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 MULTI CAP FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 192.96%Others: 7.52%Debt: 0.02%

Market Cap

Large Cap: 88.92%Small Cap: 56.72%Mid Cap: 47.32%

Number of stocks

202

Top 10 Holdings

102.44% of portfolio

Market Cap of Equity

Large Cap

88.9200%

Small Cap

56.7200%

Mid Cap

47.3200%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-20.00%

ICICI BANK LIMITED EQ NEW FV RS. 2/-14.72%

RELIANCE INDUSTRIES LIMITED EQ12.32%

INFOSYS LIMITED EQ FV RS 510.64%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.24%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-7.72%

STATE BANK OF INDIA EQ NEW RE. 1/-7.72%

AJANTA PHARMA LIMITED EQ NEW FV RS. 2/-7.28%

TBO TEK LIMITED EQ NEW FV RE.1/-7.20%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.60%

Sector Allocation of Equity

Banks33.38%

Petroleum Products6.16%

IT - Software13.10%

Telecom - Services4.12%

Construction3.86%

Pharmaceuticals & Biotechnology13.14%

Leisure Services8.84%

Automobiles5.82%

Electrical Equipment4.18%

Diversified FMCG2.78%

Auto Components7.02%

Aerospace & Defense2.52%

Agricultural Food & other Products3.02%

Industrial Products5.24%

Insurance2.40%

Retailing8.68%

Capital Markets9.88%

Household Products3.48%

Finance10.22%

Beverages3.00%

Healthcare Services5.18%

Cement & Cement Products2.14%

Commercial Services & Supplies2.12%

IT - Services3.42%

Financial Technology (Fintech)2.02%

Consumer Durables10.42%

Paper, Forest & Jute Products1.78%

Power1.92%

Realty2.12%

Food Products2.84%

Textiles & Apparels1.44%

Chemicals & Petrochemicals2.42%

Non - Ferrous Metals1.22%

Fertilizers & Agrochemicals1.22%

Industrial Manufacturing1.06%

Transport Services0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

CANARA ROBECO MULTI CAP FUND REGULAR PLAN IDCW REINVESTMENT

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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.