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
Focused
IDBI Focused 30 Equity Fund - IDCW Regular
Portfolio

IDBI Focused 30 Equity Fund - IDCW Regular - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Equity: 96.98%Others: 3.02%

Market Cap

Mid Cap: 31.00%Large Cap: 44.72%Small Cap: 21.26%

Number of stocks

Top 10 Holdings

96.98% of portfolio

Market Cap of Equity

Mid Cap

31.00%

Large Cap

44.72%

Small Cap

21.26%

Companies Allocation of Equity

Schaeffler India Ltd4.941%

InterGlobe Aviation Ltd4.803%

Tata Motors Ltd4.733%

State Bank of India4.696%

ICICI Bank Ltd4.684%

KSH International Ltd4.348%

JSW Infrastructure Ltd4.130%

Lenskart Solutions Ltd4.128%

Tata Power Co Ltd4.106%

Garware Hi-Tech Films Ltd4.033%

Tata Motors Passenger Vehicles Ltd3.823%

Sun Pharmaceuticals Industries Ltd3.809%

Mahindra & Mahindra Financial Services Ltd3.631%

Mahindra Lifespace Developers Ltd3.512%

Bajaj Auto Ltd3.343%

Metro Brands Ltd3.215%

Divgi TorqTransfer Systems Ltd3.111%

Axis Bank Ltd2.891%

Maruti Suzuki India Ltd2.832%

Bharat Forge Ltd2.735%

Shriram Finance Ltd2.522%

Larsen & Toubro Ltd2.451%

Siemens Energy India Ltd2.213%

KSB Ltd2.156%

Foseco India Ltd2.121%

Endurance Technologies Ltd2.084%

Bharat Dynamics Ltd Ordinary Shares2.030%

Artemis Medicare Services Ltd Ordinary Shares1.984%

Infosys Ltd1.920%

Sector Allocation of Equity

Consumer Cyclical30.82%

Industrials19.92%

Financial Services18.42%

Healthcare9.92%

Utilities6.32%

Basic Materials6.15%

Real Estate3.51%

Technology1.92%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Focused 30 Equity Fund - IDCW Regular

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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.