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.

Union Liquid Fund Growth - Portfolio Analysis

Liquid
Liquid
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 68.76%Debt: 31.24%

Market Cap

Cash And Equivalents: 52.12% Corporate Bond: 16.46%Other: 0.18%

Number of stocks

138

Top 10 Holdings

31.65% of portfolio

Market Cap of Others

Cash And Equivalents

52.12%

Corporate Bond

16.46%

Other

0.18%

Companies Allocation of Others

Treps4.940%

ICICI Bank Ltd Md2.550%

Redington Ltd.2.269%

Jamnagar Utilities & Power Private Limited1.682%

Can Fin Homes Ltd.1.680%

Rec Limited1.421%

Tata Steel Limited1.138%

Alembic Pharmaceuticals ltd1.137%

SBI Cap Securities Ltd1.137%

Indian Oil Corp Ltd.1.137%

THE Ramco Cements Limited1.136%

SBICAP Securities Ltd1.135%

Sikka Ports & Terminals Ltd1.127%

Cholamandalam Investment & Finance Co Ltd.1.119%

Punjab National Bank0.851%

Aditya Birla Capital Ltd.0.844%

HDFC Bank Limited0.569%

Export-Import Bank of India0.569%

Godrej Industries Ltd.0.568%

Hindustan Petroleum Corp Ltd.0.568%

Godrej Properties Ltd.0.567%

Axis Bank Limited0.561%

Kotak Securities Ltd0.560%

Infina Finance Pvt Ltd.0.559%

Icici Securities Limited0.559%

National Bank for Agriculture and Rural Development0.284%

PNb Housing Finance Ltd0.284%

ICICI Securities Limited0.283%

Net Receivable / Payable0.242%

Corporate Debt Mkt Devp. Fund-A20.175%

Sector Allocation of Others

Cash And Equivalents52.12%

Corporate Bond16.46%

Other0.18%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Union Liquid Fund 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.