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.

Mahindra Manulife Liquid Fund - Regular Plan - Weekly IDCW - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 15, 2026

Asset Allocation

Others: 70.94%Debt: 29.06%

Market Cap

Cash And Equivalents: 64.18% Corporate Bond: 6.54%Other: 0.22%

Number of stocks

Top 10 Holdings

54.56% of portfolio

Market Cap of Others

Cash And Equivalents

64.18%

Corporate Bond

6.54%

Other

0.22%

Companies Allocation of Others

Reverse Repo5.066%

Ntpc Limited4.939%

Export-Import Bank Of India3.293%

Godrej Industries Limited3.290%

Small Industries Dev Bank Of India3.275%

Bharat Petroleum Corporation Limited3.265%

Sharekhan Limited2.602%

HDFC Securities Limited2.284%

Bharti Telecom Limited1.648%

Rec Limited1.647%

Godrej Properties Limited1.646%

Nuvama Wealth Finance Limited1.646%

Kotak Securities Ltd1.646%

Small Industries Development Bank Of India1.634%

JM Financial Services Limited1.633%

Tata Housing Development Co Ltd.1.629%

Tata Realty And Infrastructure Limited1.628%

DSP Finance Pvt Ltd.1.628%

Motilal Oswal Financial Services Ltd1.626%

Indian Bank1.626%

Tata Housing Development Company Limited 2026 **1.622%

Jm Financial Services Limited 2026 **1.620%

Nuvama Wealth and Investment Ltd.1.301%

Fedbank Financial Services Ltd0.982%

Nuvama Wealth And Investment Ltd 2026 **0.972%

Corporate Debt Market Development Fund Class A20.222%

Triparty Repo0.193%

Margin Placed With Ccil & Arcl0.000%

Sector Allocation of Others

Cash And Equivalents64.18%

Corporate Bond6.54%

Other0.22%

Monthly SIP

One Time

Lumpsum Amount

₹

Mahindra Manulife Liquid Fund - Regular Plan - Weekly IDCW

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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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