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.

Kotak Liquid Regular Plan Growth - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 46.65%Debt: 53.35%

Market Cap

Cash And Equivalents: 37.43% Corporate Bond: 8.96%Other: 0.25%

Number of stocks

186

Top 10 Holdings

25.54% of portfolio

Market Cap of Others

Cash And Equivalents

37.43%

Corporate Bond

8.96%

Other

0.25%

Companies Allocation of Others

Ntpc Ltd2.504%

Export-Import Bank of India1.362%

Indusind Bank Ltd.1.247%

City Union Bank Limited1.246%

PNB Housing Finance Ltd.1.241%

National Housing Bank0.877%

National Bank for Agriculture and Rural Development0.867%

Network18 Media & Investments Limited0.745%

ICICI Securities Limited0.627%

National Bank for Financing Infrastructure & Development0.624%

Can Fin Homes Ltd.0.624%

Adani Ports And Special Economic Zone Ltd.0.623%

The Karur Vysya Bank Ltd.0.623%

Small Industries Development Bank of India0.620%

Mashreq Bank Psc- India Branch.** Cp0.620%

Grasim Industries Ltd.0.620%

Karur Vysya Bank Limited0.619%

REC Ltd.0.619%

Hero Fincorp Limited0.497%

LIC Housing Finance Ltd.0.496%

IGH Holdings Pvt Ltd.0.496%

Nirma Limited0.496%

Nuvoco Vistas Corporation Limited0.496%

Jio Credit Ltd.0.495%

IIFL Capital Services Ltd.0.494%

Julius Baer Capital (India) Private Limited0.374%

Hindustan Petroleum Corp Ltd.0.373%

Sharekhan Limited0.373%

Bharti Telecom Ltd.0.372%

Birla Group Holdings Private Limited0.372%

IIFL Finance Ltd.0.371%

Titan Co Ltd.0.310%

Sbi Alternative Investment Fund0.253%

HDFC Securities Limited0.249%

Nuvama Wealth Finance Limited0.248%

Bank Of Baroda0.248%

Axis Bank Limited0.248%

Aditya Birla Money Ltd.0.247%

TVS Credit Services Ltd.0.247%

Motilal Oswal Finvest Limited0.247%

Manappuram Finance Ltd.0.247%

GIC Housing Finance Ltd.0.186%

Godrej Finance Ltd.0.186%

Mirae Asset Capital Markets (India) Pvt Ltd.0.125%

Nuvama Wealth and Investment Ltd.0.124%

DSP Finance Pvt Ltd.0.124%

NJ Capital Pvt Ltd.0.124%

Cholamandalam Securities Ltd.0.062%

Bajaj Financial Securities Limited0.050%

Sector Allocation of Others

Cash And Equivalents37.43%

Corporate Bond8.96%

Other0.25%

Monthly SIP

One Time

Lumpsum Amount

₹

Kotak Liquid Regular Plan Growth

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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.