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 Large & Mid Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 96.14%Others: 3.86%

Market Cap

Mid Cap: 39.30%Large Cap: 45.28%Small Cap: 11.56%

Number of stocks

Top 10 Holdings

59.78% of portfolio

Market Cap of Equity

Mid Cap

39.3000%

Large Cap

45.2800%

Small Cap

11.5600%

Companies Allocation of Equity

INDUS TOWERS LIMITED EQ8.38%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-6.58%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.52%

ULTRATECH CEMENT LIMITED EQ6.06%

RELIANCE INDUSTRIES LIMITED EQ5.82%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-5.76%

STATE BANK OF INDIA EQ NEW RE. 1/-5.44%

INFOSYS LIMITED EQ FV RS 55.28%

AXIS BANK LIMITED EQ NE FV RS. 2/-5.02%

BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-4.92%

Sector Allocation of Equity

Telecom - Services5.27%

Pharmaceuticals & Biotechnology14.44%

Banks16.65%

Cement & Cement Products4.10%

Petroleum Products2.91%

IT - Software11.13%

Finance6.68%

Ferrous Metals2.20%

Realty2.52%

Electrical Equipment1.55%

Automobiles4.30%

Auto Components3.33%

Insurance1.39%

Capital Markets3.27%

Power2.18%

Consumer Durables1.91%

Aerospace & Defense1.67%

Chemicals & Petrochemicals2.51%

Industrial Products2.37%

Healthcare Services0.99%

Transport Services0.99%

Retailing1.54%

Consumable Fuels0.70%

Leisure Services0.64%

Industrial Manufacturing0.61%

Personal Products0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - IDCW

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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.