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.

Quantum Dynamic Term Fund Regular Plan Monthly Idcw Reinvestment Option - Portfolio Analysis

Debt
Dynamic Bond
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 80.81%Others: 19.19%

Market Cap

Government: 49.89% Corporate Bond: 18.19%Government Related: 12.73%

Number of stocks

Top 10 Holdings

80.81% of portfolio

Market Cap of Debt

Government

49.89%

Corporate Bond

18.19%

Government Related

12.73%

Companies Allocation of Debt

7.63% Goi (Md 15/09/2056)13.776%

7.71% Govt Stock 206611.952%

7.24% Govt Stock 205511.345%

Power Finance Corporation Limited6.108%

7.04% Govt Stock 20296.028%

Indian Railway Finance Corporation Limited5.964%

National Bank For Agriculture And Rural Development5.917%

Small Industries Development Bank Of India5.912%

National Housing Bank5.706%

364 Days Tbill (Md 16/09/2027)**5.644%

6.48% Govt Stock 20351.142%

Gujarat SDL Md0.849%

SBI Funds Management Private Ltd0.462%

7.3% Govt Stock 20530.005%

Sector Allocation of Debt

Government49.89%

Corporate Bond18.19%

Government Related12.73%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Quantum Dynamic Term Fund Regular Plan Monthly Idcw Reinvestment Option

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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.

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