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 IDCW Regular - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.40%Others: 4.60%

Market Cap

Mid Cap: 64.60%Small Cap: 17.33%Large Cap: 6.63%Others: 6.84%

Number of stocks

Top 10 Holdings

95.40% of portfolio

Market Cap of Equity

Mid Cap

64.60%

Small Cap

17.33%

Large Cap

6.63%

Others

6.84%

Companies Allocation of Equity

The Federal Bank Ltd2.975%

UNO Minda Ltd2.683%

Hitachi Energy India Ltd Ordinary Shares2.679%

Shakti Pumps (India) Ltd2.344%

Bharat Electronics Ltd2.155%

Nippon Life India Asset Management Ltd Ordinary Shares2.054%

Trent Ltd1.938%

SRF Ltd1.936%

Schaeffler India Ltd1.925%

Torrent Power Ltd1.844%

PI Industries Ltd1.833%

DEE Development Engineers Ltd1.819%

Aurobindo Pharma Ltd1.803%

Garware Hi-Tech Films Ltd1.801%

KEI Industries Ltd1.789%

APL Apollo Tubes Ltd1.782%

Manorama Industries Ltd1.764%

Bharat Forge Ltd1.744%

Allied Blenders and Distillers Ltd1.741%

One97 Communications Ltd1.706%

Indian Hotels Co Ltd1.702%

Multi Commodity Exchange of India Ltd1.629%

Persistent Systems Ltd1.612%

Fortis Healthcare Ltd1.611%

L&T Technology Services Ltd1.609%

Coromandel International Ltd1.575%

Mahindra & Mahindra Financial Services Ltd1.554%

Alkem Laboratories Ltd1.550%

Prestige Estates Projects Ltd1.538%

Endurance Technologies Ltd1.532%

Metro Brands Ltd1.527%

Deepak Nitrite Ltd1.505%

Oil India Ltd1.487%

Vishal Mega Mart Ltd1.481%

Cholamandalam Financial Holdings Ltd1.460%

Surya Roshni Ltd1.453%

Axis Bank Ltd1.433%

Arvind Fashions Ltd1.427%

Tata Communications Ltd1.426%

Lenskart Solutions Ltd1.395%

PB Fintech Ltd1.391%

Voltas Ltd1.349%

Muthoot Finance Ltd1.338%

Suzlon Energy Ltd1.308%

Balkrishna Industries Ltd1.227%

Piramal Finance Ltd1.163%

Godfrey Phillips India Ltd1.139%

Mphasis Ltd1.108%

Bajaj Auto Ltd1.102%

Jubilant Foodworks Ltd1.069%

BSE Ltd1.063%

Motilal Oswal Financial Services Ltd1.051%

K.P.R. Mill Ltd1.047%

Dr Agarwals Health Care Ltd0.901%

Anthem Biosciences Ltd0.894%

Dixon Technologies (India) Ltd0.888%

HDB Financial Services Ltd0.861%

Bharti Hexacom Ltd0.850%

SBI Cards and Payment Services Ltd Ordinary Shares0.828%

Bharat Dynamics Ltd Ordinary Shares0.764%

Oberoi Realty Ltd0.761%

Global Health Ltd0.733%

Honeywell Automation India Ltd0.660%

Saregama India Ltd0.608%

Max Financial Services Ltd0.483%

Sector Allocation of Equity

Financial Services19.28%

Consumer Cyclical21.75%

Industrials15.45%

Utilities1.84%

Basic Materials9.95%

Healthcare8.89%

Consumer Defensive4.64%

Technology6.92%

Real Estate2.30%

Energy1.49%

Communication Services2.88%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Midcap Fund IDCW Regular

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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.