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 Weekly - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Others: 73.88%Debt: 26.12%

Market Cap

Cash And Equivalents: 42.71%Government Related: 3.88% Corporate Bond: 27.02%Other: 0.27%

Number of stocks

141

Top 10 Holdings

36.03% of portfolio

Market Cap of Others

Cash And Equivalents

42.71%

Government Related

3.88%

Corporate Bond

27.02%

Other

0.27%

Companies Allocation of Others

Clearing Corporation Of India Ltd10.102%

Ultratech Cement Ltd.3.601%

Ongc Petro Additions Limited2.262%

Tata Capital Limited1.807%

NTPC Ltd.1.798%

Aditya Birla Capital Limited1.796%

Cholamandalam Investment And Finance Company Limited1.355%

Small Industries Dev Bank Of India1.352%

HDB Financial Services Ltd.1.352%

L&T Finance Ltd.1.349%

Kotak Mahindra Bank Limited0.903%

Small Industries Development Bank of India0.901%

Export Import Bank Of India0.901%

Barclays Investments & Loans India Private Limited0.900%

Reliance Ind Ltd Red0.898%

Jio Credit Ltd0.898%

ICICI Bank Ltd Md0.898%

L&T Finance Limited0.895%

Icici Securities Limited0.893%

Aditya Birla Capital Ltd0.452%

Tata Capital Ltd.0.447%

Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A20.271%

Sector Allocation of Others

Cash And Equivalents42.71%

Government Related3.88%

Corporate Bond27.02%

Other0.27%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Liquid Fund Regular - IDCW Weekly

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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.