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 August 15, 2026

Asset Allocation

Others: 69.96%Debt: 30.04%

Market Cap

Cash And Equivalents: 54.69% Corporate Bond: 13.40%Government Related: 1.61%Other: 0.26%

Number of stocks

137

Top 10 Holdings

31.40% of portfolio

Market Cap of Others

Cash And Equivalents

54.69%

Corporate Bond

13.40%

Government Related

1.61%

Other

0.26%

Companies Allocation of Others

Net Current Assets7.469%

Chennai Petroleum Corporation Limited1.629%

NTPC Ltd.1.457%

Can Fin Homes Ltd.1.287%

DSP Finance Pvt Ltd.0.974%

Bajaj Finance Limited0.815%

Export-Import Bank of India0.813%

Indian Oil Corp Ltd.0.811%

Small Industries Development Bank of India0.811%

Mahindra Rural Housing Finance Limited0.805%

Bajaj Finance Ltd.0.804%

HDFC Securities Limited0.804%

Muthoot Fincorp Limited0.803%

Axis Securities Limited0.653%

Tata Capital Housing Finance Limited0.653%

Birla Group Holdings Private Limited0.651%

Union Bank Of India0.651%

HDFC Bank Limited0.569%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)0.490%

Small Industries Development Bank Of India0.483%

Bajaj Financial Securities Limited0.402%

Jamnagar Utilities & Power Private Limited0.327%

Can Fin Homes Limited0.326%

Hsbc Investdirect Financial Services (India) Limited0.326%

Fedbank Financial Services Limited0.326%

TATA Teleservices Limited0.325%

Redington Ltd.0.325%

Nuvama Wealth Finance Limited0.325%

Canara Bank0.325%

Hindustan Petroleum Corp Ltd.0.325%

Reliance Retail Ventures Limited0.325%

Aditya Birla Capital Ltd.0.324%

Uco Bank0.324%

Hero Fincorp Limited0.323%

GIC Housing Finance Ltd.0.322%

Bharat Petroleum Corp Ltd.0.322%

NU Vista Ltd.0.322%

Nuvoco Vistas Corporation Limited0.322%

Toyota Financial Services India Ltd.0.322%

Infina Finance Pvt Ltd.0.321%

Corporate Debt Market Devt Fund - A2 Units0.260%

Godrej Industries Ltd.0.241%

Nuvama Wealth and Investment Ltd.0.241%

Axis Bank Limited0.163%

Aditya Birla Money Ltd.0.162%

Indian Bank0.161%

Ceat Ltd0.161%

Short Term Deposits -0.022%

Sector Allocation of Others

Cash And Equivalents54.69%

Corporate Bond13.40%

Government Related1.61%

Other0.26%

Monthly SIP

One Time

Lumpsum Amount

₹

UTI Liquid Fund - Regular Plan - Monthly IDCW

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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.