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.

Quant Multi Cap Fund-Growth - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 96.29%Debt: 2.89%Others: 0.80%

Market Cap

Mid Cap: 19.93%Large Cap: 36.37%Equity: 13.26%Small Cap: 26.73%

Number of stocks

Top 10 Holdings

87.54% of portfolio

Market Cap of Equity

Mid Cap

19.9300%

Large Cap

36.3700%

Equity

13.2600%

Small Cap

26.7300%

Companies Allocation of Equity

AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-11.96%

RELIANCE INDUSTRIES LIMITED EQ11.58%

MIDCAPNIFTY 30/12/202510.18%

Adani Power Limited9.72%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 18.38%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.30%

RELIANCE STRATEGIC INVESTMENTS LIMITED EQ8.22%

Bajaj Finance Limited7.00%

SWAN ENERGY LIMITED EQ NEW FV RE 1/-6.66%

ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/-5.54%

Sector Allocation of Equity

Pharmaceuticals & Biotechnology7.70%

Petroleum Products5.79%

Equity13.26%

Power7.01%

Food Products4.80%

Construction7.05%

Finance11.10%

Diversified3.33%

Metals & Minerals Trading2.83%

Agricultural Food & other Products2.63%

Auto Components2.94%

Entertainment2.06%

Realty2.01%

Gas1.99%

Textiles & Apparels2.87%

Consumer Services1.55%

Insurance2.58%

Leisure Services2.25%

Fertilizers & Agrochemicals1.28%

Industrial Manufacturing1.18%

Automobiles1.16%

Electrical Equipment1.05%

Telecom - Services1.31%

Financial Technology (Fintech)0.97%

Industrial Products1.62%

Transport Infrastructure0.91%

Aerospace & Defense0.86%

Ferrous Metals0.61%

Healthcare Equipment & Supplies0.58%

Retailing0.56%

Chemicals & Petrochemicals0.35%

Transport Services0.10%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant Multi Cap Fund-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.