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.

Parag Parikh Dynamic Asset Allocation Fund-Reg (G) - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 29.47%Others: 15.65%Debt: 54.88%

Market Cap

Others: 11.53%Large Cap: 19.95%Mid Cap: 2.89%

Number of stocks

113

Top 10 Holdings

38.27% of portfolio

Market Cap of Equity

Others

11.53%

Large Cap

19.95%

Mid Cap

2.89%

Companies Allocation of Equity

Embassy Office Parks REIT5.088%

Brookfield India Real Estate Trust5.076%

Coal India Ltd3.202%

Reliance Industries Ltd3.074%

Power Grid Corp Of India Ltd2.737%

HDFC Bank Ltd2.705%

ITC Ltd2.632%

Petronet LNG Ltd2.558%

Bharti Airtel Ltd1.740%

Kotak Mahindra Bank Ltd1.367%

Swaraj Engines Ltd1.039%

Nesco Ltd1.033%

REC Ltd1.031%

VST Industries Ltd0.856%

Cigniti Technologies Ltd0.839%

UltraTech Cement Ltd0.524%

Eternal Ltd0.464%

Titan Co Ltd0.354%

Mahindra & Mahindra Ltd0.318%

Tata Steel Ltd0.318%

JSW Steel Ltd0.271%

DLF Ltd0.239%

NMDC Ltd0.160%

Bajaj Finserv Ltd0.124%

Nirlon Ltd0.123%

Aditya Birla Capital Ltd0.087%

Bharat Heavy Electricals Ltd0.085%

Indus Towers Ltd Ordinary Shares0.056%

SBI Life Insurance Co Ltd0.053%

Ambuja Cements Ltd0.045%

Hindalco Industries Ltd0.035%

Axis Bank Ltd0.015%

Bandhan Bank Ltd0.011%

Zydus Lifesciences Ltd0.006%

Jio Financial Services Ltd0.002%

GAIL (India) Ltd0.002%

Sector Allocation of Equity

Real Estate10.53%

Energy8.83%

Utilities2.74%

Financial Services5.39%

Consumer Defensive3.49%

Communication Services1.80%

Consumer Cyclical2.18%

Industrials1.12%

Technology0.84%

Basic Materials1.35%

Healthcare0.01%

Equity-8.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Parag Parikh Dynamic Asset Allocation Fund-Reg (G)

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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.