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 Focused Fund - Regular Plan - IDCW (Payout/Reinvestment) - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.26%Others: 5.74%

Market Cap

Large Cap: 67.47%Mid Cap: 23.47%Small Cap: 3.32%

Number of stocks

Top 10 Holdings

94.26% of portfolio

Market Cap of Equity

Large Cap

67.47%

Mid Cap

23.47%

Small Cap

3.32%

Companies Allocation of Equity

ICICI Bank Ltd8.381%

HDFC Bank Ltd6.567%

Reliance Industries Ltd5.091%

Larsen & Toubro Ltd4.304%

Bharti Airtel Ltd4.203%

TVS Motor Co Ltd3.978%

State Bank of India3.880%

Divi's Laboratories Ltd3.877%

Bajaj Finance Ltd3.868%

Infosys Ltd3.803%

Eternal Ltd3.739%

Axis Bank Ltd3.459%

Varun Beverages Ltd3.284%

Max Healthcare Institute Ltd Ordinary Shares3.137%

UltraTech Cement Ltd2.942%

Trent Ltd2.628%

Vishal Mega Mart Ltd2.587%

PB Fintech Ltd2.442%

SBI Life Insurance Co Ltd2.353%

Indian Hotels Co Ltd2.269%

InterGlobe Aviation Ltd2.236%

Bharat Electronics Ltd2.226%

UNO Minda Ltd2.185%

Mahindra & Mahindra Ltd2.074%

CRISIL Ltd2.022%

Torrent Pharmaceuticals Ltd1.731%

Aditya Birla Real Estate Ltd1.698%

Info Edge (India) Ltd1.677%

Dr Agarwals Health Care Ltd0.926%

GE Vernova T&D India Ltd0.692%

Sector Allocation of Equity

Financial Services32.97%

Energy5.09%

Industrials9.46%

Communication Services5.88%

Consumer Cyclical19.46%

Healthcare9.67%

Technology3.80%

Consumer Defensive3.28%

Basic Materials2.94%

Real Estate1.70%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Focused Fund - Regular Plan - IDCW (Payout/Reinvestment)

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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.