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.

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Mutual Fund
Liquid
Tata Liquid Fund -Regular Plan - Growth Option
Portfolio

Tata Liquid Fund -Regular Plan - Growth Option - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 52.33%Debt: 47.67%

Market Cap

Cash And Equivalents: 41.13% Corporate Bond: 10.88%Other: 0.31%

Number of stocks

Top 10 Holdings

34.46% of portfolio

Market Cap of Others

Cash And Equivalents

41.13%

Corporate Bond

10.88%

Other

0.31%

Companies Allocation of Others

Export-Import Bank of India3.242%

Bajaj Finance Limited3.171%

HDFC Bank Limited2.800%

Kotak Securities Ltd2.691%

HDFC Securities Limited2.691%

Axis Securities Limited2.471%

Bajaj Housing Finance Limited2.265%

IIFL Finance Limited1.562%

National Bank for Agriculture and Rural Development1.351%

Godrej & Boyce Manufacturing Company Limited1.127%

Indusind Bank Ltd.1.126%

Bajaj Finance Ltd.1.125%

Small Industries Development Bank of India1.120%

Karur Vysya Bank Limited1.118%

IIFL Capital Services Ltd.1.115%

L&T Finance Limited0.906%

Icici Securities Limited0.895%

Motilal Oswal Financial Services Ltd0.672%

Ntpc Ltd0.452%

Angel One Limited0.449%

Axis Bank Limited0.448%

Fedbank Financial Services Ltd0.448%

Canara Bank0.448%

Nuvama Wealth Management Ltd.0.447%

Sbimf Aif - Cat I (Cdmdf)27/10/20380.312%

F) Repo0.011%

Sector Allocation of Others

Cash And Equivalents41.13%

Corporate Bond10.88%

Other0.31%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Liquid Fund -Regular Plan - Growth 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.