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.

HDFC Mid-Cap Fund - IDCW Plan - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 93.70%Others: 6.30%

Market Cap

Mid Cap: 66.86%Small Cap: 19.47%Large Cap: 7.37%

Number of stocks

Top 10 Holdings

66.88% of portfolio

Market Cap of Equity

Mid Cap

66.8600%

Small Cap

19.4700%

Large Cap

7.3700%

Companies Allocation of Equity

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-9.52%

AU SMALL FINANCE BANK LIMITED EQ8.12%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-7.16%

INDIAN BANK EQ6.96%

BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/-6.62%

Coforge Limited6.46%

IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-5.62%

FORTIS HEALTHCARE LIMITED. EQ5.56%

HINDUSTAN PETROLEUM CORPORATION LIMITED EQ5.52%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-5.34%

Sector Allocation of Equity

Insurance6.13%

Banks15.43%

Auto Components9.76%

IT - Software8.40%

Pharmaceuticals & Biotechnology9.49%

Healthcare Services2.78%

Petroleum Products2.76%

Finance3.20%

Retailing3.44%

Telecom - Services2.46%

Industrial Products6.50%

Agricultural Food & other Products2.11%

Ferrous Metals1.70%

Transport Services1.40%

Financial Technology (Fintech)1.40%

Personal Products2.82%

Leisure Services1.24%

Fertilizers & Agrochemicals1.28%

Gas1.11%

Commercial Services & Supplies1.08%

Agricultural, Commercial & Construction Vehicles0.98%

Cement & Cement Products0.95%

Capital Markets1.11%

Consumer Durables2.89%

Construction0.85%

Beverages0.63%

Chemicals & Petrochemicals0.84%

Textiles & Apparels0.65%

Printing & Publication0.25%

Media0.06%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Mid-Cap Fund - IDCW Plan

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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.