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

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.24%Others: 1.88%

Market Cap

Mid Cap: 19.39%Small Cap: 69.14%Large Cap: 9.71%

Number of stocks

Top 10 Holdings

44.94% of portfolio

Market Cap of Equity

Mid Cap

19.3900%

Small Cap

69.1400%

Large Cap

9.7100%

Companies Allocation of Equity

MCX INDIA LIMITED EQ NEW RS. 10/-7.56%

KEI INDUSTRIES LIMITED NEW EQ RS. 2/-5.34%

CITY UNION BANK LIMITED EQ NEW RS. 1/-5.28%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-4.96%

GE T&D INDIA LIMITED EQ NEW RS. 2/-4.28%

TBO TEK LIMITED EQ NEW FV RE.1/-3.80%

JB Chemicals & Pharmaceuticals Limited3.76%

PNB HOUSING FINANCE LTD EQ3.42%

BLUE STAR LIMITED EQ NEW FV RS.2/-3.36%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-3.18%

Sector Allocation of Equity

Capital Markets9.82%

Industrial Products6.12%

Banks9.23%

Electrical Equipment3.82%

Leisure Services4.29%

Pharmaceuticals & Biotechnology7.12%

Finance7.91%

Consumer Durables7.94%

Beverages1.55%

Non - Ferrous Metals1.54%

Fertilizers & Agrochemicals2.25%

Paper, Forest & Jute Products1.50%

Aerospace & Defense1.43%

Retailing2.66%

IT - Services3.37%

Realty2.00%

Food Products1.91%

IT - Software2.99%

Healthcare Services3.19%

Transport Services3.23%

Cement & Cement Products2.07%

Power1.11%

Auto Components3.82%

Construction2.00%

Diversified FMCG1.00%

Commercial Services & Supplies0.96%

Industrial Manufacturing1.09%

Household Products1.16%

Gas0.65%

Chemicals & Petrochemicals0.51%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Small Cap 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.