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.

ITI Mid Cap Fund Regular - Growth - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 98.88%Others: 1.12%

Market Cap

Mid Cap: 68.86%Small Cap: 19.06%Large Cap: 10.96%

Number of stocks

Top 10 Holdings

40.26% of portfolio

Market Cap of Equity

Mid Cap

68.8600%

Small Cap

19.0600%

Large Cap

10.9600%

Companies Allocation of Equity

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-5.30%

Persistent Systems Ltd4.58%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.06%

ESCORTS KUBOTA LIMITED EQ4.02%

Coforge Limited3.88%

MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/-3.80%

SUNDARAM FINANCE LIMITED EQ3.78%

Midwest Limited3.70%

FORTIS HEALTHCARE LIMITED. EQ3.58%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.56%

Sector Allocation of Equity

Banks10.20%

IT - Software6.39%

Financial Technology (Fintech)3.36%

Agricultural, Commercial & Construction Vehicles3.36%

Finance10.50%

Consumer Durables5.99%

Healthcare Services2.99%

Automobiles3.89%

Chemicals & Petrochemicals4.13%

Industrial Products6.28%

Non - Ferrous Metals4.00%

Ferrous Metals1.54%

Electrical Equipment3.14%

Construction1.42%

Telecom - Services1.40%

Auto Components4.87%

Agricultural Food & other Products1.33%

Pharmaceuticals & Biotechnology8.55%

Capital Markets5.17%

Cement & Cement Products1.20%

Retailing1.89%

Power1.10%

Industrial Manufacturing2.12%

Textiles & Apparels0.92%

Beverages0.89%

Diversified Metals0.84%

IT - Hardware0.72%

Oil0.69%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

ITI Mid Cap Fund Regular - Growth

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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.