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.

IDBI Liquid Fund- Monthly IDCW - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 68.68%Debt: 31.32%

Market Cap

Corporate Bond: 18.21%Cash And Equivalents: 50.26%Other: 0.21%

Number of stocks

113

Top 10 Holdings

33.36% of portfolio

Market Cap of Others

Corporate Bond

18.21%

Cash And Equivalents

50.26%

Other

0.21%

Companies Allocation of Others

Reliance Retail Ventures Limited2.179%

Tata Capital Housing Finance Ltd.1.870%

ICICI Securities Ltd1.868%

Hindustan Petroleum Corp Ltd.1.868%

Titan Co Ltd.1.867%

Ntpc Ltd1.857%

Birla Group Holdings Private Limited1.840%

Motilal Oswal Financial Services Ltd1.535%

Treps1.427%

National Bank for Agriculture and Rural Development1.248%

Indian Oil Corp Ltd.1.246%

Standard Chartered Capital Limited1.246%

Sikka Ports & Terminals Ltd1.244%

Bajaj Financial Securities Ltd1.235%

Indusind Bank Ltd. ** #1.232%

360 One Wam Ltd.1.228%

ICICI Securities Limited0.936%

HDFC Securities Limited0.624%

The Federal Bank Limited0.624%

L&T Finance Limited0.623%

Angel One Limited0.623%

Bajaj Financial Securities Limited0.623%

Godrej Properties Ltd.0.622%

Bajaj Finance Limited0.618%

Network18 Media & Investments Limited0.615%

Godrej Housing Finance Limited0.615%

Axis Securities Limited0.553%

Axis Bank Limited0.462%

Power Finance Corporation Limited0.311%

Jio Credit Ltd0.311%

Sbi Cdmdf--A20.209%

Sector Allocation of Others

Corporate Bond18.21%

Cash And Equivalents50.26%

Other0.21%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

IDBI Liquid Fund- Monthly IDCW

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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.