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 Small Cap Fund - IDCW Option - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 90.52%Others: 9.48%

Market Cap

Small Cap: 76.40%Large Cap: 6.03%Mid Cap: 8.09%

Number of stocks

Top 10 Holdings

58.94% of portfolio

Market Cap of Equity

Small Cap

76.4000%

Large Cap

6.0300%

Mid Cap

8.0900%

Companies Allocation of Equity

FIRSTSOURCE SOLUTIONS LIMITED EQ9.84%

ECLERX SERVICES LIMITED EQ7.82%

ASTER DM HEALTHCARE LIMITED EQ7.82%

BANK OF BARODA EQ NEW FV RS. 2/-7.34%

ERIS LIFESCIENCES LIMITED EQ NEW FV RE. 1/-5.18%

GABRIEL INDIA LIMITED EQ NEW FV RE. 1/-4.94%

FORTIS HEALTHCARE LIMITED. EQ4.42%

INDIAN BANK EQ4.30%

SONATA SOFTWARE LIMITED EQ F.V.RS 1/-3.70%

Krishna Institute Of Medical Sciences Limited3.58%

Sector Allocation of Equity

Commercial Services & Supplies10.67%

Healthcare Services7.91%

Banks9.95%

Pharmaceuticals & Biotechnology3.23%

Auto Components10.08%

IT - Software2.93%

Personal Products2.49%

Transport Services5.55%

Construction5.16%

Chemicals & Petrochemicals1.45%

Finance2.06%

Industrial Products4.92%

Leisure Services1.38%

Fertilizers & Agrochemicals2.85%

Food Products1.24%

Textiles & Apparels2.26%

Retailing3.04%

Entertainment1.19%

Electrical Equipment1.92%

Consumer Durables4.02%

Ferrous Metals1.75%

Capital Markets0.84%

Industrial Manufacturing1.90%

Transport Infrastructure0.42%

Other Utilities0.38%

Beverages0.35%

Media0.38%

Agricultural, Commercial & Construction Vehicles0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Small Cap Fund - IDCW Option

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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.