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.

SIP Online
Mutual Fund
Small Cap
SAMCO SMALL CAP FUND REGULAR PLAN GROWTH
Portfolio

SAMCO SMALL CAP FUND REGULAR PLAN GROWTH - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 80.44%Others: 19.56%

Market Cap

Small Cap: 78.96%Mid Cap: 1.48%

Number of stocks

Top 10 Holdings

58.14% of portfolio

Market Cap of Equity

Small Cap

78.9600%

Mid Cap

1.4800%

Companies Allocation of Equity

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-9.10%

ECLERX SERVICES LIMITED EQ7.52%

AFFLE (INDIA) LIMITED EQ NEW FV RS. 2/-6.52%

JB Chemicals & Pharmaceuticals Limited5.48%

CAN FIN HOMES LIMITED EQ NEW FV RS. 2/-5.34%

RAILTEL CORPORATION OF INDIA LIMITED EQ5.08%

ADITYA BIRLA SUN LIFE AMC LIMITED EQ NEW FV Rs.5/-5.04%

AKZO NOBEL INDIA LIMITED EQ4.72%

MOTHERSON SUMI WIRING INDIA LIMITED EQ4.70%

PFIZER LIMITED EQ4.64%

Sector Allocation of Equity

Banks8.66%

Commercial Services & Supplies3.98%

IT - Services3.26%

Pharmaceuticals & Biotechnology7.29%

Finance3.16%

Telecom - Services2.54%

Capital Markets5.52%

Consumer Durables2.96%

Auto Components10.18%

Minerals & Mining2.25%

Agricultural Food & other Products3.37%

Fertilizers & Agrochemicals2.13%

IT - Software3.72%

Construction2.05%

Industrial Products3.30%

Healthcare Services5.23%

Chemicals & Petrochemicals2.91%

Ferrous Metals0.84%

Automobiles0.83%

Aerospace & Defense0.81%

Textiles & Apparels0.79%

Electrical Equipment0.73%

Non - Ferrous Metals0.68%

Retailing0.87%

Transport Services0.47%

Beverages0.68%

Industrial Manufacturing0.63%

Consumable Fuels0.31%

Petroleum Products0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SAMCO SMALL CAP FUND REGULAR PLAN GROWTH

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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.