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.

UTI-Quant Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 97.78%Others: 2.50%Debt: 1.13%

Market Cap

Large Cap: 64.03%Mid Cap: 30.14%Small Cap: 3.61%

Number of stocks

Top 10 Holdings

92.28% of portfolio

Market Cap of Equity

Large Cap

64.0300%

Mid Cap

30.1400%

Small Cap

3.6100%

Companies Allocation of Equity

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-12.06%

INFOSYS LIMITED EQ FV RS 510.92%

HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-10.18%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-9.68%

Nestle India Ltd9.58%

COAL INDIA LTD EQ9.50%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 18.66%

Hindustan Aeronautics Ltd8.30%

ITC LIMITED EQ NEW FV RE.1/-7.46%

Persistent Systems Ltd5.94%

Sector Allocation of Equity

Aerospace & Defense10.18%

IT - Software21.32%

Food Products9.13%

Consumable Fuels4.75%

Diversified FMCG4.28%

Industrial Products2.93%

Capital Markets7.73%

Personal Products2.35%

Agricultural Food & other Products2.35%

Consumer Durables3.48%

Telecom - Services1.81%

Electrical Equipment2.14%

Banks4.95%

Non - Ferrous Metals1.23%

Chemicals & Petrochemicals1.98%

Finance3.53%

Leisure Services1.10%

Fertilizers & Agrochemicals1.28%

Insurance2.05%

Automobiles1.55%

Transport Services0.84%

Pharmaceuticals & Biotechnology2.30%

Healthcare Services1.63%

Petroleum Products0.64%

Financial Technology (Fintech)0.40%

Auto Components0.38%

Cement & Cement Products1.07%

Beverages0.25%

Textiles & Apparels0.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI-Quant Fund - Regular (G)

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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.