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 Mid Cap Fund - Growth - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.03%Others: 3.76%Debt: 0.21%

Market Cap

Mid Cap: 62.20%Large Cap: 13.06%Small Cap: 11.98%Others: 8.79%

Number of stocks

Top 10 Holdings

96.03% of portfolio

Market Cap of Equity

Mid Cap

62.20%

Large Cap

13.06%

Small Cap

11.98%

Others

8.79%

Companies Allocation of Equity

The Federal Bank Ltd2.448%

Mphasis Ltd2.169%

Biocon Ltd2.146%

IDFC First Bank Ltd2.123%

Balkrishna Industries Ltd2.098%

Tube Investments of India Ltd Ordinary Shares2.037%

Mankind Pharma Ltd1.910%

Prestige Estates Projects Ltd1.907%

Mahindra & Mahindra Financial Services Ltd1.903%

APL Apollo Tubes Ltd1.889%

ICICI Lombard General Insurance Co Ltd1.887%

Ipca Laboratories Ltd1.864%

Tata Steel Ltd1.720%

Shree Cement Ltd1.673%

Ashok Leyland Ltd1.652%

Phoenix Mills Ltd1.651%

Deepak Nitrite Ltd1.579%

SRF Ltd1.525%

Kalyan Jewellers India Ltd1.498%

Page Industries Ltd1.474%

JK Cement Ltd1.472%

PB Fintech Ltd1.446%

Crompton Greaves Consumer Electricals Ltd1.438%

Coforge Ltd1.431%

State Bank of India1.397%

Havells India Ltd1.397%

Max Financial Services Ltd1.386%

Oberoi Realty Ltd1.343%

Escorts Kubota Ltd1.342%

HDFC Bank Ltd1.337%

Equitas Small Finance Bank Ltd Ordinary Shares1.302%

Dixon Technologies (India) Ltd1.249%

Emmvee Photovoltaic Power Ltd1.247%

Swiggy Ltd1.218%

PNB Housing Finance Ltd1.210%

HDB Financial Services Ltd1.198%

Siemens Energy India Ltd1.180%

Tata Power Co Ltd1.175%

Poonawalla Fincorp Ltd1.162%

Tata Communications Ltd1.155%

Max Healthcare Institute Ltd Ordinary Shares1.151%

Billionbrains Garage Ventures Ltd1.106%

Godrej Properties Ltd1.101%

Abbott India Ltd1.099%

Timken India Ltd1.099%

Emami Ltd1.093%

Jubilant Foodworks Ltd1.062%

Suzlon Energy Ltd1.033%

Aster DM Healthcare Ltd Ordinary Shares1.030%

Procter & Gamble Hygiene and Health Care Ltd1.021%

Hindustan Aeronautics Ltd Ordinary Shares1.008%

Trent Ltd1.007%

Cummins India Ltd0.989%

Bharti Hexacom Ltd0.988%

Astral Ltd0.980%

Hindustan Petroleum Corp Ltd0.957%

PI Industries Ltd0.946%

Coromandel International Ltd0.946%

Bharat Electronics Ltd0.933%

K.P.R. Mill Ltd0.929%

Hexaware Technologies Ltd Ordinary Shares0.924%

Angel One Ltd Ordinary Shares0.909%

Indus Towers Ltd Ordinary Shares0.882%

Motherson Sumi Wiring India Ltd0.878%

Exide Industries Ltd0.835%

Ramco Cements Ltd0.828%

ITC Hotels Ltd0.795%

IndusInd Bank Ltd0.795%

Vishal Mega Mart Ltd0.782%

Indian Hotels Co Ltd0.684%

Thermax Ltd0.674%

Persistent Systems Ltd0.664%

Container Corporation of India Ltd0.636%

360 One Wam Ltd Ordinary Shares0.538%

City Union Bank Ltd0.524%

Kajaria Ceramics Ltd0.486%

L&T Finance Ltd0.485%

Sector Allocation of Equity

Financial Services23.16%

Technology7.68%

Healthcare9.20%

Consumer Cyclical14.70%

Industrials15.79%

Real Estate6.00%

Basic Materials11.05%

Utilities2.36%

Communication Services3.02%

Consumer Defensive2.11%

Energy0.96%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Franklin India Mid Cap Fund - Growth

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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.