Finance & Investment · Risk & Portfolio
Market-cap Allocation Calculator
Enter your equity holdings with their market-cap segment (or each fund's large/mid/small split as separate rows) to see how much of your equity is in large, mid and small caps.
A ready-made version of the Portfolio Weights & Allocation Calculator.
Your inputs
Quick start — try a typical case
SEBI definitions: large cap = top 100 companies by market value, mid cap = 101–250, small cap = 251 onwards. Split multi-cap funds into rows using their factsheet.
Your result Live
Total Portfolio Value
₹19,60,000
Large cap 64% · Mid cap 23% · Small cap 13%
- Large cap
- 63.8% — ₹12,50,000
- Mid cap
- 23.5% — ₹4,60,000
- Small cap
- 12.8% — ₹2,50,000
- Largest Holding
- Nifty 50 index fund: 43.4%
- Holdings / Effective Number
- 6 / 3.7
- Large cap · 64%₹12,50,000 (63.8%)
- Mid cap · 23%₹4,60,000 (23.5%)
- Small cap · 13%₹2,50,000 (12.8%)
Holdings by weight
6 rowsHow this is calculated
Weight = Holding value ÷ Total value · Group allocation = Σ weights in the group
- Effective number
- 1 ÷ Σ weight² — how many equal-sized holdings the portfolio behaves like
Knowing your real mix is the first step in managing a portfolio: funds and accounts spread across platforms often add up to a very different allocation than intended. Group by asset class to check your equity–debt split, or by sector, market cap or owner for other views.
Assumptions & sources
- Values are today's market values; a hybrid fund counted in one group may in reality hold several asset classes.
- 1CFA Program Curriculum — Quantitative Methods: The Time Value of Money — CFA Institute
- 2Investor education material — SEBI — Securities and Exchange Board of India
Calculator ID FIN-PORT-WEIGHT-001/market-cap · version 1.0.0
Common questions
How are large, mid and small caps defined in India?
By SEBI's categorisation: the 100 largest listed companies by full market capitalisation are large caps, the 101st to 250th mid caps, and the rest small caps. AMFI publishes the list twice a year.
What split is sensible?
It depends on your risk tolerance and horizon. Large caps are steadier; mid and small caps can grow faster but fall harder — many investors keep them to a minority of equity.