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 ESG Integration Strategy Fund Regular - Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 93.35%Others: 0.64%Debt: 6.02%

Market Cap

Large Cap: 26.44%Others: 12.34%Small Cap: 43.65%Mid Cap: 10.93%

Number of stocks

Top 10 Holdings

99.10% of portfolio

Market Cap of Equity

Large Cap

26.44%

Others

12.34%

Small Cap

43.65%

Mid Cap

10.93%

Companies Allocation of Equity

Adani Enterprises Ltd9.382%

Adani Green Energy Ltd9.014%

Piramal Finance Ltd8.678%

HFCL Ltd8.264%

Pb Fintech Limited 26/05/20267.875%

Aurobindo Pharma Ltd5.865%

Capri Global Capital Ltd5.580%

Nippon Life India Asset Management Ltd Ordinary Shares5.061%

Reliance Industries Limited 26/05/20264.994%

Kotak Mahindra Bank Limited 26/05/20264.700%

ICICI Prudential Life Insurance Co Ltd4.501%

Hdfc Life Insurance Co Ltd 26/05/20263.903%

Blackbuck Ltd3.688%

Kotak Mahindra Bank Ltd3.658%

HDFC Life Insurance Co Ltd3.541%

Icici Bank Limited 26/05/20263.196%

Black Box Ltd2.994%

Viyash Scientific Ltd1.687%

Bharat Heavy Electricals Ltd 26/05/20261.514%

Safari Industries (India) Ltd1.006%

Sector Allocation of Equity

Energy9.38%

Utilities9.01%

Financial Services31.02%

Technology14.95%

Equity20.43%

Healthcare7.55%

Consumer Cyclical1.01%

Consumer Defensive0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant ESG Integration Strategy Fund Regular - 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.