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.

Tata Arbitrage Fund-Regular Plan-Growth - Portfolio Analysis

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 94.09%Debt: 6.25%

Market Cap

Cash And Equivalents: 66.65%Other: 13.01%Government Related: 5.47% Corporate Bond: 8.96%

Number of stocks

205

Top 10 Holdings

82.33% of portfolio

Market Cap of Others

Cash And Equivalents

66.65%

Other

13.01%

Government Related

5.47%

Corporate Bond

8.96%

Companies Allocation of Others

Cash Offset For Derivatives65.077%

Tata Money Market Dir Gr12.049%

National Bank For Financing Infrastructure And Development1.384%

Tata Ultra Short Term Dir Gr0.966%

Cholamandalam Investment And Finance Company Limited0.498%

The Federal Bank Limited0.388%

(I) Treps0.383%

Small Industries Dev Bank Of India0.299%

Punjab & Sind Bank0.296%

HDFC Bank Limited0.200%

Small Industries Development Bank Of India0.199%

Bank Of Baroda0.198%

Cash / Net Current Asset0.113%

National Bank For Agriculture And Rural Development0.100%

Canara Bank0.099%

J) Repo0.080%

Sector Allocation of Others

Cash And Equivalents66.65%

Other13.01%

Government Related5.47%

Corporate Bond8.96%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Arbitrage Fund-Regular Plan-Growth

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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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