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 Cap Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.60%Others: 1.40%

Market Cap

Mid Cap: 28.50%Large Cap: 32.72%Small Cap: 29.26%Others: 8.11%

Number of stocks

Top 10 Holdings

98.60% of portfolio

Market Cap of Equity

Mid Cap

28.50%

Large Cap

32.72%

Small Cap

29.26%

Others

8.11%

Companies Allocation of Equity

Glenmark Pharmaceuticals Ltd3.696%

Larsen & Toubro Ltd3.282%

Divi's Laboratories Ltd2.878%

Polycab India Ltd2.431%

Adani Enterprises Ltd2.394%

BSE Ltd2.262%

UltraTech Cement Ltd2.249%

Neuland Laboratories Ltd2.184%

Aditya Birla Capital Ltd2.101%

Nippon Life India Asset Management Ltd Ordinary Shares1.984%

APL Apollo Tubes Ltd1.924%

State Bank of India1.908%

Laurus Labs Ltd1.881%

Voltamp Transformers Ltd1.846%

Bandhan Bank Ltd1.837%

Shriram Finance Ltd1.828%

Bajaj Auto Ltd1.754%

Angel One Ltd Ordinary Shares1.722%

Aarti Industries Ltd1.703%

ICICI Bank Ltd1.674%

InterGlobe Aviation Ltd1.668%

PB Fintech Ltd1.581%

PTC Industries Ltd1.552%

Maruti Suzuki India Ltd1.514%

Belrise Industries Ltd1.421%

Manappuram Finance Ltd1.400%

Sai Life Sciences Ltd1.378%

Max Healthcare Institute Ltd Ordinary Shares1.340%

Jindal Saw Ltd1.302%

Vodafone Idea Ltd1.262%

Mphasis Ltd1.238%

Kajaria Ceramics Ltd1.227%

Oracle Financial Services Software Ltd1.208%

Mahindra & Mahindra Ltd1.203%

ITC Ltd1.174%

SRF Ltd1.173%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.168%

Ramco Cements Ltd1.163%

LTM Ltd1.145%

NTPC Ltd1.116%

Reliance Industries Ltd1.111%

Multi Commodity Exchange of India Ltd1.062%

Godfrey Phillips India Ltd1.049%

P N Gadgil Jewellers Ltd1.017%

Aditya Vision Ltd1.008%

DCB Bank Ltd0.988%

Eternal Ltd0.981%

Dalmia Bharat Ltd0.970%

Blue Star Ltd0.932%

Sun TV Network Ltd0.930%

IndusInd Bank Ltd0.925%

Coal India Ltd0.897%

Supreme Industries Ltd0.889%

Astral Ltd0.859%

JK Cement Ltd0.851%

Sagility Ltd0.817%

Cholamandalam Financial Holdings Ltd0.798%

IDFC First Bank Ltd0.782%

Vedanta Ltd0.759%

Max Financial Services Ltd0.739%

Infosys Ltd0.714%

Gokaldas Exports Ltd0.707%

National Aluminium Co Ltd0.620%

Union Bank of India0.619%

Nitin Spinners Ltd0.561%

Arvind Fashions Ltd0.558%

CRISIL Ltd0.548%

Avenue Supermarts Ltd0.534%

Tega Industries Ltd0.518%

Tata Steel Ltd0.492%

Oswal Pumps Ltd0.472%

Navin Fluorine International Ltd0.466%

Tech Mahindra Ltd0.458%

Tilaknagar Industries Ltd0.406%

Stylam Industries Ltd0.404%

DOMS Industries Ltd0.391%

JSW Steel Ltd0.387%

Vedanta Aluminium Metal Limited0.338%

Vedanta Iron And Steel Limited0.338%

Talwandi Sabo Power Limited0.338%

Malco Energy Limited0.338%

ICICI Prudential Asset Management Co Ltd0.257%

Sector Allocation of Equity

Healthcare14.17%

Industrials17.24%

Energy4.40%

Financial Services26.18%

Basic Materials12.89%

Consumer Cyclical11.13%

Communication Services2.19%

Technology4.76%

Consumer Defensive3.16%

Utilities1.12%

Equity1.35%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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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.