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 November 30, 2025

Asset Allocation

Equity: 94.26%Others: 7.01%Debt: 1.11%

Market Cap

Large Cap: 62.19%Mid Cap: 28.19%Small Cap: 3.88%

Number of stocks

Top 10 Holdings

89.10% of portfolio

Market Cap of Equity

Large Cap

62.1900%

Mid Cap

28.1900%

Small Cap

3.8800%

Companies Allocation of Equity

INFOSYS LIMITED EQ FV RS 510.82%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-10.70%

HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-9.46%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-9.44%

ITC LIMITED EQ NEW FV RE.1/-9.06%

Nestle India Ltd8.78%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 18.14%

Hindustan Aeronautics Ltd7.84%

COAL INDIA LTD EQ7.84%

Persistent Systems Ltd7.02%

Sector Allocation of Equity

IT - Software20.72%

Aerospace & Defense9.27%

Diversified FMCG5.09%

Food Products8.46%

Consumable Fuels3.92%

Capital Markets7.82%

Consumer Durables3.41%

Industrial Products2.51%

Personal Products2.33%

Agricultural Food & other Products2.24%

Telecom - Services1.87%

Banks4.61%

Chemicals & Petrochemicals2.65%

Electrical Equipment1.97%

Finance2.54%

Leisure Services1.17%

Pharmaceuticals & Biotechnology2.44%

Transport Services1.00%

Insurance2.47%

Non - Ferrous Metals0.92%

Automobiles1.37%

Petroleum Products0.69%

Healthcare Services1.52%

Fertilizers & Agrochemicals0.91%

Financial Technology (Fintech)0.45%

Auto Components0.42%

Cement & Cement Products1.05%

Beverages0.28%

Textiles & Apparels0.16%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI-Quant Fund - Regular (G)

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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.