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 Mid Cap Fund- Regular Plan- Growth Option - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.92%Others: 3.08%

Market Cap

Mid Cap: 64.99%Others: 11.67%Large Cap: 14.01%Small Cap: 6.24%

Number of stocks

Top 10 Holdings

96.92% of portfolio

Market Cap of Equity

Mid Cap

64.99%

Others

11.67%

Large Cap

14.01%

Small Cap

6.24%

Companies Allocation of Equity

Bharat Heavy Electricals Ltd3.165%

Bank of Maharashtra2.747%

One97 Communications Ltd2.518%

The Federal Bank Ltd2.441%

Multi Commodity Exchange of India Ltd2.414%

Indian Bank2.369%

Persistent Systems Ltd2.226%

Max Financial Services Ltd2.154%

Phoenix Mills Ltd2.106%

GE Vernova T&D India Ltd2.069%

L&T Technology Services Ltd2.026%

Mahindra & Mahindra Ltd2.024%

Solar Industries India Ltd2.009%

Global Health Ltd2.003%

Eternal Ltd1.951%

JK Cement Ltd1.921%

Coforge Ltd1.890%

Torrent Power Ltd1.859%

Apar Industries Ltd1.856%

Thermax Ltd1.826%

PB Fintech Ltd1.824%

HDFC Asset Management Co Ltd1.807%

Swiggy Ltd1.791%

Shriram Finance Ltd1.789%

NHPC Ltd1.784%

ICICI Prudential Asset Management Co Ltd1.709%

SRF Ltd1.636%

KEI Industries Ltd1.527%

State Bank of India1.514%

Radico Khaitan Ltd1.505%

Vishal Mega Mart Ltd1.471%

Lenskart Solutions Ltd1.469%

Ajanta Pharma Ltd1.434%

Chalet Hotels Ltd1.428%

AU Small Finance Bank Ltd1.418%

Max Healthcare Institute Ltd Ordinary Shares1.407%

Dalmia Bharat Ltd1.388%

Blue Star Ltd1.379%

Linde India Ltd1.378%

L&T Finance Ltd1.325%

InterGlobe Aviation Ltd1.317%

PhysicsWallah Ltd1.311%

Delhivery Ltd1.305%

Varun Beverages Ltd1.268%

UNO Minda Ltd1.262%

Balkrishna Industries Ltd1.247%

Prestige Estates Projects Ltd1.161%

Hindustan Aeronautics Ltd Ordinary Shares1.152%

Hindustan Petroleum Corp Ltd1.102%

Trent Ltd1.100%

Info Edge (India) Ltd1.092%

Supreme Industries Ltd1.076%

MRF Ltd1.075%

Bharti Hexacom Ltd1.035%

Titan Co Ltd0.988%

Premier Energies Ltd0.951%

Schaeffler India Ltd0.934%

Bharat Electronics Ltd0.909%

Metro Brands Ltd0.829%

Jubilant Foodworks Ltd0.723%

Abbott India Ltd0.527%

Sector Allocation of Equity

Industrials19.22%

Financial Services23.51%

Technology9.61%

Real Estate3.27%

Consumer Cyclical16.82%

Basic Materials6.70%

Healthcare6.84%

Utilities3.64%

Consumer Defensive4.08%

Energy1.10%

Communication Services2.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Mid Cap Fund- Regular Plan- Growth Option

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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.