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.

Axis Quant Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 80.49%Others: 19.51%

Market Cap

Large Cap: 62.35%Mid Cap: 15.00%Others: 2.45%Small Cap: 0.69%

Number of stocks

Top 10 Holdings

80.49% of portfolio

Market Cap of Equity

Large Cap

62.35%

Mid Cap

15.00%

Others

2.45%

Small Cap

0.69%

Companies Allocation of Equity

State Bank of India3.887%

Eicher Motors Ltd3.852%

TVS Motor Co Ltd3.784%

Axis Bank Ltd3.238%

Bank of Baroda3.144%

Mahindra & Mahindra Ltd2.641%

HDFC Bank Ltd2.613%

HCL Technologies Ltd2.545%

Tech Mahindra Ltd2.412%

Hero MotoCorp Ltd2.240%

Bharti Airtel Ltd2.201%

Britannia Industries Ltd2.183%

Muthoot Finance Ltd2.169%

Bharat Petroleum Corp Ltd2.151%

Canara Bank1.890%

Marico Ltd1.790%

Hindustan Zinc Ltd1.718%

NTPC Ltd1.680%

The Federal Bank Ltd1.619%

APL Apollo Tubes Ltd1.606%

Mahindra & Mahindra Financial Services Ltd1.465%

Indian Oil Corp Ltd1.362%

Cummins India Ltd1.324%

Indian Bank1.276%

Asian Paints Ltd1.249%

GE Vernova T&D India Ltd1.228%

Bajaj Finance Ltd1.040%

Union Bank of India1.036%

Vedanta Ltd1.016%

Tata Steel Ltd0.924%

Hindustan Petroleum Corp Ltd0.919%

Eternal Ltd0.916%

Larsen & Toubro Ltd0.916%

JSW Steel Ltd0.915%

Adani Energy Solutions Ltd0.907%

Adani Ports & Special Economic Zone Ltd0.907%

Bosch Ltd0.907%

Tata Motors Passenger Vehicles Ltd0.906%

Ambuja Cements Ltd0.903%

Shriram Finance Ltd0.903%

Jio Financial Services Ltd0.896%

DLF Ltd0.893%

InterGlobe Aviation Ltd0.893%

REC Ltd0.890%

Power Finance Corp Ltd0.889%

Adani Enterprises Ltd0.887%

Sun Pharmaceuticals Industries Ltd0.854%

Nestle India Ltd0.778%

City Union Bank Ltd0.685%

Infosys Ltd0.548%

Embassy Office Parks REIT0.510%

Reliance Industries Ltd0.501%

Samvardhana Motherson International Ltd0.445%

ICICI Bank Ltd0.433%

Rategain Travel Technologies Ltd0.002%

Sector Allocation of Equity

Financial Services28.08%

Consumer Cyclical15.69%

Technology5.51%

Communication Services2.20%

Consumer Defensive4.75%

Energy5.82%

Basic Materials8.33%

Utilities2.59%

Industrials5.27%

Real Estate1.40%

Healthcare0.85%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Quant Fund - Regular Plan - Growth

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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.