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.

Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.01%Others: 3.99%

Market Cap

Large Cap: 38.17%Mid Cap: 41.20%Others: 6.31%Small Cap: 10.33%

Number of stocks

Top 10 Holdings

96.01% of portfolio

Market Cap of Equity

Large Cap

38.17%

Mid Cap

41.20%

Others

6.31%

Small Cap

10.33%

Companies Allocation of Equity

ICICI Bank Ltd6.010%

Indian Hotels Co Ltd5.014%

TVS Motor Co Ltd3.287%

Eternal Ltd3.049%

The Federal Bank Ltd3.008%

Bharat Electronics Ltd2.915%

Mahindra & Mahindra Ltd2.736%

UNO Minda Ltd2.612%

Trent Ltd2.496%

Bharti Airtel Ltd2.403%

KPIT Technologies Ltd2.282%

Multi Commodity Exchange of India Ltd2.089%

Dixon Technologies (India) Ltd2.087%

PB Fintech Ltd1.994%

Torrent Power Ltd1.914%

HDFC Bank Ltd1.886%

Tata Power Co Ltd1.873%

Bajaj Finance Ltd1.793%

Cholamandalam Investment and Finance Co Ltd1.743%

Max Healthcare Institute Ltd Ordinary Shares1.726%

JK Cement Ltd1.705%

Solar Industries India Ltd1.514%

Vishal Mega Mart Ltd1.476%

EIH Ltd1.461%

Abbott India Ltd1.429%

Tata Consumer Products Ltd1.413%

Persistent Systems Ltd1.337%

Praj Industries Ltd1.278%

GE Vernova T&D India Ltd1.245%

Varun Beverages Ltd1.151%

Suzlon Energy Ltd1.067%

Divi's Laboratories Ltd1.046%

3M India Ltd1.016%

APL Apollo Tubes Ltd1.007%

Oberoi Realty Ltd1.004%

Hindustan Aeronautics Ltd Ordinary Shares0.992%

One97 Communications Ltd0.988%

Global Health Ltd0.975%

Infosys Ltd0.934%

Aditya Birla Real Estate Ltd0.889%

Sun Pharmaceuticals Industries Ltd0.861%

Radico Khaitan Ltd0.833%

United Breweries Ltd0.819%

Shriram Finance Ltd0.754%

Bharti Hexacom Ltd0.699%

ITC Hotels Ltd0.670%

CG Power & Industrial Solutions Ltd0.647%

Crompton Greaves Consumer Electricals Ltd0.616%

Vinati Organics Ltd0.615%

Bata India Ltd0.595%

PI Industries Ltd0.563%

United Spirits Ltd0.563%

K.P.R. Mill Ltd0.546%

Blue Dart Express Ltd0.534%

Hindalco Industries Ltd0.526%

ZF Commercial Vehicle Control Systems India Ltd0.500%

Ajanta Pharma Ltd0.491%

Lupin Ltd0.484%

Indian Bank0.462%

Schaeffler India Ltd0.461%

Linde India Ltd0.450%

Coforge Ltd0.440%

Swiggy Ltd0.429%

Jubilant Foodworks Ltd0.413%

Central Depository Services (India) Ltd0.407%

Nippon Life India Asset Management Ltd Ordinary Shares0.315%

CreditAccess Grameen Ltd Ordinary Shares0.314%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.313%

HCL Technologies Ltd0.304%

CRISIL Ltd0.301%

Supreme Industries Ltd0.294%

Cello World Ltd0.263%

Computer Age Management Services Ltd Ordinary Shares0.249%

Tata Steel Ltd0.236%

ABB India Ltd0.219%

Blue Star Ltd0.209%

Britannia Industries Ltd0.207%

Premier Energies Ltd0.202%

Waaree Energies Ltd0.181%

Tips Music Ltd0.157%

State Bank of India0.156%

KNR Constructions Ltd0.140%

Zee Entertainment Enterprises Ltd0.127%

MRF Ltd0.119%

L&T Technology Services Ltd0.096%

TCI Express Ltd0.085%

Sundaram Finance Ltd0.083%

Mankind Pharma Ltd0.081%

Escorts Kubota Ltd0.052%

Bajaj Finserv Ltd0.046%

Zydus Lifesciences Ltd0.042%

Sector Allocation of Equity

Financial Services21.36%

Consumer Cyclical26.74%

Industrials10.69%

Communication Services3.39%

Technology9.10%

Utilities3.79%

Healthcare7.13%

Basic Materials6.62%

Consumer Defensive5.30%

Real Estate1.89%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

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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.