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.

Bajaj Finserv Liquid Fund Regular - IDCW Fortnightly - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 72.08%Debt: 27.92%

Market Cap

Cash And Equivalents: 50.21% Corporate Bond: 21.69%Other: 0.18%

Number of stocks

119

Top 10 Holdings

28.27% of portfolio

Market Cap of Others

Cash And Equivalents

50.21%

Corporate Bond

21.69%

Other

0.18%

Companies Allocation of Others

Clearing Corporation Of India Ltd8.733%

Punjab National Bank Red1.742%

Kotak Mahindra Prime Limited1.162%

Rec Limited1.154%

Export-Import Bank Of India1.151%

Ntpc Limited1.151%

Jio Credit Limited1.149%

Small Industries Development Bank of India1.146%

Bajaj Financial Securities Limited0.872%

Axis Bank Limited0.872%

Kotak Securities Limited (04/12/2026) **0.858%

ICICI Home Finance Company Limited0.582%

Chennai Petroleum Corporation Limited0.582%

Hindustan Petroleum Corporation Limited0.581%

Grasim Industries Ltd0.581%

Sbicap Securities Limited0.581%

Bharat Petroleum Corporation Limited0.580%

Indian Oil Corporation Limited0.580%

Titan Company Limited0.577%

National Bank For Agriculture And Rural Development0.576%

Power Finance Corp Ltd.0.574%

National Bank for Agriculture and Rural Development0.573%

Tata Capital Ltd.0.573%

Reliance Retail Ventures Limited0.291%

Sundaram Finance Limited0.291%

Aditya Birla Capital Limited0.288%

Godrej Finance Limited0.287%

Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A20.177%

Sector Allocation of Others

Cash And Equivalents50.21%

Corporate Bond21.69%

Other0.18%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Liquid Fund Regular - IDCW Fortnightly

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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.