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 Money Market Fund Regular - IDCW Monthly - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 86.07%Debt: 13.93%

Market Cap

Cash And Equivalents: 35.66% Corporate Bond: 42.04%Government Related: 7.97%Other: 0.40%

Number of stocks

Top 10 Holdings

49.10% of portfolio

Market Cap of Others

Cash And Equivalents

35.66%

Corporate Bond

42.04%

Government Related

7.97%

Other

0.40%

Companies Allocation of Others

Clearing Corporation Of India Ltd12.306%

Punjab National Bank3.674%

Standard Chartered Capital Limited3.097%

Small Industries Development Bank Of India2.438%

ICICI Bank Limited1.849%

Jio Credit Ltd.1.829%

ICICI Securities Ltd1.829%

Kotak Mahindra Bank Limited1.232%

Bank Of Baroda1.231%

Indian Bank1.230%

Aditya Birla Capital Limited1.228%

HDFC Bank Ltd1.226%

National Bank For Agriculture And Rural Development1.222%

LIC Housing Finance Ltd.1.222%

Tata Capital Ltd.1.221%

Cholamandalam Investment & Finance Co Ltd.1.218%

L&T Finance Ltd1.218%

Kotak Mahindra Prime Ltd.1.217%

Muthoot Finance Ltd1.216%

Union Bank Of India0.856%

Muthoot Finance Limited0.623%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)0.618%

Export Import Bank Of India0.616%

Small Industries Dev Bank Of India0.616%

Cholamandalam Investment And Finance Company Ltd0.614%

Export-Import Bank Of India0.613%

Canara Bank0.612%

Axis Securities Limited0.611%

Sundaram Finance Ltd.0.610%

Birla Group Holdings Private Limited0.609%

Sbi - Corporate Debt Market Development Fund (Cdmdf) - Class A20.396%

Sector Allocation of Others

Cash And Equivalents35.66%

Corporate Bond42.04%

Government Related7.97%

Other0.40%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bajaj Finserv Money Market Fund Regular - IDCW Monthly

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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.