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 Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 86.57%Debt: 13.43%

Market Cap

Cash And Equivalents: 33.71% Corporate Bond: 52.57%Other: 0.28%

Number of stocks

Top 10 Holdings

70.06% of portfolio

Market Cap of Others

Cash And Equivalents

33.71%

Corporate Bond

52.57%

Other

0.28%

Companies Allocation of Others

Treps6.525%

Indian Overseas Bank5.443%

Punjab National Bank Red4.797%

The Federal Bank Limited4.109%

Indusind Bank Ltd3.592%

Embassy Office Parks REIT2.979%

Tata Projects Ltd2.820%

IDFC First Bank Limited2.733%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)2.722%

HDFC Bank Limited2.718%

Kisetsu Saison Finance (India) Pvt Ltd.2.714%

Pilani Investment & Industries Corporation Ltd2.703%

Igh Holdings Private Limited2.702%

Small Industries Development Bank Of India2.217%

Julius Baer Capital India Private Ltd2.168%

Infina Finance Pvt Ltd2.167%

Muthoot Finance Ltd2.162%

Punjab National Bank1.916%

Axis Bank Ltd1.389%

Au Small Finance Bank Limited1.387%

Small Industries Dev Bank Of India1.382%

One Wam Ltd Prev IIFL Wealth Management Ltd1.363%

Motilal Oswal Financial Services Ltd1.362%

National Bank For Agriculture And Rural Development1.360%

Cholamandalam Investment And Finance Company Ltd1.360%

Canara Bank1.359%

ICICI Securities Ltd1.356%

Corporate Debt Market Development Fund - Class A20.284%

Muthoot Finance Limited0.273%

Sector Allocation of Others

Cash And Equivalents33.71%

Corporate Bond52.57%

Other0.28%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Money Market Fund Direct Plan - Monthly Reinvestment of Income Distribution cum Capital Withdrawal (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.