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-Growth - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.61%Others: 5.03%Debt: 0.36%

Market Cap

Small Cap: 72.96%Others: 8.91%Mid Cap: 6.24%Large Cap: 6.50%

Number of stocks

Top 10 Holdings

94.61% of portfolio

Market Cap of Equity

Small Cap

72.96%

Others

8.91%

Mid Cap

6.24%

Large Cap

6.50%

Companies Allocation of Equity

Syrma SGS Technology Ltd2.451%

MTAR Technologies Ltd2.410%

Equitas Small Finance Bank Ltd Ordinary Shares2.320%

Kajaria Ceramics Ltd2.272%

Brigade Enterprises Ltd2.207%

Eris Lifesciences Ltd Registered Shs2.134%

PNB Housing Finance Ltd2.054%

Kirloskar Oil Engines Ltd2.009%

Aster DM Healthcare Ltd Ordinary Shares1.987%

CESC Ltd1.815%

Angel One Ltd Ordinary Shares1.814%

Deepak Nitrite Ltd1.741%

DCB Bank Ltd1.645%

Crompton Greaves Consumer Electricals Ltd1.579%

Sobha Ltd1.566%

Zensar Technologies Ltd1.547%

Data Patterns (India) Ltd1.543%

CCL Products (India) Ltd1.513%

Medplus Health Services Ltd1.490%

Kalyan Jewellers India Ltd1.479%

RBL Bank Ltd1.448%

Metropolis Healthcare Ltd1.417%

Axis Bank Ltd1.379%

Hindustan Aeronautics Ltd Ordinary Shares1.363%

HDFC Bank Ltd1.322%

Tata Steel Ltd1.297%

K.P.R. Mill Ltd1.296%

Finolex Industries Ltd1.286%

Amara Raja Energy & Mobility Ltd1.281%

Emami Ltd1.244%

Elecon Engineering Co Ltd1.236%

Jubilant Ingrevia Ltd Ordinary Shares1.236%

Hexaware Technologies Ltd Ordinary Shares1.231%

PG Electroplast Ltd1.218%

Sona BLW Precision Forgings Ltd1.192%

Finolex Cables Ltd1.185%

Tata Power Co Ltd1.139%

Sapphire Foods India Ltd1.135%

Whirlpool of India Ltd1.121%

Karur Vysya Bank Ltd1.098%

Ujjivan Small Finance Bank Ltd Ordinary Shares1.068%

Lemon Tree Hotels Ltd1.060%

Atul Ltd1.058%

ZF Commercial Vehicle Control Systems India Ltd1.050%

Pricol Ltd1.042%

Exide Industries Ltd1.040%

Tenneco Clean Air India Ltd1.032%

V-Mart Retail Ltd1.017%

Kirloskar Pneumatic Co Ltd0.978%

Intellect Design Arena Ltd0.945%

City Union Bank Ltd0.926%

Kotak Mahindra Bank Ltd0.913%

Shankara Buildpro Ltd0.903%

Ramco Cements Ltd0.882%

Akums Drugs and Pharmaceuticals Ltd0.881%

Electronics Mart India Ltd0.860%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.796%

IIFL Finance Ltd0.734%

Motherson Sumi Wiring India Ltd0.731%

Rolex Rings Ltd0.728%

Vishnu Chemicals Ltd0.712%

Chemplast Sanmar Ltd0.696%

JK Lakshmi Cement Ltd0.694%

J.B. Chemicals & Pharmaceuticals Ltd0.675%

Ion Exchange (India) Ltd0.675%

Delhivery Ltd0.674%

India Cements Ltd0.672%

Apollo Pipes Ltd0.661%

TeamLease Services Ltd0.658%

Gujarat State Petronet Ltd0.643%

SJS Enterprises Ltd0.623%

Ratnamani Metals & Tubes Ltd0.597%

Greenpanel Industries Ltd Ordinary Shares0.580%

Gateway Distriparks Ltd0.571%

Pine Labs Ltd0.526%

Vedant Fashions Ltd0.469%

Syngene International Ltd0.461%

Brigade Hotel Ventures Ltd0.449%

GHCL Ltd0.424%

Aditya Vision Ltd0.350%

KPIT Technologies Ltd0.328%

Vikram Solar Ltd0.317%

Indoco Remedies Ltd0.306%

Go Fashion (India) Ltd0.301%

Ajax Engineering Ltd0.198%

Sector Allocation of Equity

Technology8.56%

Industrials19.73%

Financial Services16.72%

Real Estate3.77%

Healthcare9.35%

Utilities3.60%

Basic Materials10.59%

Consumer Cyclical18.73%

Consumer Defensive3.55%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Franklin India Small 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.