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.

SIP Online
Mutual Fund
Value
Templeton India Value Fund - Growth Plan
Portfolio

Templeton India Value Fund - Growth Plan - Portfolio Analysis

Equity
Value
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.13%Others: 3.87%

Market Cap

Large Cap: 66.34%Mid Cap: 13.09%Small Cap: 16.69%

Number of stocks

Top 10 Holdings

96.13% of portfolio

Market Cap of Equity

Large Cap

66.34%

Mid Cap

13.09%

Small Cap

16.69%

Companies Allocation of Equity

HDFC Bank Ltd7.268%

Axis Bank Ltd6.489%

Reliance Industries Ltd6.322%

ICICI Bank Ltd4.554%

Tata Consultancy Services Ltd4.257%

Oil & Natural Gas Corp Ltd4.180%

State Bank of India3.479%

Infosys Ltd3.408%

Maruti Suzuki India Ltd3.220%

Cipla Ltd3.046%

Brookfield India Real Estate Trust2.551%

Tata Steel Ltd2.458%

ITC Ltd2.343%

REC Ltd2.250%

NTPC Ltd2.042%

RBL Bank Ltd2.035%

Kirloskar Oil Engines Ltd1.975%

Dr Reddy's Laboratories Ltd1.846%

Bandhan Bank Ltd1.765%

Power Grid Corp Of India Ltd1.703%

CESC Ltd1.694%

HDB Financial Services Ltd1.680%

Emami Ltd1.654%

Akums Drugs and Pharmaceuticals Ltd1.527%

Indus Towers Ltd Ordinary Shares1.335%

HCL Technologies Ltd1.311%

Grasim Industries Ltd1.300%

IDFC First Bank Ltd1.296%

GAIL (India) Ltd1.287%

IndiaMART InterMESH Ltd1.223%

Ashok Leyland Ltd1.206%

V-Mart Retail Ltd1.200%

Bharat Petroleum Corp Ltd1.048%

PNB Housing Finance Ltd1.047%

Finolex Industries Ltd1.045%

Sapphire Foods India Ltd0.956%

City Union Bank Ltd0.879%

Elecon Engineering Co Ltd0.770%

Restaurant Brands Asia Ltd Ordinary Shares0.714%

Zensar Technologies Ltd0.698%

Just Dial Ltd0.691%

JSW Dulux Ltd0.686%

TVS Holdings Ltd0.663%

JK Lakshmi Cement Ltd0.660%

TeamLease Services Ltd0.602%

NCC Ltd0.552%

Gateway Distriparks Ltd0.507%

DCB Bank Ltd0.391%

Go Fashion (India) Ltd0.316%

Sector Allocation of Equity

Financial Services33.13%

Energy11.55%

Technology9.67%

Consumer Cyclical7.07%

Healthcare6.42%

Real Estate2.55%

Basic Materials5.10%

Consumer Defensive4.00%

Utilities6.73%

Industrials6.66%

Communication Services3.25%

Monthly SIP

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SIP Amount

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Monthly SIP Date

Templeton India Value Fund - Growth Plan

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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.