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 (G) - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 77.26%Debt: 22.74%

Market Cap

Cash And Equivalents: 56.83% Corporate Bond: 18.89%Government Related: 1.31%Other: 0.24%

Number of stocks

113

Top 10 Holdings

47.31% of portfolio

Market Cap of Others

Cash And Equivalents

56.83%

Corporate Bond

18.89%

Government Related

1.31%

Other

0.24%

Companies Allocation of Others

Reverse Repo3.797%

Indian Oil Corp Ltd.2.281%

Canara Bank1.956%

Punjab National Bank1.956%

Indusind Bank Ltd1.627%

Idbi Bank Ltd - 06/08/2026**1.611%

Network Media & Investments Ltd1.306%

Central Bank Of India1.306%

Reliance Jio Infocomm Ltd.1.305%

Export Import Bank Of India1.305%

Reliance Retail Ventures Ltd1.304%

Rec Limited1.304%

ICICI Home Finance Company Ltd1.304%

Redington Ltd.1.303%

Kisetsu Saison Finance1.302%

Motilal Oswal Financial Services Ltd1.302%

Small Industries Dev Bank Of India1.301%

PNB Housing Finance Ltd.1.294%

Bank Of Baroda - 12/08/2026**1.288%

PNb Housing Finance Ltd0.978%

Birla Group Holdings Pvt Ltd0.978%

Godrej Industries Ltd0.976%

Power Finance Corporation Limited0.976%

Bajaj Finance Limited0.971%

Icici Securities Limited0.653%

Igh Holdings Private Limited0.652%

Julius Baer Capital (India) Private Limited0.652%

Blue Star Red0.652%

SBI Cap Securities Ltd0.652%

Julius Baer Capital India Private Ltd0.651%

Larsen & Toubro Ltd.0.651%

Indusind Bank Ltd - 05/08/2026**0.644%

National Bank for Agriculture and Rural Development0.643%

Hindustan Petroleum Corp Ltd.0.643%

Axis Securities Limited0.643%

HDFC Securities Limited0.642%

HSBC Investdirect Financial Services (India) Ltd.0.641%

Sharekhan Limited0.641%

Birla Group Holdings Private Limited0.641%

Pilani Investment And Industries Corporation Ltd.0.640%

SBICAP Securities Ltd0.640%

Bajaj Finance Ltd.0.579%

IGH Holdings Pvt Ltd.0.320%

Corporate Debt Market Development Fund - Class A20.237%

Treps0.164%

Sector Allocation of Others

Cash And Equivalents56.83%

Corporate Bond18.89%

Government Related1.31%

Other0.24%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Liquid Fund (G)

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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.