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 September 15, 2026

Asset Allocation

Others: 65.53%Debt: 34.47%

Market Cap

Cash And Equivalents: 43.98% Corporate Bond: 17.77%Government Related: 3.23%Other: 0.55%

Number of stocks

Top 10 Holdings

59.07% of portfolio

Market Cap of Others

Cash And Equivalents

43.98%

Corporate Bond

17.77%

Government Related

3.23%

Other

0.55%

Companies Allocation of Others

Ccil6.825%

Bank Of Baroda6.464%

Small Industries Development Bank Of India4.851%

Rec Limited3.243%

HDFC Bank Limited3.236%

Export-Import Bank Of India3.232%

Redington Limited3.229%

Power Finance Corp Ltd.3.228%

Bajaj Financial Securities Limited3.226%

Axis Bank Limited3.223%

Bank Of India 03-Dec-2026**#3.219%

Punjab & Sind Bank 10-Dec-2026**#3.214%

Tata Housing Development Company Ltd. 11-Dec-2026**3.213%

Kotak Securities Ltd. 08-Dec-2026**3.211%

Manappuram Finance Limited 15-Dec-2026**3.205%

Net Receivable/Payable1.699%

Corporate Debt Market Development Fund - Class A2 Units0.552%

Sector Allocation of Others

Cash And Equivalents43.98%

Corporate Bond17.77%

Government Related3.23%

Other0.55%

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.

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