725%

Arvind Fashions Ltd0.698%

K.P.R. Mill Ltd0.531%

Jubilant Ingrevia Ltd Ordinary Shares0.402%

Grindwell Norton Ltd0.325%

Elgi Equipments Ltd0.106%

Wakefit Innovations Ltd0.044%

Sector Allocation of Equity

Financial Services28.96%

Communication Services6.14%

Energy5.96%

Technology10.48%

Industrials6.58%

Consumer Defensive7.88%

Utilities3.58%

Consumer Cyclical16.03%

Basic Materials3.04%

Healthcare6.91%

Real Estate1.10%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife ELSS Tax Saver 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.