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 Reinvestment Of Weekly Idcw Option - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 82.03%Debt: 17.97%

Market Cap

Cash And Equivalents: 37.59% Corporate Bond: 42.63%Government Related: 1.63%Other: 0.18%

Number of stocks

Top 10 Holdings

53.69% of portfolio

Market Cap of Others

Cash And Equivalents

37.59%

Corporate Bond

42.63%

Government Related

1.63%

Other

0.18%

Companies Allocation of Others

LIC Housing Finance Ltd4.886%

Indian Bank3.319%

Mahindra Rural Housing Finance Limited3.271%

Axis Bank Limited3.263%

The Federal Bank Limited3.261%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)3.242%

Treps2.646%

5.20% Reverse Repo1.803%

Uco Bank1.659%

Bank Of Baroda1.659%

Kotak Mahindra Prime Limited1.657%

HDFC Bank Limited1.657%

Punjab National Bank1.656%

ICICI Bank Limited1.638%

Small Industries Dev Bank Of India1.635%

National Bank For Agriculture And Rural Development1.631%

Aditya Birla Capital Limited1.631%

Canara Bank1.629%

ICICI Bank Ltd1.628%

Au Small Finance Bank Limited1.628%

Small Industries Development Bank Of India1.624%

Cholamandalam Investment And Finance Company Limited1.624%

Bajaj Finance Limited1.623%

Muthoot Finance Limited1.622%

Infina Finance Pvt Ltd.1.616%

Corporate Debt Mkt Devp. Fund-A20.181%

Sector Allocation of Others

Cash And Equivalents37.59%

Corporate Bond42.63%

Government Related1.63%

Other0.18%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Union Money Market Fund Regular Plan Reinvestment Of Weekly 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.

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