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 May 31, 2026

Asset Allocation

Others: 69.15%Debt: 30.85%

Market Cap

Cash And Equivalents: 47.98% Corporate Bond: 20.79%Other: 0.39%

Number of stocks

Top 10 Holdings

49.40% of portfolio

Market Cap of Others

Cash And Equivalents

47.98%

Corporate Bond

20.79%

Other

0.39%

Companies Allocation of Others

Ccil8.421%

360 One Prime Limited3.493%

Birla Group Holdings Private Limited3.492%

PNb Housing Finance Ltd3.490%

Reliance Retail Ventures Ltd2.326%

Rec Limited2.326%

Icici Securities Limited2.326%

Indian Oil Corp Ltd.2.325%

Bajaj Finance Ltd.2.322%

HDFC Securities Limited2.320%

Kotak Securities Ltd2.319%

National Bank For Agriculture And Rural Development2.316%

Bajaj Finance Limited2.311%

Indian Bank2.297%

Bajaj Financial Securities Limited2.093%

National Bank for Agriculture and Rural Development1.163%

Axis Bank Limited1.163%

Small Industries Development Bank Of India1.156%

Canara Bank1.070%

Corporate Debt Market Development Fund - Class A2 Units0.387%

Net Receivable/Payable0.290%

Sector Allocation of Others

Cash And Equivalents47.98%

Corporate Bond20.79%

Other0.39%

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.