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 REINVESTMENT - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 95.58%Others: 4.42%

Market Cap

Small Cap: 58.10%Mid Cap: 8.51%Others: 19.24%Large Cap: 9.74%

Number of stocks

Top 10 Holdings

95.58% of portfolio

Market Cap of Equity

Small Cap

58.10%

Mid Cap

8.51%

Others

19.24%

Large Cap

9.74%

Companies Allocation of Equity

Karur Vysya Bank Ltd3.447%

Cholamandalam Financial Holdings Ltd2.911%

Godawari Power & Ispat Ltd2.320%

Welspun Corp Ltd2.283%

Kirloskar Oil Engines Ltd2.178%

JK Cement Ltd2.169%

Central Depository Services (India) Ltd2.055%

Tenneco Clean Air India Ltd2.052%

Multi Commodity Exchange of India Ltd2.039%

DCB Bank Ltd1.959%

CRISIL Ltd1.959%

KFin Technologies Ltd1.937%

Anthem Biosciences Ltd1.913%

Timken India Ltd1.828%

Atul Ltd1.825%

Motherson Sumi Wiring India Ltd1.815%

Narayana Hrudayalaya Ltd1.679%

Home First Finance Co India Ltd ---1.672%

Dr. Lal PathLabs Ltd1.653%

K.P.R. Mill Ltd1.647%

Krishna Institute of Medical Sciences Ltd1.643%

Triveni Turbine Ltd1.630%

Navin Fluorine International Ltd1.569%

Can Fin Homes Ltd1.552%

OneSource Specialty Pharma Ltd1.478%

Sagility Ltd1.403%

Neuland Laboratories Ltd1.399%

eClerx Services Ltd1.395%

Computer Age Management Services Ltd Ordinary Shares1.373%

Safari Industries (India) Ltd1.337%

Canara HSBC Life Insurance Co Ltd1.333%

L&T Finance Ltd1.315%

Sundaram Finance Ltd1.299%

Cera Sanitaryware Ltd1.252%

Saatvik Green Energy Ltd1.187%

J.B. Chemicals & Pharmaceuticals Ltd1.099%

Eternal Ltd1.086%

Bharat Electronics Ltd1.074%

GNG Electronics Ltd1.048%

Mahindra & Mahindra Ltd1.043%

State Bank of India1.024%

Sai Life Sciences Ltd1.008%

Mankind Pharma Ltd0.996%

Bharti Airtel Ltd0.986%

Axis Bank Ltd0.976%

Reliance Industries Ltd0.962%

Bajaj Finance Ltd0.956%

CG Power & Industrial Solutions Ltd0.927%

Blackbuck Ltd0.917%

Wakefit Innovations Ltd0.900%

CARE Ratings Ltd0.893%

Fine Organic Industries Ltd Ordinary Shares0.886%

TVS Motor Co Ltd0.884%

Wendt (India) Ltd0.877%

Capillary Technologies India Ltd0.863%

Vesuvius India Ltd0.858%

CarTrade Tech Ltd0.848%

Jyothy Labs Ltd0.839%

Leela Palaces Hotels and Resorts Ltd0.794%

Brigade Enterprises Ltd0.790%

Shriram Finance Ltd0.786%

Britannia Industries Ltd0.781%

GE Vernova T&D India Ltd0.773%

Sobha Ltd0.738%

Transport Corp of India Ltd0.736%

Bluestone Jewellery And Lifestyle Ltd0.685%

Gabriel India Ltd0.634%

Century Plyboards (India) Ltd0.584%

Westlife Foodworld Ltd0.561%

Bata India Ltd0.520%

Equitas Small Finance Bank Ltd Ordinary Shares0.516%

Pine Labs Ltd0.470%

Canara Robeco Asset Management Co Ltd0.456%

CMS Info Systems Ltd0.431%

Cohance Lifesciences Ltd0.355%

Crompton Greaves Consumer Electricals Ltd0.248%

Orient Electric Ltd Ordinary Shares0.223%

Aditya Infotech Ltd0.044%

Sector Allocation of Equity

Financial Services27.15%

Basic Materials11.64%

Industrials12.61%

Consumer Cyclical15.28%

Technology9.19%

Healthcare14.63%

Communication Services0.99%

Energy0.96%

Consumer Defensive1.62%

Real Estate1.53%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

MIRAE ASSET SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT

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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.