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.

SIP Online
Mutual Fund
Liquid
UTI Liquid Fund - Regular Plan - Monthly IDCW
Portfolio

UTI Liquid Fund - Regular Plan - Monthly IDCW - Portfolio Analysis

Debt
Liquid
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 44.23%Debt: 55.77%

Market Cap

Cash And Equivalents: 35.93% Corporate Bond: 8.05%Other: 0.25%

Number of stocks

136

Top 10 Holdings

19.10% of portfolio

Market Cap of Others

Cash And Equivalents

35.93%

Corporate Bond

8.05%

Other

0.25%

Companies Allocation of Others

L&T Finance Ltd.1.164%

Grasim Industries Ltd.1.071%

Bajaj Housing Finance Ltd.0.899%

Can Fin Homes Ltd.0.896%

Small Industries Development Bank of India0.894%

Tata Projects Limited0.723%

Hero Fincorp Limited0.719%

Au Small Finance Bank Limited0.717%

Axis Securities Limited0.717%

Bank Of India0.716%

Union Bank Of India0.715%

Birla Group Holdings Private Limited0.714%

HDFC Bank Limited0.625%

Bajaj Housing Finance Limited0.542%

ICICI Home Finance Company Limited0.538%

Bajaj Financial Securities Limited0.538%

Motilal Oswal Financial Services Ltd0.538%

Icici Securities Limited0.538%

Tata Capital Housing Finance Ltd.0.361%

Bajaj Finance Ltd.0.359%

Aditya Birla Capital Ltd.0.359%

IGH Holdings Pvt Ltd.0.358%

Aditya Birla Money Ltd.0.358%

Tata Capital Ltd.0.358%

Mirae Asset Financial Services (India) Pvt Ltd.0.358%

HSBC Investdirect Financial Services (India) Ltd.0.358%

Fedbank Financial Services Ltd0.358%

Kotak Securities Ltd0.357%

Canara Bank0.357%

Tata Teleservices Ltd0.357%

Reliance Retail Ventures Limited0.357%

Nuvama Wealth and Investment Ltd.0.356%

Corporate Debt Market Devt Fund - A2 Units0.249%

Ntpc Ltd0.180%

Nuvama Wealth Management Ltd.0.179%

Axis Bank Limited0.179%

Clearing Corporation Of India Ltd. Std - Margin0.037%

Sector Allocation of Others

Cash And Equivalents35.93%

Corporate Bond8.05%

Other0.25%

Monthly SIP

One Time

Lumpsum Amount

₹

UTI Liquid Fund - Regular Plan - Monthly IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.