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.

IDBI Midcap Fund Growth Regular - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 97.92%Others: 2.05%

Market Cap

Mid Cap: 68.79%Small Cap: 15.14%Large Cap: 12.55%Equity: 1.44%

Number of stocks

Top 10 Holdings

50.38% of portfolio

Market Cap of Equity

Mid Cap

68.7900%

Small Cap

15.1400%

Large Cap

12.5500%

Equity

1.4400%

Companies Allocation of Equity

UNO MINDA LIMITED EQ NEW FV RS. 2/-7.52%

SHAKTI PUMPS (INDIA) LIMITED EQ6.78%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.90%

MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-4.86%

MUTHOOT FINANCE LIMITED EQ4.68%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.66%

TRENT LIMITED EQ NEW FV Re. 1/-4.38%

ALLIED BLENDERS AND DISTILLERS LIMITED EQ NEW FV RS.2/-4.32%

THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-4.16%

ALKEM LABORATORIES LIMITED EQ4.12%

Sector Allocation of Equity

Auto Components8.14%

Industrial Products9.92%

Banks3.84%

Finance9.98%

Aerospace & Defense2.33%

Retailing6.16%

Beverages2.16%

Leisure Services3.17%

Pharmaceuticals & Biotechnology3.53%

Financial Technology (Fintech)2.02%

IT - Software5.99%

Chemicals & Petrochemicals2.77%

Realty2.70%

Healthcare Services3.66%

Capital Markets4.48%

Fertilizers & Agrochemicals3.30%

Food Products1.62%

Consumer Durables4.19%

Telecom - Services2.61%

Cigarettes & Tobacco Products1.45%

Electrical Equipment2.68%

Textiles & Apparels2.59%

Power1.39%

Oil1.31%

IT - Services1.22%

Industrial Manufacturing1.89%

Agricultural, Commercial & Construction Vehicles1.04%

Automobiles0.98%

Entertainment0.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Midcap Fund Growth Regular

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.