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 NIFTY SMALLCAP 250 INDEX FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 99.38%Others: 0.62%

Market Cap

Mid Cap: 9.45%Small Cap: 89.93%

Number of stocks

250

Top 10 Holdings

29.72% of portfolio

Market Cap of Equity

Mid Cap

9.4500%

Small Cap

89.9300%

Companies Allocation of Equity

Multi Commodity Exchange of India Limited6.76%

LAURUS LABS LIMITED EQ NEW FV RS. 2/-3.92%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.98%

CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED EQ2.46%

DELHIVERY LIMITED EQ NEW FV RE.1/-2.42%

HINDUSTAN COPPER LIMITED EQ NEW RS.5/-2.36%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.34%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-2.32%

CITY UNION BANK LIMITED EQ NEW RS. 1/-2.28%

RBL BANK LIMITED EQ1.88%

Sector Allocation of Equity

Capital Markets9.26%

Pharmaceuticals & Biotechnology9.74%

Banks4.71%

Transport Services2.20%

Non - Ferrous Metals1.18%

Chemicals & Petrochemicals4.71%

Beverages1.16%

Finance9.57%

Commercial Services & Supplies2.11%

Healthcare Services3.89%

Consumer Durables3.86%

Cement & Cement Products1.21%

Construction3.19%

Auto Components5.20%

Insurance1.24%

Industrial Products6.35%

Industrial Manufacturing2.18%

Electrical Equipment1.19%

Realty1.61%

IT - Services1.80%

Fertilizers & Agrochemicals1.51%

Power2.04%

Personal Products1.08%

Gas1.25%

Automobiles1.47%

Petroleum Products0.86%

IT - Software2.14%

Aerospace & Defense1.17%

Entertainment1.19%

Telecom - Services0.67%

Agricultural, Commercial & Construction Vehicles0.54%

Agricultural Food & other Products1.05%

Paper, Forest & Jute Products0.35%

Retailing1.02%

Leisure Services2.15%

Diversified0.56%

Healthcare Equipment & Supplies0.30%

Minerals & Mining0.52%

IT - Hardware0.27%

Consumer Services0.27%

Ferrous Metals0.50%

Food Products0.52%

Household Products0.41%

Textiles & Apparels0.71%

Oil0.17%

Telecom - Equipment & Accessories0.30%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP NIFTY SMALLCAP 250 INDEX 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.