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 Money Market Fund- Regular Plan - Daily Reinvestment of IDCW Option - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 76.44%Debt: 23.56%

Market Cap

Corporate Bond: 41.30%Government Related: 5.31%Cash And Equivalents: 29.52%Other: 0.32%

Number of stocks

Top 10 Holdings

49.64% of portfolio

Market Cap of Others

Corporate Bond

41.30%

Government Related

5.31%

Cash And Equivalents

29.52%

Other

0.32%

Companies Allocation of Others

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)3.588%

Yes Bank Limited3.411%

** - Kotak Mahindra Bank - Cd - 27/11/20263.028%

Indian Overseas Bank2.977%

LIC Housing Finance Ltd.2.971%

Bank Of Baroda2.659%

Union Bank Of India2.215%

National Bank For Agriculture And Rural Development2.094%

Indusind Bank Limited1.943%

The Federal Bank Limited1.635%

Axis Bank Limited1.509%

Aseem Infrastructure Finance Ltd.1.508%

Bajaj Housing Finance Limited1.495%

Pilani Investment And Industries Corporation Ltd.1.404%

Small Industries Dev Bank Of India1.346%

Motilal Oswal Finvest Limited1.191%

Canara Bank1.047%

Aditya Birla Capital Ltd1.043%

Motilal Oswal Financial Services Limited1.042%

Motilal Oswal Financial Services Ltd0.894%

Angel One Limited0.891%

Kisetsu Saison Finance (India) Pvt Ltd.0.887%

Infina Finance Pvt Ltd.0.754%

Birla Group Holdings Private Limited0.748%

Deutsche Investments India Private Limited0.747%

360 One Prime Ltd.0.744%

Mahindra & Mahindra Financial Services Limited0.741%

Punjab National Bank0.679%

Muthoot Fincorp Ltd0.611%

Mahindra Rural Housing Finance Limited0.597%

Julius Baer Capital (India) Private Limited0.596%

360 One Wam Ltd.0.446%

HSBC Investdirect Financial Services (India) Ltd.0.374%

Sbimf Aif - Cat I (Cdmdf)27/10/20380.317%

Small Industries Development Bank of India0.304%

Axis Bank Ltd0.303%

Small Industries Development Bank Of India0.299%

Nuvama Wealth and Investment Ltd.0.297%

HDFC Bank Limited0.148%

IGH Holdings Pvt Ltd.0.148%

F) Repo0.009%

Sector Allocation of Others

Corporate Bond41.30%

Government Related5.31%

Cash And Equivalents29.52%

Other0.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Money Market 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.