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.

Jm Liquid Fund - Bonus Option - Principal Units - Portfolio Analysis

Debt
Liquid
Status: Closed

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 79.97%Debt: 20.02%

Market Cap

Cash And Equivalents: 51.33% Corporate Bond: 25.33%Government Related: 2.83%Other: 0.48%

Number of stocks

Top 10 Holdings

71.47% of portfolio

Market Cap of Others

Cash And Equivalents

51.33%

Corporate Bond

25.33%

Government Related

2.83%

Other

0.48%

Companies Allocation of Others

Ccil12.535%

Canara Bank5.725%

Bank Of Baroda5.668%

Power Finance Corp Ltd.5.661%

Small Industries Development Bank Of India4.254%

Reliance Retail Ventures Limited2.869%

Union Bank Of India2.868%

Ntpc Limited2.865%

Godrej Properties Limited2.865%

Tata Housing Development Company Limited2.862%

Aditya Birla Money Limited (Frmly APollo Sindhoori Capital Investments Ltd)2.862%

Rec Limited2.844%

Export-Import Bank Of India2.834%

Redington Limited2.832%

Bajaj Financial Securities Limited2.829%

Axis Bank Limited2.827%

Net Receivable/Payable1.486%

Manappuram Finance Limited1.431%

Indian Bank1.148%

Kotak Mahindra Prime Limited1.146%

L&T Finance Limited0.574%

Corporate Debt Market Development Fund - Class A2 Units0.484%

Sector Allocation of Others

Cash And Equivalents51.33%

Corporate Bond25.33%

Government Related2.83%

Other0.48%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

Jm Liquid Fund - Bonus Option - Principal Units

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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.