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 May 31, 2026

Asset Allocation

Others: 78.36%Debt: 21.64%

Market Cap

Cash And Equivalents: 34.12% Corporate Bond: 42.00%Government Related: 2.20%Other: 0.05%

Number of stocks

Top 10 Holdings

61.23% of portfolio

Market Cap of Others

Cash And Equivalents

34.12%

Corporate Bond

42.00%

Government Related

2.20%

Other

0.05%

Companies Allocation of Others

Treps4.475%

Punjab National Bank Red4.309%

Small Industries Development Bank Of India4.232%

HDFC Bank Limited4.224%

LIC Housing Finance Ltd.4.147%

5.40% Reverse Repo3.727%

Export-Import Bank Of India2.198%

National Bank for Agriculture and Rural Development2.196%

Godrej Industries Ltd.2.196%

Bharti Telecom Limited2.149%

Axis Finance Ltd.2.148%

ICICI Securities Limited2.147%

Uco Bank2.116%

Indian Bank2.115%

Kotak Mahindra Prime Ltd.2.114%

Axis Bank Limited2.112%

Kotak Mahindra Bank Limited2.111%

Mahindra & Mahindra Financial Services Ltd.2.110%

Bajaj Finance Ltd.2.067%

Cholamandalam Investment & Finance Co Ltd.2.065%

Muthoot Finance Ltd2.064%

Punjab National Bank1.691%

Bank Of Baroda1.412%

5.45% Reverse Repo1.055%

Corporate Debt Mkt Devp. Fund-A20.048%

Sector Allocation of Others

Cash And Equivalents34.12%

Corporate Bond42.00%

Government Related2.20%

Other0.05%

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.