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 Corporate Bond Fund-Regular Plan-IDCW Monthly Reinvestment - Portfolio Analysis

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Debt: 95.31%Others: 4.69%

Market Cap

Government Related: 20.59% Corporate Bond: 66.60%Government: 6.12%Cash And Equivalents: 1.12% Asset Backed: 0.88%

Number of stocks

Top 10 Holdings

46.16% of portfolio

Market Cap of Debt

Government Related

20.59%

Corporate Bond

66.60%

Government

6.12%

Cash And Equivalents

1.12%

Asset Backed

0.88%

Companies Allocation of Debt

Indian Railway Finance Corporation Limited5.612%

Maharashtra (Government of) 7.55%3.579%

SIDDHIVINAYAK SECURITISATION TRUST3.483%

6.9% Govt Stock 20653.236%

LIQUID GOLD SERIES 182.452%

Godrej Industries Limited2.133%

6.94% Govt Stock 20361.911%

Nexus Select TRust1.786%

National Housing Bank1.773%

Small Industries Development Bank Of India1.768%

Knowledge Realty TRust1.765%

National Bank For Agriculture And Rural Development1.750%

Export Import Bank Of India1.607%

INDIA UNIVERSAL TRUST AL11.427%

Power Grid Corporation Of India Limited1.268%

SANSAR JAN 2025 TRUST1.120%

Gic Housing Finance Limited0.995%

Piramal Finance Limited0.892%

Muthoot Finance Limited0.891%

Cholamandalam Investment And Finance Company Limited0.885%

Embassy Office Parks Reit0.884%

Bajaj Housing Finance Limited0.878%

** 08.88 % Liquid Gold Series 24 Ptc Initiation Iifl Finance Ltd - 20/11/200.875%

7.24% Govt Stock 20550.858%

INDIA UNIVERSAL TRUST AL20.783%

7.72% Maharashtra Sgs 20320.362%

Bharat Sanchar Nigam Limited0.355%

SANSAR JUNE 2024 TRUST0.349%

Mindspace Business Parks Reit0.179%

7.35% Tamilnadu Sgs 20340.076%

6.68% Govt Stock 20310.071%

Tamil Nadu (Government of) 7.39%0.049%

LIC Housing Finance Ltd0.043%

7.69% Govt Stock 20430.026%

7.7% Maharashtra Sgs 20340.021%

7.34% Govt Stock 20640.015%

6.36% Govt Stock 20310.004%

Sector Allocation of Debt

Government Related20.59%

Corporate Bond66.60%

Government6.12%

Cash And Equivalents1.12%

Asset Backed0.88%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Corporate Bond Fund-Regular Plan-IDCW Monthly Reinvestment

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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.