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.

The Wealth Company Liquid Fund Regular Plan Growth - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 76.36%Debt: 23.64%

Market Cap

Cash And Equivalents: 56.11% Corporate Bond: 14.43%Government Related: 5.83%

Number of stocks

Top 10 Holdings

59.41% of portfolio

Market Cap of Others

Cash And Equivalents

56.11%

Corporate Bond

14.43%

Government Related

5.83%

Companies Allocation of Others

REC Ltd.5.813%

Axis Bank Limited5.789%

The Clearing Corporation Of India Ltd. 01-Oct-20263.610%

Pnb Housing Finance Limited2.920%

Union Bank Of India 06-Nov-2026**#2.915%

Indian Bank2.915%

Punjab & Sind Bank 06-Nov-2026**#2.914%

Central Bank Of India2.913%

Export-Import Bank Of India2.913%

Aditya Birla Capital Ltd.2.909%

Motilal Oswal Financial Services Limited2.909%

Bajaj Financial Securities Limited2.907%

LIC Housing Finance Ltd.2.904%

Canara Bank 04-Dec-2026**#2.901%

Small Industries Development Bank Of India2.900%

Bank Of India 15-Dec-2026**#2.895%

Small Industries Dev Bank Of India2.803%

Aditya Birla Money Limited (Frmly APollo Sindhoori Capital Investments Ltd)2.335%

Reverse Repo 01-Oct-260.821%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)0.350%

Net Receivable/Payable0.076%

Sector Allocation of Others

Cash And Equivalents56.11%

Corporate Bond14.43%

Government Related5.83%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

The Wealth Company Liquid Fund Regular Plan Growth

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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.

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