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 Large & Mid Cap Fund - Regular Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.53%Others: 5.47%

Market Cap

Large Cap: 54.03%Mid Cap: 37.65%Small Cap: 2.85%

Number of stocks

Top 10 Holdings

94.53% of portfolio

Market Cap of Equity

Large Cap

54.03%

Mid Cap

37.65%

Small Cap

2.85%

Companies Allocation of Equity

ICICI Bank Ltd7.181%

HDFC Bank Ltd6.828%

Axis Bank Ltd4.990%

State Bank of India3.099%

Bharti Airtel Ltd2.279%

Kotak Mahindra Bank Ltd2.095%

Tata Consultancy Services Ltd2.044%

Samvardhana Motherson International Ltd1.943%

Indus Towers Ltd Ordinary Shares1.905%

Max Financial Services Ltd1.766%

Phoenix Mills Ltd1.688%

Mahindra & Mahindra Ltd1.677%

UNO Minda Ltd1.634%

Asian Paints Ltd1.619%

Ipca Laboratories Ltd1.606%

Oil India Ltd1.564%

ICICI Lombard General Insurance Co Ltd1.524%

Coforge Ltd1.520%

Coromandel International Ltd1.448%

Infosys Ltd1.443%

Alkem Laboratories Ltd1.429%

Bharat Forge Ltd1.389%

Shriram Finance Ltd1.385%

Lupin Ltd1.382%

Fortis Healthcare Ltd1.347%

Cipla Ltd1.347%

Tata Capital Ltd1.327%

Schaeffler India Ltd1.283%

Jindal Steel Ltd1.278%

Eternal Ltd1.266%

The Federal Bank Ltd1.256%

Mphasis Ltd1.224%

Petronet LNG Ltd1.191%

Power Finance Corp Ltd1.156%

NTPC Ltd1.121%

AU Small Finance Bank Ltd1.086%

Hindustan Petroleum Corp Ltd1.085%

APL Apollo Tubes Ltd1.038%

Container Corporation of India Ltd0.988%

LIC Housing Finance Ltd0.968%

Syngene International Ltd0.954%

Bharat Petroleum Corp Ltd0.931%

Tube Investments of India Ltd Ordinary Shares0.916%

Emami Ltd0.881%

ITC Ltd0.879%

SBI Life Insurance Co Ltd0.878%

Sansera Engineering Ltd0.851%

UltraTech Cement Ltd0.843%

Larsen & Toubro Ltd0.841%

Cohance Lifesciences Ltd0.770%

Hindustan Unilever Ltd0.763%

Vishal Mega Mart Ltd0.756%

Niva Bupa Health Insurance Co Ltd0.697%

Exide Industries Ltd0.694%

Tata Motors Ltd0.675%

Atul Ltd0.672%

Sona BLW Precision Forgings Ltd0.636%

HDB Financial Services Ltd0.573%

Dalmia Bharat Ltd0.554%

Pfizer Ltd0.484%

Hexaware Technologies Ltd Ordinary Shares0.469%

Century Plyboards (India) Ltd0.455%

Ahluwalia Contracts (India) Ltd0.411%

Laurus Labs Ltd0.408%

Gujarat State Petronet Ltd0.404%

ACC Ltd0.398%

KEC International Ltd0.382%

Maruti Suzuki India Ltd0.368%

JK Cement Ltd0.352%

SBI Cards and Payment Services Ltd Ordinary Shares0.308%

Hyundai Motor India Ltd0.262%

GAIL (India) Ltd0.254%

Crompton Greaves Consumer Electricals Ltd0.176%

Metro Brands Ltd0.176%

Gujarat Fluorochemicals Ltd Ordinary Shares0.053%

Sector Allocation of Equity

Financial Services37.12%

Communication Services4.18%

Technology6.70%

Consumer Cyclical13.79%

Real Estate1.69%

Basic Materials8.71%

Healthcare9.73%

Energy4.77%

Utilities1.78%

Industrials3.54%

Consumer Defensive2.52%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP Large & Mid Cap Fund - Regular Growth

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.