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 Periodic Reinvestment - Portfolio Analysis

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 92.50%Others: 7.50%

Market Cap

Government Related: 19.43% Corporate Bond: 65.12%Government: 5.96%Cash And Equivalents: 1.08% Asset Backed: 0.91%

Number of stocks

Top 10 Holdings

46.75% of portfolio

Market Cap of Debt

Government Related

19.43%

Corporate Bond

65.12%

Government

5.96%

Cash And Equivalents

1.08%

Asset Backed

0.91%

Companies Allocation of Debt

Indian Railway Finance Corporation Limited5.873%

SIDDHIVINAYAK SECURITISATION TRUST3.571%

Maharashtra (Government of) 7.55%3.327%

7.71% Govt Stock 20662.802%

LIQUID GOLD SERIES 182.515%

Godrej Industries Limited2.230%

6.94% Govt Stock 20362.206%

Nexus Select TRust1.871%

** 08.75 % Vedanta Ltd - 28/09/20291.870%

Small Industries Development Bank Of India1.848%

Knowledge Realty TRust1.847%

Rec Limited1.841%

National Housing Bank1.830%

INDIA UNIVERSAL TRUST AL11.472%

Power Grid Corporation Of India Limited1.325%

SANSAR JAN 2025 TRUST1.083%

Gic Housing Finance Limited1.045%

Piramal Finance Limited0.935%

National Bank For Agriculture And Rural Development0.930%

Embassy Office Parks Reit0.926%

Bajaj Housing Finance Limited0.917%

** 08.88 % Liquid Gold Series 24 Ptc Initiation Iifl Finance Ltd - 20/11/200.906%

6.9% Govt Stock 20650.838%

INDIA UNIVERSAL TRUST AL20.812%

7.72% Maharashtra Sgs 20320.376%

Bharat Sanchar Nigam Limited0.368%

SANSAR JUNE 2024 TRUST0.306%

Power Finance Corporation Limited0.191%

Mindspace Business Parks Reit0.187%

Muthoot Finance Limited0.187%

7.35% Tamilnadu Sgs 20340.078%

6.68% Govt Stock 20310.074%

Tamil Nadu (Government of) 7.39%0.051%

LIC Housing Finance Ltd0.045%

7.69% Govt Stock 20430.027%

7.7% Maharashtra Sgs 20340.022%

7.34% Govt Stock 20640.016%

Sector Allocation of Debt

Government Related19.43%

Corporate Bond65.12%

Government5.96%

Cash And Equivalents1.08%

Asset Backed0.91%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Corporate Bond Fund-Regular Plan-IDCW Periodic Reinvestment

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.

All-in-one Mutual Fund Investing app for everyone.

Start your Investing Journey Today.