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.

SIP Online
Mutual Fund
ELSS
Quant ELSS Tax Saver Fund Regular Plan-IDCW
Portfolio

Quant ELSS Tax Saver Fund Regular Plan-IDCW - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.12%Others: 5.88%

Market Cap

Large Cap: 61.58%Others: 15.94%Mid Cap: 11.73%Small Cap: 4.87%

Number of stocks

Top 10 Holdings

94.12% of portfolio

Market Cap of Equity

Large Cap

61.58%

Others

15.94%

Mid Cap

11.73%

Small Cap

4.87%

Companies Allocation of Equity

Reliance Industries Ltd9.958%

Adani Power Ltd9.278%

ICICI Bank Ltd8.975%

Larsen & Toubro Ltd7.555%

Aurobindo Pharma Ltd7.456%

Samvardhana Motherson International Ltd7.288%

Tata Power Co Ltd5.235%

Adani Green Energy Ltd4.528%

Life Insurance Corporation of India4.382%

HDFC Life Insurance Co Ltd3.786%

Grasim Industries Ltd3.348%

Kotak Mahindra Bank Ltd2.871%

Adani Enterprises Ltd2.476%

DLF Ltd2.213%

ICICI Prudential Asset Management Co Ltd2.152%

Capri Global Capital Ltd1.881%

Dixon Technologies (India) Ltd1.876%

Bharti Airtel Ltd1.833%

Bharat Heavy Electricals Ltd1.476%

Himadri Speciality Chemical Ltd1.148%

Swan Defence and Heavy Industries Ltd0.967%

Lloyds Metals & Energy Ltd0.925%

Ventive Hospitality Ltd0.688%

LG Electronics India Ltd0.674%

Afcons Infrastructure Ltd0.333%

Krystal Integrated Services Ltd0.255%

Juniper Hotels Ltd0.217%

Embassy Developments Ltd0.192%

Welspun Living Ltd0.152%

Sector Allocation of Equity

Energy12.43%

Utilities19.04%

Financial Services24.05%

Industrials10.59%

Healthcare7.46%

Consumer Cyclical8.34%

Basic Materials5.42%

Real Estate2.41%

Technology2.55%

Communication Services1.83%

Consumer Defensive0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quant ELSS Tax Saver Fund Regular Plan-IDCW

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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.