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 Flexi Cap Fund - Regular Plan -Growth - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.26%Others: 1.74%

Market Cap

Large Cap: 67.33%Mid Cap: 22.20%Small Cap: 8.73%

Number of stocks

Top 10 Holdings

98.26% of portfolio

Market Cap of Equity

Large Cap

67.33%

Mid Cap

22.20%

Small Cap

8.73%

Companies Allocation of Equity

ICICI Bank Ltd7.841%

HDFC Bank Ltd4.639%

Reliance Industries Ltd3.387%

Bharti Airtel Ltd3.304%

Bajaj Finance Ltd2.971%

Larsen & Toubro Ltd2.628%

Tata Consultancy Services Ltd2.246%

Kotak Mahindra Bank Ltd2.113%

Avenue Supermarts Ltd2.037%

Tata Steel Ltd2.035%

Hindustan Unilever Ltd1.781%

Oil & Natural Gas Corp Ltd1.748%

UNO Minda Ltd1.666%

Tata Power Co Ltd1.658%

Eternal Ltd1.650%

IndusInd Bank Ltd1.607%

TVS Motor Co Ltd1.565%

Indus Towers Ltd Ordinary Shares1.558%

Infosys Ltd1.547%

Sun Pharmaceuticals Industries Ltd1.524%

Adani Ports & Special Economic Zone Ltd1.505%

Titan Co Ltd1.442%

Tech Mahindra Ltd1.424%

Cochin Shipyard Ltd1.405%

Maruti Suzuki India Ltd1.399%

Britannia Industries Ltd1.355%

Trent Ltd1.330%

Dr Reddy's Laboratories Ltd1.330%

Bajaj Auto Ltd1.329%

Tata Capital Ltd1.300%

CESC Ltd1.216%

NMDC Ltd1.172%

Jubilant Ingrevia Ltd Ordinary Shares1.165%

NTPC Ltd1.144%

Dixon Technologies (India) Ltd1.130%

Voltas Ltd1.121%

Mankind Pharma Ltd1.111%

Aarti Industries Ltd1.103%

Axis Bank Ltd1.102%

Suzlon Energy Ltd1.081%

Vodafone Idea Ltd1.060%

Info Edge (India) Ltd1.059%

RBL Bank Ltd1.048%

Godrej Properties Ltd1.027%

Escorts Kubota Ltd1.013%

LTM Ltd1.008%

Engineers India Ltd0.980%

LG Electronics India Ltd0.973%

Neuland Laboratories Ltd0.973%

Vishal Mega Mart Ltd0.914%

Oil India Ltd0.891%

Bandhan Bank Ltd0.886%

Shriram Finance Ltd0.871%

Jubilant Foodworks Ltd0.857%

DOMS Industries Ltd0.855%

MTAR Technologies Ltd0.838%

Dabur India Ltd0.802%

Astral Ltd0.784%

InterGlobe Aviation Ltd0.780%

Dr. Lal PathLabs Ltd0.776%

Zydus Lifesciences Ltd0.723%

The Federal Bank Ltd0.679%

Arvind Fashions Ltd0.653%

Carborundum Universal Ltd0.617%

Aster DM Healthcare Ltd Ordinary Shares0.546%

Schaeffler India Ltd0.535%

Elgi Equipments Ltd0.499%

K.P.R. Mill Ltd0.413%

Anthem Biosciences Ltd0.197%

Wakefit Innovations Ltd0.190%

L&T Finance Ltd0.145%

Sector Allocation of Equity

Financial Services25.20%

Energy6.03%

Communication Services6.98%

Industrials12.98%

Technology8.33%

Consumer Defensive5.98%

Basic Materials5.47%

Consumer Cyclical15.06%

Utilities4.02%

Healthcare7.18%

Real Estate1.03%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

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Frequently Asked Questions

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.