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
IDBI Long Term Value Fund-Regular Plan-IDCW
Portfolio

IDBI Long Term Value Fund-Regular Plan-IDCW - Portfolio Analysis

Equity
Value
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 94.61%Others: 5.39%

Market Cap

Large Cap: 38.49%Small Cap: 46.15%Mid Cap: 9.97%

Number of stocks

Top 10 Holdings

64.74% of portfolio

Market Cap of Equity

Large Cap

38.4900%

Small Cap

46.1500%

Mid Cap

9.9700%

Companies Allocation of Equity

Tata Motors Ltd.12.88%

Tenneco Clean Air India Limited6.62%

MAHINDRA LIFESPACE DEVELOPERS LTD EQ6.44%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.10%

CARRARO INDIA PRIVATE LIMITED EQ5.80%

GARWARE HI-TECH FILMS LIMITED EQ5.56%

KSB Limited5.54%

KSH International Ltd.5.52%

SKF INDIA Industrial Ltd.5.16%

ICICI BANK LIMITED EQ NEW FV RS. 2/-5.12%

Sector Allocation of Equity

Agricultural, Commercial & Construction Vehicles6.44%

Auto Components11.16%

Realty3.22%

Automobiles5.83%

Industrial Products12.14%

Banks8.28%

Pharmaceuticals & Biotechnology5.16%

Beverages2.33%

Transport Services4.21%

Construction3.64%

Electrical Equipment4.64%

Food Products1.86%

Diversified FMCG1.82%

Healthcare Services1.90%

Power1.41%

Cement & Cement Products1.36%

Textiles & Apparels3.50%

Ferrous Metals1.27%

Petroleum Products1.20%

IT - Software3.41%

IT - Services1.15%

Chemicals & Petrochemicals1.90%

Aerospace & Defense1.89%

Retailing1.90%

Gas0.86%

Agricultural Food & other Products0.76%

Finance0.72%

Fertilizers & Agrochemicals0.65%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Long Term Value Fund-Regular Plan-IDCW

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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.