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 Money Market Fund Regular Plan Growth - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of October 15, 2026

Asset Allocation

Others: 84.02%Debt: 15.98%

Market Cap

Cash And Equivalents: 40.13% Corporate Bond: 41.20%Government Related: 2.42%Other: 0.27%

Number of stocks

Top 10 Holdings

68.00% of portfolio

Market Cap of Others

Cash And Equivalents

40.13%

Corporate Bond

41.20%

Government Related

2.42%

Other

0.27%

Companies Allocation of Others

LIC Housing Finance Ltd7.249%

Mahindra Rural Housing Finance Limited4.858%

Axis Bank Limited4.840%

The Federal Bank Limited4.839%

Canara Bank4.834%

Mahindra And Mahindra Financial Services Limited4.834%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)4.815%

Muthoot Fincorp Limited4.800%

Uco Bank2.465%

Hdfc Bank Ltd.**2.444%

ICICI Bank Limited2.431%

Small Industries Dev Bank Of India2.427%

Aditya Birla Capital Limited2.423%

National Bank For Agriculture And Rural Development2.421%

Au Small Finance Bank Limited2.415%

ICICI Bank Ltd2.414%

Cholamandalam Investment And Finance Company Limited2.412%

Bajaj Finance Limited2.411%

Infina Finance Pvt Ltd.2.401%

Corporate Debt Mkt Devp. Fund-A20.268%

Sector Allocation of Others

Cash And Equivalents40.13%

Corporate Bond41.20%

Government Related2.42%

Other0.27%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Union Money Market 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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