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 Large and Mid Cap Fund-Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 95.53%Debt: 5.20%

Market Cap

Mid Cap: 40.38%Large Cap: 27.08%Others: 9.03%Small Cap: 19.04%

Number of stocks

Top 10 Holdings

95.53% of portfolio

Market Cap of Equity

Mid Cap

40.38%

Large Cap

27.08%

Others

9.03%

Small Cap

19.04%

Companies Allocation of Equity

Lloyds Metals & Energy Ltd9.500%

Reliance Industries Ltd9.089%

Aurobindo Pharma Ltd8.524%

Adani Power Ltd8.346%

Pb Fintech Limited 26/05/20266.665%

Samvardhana Motherson International Ltd6.588%

Adani Green Energy Ltd6.170%

Steel Authority Of India Ltd3.915%

Premier Energies Ltd3.781%

Adani Enterprises Ltd3.045%

Bharat Heavy Electricals Ltd 26/05/20263.036%

Bharat Heavy Electricals Ltd3.026%

Tata Communications Ltd2.882%

Oracle Financial Services Software Ltd2.829%

K.P.R. Mill Ltd2.636%

Icici Bank Limited 26/05/20262.606%

HDFC Life Insurance Co Ltd2.192%

Kotak Mahindra Bank Limited 26/05/20261.931%

AWL Agri Business Ltd1.731%

Hdfc Life Insurance Co Ltd 26/05/20261.582%

JSW Infrastructure Ltd1.275%

3M India Ltd1.250%

Colgate-Palmolive (India) Ltd1.235%

ICICI Prudential Asset Management Co Ltd0.680%

Aurobindo Pharma Limited 26/05/20260.586%

Procter & Gamble Hygiene and Health Care Ltd0.431%

Sector Allocation of Equity

Basic Materials13.41%

Energy12.13%

Healthcare8.52%

Utilities14.52%

Equity16.41%

Consumer Cyclical9.22%

Technology6.61%

Industrials5.55%

Communication Services2.88%

Financial Services2.87%

Consumer Defensive3.40%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant Large and Mid Cap Fund-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.