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.

Taurus Discovery (midcap) Fund Regular Plan Growth - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 90.29%Others: 9.71%

Market Cap

Mid Cap: 62.71%Others: 13.53%Large Cap: 5.84%Small Cap: 8.22%

Number of stocks

Top 10 Holdings

90.29% of portfolio

Market Cap of Equity

Mid Cap

62.71%

Others

13.53%

Large Cap

5.84%

Small Cap

8.22%

Companies Allocation of Equity

Linde India Ltd6.038%

Persistent Systems Ltd4.673%

Aurobindo Pharma Ltd4.641%

The Federal Bank Ltd4.278%

Pace Digitek Ltd4.163%

REC Ltd3.637%

Coforge Ltd3.561%

GMR Airports Ltd3.534%

PI Industries Ltd3.359%

Container Corporation of India Ltd3.212%

Petronet LNG Ltd3.155%

Insolation Energy Ltd3.127%

Vodafone Idea Ltd3.015%

Bharat Heavy Electricals Ltd2.888%

Torrent Power Ltd2.760%

Deepak Nitrite Ltd2.759%

Regaal Resources Ltd2.677%

Abbott India Ltd2.662%

Bank of India2.621%

Inox Wind Ltd2.559%

Dixon Technologies (India) Ltd2.458%

Swiggy Ltd2.203%

Indian Energy Exchange Ltd2.042%

Exide Industries Ltd2.000%

Mphasis Ltd1.948%

SAMHI Hotels Ltd1.716%

Astral Ltd1.615%

Bharat Dynamics Ltd Ordinary Shares1.335%

Balkrishna Industries Ltd1.334%

Titagarh Rail Systems Ltd1.027%

Voltas Ltd0.932%

Escorts Kubota Ltd0.924%

Sumitomo Chemical India Ltd Ordinary Shares0.601%

GlaxoSmithKline Pharmaceuticals Ltd0.571%

Chemtech Industrial Valves Ltd0.270%

Sector Allocation of Equity

Basic Materials12.76%

Technology19.93%

Healthcare7.87%

Financial Services12.58%

Industrials17.36%

Energy3.16%

Communication Services3.01%

Utilities2.76%

Consumer Defensive2.68%

Consumer Cyclical8.19%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Taurus Discovery (midcap) 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.