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 Conservative Hybrid Fund - Growth - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of May 15, 2026

Asset Allocation

Equity: 22.06%Others: 23.86%Debt: 54.09%

Market Cap

Large Cap: 17.72%Small Cap: 2.47%Mid Cap: 1.87%

Number of stocks

Top 10 Holdings

22.06% of portfolio

Market Cap of Equity

Large Cap

17.72%

Small Cap

2.47%

Mid Cap

1.87%

Companies Allocation of Equity

HDFC Bank Ltd1.764%

ICICI Bank Ltd1.430%

Reliance Industries Ltd1.357%

Axis Bank Ltd1.198%

State Bank of India1.184%

Bharti Airtel Ltd1.110%

Larsen & Toubro Ltd1.044%

Infosys Ltd0.817%

NTPC Ltd0.803%

Apollo Hospitals Enterprise Ltd0.648%

Eternal Ltd0.644%

UltraTech Cement Ltd0.614%

HCL Technologies Ltd0.605%

Marico Ltd0.584%

Mahindra & Mahindra Ltd0.584%

Kirloskar Oil Engines Ltd0.528%

Britannia Industries Ltd0.520%

Tata Steel Ltd0.498%

Phoenix Mills Ltd0.465%

Cholamandalam Investment and Finance Co Ltd0.413%

PB Fintech Ltd0.406%

Metropolis Healthcare Ltd0.373%

ICICI Lombard General Insurance Co Ltd0.343%

Bharat Electronics Ltd0.340%

CESC Ltd0.337%

Amber Enterprises India Ltd Ordinary Shares0.294%

Hindustan Aeronautics Ltd Ordinary Shares0.293%

Hindustan Unilever Ltd0.291%

PNB Housing Finance Ltd0.286%

Maruti Suzuki India Ltd0.283%

HDFC Life Insurance Co Ltd0.260%

Eris Lifesciences Ltd Registered Shs0.236%

Motherson Sumi Wiring India Ltd0.233%

InterGlobe Aviation Ltd0.231%

Amara Raja Energy & Mobility Ltd0.223%

Ashok Leyland Ltd0.205%

Tata Capital Ltd0.198%

Lemon Tree Hotels Ltd0.178%

Angel One Ltd Ordinary Shares0.098%

V-Mart Retail Ltd0.094%

Canara HSBC Life Insurance Co Ltd0.043%

Sector Allocation of Equity

Financial Services7.62%

Energy1.36%

Communication Services1.11%

Industrials2.86%

Technology1.42%

Utilities1.14%

Healthcare1.26%

Consumer Cyclical2.31%

Basic Materials1.11%

Consumer Defensive1.40%

Real Estate0.46%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Franklin India Conservative Hybrid Fund - Growth

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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.