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.

Nippon India Quant Fund - IDCW Option - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.78%Others: 2.22%

Market Cap

Large Cap: 71.10%Others: 6.49%Mid Cap: 20.19%

Number of stocks

Top 10 Holdings

97.78% of portfolio

Market Cap of Equity

Large Cap

71.10%

Others

6.49%

Mid Cap

20.19%

Companies Allocation of Equity

ICICI Bank Ltd6.775%

Reliance Industries Ltd6.138%

State Bank of India5.443%

Larsen & Toubro Ltd5.202%

HDFC Bank Ltd5.173%

Bharti Airtel Ltd3.710%

Bharat Electronics Ltd3.662%

Infosys Ltd3.387%

Mahindra & Mahindra Ltd3.045%

Bajaj Finance Ltd2.922%

NTPC Ltd2.854%

Dixon Technologies (India) Ltd2.844%

GE Vernova T&D India Ltd2.754%

Power Finance Corp Ltd2.605%

Power Grid Corp Of India Ltd2.418%

Apollo Hospitals Enterprise Ltd2.389%

Tech Mahindra Ltd2.370%

Cummins India Ltd2.353%

TVS Motor Co Ltd2.341%

Muthoot Finance Ltd2.295%

Tata Steel Ltd2.267%

Lupin Ltd2.163%

HDFC Asset Management Co Ltd1.940%

Shriram Finance Ltd1.927%

Eicher Motors Ltd1.906%

Bajaj Auto Ltd1.896%

FSN E-Commerce Ventures Ltd1.893%

Maruti Suzuki India Ltd1.831%

Britannia Industries Ltd1.740%

SBI Life Insurance Co Ltd1.626%

Bank of India1.527%

Tata Consumer Products Ltd1.432%

Vedanta Aluminium Metal Limited**1.302%

Petronet LNG Ltd1.237%

GlaxoSmithKline Pharmaceuticals Ltd1.148%

Vedanta Ltd0.922%

Talwandi Sabo Power Limited**0.131%

Malco Energy Limited**0.129%

Vedanta Iron And Steel Limited**0.082%

Sector Allocation of Equity

Financial Services32.23%

Energy7.37%

Industrials13.97%

Communication Services3.71%

Technology8.60%

Consumer Cyclical12.91%

Utilities5.27%

Healthcare5.70%

Basic Materials3.19%

Consumer Defensive3.17%

Equity1.64%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Quant Fund - IDCW 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.