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 Daily Reinvestment of Income Distribution cum capital withdrawal option - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 30.34%Others: 69.66%

Market Cap

Government: 18.33%Cash And Equivalents: 2.46% Corporate Bond: 7.79%Government Related: 1.77%

Number of stocks

116

Top 10 Holdings

9.58% of portfolio

Market Cap of Debt

Government

18.33%

Cash And Equivalents

2.46%

Corporate Bond

7.79%

Government Related

1.77%

Companies Allocation of Debt

91 Days Treasury Bill 24/12/2026 Tb1.644%

Canara Bank1.179%

The Jammu And Kashmir Bank Limited1.178%

Central Bank of India1.178%

Indian Overseas Bank1.177%

DCB Bank Limited0.590%

National Bank for Agriculture and Rural Development0.588%

PNB Housing Finance Ltd.0.588%

Bharti Telecom Limited0.536%

Icici Securities Limited0.470%

Pilani Investment And Industries Corporation Ltd.0.235%

LIC Housing Finance Ltd0.119%

Tata Capital Limited0.060%

Sundaram Finance Limited0.040%

Sector Allocation of Debt

Government18.33%

Cash And Equivalents2.46%

Corporate Bond7.79%

Government Related1.77%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Liquid Regular Plan Daily Reinvestment of Income Distribution cum capital withdrawal 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.

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