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 July 31, 2026

Asset Allocation

Others: 61.02%Debt: 38.98%

Market Cap

Cash And Equivalents: 56.63% Corporate Bond: 4.21%Other: 0.17%

Number of stocks

129

Top 10 Holdings

43.82% of portfolio

Market Cap of Others

Cash And Equivalents

56.63%

Corporate Bond

4.21%

Other

0.17%

Companies Allocation of Others

Reverse Repo6.113%

Treps5.513%

Small Industries Development Bank of India1.867%

Tata Power Co Ltd.1.400%

HDB Financial Services Ltd.0.940%

TATA Steel Limited0.936%

PNB Housing Finance Ltd.0.936%

Export-Import Bank Of India0.935%

Kotak Securities Ltd0.935%

LIC Housing Finance Ltd0.934%

National Bank for Agriculture and Rural Development0.934%

Motilal Oswal Finvest Limited0.933%

Grasim Industries Ltd.0.932%

Julius Baer Capital (India) Private Limited0.925%

IIFL Finance Ltd.0.921%

Small Industries Development Bank Of India0.701%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)0.701%

Bharti Telecom Limited0.701%

Pnb Housing Finance Limited0.700%

Godrej Industries Limited0.700%

Godrej Industries Ltd.0.699%

JM Financial Services Limited0.653%

HSBC Investdirect Financial Services (India) Ltd.0.554%

Bharat Petroleum Corp Ltd.0.470%

Godrej Consumer Products Limited0.470%

Axis Securities Limited0.469%

Hindustan Petroleum Corporation Limited0.469%

Hsbc Investdirect Financial Services (India) Limited0.469%

HDFC Securities Limited0.469%

Sharekhan Limited0.468%

Pilani Investments And Industries Corporation Limited0.468%

Sbicap Securities Limited0.468%

Reliance Retail Ventures Limited0.468%

L&T Finance Limited0.468%

Aditya Birla Money Limited (Frmly APollo Sindhoori Capital Investments Ltd)0.467%

National Bank For Agriculture And Rural Development0.467%

TATA Projects Limited0.467%

Network18 Media & Investments Limited0.467%

Birla Group Holdings Private Limited0.467%

Fedbank Financial Services Ltd0.467%

SBICAP Securities Ltd0.467%

Canara Bank0.467%

Aditya Birla Money Ltd.0.466%

LIC Housing Finance Ltd.0.466%

Motilal Oswal Financial Services Ltd0.466%

Export-Import Bank of India0.466%

Indian Oil Corp Ltd.0.466%

Bajaj Financial Securities Limited0.463%

REC Ltd.0.463%

Indian Bank0.235%

ICICI Home Finance Company Limited0.234%

Igh Holdings Private Limited0.234%

Punjab National Bank Red0.233%

Corporate Debt Market Development Fund - Class A20.172%

Sector Allocation of Others

Cash And Equivalents56.63%

Corporate Bond4.21%

Other0.17%

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.