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 November 30, 2025

Asset Allocation

Equity: 94.82%Others: 5.18%

Market Cap

Mid Cap: 68.65%Large Cap: 12.28%Small Cap: 13.89%

Number of stocks

Top 10 Holdings

57.72% of portfolio

Market Cap of Equity

Mid Cap

68.6500%

Large Cap

12.2800%

Small Cap

13.8900%

Companies Allocation of Equity

Coforge Limited9.50%

IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-6.78%

L & T FINANCE HOLDINGS LIMITED EQ5.92%

AU SMALL FINANCE BANK LIMITED EQ5.78%

COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-5.48%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-5.06%

VOLTAS LIMITED EQ NEW FV RE.1/-5.04%

FORTIS HEALTHCARE LIMITED. EQ4.78%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.76%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-4.62%

Sector Allocation of Equity

IT - Software8.43%

Pharmaceuticals & Biotechnology6.77%

Finance8.35%

Banks6.37%

Fertilizers & Agrochemicals4.90%

Insurance2.53%

Consumer Durables4.48%

Healthcare Services2.91%

Telecom - Services2.38%

Realty2.31%

Ferrous Metals2.30%

Industrial Products8.46%

Auto Components9.37%

Capital Markets3.49%

Textiles & Apparels1.83%

Petroleum Products1.81%

Chemicals & Petrochemicals4.18%

Cement & Cement Products1.58%

Construction1.49%

Automobiles2.37%

Retailing2.67%

Personal Products1.08%

Oil1.04%

IT - Services0.80%

Electrical Equipment0.80%

Gas0.78%

Leisure Services0.53%

Food Products0.52%

Transport Services0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP Midcap Fund - Regular Plan - IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.