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 Treasury Advantage Fund Regular Plan - Daily Reinvestment of IDCW Option - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of July 15, 2026

Asset Allocation

Others: 41.20%Debt: 58.80%

Market Cap

Cash And Equivalents: 12.25% Corporate Bond: 28.46%Other: 0.48%

Number of stocks

Top 10 Holdings

30.83% of portfolio

Market Cap of Others

Cash And Equivalents

12.25%

Corporate Bond

28.46%

Other

0.48%

Companies Allocation of Others

Barclays Investments & Loans (India) Private Limited4.670%

Union Bank Of India4.490%

F) Repo3.140%

Bajaj Finance Ltd2.298%

Small Industries Development Bank Of India2.298%

Indian Bank2.270%

Axis Bank Limited2.269%

Canara Bank2.257%

HDFC Bank Limited2.247%

Bajaj Finance Limited1.149%

Kotak Mahindra Bank Limited1.140%

Small Industries Dev Bank Of India1.125%

Cash / Net Current Asset0.994%

Sbimf Aif - Cat I (Cdmdf)27/10/20380.484%

Sector Allocation of Others

Cash And Equivalents12.25%

Corporate Bond28.46%

Other0.48%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Treasury Advantage Fund Regular Plan - Daily Reinvestment of IDCW Option

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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.