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.

Edelweiss Liquid Fund - Regular Plan Annual - IDCW Option - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 15, 2026

Asset Allocation

Debt: 27.11%Others: 72.89%

Market Cap

Cash And Equivalents: 5.44%Government: 9.45% Corporate Bond: 10.78%Government Related: 1.45%

Number of stocks

Top 10 Holdings

17.66% of portfolio

Market Cap of Debt

Cash And Equivalents

5.44%

Government

9.45%

Corporate Bond

10.78%

Government Related

1.45%

Companies Allocation of Debt

91 Days Tbill Red 10-12-20265.363%

HDFC Bank Ltd.2.161%

Punjab National Bank1.809%

Indian Bank1.798%

National Bank for Agriculture and Rural Development1.447%

Union Bank of India1.080%

Canara Bank1.074%

Hindustan Petroleum Corp Ltd.1.072%

HDFC Securities Limited0.713%

Ceat Ltd0.357%

Icici Securities Limited0.357%

Sharekhan Limited0.357%

Small Industries Development Bank Of India0.072%

Sector Allocation of Debt

Cash And Equivalents5.44%

Government9.45%

Corporate Bond10.78%

Government Related1.45%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Liquid Fund - Regular Plan Annual - IDCW Option

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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.

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