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 Mid Cap Fund-IDCW Monthly - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 94.66%Debt: 3.31%Others: 2.05%

Market Cap

Equity: 21.45%Mid Cap: 55.19%Small Cap: 6.57%Large Cap: 11.45%

Number of stocks

Top 10 Holdings

137.14% of portfolio

Market Cap of Equity

Equity

21.4500%

Mid Cap

55.1900%

Small Cap

6.5700%

Large Cap

11.4500%

Companies Allocation of Equity

MIDCAPNIFTY 30/12/202530.50%

AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-17.54%

TATA COMMUNICATIONS LIMITED EQ17.24%

IRB INFRASTRUCTURE DEVELOPERS LTD EQ NEW FV RE.1/-13.14%

PREMIER ENERGIES LIMITED EQ12.94%

GMR AIRPORTS INFRASTRUCTURE LIMITED EQ NEW FV Re. 1/-11.78%

RELIANCE INDUSTRIES LIMITED EQ11.58%

LLOYDS METALS AND ENERGY LIMITED EQ NEW FV RE. 1/-10.72%

LINDE INDIA LIMITED EQ6.84%

ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/-4.86%

Sector Allocation of Equity

Equity21.45%

Pharmaceuticals & Biotechnology11.20%

Telecom - Services8.62%

Construction6.57%

Electrical Equipment6.47%

Transport Infrastructure8.03%

Petroleum Products5.79%

Ferrous Metals5.36%

Chemicals & Petrochemicals3.42%

Diversified FMCG2.42%

Power2.18%

Financial Technology (Fintech)2.14%

Agricultural, Commercial & Construction Vehicles1.55%

Finance2.98%

Beverages1.51%

Leisure Services1.36%

Agricultural Food & other Products1.21%

Insurance1.06%

Realty0.88%

IT - Software0.46%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant Mid Cap Fund-IDCW Monthly

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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.