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.

Franklin India Aggressive Hybrid Fund - IDCW - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 70.82%Others: 5.76%Debt: 23.43%

Market Cap

Large Cap: 53.96%Mid Cap: 6.86%Small Cap: 10.00%

Number of stocks

Top 10 Holdings

70.82% of portfolio

Market Cap of Equity

Large Cap

53.96%

Mid Cap

6.86%

Small Cap

10.00%

Companies Allocation of Equity

HDFC Bank Ltd5.154%

ICICI Bank Ltd4.932%

Reliance Industries Ltd4.096%

Axis Bank Ltd3.576%

State Bank of India3.290%

Bharti Airtel Ltd3.028%

Larsen & Toubro Ltd3.012%

NTPC Ltd2.251%

Infosys Ltd2.230%

Mahindra & Mahindra Ltd1.881%

HCL Technologies Ltd1.872%

Eternal Ltd1.821%

UltraTech Cement Ltd1.708%

Tata Steel Ltd1.650%

Marico Ltd1.546%

Phoenix Mills Ltd1.531%

Cholamandalam Investment and Finance Co Ltd1.491%

Britannia Industries Ltd1.490%

Kirloskar Oil Engines Ltd1.473%

Apollo Hospitals Enterprise Ltd1.457%

InterGlobe Aviation Ltd1.435%

CESC Ltd1.383%

PB Fintech Ltd1.228%

Hindustan Aeronautics Ltd Ordinary Shares1.186%

Metropolis Healthcare Ltd1.157%

Bharat Electronics Ltd1.122%

Ashok Leyland Ltd1.054%

Amber Enterprises India Ltd Ordinary Shares1.044%

ICICI Lombard General Insurance Co Ltd0.994%

Eris Lifesciences Ltd Registered Shs0.977%

PNB Housing Finance Ltd0.907%

Hindalco Industries Ltd0.810%

Nexus Select Trust Reits0.774%

Maruti Suzuki India Ltd0.751%

Lemon Tree Hotels Ltd0.688%

Hindustan Unilever Ltd0.683%

Tata Capital Ltd0.679%

ZF Commercial Vehicle Control Systems India Ltd0.637%

Canara HSBC Life Insurance Co Ltd0.628%

Amara Raja Energy & Mobility Ltd0.607%

HDFC Life Insurance Co Ltd0.586%

Angel One Ltd Ordinary Shares0.536%

ABB India Ltd0.470%

V-Mart Retail Ltd0.428%

Sun Pharmaceuticals Industries Ltd0.353%

Motherson Sumi Wiring India Ltd0.207%

Sector Allocation of Equity

Financial Services24.00%

Energy4.10%

Communication Services3.03%

Industrials10.36%

Utilities3.63%

Technology4.10%

Consumer Cyclical7.46%

Basic Materials4.17%

Consumer Defensive3.72%

Real Estate2.31%

Healthcare3.94%

Equity0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Franklin India Aggressive Hybrid Fund - IDCW

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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.