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 Cap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.24%Others: 3.76%

Market Cap

Large Cap: 80.75%Others: 7.55%Mid Cap: 7.94%

Number of stocks

Top 10 Holdings

96.24% of portfolio

Market Cap of Equity

Large Cap

80.75%

Others

7.55%

Mid Cap

7.94%

Companies Allocation of Equity

HDFC Bank Ltd8.331%

ICICI Bank Ltd7.714%

Reliance Industries Ltd5.537%

Bharti Airtel Ltd4.665%

State Bank of India4.497%

Larsen & Toubro Ltd4.229%

Infosys Ltd3.780%

Axis Bank Ltd3.289%

Mahindra & Mahindra Ltd3.040%

Bajaj Finance Ltd2.990%

UltraTech Cement Ltd2.445%

Kotak Mahindra Bank Ltd2.229%

Eternal Ltd1.992%

Sun Pharmaceuticals Industries Ltd1.613%

Varun Beverages Ltd1.563%

Tech Mahindra Ltd1.495%

Tata Consumer Products Ltd1.453%

ITC Ltd1.428%

Maruti Suzuki India Ltd1.406%

Titan Co Ltd1.383%

Tata Steel Ltd1.380%

NTPC Ltd1.363%

Divi's Laboratories Ltd1.360%

SBI Life Insurance Co Ltd1.315%

CG Power & Industrial Solutions Ltd1.274%

Max Healthcare Institute Ltd Ordinary Shares1.260%

Tata Consultancy Services Ltd1.259%

Bharat Electronics Ltd1.241%

PB Fintech Ltd1.190%

Indian Hotels Co Ltd1.182%

United Spirits Ltd1.158%

InterGlobe Aviation Ltd1.131%

Cholamandalam Investment and Finance Co Ltd1.046%

Hindustan Aeronautics Ltd Ordinary Shares1.045%

Vishal Mega Mart Ltd1.030%

Tata Power Co Ltd1.019%

Hindustan Unilever Ltd1.011%

Bajaj Auto Ltd0.896%

Torrent Pharmaceuticals Ltd0.870%

TVS Motor Co Ltd0.845%

Trent Ltd0.844%

Britannia Industries Ltd0.826%

Samvardhana Motherson International Ltd0.756%

Mankind Pharma Ltd0.735%

Shriram Finance Ltd0.727%

PI Industries Ltd0.628%

UNO Minda Ltd0.553%

Info Edge (India) Ltd0.552%

Multi Commodity Exchange of India Ltd0.494%

HDFC Asset Management Co Ltd0.484%

Abbott India Ltd0.410%

ICICI Prudential Asset Management Co Ltd0.384%

Oberoi Realty Ltd0.384%

Asian Paints Ltd0.239%

Tata Motors Ltd0.161%

SRF Ltd0.081%

Hindalco Industries Ltd0.016%

Kwality Walls India Ltd0.010%

Sector Allocation of Equity

Financial Services34.69%

Energy5.54%

Communication Services5.22%

Industrials9.00%

Technology6.53%

Consumer Cyclical14.09%

Basic Materials4.71%

Healthcare6.25%

Consumer Defensive7.45%

Utilities2.38%

Real Estate0.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Large Cap Fund - Regular Plan - IDCW

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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.