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.

SBI Liquid Fund - Regular Plan - Weekly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 28.30%Others: 71.70%

Market Cap

Government: 8.88% Corporate Bond: 13.43%Cash And Equivalents: 5.36%Government Related: 0.64%

Number of stocks

130

Top 10 Holdings

11.70% of portfolio

Market Cap of Debt

Government

8.88%

Corporate Bond

13.43%

Cash And Equivalents

5.36%

Government Related

0.64%

Companies Allocation of Debt

Canara Bank2.833%

12/11/2026 Maturing 364 DTB2.655%

Bank of India Ltd.1.288%

08/10/2026 Maturing 364 DTB1.193%

Reverse Repo0.916%

Small Industries Development Bank of India0.644%

The Jammu And Kashmir Bank Limited0.639%

National Bank for Agriculture and Rural Development0.638%

Treps0.387%

National Bank For Agriculture And Rural Development0.194%

Rec Limited0.136%

6.04% Gujarat Sdl 20260.129%

Hdb Financial Services Limited0.045%

Sector Allocation of Debt

Government8.88%

Corporate Bond13.43%

Cash And Equivalents5.36%

Government Related0.64%

Bond0.00%

Monthly SIP

One Time

Lumpsum Amount

₹

SBI Liquid Fund - Regular Plan - Weekly Income Distribution cum Capital Withdrawal Option (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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