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.

DSP Midcap Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.12%Others: 4.88%

Market Cap

Mid Cap: 66.19%Large Cap: 13.92%Small Cap: 15.02%

Number of stocks

Top 10 Holdings

95.12% of portfolio

Market Cap of Equity

Mid Cap

66.19%

Large Cap

13.92%

Small Cap

15.02%

Companies Allocation of Equity

Coforge Ltd3.344%

Cholamandalam Investment and Finance Co Ltd2.794%

Fortis Healthcare Ltd2.710%

Voltas Ltd2.675%

Max Financial Services Ltd2.401%

Phoenix Mills Ltd2.392%

Nippon Life India Asset Management Ltd Ordinary Shares2.357%

Ipca Laboratories Ltd2.353%

Jindal Steel Ltd2.340%

Bharat Forge Ltd2.333%

Coromandel International Ltd2.325%

The Federal Bank Ltd2.314%

AU Small Finance Bank Ltd2.240%

Multi Commodity Exchange of India Ltd2.238%

Schaeffler India Ltd2.226%

Bharti Airtel Ltd2.178%

Supreme Industries Ltd2.113%

KEI Industries Ltd2.082%

JK Cement Ltd1.955%

ICICI Bank Ltd1.832%

Alkem Laboratories Ltd1.790%

Dixon Technologies (India) Ltd1.729%

Kirloskar Oil Engines Ltd1.720%

Tube Investments of India Ltd Ordinary Shares1.662%

Jubilant Ingrevia Ltd Ordinary Shares1.639%

L&T Finance Ltd1.635%

Techno Electric & Engineering Co Ltd1.616%

Samvardhana Motherson International Ltd1.598%

Page Industries Ltd1.546%

Indus Towers Ltd Ordinary Shares1.524%

UNO Minda Ltd1.473%

Mphasis Ltd1.459%

APL Apollo Tubes Ltd1.397%

Bank of India1.393%

Oil India Ltd1.379%

Shriram Finance Ltd1.370%

Hindustan Petroleum Corp Ltd1.345%

Polycab India Ltd1.344%

Power Finance Corp Ltd1.294%

Atul Ltd1.292%

Apollo Tyres Ltd1.290%

KPIT Technologies Ltd1.212%

Apar Industries Ltd1.201%

Eternal Ltd1.188%

PB Fintech Ltd1.130%

Gujarat Fluorochemicals Ltd Ordinary Shares1.125%

Vishal Mega Mart Ltd1.070%

Cholamandalam Financial Holdings Ltd1.057%

PI Industries Ltd1.046%

Mahindra & Mahindra Ltd0.955%

Dhanuka Agritech Ltd0.909%

Alembic Pharmaceuticals Ltd0.824%

Emami Ltd0.802%

Hitachi Energy India Ltd Ordinary Shares0.786%

Cyient Ltd0.635%

Lenskart Solutions Ltd0.594%

Aster DM Healthcare Ltd Ordinary Shares0.581%

Westlife Foodworld Ltd0.453%

HDB Financial Services Ltd0.442%

Syngene International Ltd0.381%

LG Electronics India Ltd0.037%

Sector Allocation of Equity

Technology7.78%

Financial Services24.50%

Healthcare9.23%

Consumer Cyclical16.81%

Real Estate2.39%

Basic Materials14.03%

Communication Services3.70%

Industrials13.16%

Energy2.72%

Consumer Defensive0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP Midcap Fund - Regular Plan - IDCW

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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.