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 March 31, 2026

Asset Allocation

Equity: 92.38%Others: 7.62%

Market Cap

Mid Cap: 64.32%Large Cap: 8.24%Others: 4.10%Small Cap: 15.73%

Number of stocks

Top 10 Holdings

92.38% of portfolio

Market Cap of Equity

Mid Cap

64.32%

Large Cap

8.24%

Others

4.10%

Small Cap

15.73%

Companies Allocation of Equity

Max Financial Services Ltd4.505%

The Federal Bank Ltd3.885%

AU Small Finance Bank Ltd3.880%

Indian Bank3.651%

Ipca Laboratories Ltd3.376%

Balkrishna Industries Ltd3.285%

Glenmark Pharmaceuticals Ltd3.200%

Fortis Healthcare Ltd2.927%

Vishal Mega Mart Ltd2.705%

Marico Ltd2.592%

Cummins India Ltd2.372%

Hindustan Petroleum Corp Ltd2.182%

Mahindra & Mahindra Financial Services Ltd2.077%

Coforge Ltd2.040%

Aurobindo Pharma Ltd2.039%

Apollo Tyres Ltd2.023%

Jindal Steel Ltd1.917%

Persistent Systems Ltd1.907%

Union Bank of India1.864%

Alkem Laboratories Ltd1.844%

Tata Communications Ltd1.760%

Delhivery Ltd1.540%

Dabur India Ltd1.476%

AIA Engineering Ltd1.418%

Mphasis Ltd1.368%

Karur Vysya Bank Ltd1.346%

Bharat Forge Ltd1.263%

Gland Pharma Ltd1.255%

Bosch Ltd1.254%

United Spirits Ltd1.235%

PB Fintech Ltd1.190%

Star Health and Allied Insurance Co Ltd1.104%

Coromandel International Ltd1.103%

Eternal Ltd1.072%

Indian Hotels Co Ltd0.944%

Nippon Life India Asset Management Ltd Ordinary Shares0.933%

Indraprastha Gas Ltd0.873%

Godrej Consumer Products Ltd0.834%

Timken India Ltd0.832%

Redington Ltd0.831%

IndusInd Bank Ltd0.813%

Escorts Kubota Ltd0.806%

Crompton Greaves Consumer Electricals Ltd0.754%

Hexaware Technologies Ltd Ordinary Shares0.741%

Supreme Industries Ltd0.727%

City Union Bank Ltd0.722%

ACC Ltd0.698%

Sundaram Fasteners Ltd0.633%

Dixon Technologies (India) Ltd0.583%

SKF India (Industrial) Ltd0.574%

Sona BLW Precision Forgings Ltd0.568%

KEC International Ltd0.541%

Gujarat Fluorochemicals Ltd Ordinary Shares0.492%

Vardhman Textiles Ltd0.446%

SKF India Ltd0.390%

Vesuvius India Ltd0.371%

Cholamandalam Financial Holdings Ltd0.362%

Aarti Industries Ltd0.361%

Ceat Ltd0.347%

Emami Ltd0.342%

Arvind Ltd0.324%

Symphony Ltd0.299%

Oracle Financial Services Software Ltd0.269%

ICICI Lombard General Insurance Co Ltd0.264%

Greenlam Industries Ltd0.263%

Bharti Hexacom Ltd0.241%

Navneet Education Ltd0.225%

Billionbrains Garage Ventures Ltd0.178%

LG Electronics India Ltd0.170%

Colgate-Palmolive (India) Ltd0.168%

Five-Star Business Finance Ltd0.160%

KNR Constructions Ltd0.140%

Aster DM Healthcare Ltd Ordinary Shares0.128%

Greenply Industries Ltd0.115%

Dhanuka Agritech Ltd0.110%

Greenpanel Industries Ltd Ordinary Shares0.086%

Jagran Prakashan Ltd0.051%

ICICI Prudential Asset Management Co Ltd0.022%

Sector Allocation of Equity

Financial Services26.96%

Healthcare14.77%

Consumer Cyclical16.18%

Consumer Defensive6.65%

Industrials9.71%

Energy2.18%

Technology7.91%

Basic Materials4.88%

Communication Services2.28%

Utilities0.87%

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.