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 MULTICAP FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.50%Others: 3.50%

Market Cap

Others: 9.51%Large Cap: 34.00%Small Cap: 28.76%Mid Cap: 24.23%

Number of stocks

Top 10 Holdings

96.50% of portfolio

Market Cap of Equity

Others

9.51%

Large Cap

34.00%

Small Cap

28.76%

Mid Cap

24.23%

Companies Allocation of Equity

Kotak Mahindra Bank Ltd4.193%

Axis Bank Ltd3.760%

State Bank of India3.561%

Hindustan Aeronautics Ltd Ordinary Shares3.023%

CESC Ltd2.940%

PNB Housing Finance Ltd2.846%

Mphasis Ltd2.796%

HDFC Bank Ltd2.593%

Reliance Industries Ltd2.495%

APL Apollo Tubes Ltd2.461%

Syrma SGS Technology Ltd2.458%

UltraTech Cement Ltd2.458%

Coforge Ltd2.266%

Kirloskar Oil Engines Ltd2.245%

NTPC Ltd2.019%

Hindustan Petroleum Corp Ltd1.987%

Tata Communications Ltd1.983%

Dabur India Ltd1.976%

JK Cement Ltd1.875%

Cyient DLM Ltd1.830%

Maruti Suzuki India Ltd1.819%

Cummins India Ltd1.817%

Data Patterns (India) Ltd1.781%

Lemon Tree Hotels Ltd1.773%

Aster DM Healthcare Ltd Ordinary Shares1.760%

Eternal Ltd1.626%

Page Industries Ltd1.612%

Bharti Airtel Ltd1.589%

HCL Technologies Ltd1.583%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.575%

IDFC First Bank Ltd1.574%

Tata Motors Ltd1.537%

City Union Bank Ltd1.536%

InterGlobe Aviation Ltd1.522%

Dixon Technologies (India) Ltd1.518%

Mankind Pharma Ltd1.456%

Eris Lifesciences Ltd Registered Shs1.424%

Akums Drugs and Pharmaceuticals Ltd1.372%

Amber Enterprises India Ltd Ordinary Shares1.279%

Sona BLW Precision Forgings Ltd1.216%

Apollo Hospitals Enterprise Ltd1.209%

PB Fintech Ltd1.147%

Sudarshan Chemical Industries Ltd1.122%

Biocon Ltd1.004%

Tata Motors Passenger Vehicles Ltd0.975%

ICICI Lombard General Insurance Co Ltd0.953%

Mahindra & Mahindra Ltd0.949%

Timken India Ltd0.946%

Mahindra & Mahindra Financial Services Ltd0.841%

Tenneco Clean Air India Ltd0.655%

Container Corporation of India Ltd0.598%

Piramal Pharma Ltd0.548%

Aditya Infotech Ltd0.546%

Shivalik Bimetal Controls Ltd0.517%

CE Info Systems Ltd0.450%

Global Health Ltd0.361%

Seshaasai Technologies Ltd0.316%

Tata Power Co Ltd0.231%

Sector Allocation of Equity

Financial Services24.58%

Industrials13.00%

Utilities5.19%

Technology13.21%

Energy4.48%

Basic Materials7.91%

Communication Services3.57%

Consumer Defensive1.98%

Consumer Cyclical13.44%

Healthcare9.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

FRANKLIN INDIA MULTICAP FUND REGULAR PLAN IDCW REINVESTMENT

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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.