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 April 30, 2026

Asset Allocation

Equity: 96.09%Others: 3.91%

Market Cap

Large Cap: 46.93%Mid Cap: 35.44%Small Cap: 11.43%Others: 2.30%

Number of stocks

Top 10 Holdings

96.09% of portfolio

Market Cap of Equity

Large Cap

46.93%

Mid Cap

35.44%

Small Cap

11.43%

Others

2.30%

Companies Allocation of Equity

ICICI Bank Ltd3.567%

State Bank of India3.053%

HDFC Bank Ltd3.036%

Glenmark Pharmaceuticals Ltd2.847%

Reliance Industries Ltd2.741%

IndusInd Bank Ltd2.655%

The Federal Bank Ltd2.551%

Indus Towers Ltd Ordinary Shares2.474%

Eternal Ltd2.146%

Jindal Steel Ltd2.134%

Divi's Laboratories Ltd2.104%

Axis Bank Ltd2.076%

UltraTech Cement Ltd2.017%

Bharat Heavy Electricals Ltd1.966%

Larsen & Toubro Ltd1.867%

IDFC First Bank Ltd1.839%

Senores Pharmaceuticals Ltd1.806%

JSW Energy Ltd1.774%

Tech Mahindra Ltd1.683%

Mahindra & Mahindra Ltd1.682%

Bajaj Auto Ltd1.681%

Laurus Labs Ltd1.638%

Infosys Ltd1.507%

Bharat Electronics Ltd1.484%

Oil & Natural Gas Corp Ltd1.482%

Bharti Hexacom Ltd1.434%

Indian Bank1.426%

Neuland Laboratories Ltd1.378%

Aditya Birla Capital Ltd1.358%

Bosch Ltd1.338%

ICICI Lombard General Insurance Co Ltd1.292%

Mphasis Ltd1.279%

Persistent Systems Ltd1.259%

Titan Co Ltd1.256%

HDFC Asset Management Co Ltd1.251%

Phoenix Mills Ltd1.248%

Delhivery Ltd1.246%

Shriram Finance Ltd1.158%

Multi Commodity Exchange of India Ltd1.139%

Polycab India Ltd1.131%

Vishal Mega Mart Ltd1.112%

Apollo Hospitals Enterprise Ltd1.108%

Maruti Suzuki India Ltd1.090%

UNO Minda Ltd1.068%

Bajaj Finserv Ltd1.033%

InterGlobe Aviation Ltd1.026%

CRISIL Ltd1.018%

Radico Khaitan Ltd1.006%

Aarti Industries Ltd1.001%

Britannia Industries Ltd0.959%

Solar Industries India Ltd0.925%

SRF Ltd0.918%

Blackbuck Ltd0.893%

Tube Investments of India Ltd Ordinary Shares0.877%

Coal India Ltd0.869%

PTC Industries Ltd0.855%

Blue Star Ltd0.828%

Aditya Birla Sun Life AMC Ltd0.812%

IIFL Finance Ltd0.798%

PB Fintech Ltd0.787%

Torrent Pharmaceuticals Ltd0.773%

L&T Finance Ltd0.773%

Max Financial Services Ltd0.755%

APL Apollo Tubes Ltd0.730%

Hindustan Aeronautics Ltd Ordinary Shares0.565%

Swiggy Ltd0.513%

Sector Allocation of Equity

Financial Services32.38%

Healthcare11.66%

Energy5.09%

Communication Services3.91%

Consumer Cyclical11.89%

Basic Materials6.81%

Industrials12.76%

Utilities1.77%

Technology6.62%

Real Estate1.25%

Consumer Defensive1.96%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.