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 August 31, 2026

Asset Allocation

Others: 83.26%Debt: 16.74%

Market Cap

Cash And Equivalents: 74.30%Government Related: 2.20% Corporate Bond: 6.56%Other: 0.20%

Number of stocks

117

Top 10 Holdings

49.78% of portfolio

Market Cap of Others

Cash And Equivalents

74.30%

Government Related

2.20%

Corporate Bond

6.56%

Other

0.20%

Companies Allocation of Others

Treps17.619%

REC Ltd.2.167%

Tata Capital Housing Finance Ltd.2.167%

The Tata Power Company Limited1.647%

Central Bank Of India1.098%

Motilal Oswal Finvest Limited1.097%

Grasim Industries Ltd1.097%

Bharat Petroleum Corporation Limited1.095%

Julius Baer Capital (India) Private Limited1.089%

Aditya Birla Housing Finance Limited1.087%

Kisetsu Saison Finance (India) Private Limited1.085%

Godrej Housing Finance Limited1.084%

Blue Star Ltd.1.084%

IIFL Finance Limited1.084%

Godrej Properties Ltd.1.084%

Uco Bank0.825%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)0.824%

Pnb Housing Finance Limited0.824%

HDFC Securities Limited0.822%

Motilal Oswal Financial Services Ltd0.812%

JM Financial Services Limited0.768%

Hsbc Investdirect Financial Services (India) Limited0.652%

L&T Finance Limited0.550%

Reliance Retail Ventures Limited0.550%

The Federal Bank Limited0.550%

Fedbank Financial Services Limited0.549%

Aditya Birla Money Limited (Frmly APollo Sindhoori Capital Investments Ltd)0.549%

Motilal Oswal Financial Services Limited0.548%

Export-Import Bank Of India0.548%

ICICI Home Finance Company Limited0.548%

Indian Oil Corporation Limited0.548%

Bajaj Financial Securities Limited0.545%

Rec Limited0.545%

National Bank For Agriculture And Rural Development0.543%

Aditya Birla Money Ltd.0.541%

Birla Group Holdings Private Limited0.541%

Icici Securities Limited0.541%

Bajaj Finance Limited0.275%

Corporate Debt Market Development Fund - Class A20.202%

Sector Allocation of Others

Cash And Equivalents74.30%

Government Related2.20%

Corporate Bond6.56%

Other0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Liquid Fund (G)

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Frequently Asked Questions

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.