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.

MIRAE ASSET SMALL CAP FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 191.00%Others: 8.98%Debt: 0.02%

Market Cap

Small Cap: 136.78%Mid Cap: 27.58%Large Cap: 26.64%

Number of stocks

164

Top 10 Holdings

91.60% of portfolio

Market Cap of Equity

Small Cap

136.7800%

Mid Cap

27.5800%

Large Cap

26.6400%

Companies Allocation of Equity

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-12.72%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-12.52%

K.P.R. MILL LIMITED EQ NEW FV Re. 1/-9.20%

NARAYANA HRUDAYALAYA LIMITED EQ8.32%

WELSPUN CORP LIMITED EQ NEW FV RS.5/-8.28%

CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-8.24%

TIMKEN INDIA LIMITED EQ8.20%

KIRLOSKAR OIL ENGINES LIMITED EQ8.08%

Godawari Power And Ispat limited8.04%

MOTHERSON SUMI WIRING INDIA LIMITED EQ8.00%

Sector Allocation of Equity

Banks15.56%

Finance14.88%

Textiles & Apparels4.60%

Healthcare Services11.62%

Industrial Products20.12%

Auto Components9.02%

Capital Markets15.90%

Consumer Durables14.34%

Electrical Equipment10.08%

Chemicals & Petrochemicals8.46%

Cement & Cement Products3.22%

IT - Services3.14%

Retailing4.10%

Pharmaceuticals & Biotechnology15.04%

IT - Software5.08%

Commercial Services & Supplies3.70%

Insurance2.70%

Telecom - Services2.68%

Aerospace & Defense2.56%

Realty4.74%

Automobiles4.56%

IT - Hardware2.20%

Food Products1.94%

Financial Technology (Fintech)1.74%

Transport Services1.72%

Household Products1.56%

Leisure Services3.32%

Petroleum Products1.30%

Industrial Manufacturing1.12%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MIRAE ASSET SMALL CAP FUND REGULAR PLAN IDCW PAYOUT

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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.