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.

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Mutual Fund
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Quant Business Cycle Fund Regular - IDCW
Portfolio

Quant Business Cycle Fund Regular - IDCW - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.25%Debt: 5.26%

Market Cap

Others: 19.65%Large Cap: 30.73%Small Cap: 25.67%Mid Cap: 21.19%

Number of stocks

Top 10 Holdings

97.25% of portfolio

Market Cap of Equity

Others

19.65%

Large Cap

30.73%

Small Cap

25.67%

Mid Cap

21.19%

Companies Allocation of Equity

Piramal Finance Ltd9.643%

Adani Green Energy Ltd9.278%

Bharat Heavy Electricals Ltd 26/05/20269.203%

Samvardhana Motherson International Ltd9.111%

Premier Energies Ltd8.601%

Aurobindo Pharma Ltd8.389%

HDFC Life Insurance Co Ltd7.390%

ICICI Prudential Asset Management Co Ltd5.947%

Pb Fintech Limited 26/05/20265.856%

Lloyds Metals & Energy Ltd4.202%

Adani Enterprises Ltd4.082%

Zydus Wellness Ltd4.061%

Manappuram Finance Ltd 26/05/20262.925%

Icici Bank Limited 26/05/20262.628%

Brooks Laboratories Ltd1.692%

Tata Chemicals Ltd1.399%

Tech Mahindra Limited 26/05/20260.991%

Ramco Cements Ltd0.979%

Reliance Industries Ltd0.869%

Sector Allocation of Equity

Financial Services22.98%

Utilities9.28%

Equity21.60%

Consumer Cyclical9.11%

Technology8.60%

Healthcare10.08%

Basic Materials6.58%

Energy4.95%

Consumer Defensive4.06%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant Business Cycle Fund Regular - IDCW

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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.