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.

DSP NIFTY500 FLEXICAP QUALITY 30 INDEX FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 99.61%Others: 0.39%

Market Cap

Large Cap: 69.65%Small Cap: 13.43%Others: 5.03%Mid Cap: 11.50%

Number of stocks

Top 10 Holdings

99.61% of portfolio

Market Cap of Equity

Large Cap

69.65%

Small Cap

13.43%

Others

5.03%

Mid Cap

11.50%

Companies Allocation of Equity

Nestle India Ltd6.723%

ITC Ltd6.689%

Maruti Suzuki India Ltd6.686%

Hindustan Unilever Ltd6.674%

Tata Consultancy Services Ltd6.659%

Infosys Ltd6.624%

HCL Technologies Ltd6.615%

Asian Paints Ltd6.612%

Bharat Electronics Ltd6.546%

Tech Mahindra Ltd6.541%

Affle 3i Ltd1.883%

Karur Vysya Bank Ltd1.799%

Coforge Ltd1.700%

Marico Ltd1.686%

J.B. Chemicals & Pharmaceuticals Ltd1.683%

Gujarat State Petronet Ltd1.681%

Persistent Systems Ltd1.680%

Angel One Ltd Ordinary Shares1.671%

APL Apollo Tubes Ltd1.661%

Tube Investments of India Ltd Ordinary Shares1.659%

Computer Age Management Services Ltd Ordinary Shares1.659%

Cummins India Ltd1.649%

Hero MotoCorp Ltd1.631%

Indian Energy Exchange Ltd1.624%

Colgate-Palmolive (India) Ltd1.613%

Dixon Technologies (India) Ltd1.609%

Central Depository Services (India) Ltd1.598%

Cyient Ltd1.596%

HDFC Asset Management Co Ltd1.595%

Amara Raja Energy & Mobility Ltd1.565%

Sector Allocation of Equity

Consumer Defensive23.38%

Consumer Cyclical8.32%

Technology33.09%

Basic Materials8.27%

Industrials13.02%

Communication Services1.88%

Financial Services8.29%

Healthcare1.68%

Utilities1.68%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP NIFTY500 FLEXICAP QUALITY 30 INDEX 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.