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 MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 59.36%Others: 20.47%Debt: 20.17%

Market Cap

Large Cap: 34.73%Others: 8.59%Small Cap: 10.57%Mid Cap: 5.46%

Number of stocks

Top 10 Holdings

59.36% of portfolio

Market Cap of Equity

Large Cap

34.73%

Others

8.59%

Small Cap

10.57%

Mid Cap

5.46%

Companies Allocation of Equity

HDFC Bank Ltd3.861%

ICICI Bank Ltd2.863%

Reliance Industries Ltd2.657%

Bharti Airtel Ltd2.472%

Brookfield India Real Estate Trust2.166%

State Bank of India2.000%

Divi's Laboratories Ltd1.565%

Axis Bank Ltd1.421%

Infosys Ltd1.296%

NTPC Ltd1.284%

Aditya Vision Ltd1.240%

Tata Power Co Ltd1.215%

Tata Steel Ltd1.167%

Sun Pharmaceuticals Industries Ltd1.161%

SPR Auto Technologies Ltd1.158%

Larsen & Toubro Ltd1.152%

Coromandel International Ltd1.108%

Tech Mahindra Ltd1.078%

Mahindra & Mahindra Ltd1.030%

Hindalco Industries Ltd0.925%

Acutaas Chemicals Ltd0.922%

Embassy Office Parks REIT0.916%

Bajaj Finance Ltd0.913%

Kotak Mahindra Bank Ltd0.881%

Eternal Ltd0.833%

Power Grid Corp Of India Ltd0.812%

Oil & Natural Gas Corp Ltd0.809%

L&T Finance Ltd0.781%

Persistent Systems Ltd0.778%

ITC Ltd0.759%

Shriram Finance Ltd0.751%

ISGEC Heavy Engineering Ltd0.746%

Nexus Select Trust Reits0.741%

PTC Industries Ltd0.737%

INOX India Ltd0.736%

S.P. Apparels Ltd0.733%

Grasim Industries Ltd0.732%

Anthem Biosciences Ltd0.729%

Hindustan Aeronautics Ltd Ordinary Shares0.700%

Shree Cement Ltd0.679%

Maruti Suzuki India Ltd0.645%

Kirloskar Brothers Ltd0.643%

Tata Consumer Products Ltd0.636%

L.G.Balakrishnan & Bros Ltd0.620%

Technocraft Industries (India) Ltd0.603%

Nippon Life India Asset Management Ltd Ordinary Shares0.598%

Carborundum Universal Ltd0.597%

GAIL (India) Ltd0.587%

Raajmarg Infra Investment Trust Units0.574%

JK Cement Ltd0.568%

Tega Industries Ltd0.567%

K.P.R. Mill Ltd0.556%

Archean Chemical Industries Ltd0.553%

Gland Pharma Ltd0.549%

SBI Life Insurance Co Ltd0.548%

Triveni Engineering & Industries Ltd0.535%

Hindustan Unilever Ltd0.521%

SRF Ltd0.482%

Union Bank of India0.469%

Sector Allocation of Equity

Financial Services15.66%

Energy3.47%

Communication Services2.47%

Real Estate3.82%

Healthcare4.00%

Technology3.15%

Utilities3.90%

Consumer Cyclical6.82%

Basic Materials6.65%

Industrials6.96%

Consumer Defensive2.45%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MAHINDRA MANULIFE MULTI ASSET ALLOCATION FUND REGULAR PLAN IDCW REINVESTMENT

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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.