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.

SUNDARAM LIQUID FUND - REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 76.61%Debt: 23.39%

Market Cap

Cash And Equivalents: 69.68% Corporate Bond: 6.66%Other: 0.27%

Number of stocks

Top 10 Holdings

62.70% of portfolio

Market Cap of Others

Cash And Equivalents

69.68%

Corporate Bond

6.66%

Other

0.27%

Companies Allocation of Others

Bank Of India - 03/12/2026**4.411%

Central Bank Of India - 04/12/2026**4.409%

Treps3.775%

REC Ltd.2.946%

Tata Capital Housing Finance Ltd.2.945%

Canara Bank - 03/12/2026**2.941%

Hindustan Petroleum Corporation Ltd - 03/12/2026**2.941%

Reliance Industries Ltd - 11/12/2026**2.936%

PNB Housing Finance Ltd.2.210%

Julius Baer Capital (India) Private Limited1.481%

Aditya Birla Housing Finance Limited1.477%

HDFC Bank Limited1.476%

Kisetsu Saison Finance (India) Private Limited1.476%

IIFL Finance Limited1.475%

Godrej Housing Finance Limited1.474%

Blue Star Ltd.1.474%

Godrej Properties Ltd.1.473%

Axis Bank Ltd1.472%

Export Import Bank Of India - 04/12/2026**1.470%

Hdfc Bank Ltd - 04/12/2026**1.470%

Small Industries Development Bank Of India1.470%

Reliance Retail Ventures Ltd - 08/12/2026**1.469%

Power Finance Corporation Ltd - 09/12/2026**1.469%

Gic Housing Finance Ltd - 09/12/2026**1.467%

Motilal Oswal Financial Services Ltd1.104%

Godrej Housing Finance Limited - 10/12/2026**1.101%

Muthoot Fincorp Limited1.096%

Hsbc Investdirect Financial Services (India) Limited0.887%

Bajaj Financial Securities Limited0.741%

Rec Limited0.741%

National Bank For Agriculture And Rural Development0.738%

Igh Holdings Private Limited0.738%

Kotak Securities Ltd0.736%

Birla Group Holdings Private Limited0.736%

Icici Securities Limited0.735%

Aditya Birla Money Ltd.0.734%

Jm Financial Services Ltd - 11/12/2026**0.732%

Corporate Debt Market Development Fund - Class A20.274%

Sector Allocation of Others

Cash And Equivalents69.68%

Corporate Bond6.66%

Other0.27%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SUNDARAM LIQUID FUND - REGULAR PLAN IDCW REINVESTMENT

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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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