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 Equity Hybrid Fund - Regular Plan - Growth Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Equity: 76.68%Others: 6.02%Debt: 17.30%

Market Cap

Large Cap: 49.64%Mid Cap: 17.51%Small Cap: 9.53%

Number of stocks

132

Top 10 Holdings

76.68% of portfolio

Market Cap of Equity

Large Cap

49.64%

Mid Cap

17.51%

Small Cap

9.53%

Companies Allocation of Equity

HDFC Bank Ltd4.783%

ICICI Bank Ltd4.210%

Axis Bank Ltd2.819%

Bharti Airtel Ltd2.630%

State Bank of India2.597%

Reliance Industries Ltd2.593%

Infosys Ltd2.544%

Power Finance Corp Ltd2.407%

Larsen & Toubro Ltd2.308%

Samvardhana Motherson International Ltd2.255%

Eternal Ltd1.830%

Bajaj Finance Ltd1.472%

GE Vernova T&D India Ltd1.312%

Coal India Ltd1.246%

Tech Mahindra Ltd1.233%

BSE Ltd1.211%

KEI Industries Ltd1.193%

NTPC Ltd1.117%

JK Cement Ltd1.101%

Sun Pharmaceuticals Industries Ltd1.101%

Divi's Laboratories Ltd1.096%

Varun Beverages Ltd1.094%

CG Power & Industrial Solutions Ltd1.047%

Oberoi Realty Ltd0.994%

Cholamandalam Financial Holdings Ltd0.990%

Max Financial Services Ltd0.971%

Titan Co Ltd0.949%

TVS Motor Co Ltd0.934%

Bajaj Auto Ltd0.898%

UNO Minda Ltd0.895%

Max Healthcare Institute Ltd Ordinary Shares0.894%

Indian Hotels Co Ltd0.884%

Mahindra & Mahindra Ltd0.883%

Bharat Electronics Ltd0.881%

Maruti Suzuki India Ltd0.869%

InterGlobe Aviation Ltd0.869%

SBI Life Insurance Co Ltd0.861%

Indian Bank0.825%

Tata Consultancy Services Ltd0.825%

Prudent Corporate Advisory Services Ltd0.801%

United Spirits Ltd0.788%

Tata Power Co Ltd0.787%

PNB Housing Finance Ltd0.781%

Hindustan Aeronautics Ltd Ordinary Shares0.747%

J.B. Chemicals & Pharmaceuticals Ltd0.719%

Tata Steel Ltd0.712%

Voltas Ltd0.677%

Solar Industries India Ltd0.650%

Info Edge (India) Ltd0.645%

Godrej Consumer Products Ltd0.639%

Motherson Sumi Wiring India Ltd0.636%

Jubilant Foodworks Ltd0.621%

ITC Ltd0.589%

Vinati Organics Ltd0.576%

Britannia Industries Ltd0.523%

Bharat Petroleum Corp Ltd0.510%

ICICI Lombard General Insurance Co Ltd0.507%

Piramal Pharma Ltd0.497%

Asian Paints Ltd0.488%

Trent Ltd0.482%

Navin Fluorine International Ltd0.462%

PVR INOX Ltd0.439%

PI Industries Ltd0.421%

One97 Communications Ltd0.409%

FSN E-Commerce Ventures Ltd0.407%

Jyothy Labs Ltd0.349%

KEC International Ltd0.331%

Wework India Management Ltd0.324%

Lenskart Solutions Ltd0.287%

Sonata Software Ltd0.254%

Sector Allocation of Equity

Financial Services25.23%

Communication Services3.71%

Energy4.35%

Technology5.26%

Industrials8.69%

Consumer Cyclical13.22%

Utilities1.90%

Basic Materials4.41%

Healthcare4.59%

Consumer Defensive3.98%

Real Estate1.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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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.