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.

Aditya Birla Sun Life Crisil IBX AAA Jun-2023 Index Fund-Regular Growth - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of May 31, 2023

Asset Allocation

Others: 100.03%

Market Cap

Cash & Cash Equivalent: 3.23%Debt: 96.80%

Number of stocks

Top 10 Holdings

97.33% of portfolio

Market Cap of Others

Cash & Cash Equivalent

3.23%

Debt

96.80%

Companies Allocation of Others

7.2% Sikka Ports and Terminals Ltd. 16/06/20239.440%

National Bank For Agriculture & Rural Development% 145-D 07/06/20239.260%

L&T Finance Ltd.% 364-D 23/06/20237.780%

Larsen & Toubro Ltd.% 85-D 30/06/20237.170%

5.06% Housing Development Finance Corporation Ltd. 16/06/20236.180%

6.8% REC Ltd. 30/06/20235.980%

6.72% Power Finance Corporation Ltd. 09/06/20235.460%

8.45% Sikka Ports and Terminals Ltd. 12/06/20235.240%

7.7% Jamnagar Utilities and Power Pvt. Ltd. 29/06/20234.950%

Export-Import Bank Of India% 22/06/20234.110%

National Bank For Agriculture & Rural Development% 85-D 30/06/20234.100%

9.19% LIC Housing Finance Ltd. 06/06/20233.290%

Canara Bank% 12/06/20233.090%

Housing & Urban Development Corporation Ltd.% 24/06/20232.840%

Aditya Birla Finance Ltd.% 181-D 07/06/20232.470%

Axis Bank Ltd.% 07/06/20231.650%

9.3% Power Grid Corporation Of India Ltd. 28/06/20231.650%

L&T Finance Ltd.% 364-D 05/06/20231.030%

National Bank For Agriculture & Rural Development% 91-D 23/06/20231.030%

Small Industries Devp. Bank of India Ltd.% 136-D 12/06/20231.030%

ICICI Securities Ltd.% 91-D 09/06/20231.030%

Kotak Mahindra Investments Ltd.% 365-D 28/06/20231.030%

ICICI Bank Ltd.% 30/06/20231.030%

Axis Bank Ltd.% 20/06/20231.030%

Axis Bank Ltd.% 05/06/20231.030%

Axis Bank Ltd.% 22/06/20230.820%

7.3% HDB Financial Services Ltd. 29/06/20230.820%

LIC Housing Finance Ltd.% 348-D 20/06/20230.620%

Small Industries Devp. Bank of India Ltd.% 91-D 22/06/20230.620%

Others0.530%

8.48% LIC Housing Finance Ltd. 09/06/20230.410%

7.77% Tamilnadu State 19/06/20230.210%

HDFC Bank Ltd.% 15/06/20230.210%

7.77% Gujarat State 19/06/20230.190%

Sector Allocation of Others

Cash & Cash Equivalent3.23%

Debt96.80%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Crisil IBX AAA Jun-2023 Index Fund-Regular Growth

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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.