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 Small Cap Fund - IDCW - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.16%Others: 2.59%Debt: 0.19%

Market Cap

Small Cap: 86.60%Mid Cap: 5.32%Large Cap: 5.24%

Number of stocks

101

Top 10 Holdings

42.12% of portfolio

Market Cap of Equity

Small Cap

86.6000%

Mid Cap

5.3200%

Large Cap

5.2400%

Companies Allocation of Equity

BRIGADE ENTERPRISES LIMITED EQ5.18%

EQUITAS SMALL FINANCE BANK LIMITED EQ4.58%

ASTER DM HEALTHCARE LIMITED EQ4.36%

SYRMA SGS TECHNOLOGY LIMITED EQ4.32%

CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-4.30%

ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-4.24%

JB Chemicals & Pharmaceuticals Limited3.98%

ZENSAR TECHNOLOGIES LIMITED EQ NEW FV RS. 23.86%

KIRLOSKAR OIL ENGINES LIMITED EQ3.66%

DEEPAK NITRITE LIMITED EQ NEW FV RS. 2/-3.64%

Sector Allocation of Equity

Realty4.26%

Banks12.04%

Healthcare Services3.89%

Industrial Manufacturing3.17%

Agricultural Food & other Products2.15%

Pharmaceuticals & Biotechnology5.23%

IT - Software4.29%

Industrial Products6.31%

Chemicals & Petrochemicals5.44%

Consumer Durables7.82%

Power2.72%

Finance4.01%

Leisure Services3.25%

Retailing4.34%

Auto Components9.39%

Textiles & Apparels1.65%

Capital Markets2.06%

Personal Products1.08%

Aerospace & Defense3.01%

Cement & Cement Products2.61%

Ferrous Metals0.95%

Commercial Services & Supplies1.32%

IT - Services0.77%

Construction1.09%

Gas0.72%

Financial Technology (Fintech)0.68%

Other Utilities0.68%

Transport Services1.23%

Household Products0.47%

Electrical Equipment0.36%

Entertainment0.17%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Franklin India Small Cap 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.