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 - Quarterly Idcw Reinvestment Option - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Others: 81.80%Debt: 18.20%

Market Cap

Cash And Equivalents: 50.91% Corporate Bond: 30.60%Other: 0.29%

Number of stocks

Top 10 Holdings

50.28% of portfolio

Market Cap of Others

Cash And Equivalents

50.91%

Corporate Bond

30.60%

Other

0.29%

Companies Allocation of Others

Bank Of Baroda3.507%

Tata Capital Ltd3.506%

National Bank For Agriculture And Rural Development3.489%

Axis Bank Ltd.2.635%

360 One Prime Limited2.629%

Birla Group Holdings Private Limited2.629%

PNb Housing Finance Ltd2.628%

Aditya Birla Housing Finance Limited1.762%

Reliance Retail Ventures Limited1.760%

ICICI Home Finance Company Limited1.758%

Indian Bank1.754%

Rec Limited1.752%

Reliance Retail Ventures Ltd1.752%

Icici Securities Limited1.751%

Bajaj Finance Ltd.1.749%

Kotak Securities Ltd1.746%

Bajaj Finance Limited1.741%

Aditya Birla Capital Ltd1.581%

Bajaj Financial Securities Limited1.576%

Ccil1.339%

HDFC Securities Limited0.880%

HDFC Bank Limited0.879%

Union Bank Of India0.878%

National Bank for Agriculture and Rural Development0.875%

L&T Finance Limited0.875%

Axis Bank Limited0.875%

Canara Bank0.806%

Export Import Bank Of India0.737%

Corporate Debt Market Development Fund - Class A2 Units0.292%

Net Receivable/Payable0.141%

Sector Allocation of Others

Cash And Equivalents50.91%

Corporate Bond30.60%

Other0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Jm Liquid Fund - Quarterly Idcw Reinvestment 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.