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 Mar 2024 Index Fund-Regular Growth - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of February 29, 2024

Asset Allocation

Others: 99.99%

Market Cap

Cash & Cash Equivalent: 1.97%Debt: 98.02%

Number of stocks

Top 10 Holdings

98.68% of portfolio

Market Cap of Others

Cash & Cash Equivalent

1.97%

Debt

98.02%

Companies Allocation of Others

8.9508% Pipeline Infrastructure (India) Pvt. Ltd. 22/03/202411.060%

REC Ltd.% 137-D 01/03/20249.550%

National Bank For Agriculture & Rural Development% 13/03/20247.760%

Axis Bank Ltd.% 28/03/20246.600%

HDFC Bank Ltd.% 364-D 22/03/20245.630%

ICICI Bank Ltd.% 28/03/20245.060%

Small Industries Devp. Bank of India Ltd.% 350-D 15/03/20244.410%

Export-Import Bank Of India% 15/03/20244.410%

HDFC Bank Ltd.% 364-D 19/03/20244.400%

Export-Import Bank Of India% 364-D 21/03/20244.400%

5.24% Small Industries Devp. Bank of India Ltd. 26/03/20244.150%

Axis Bank Ltd.% 20/03/20243.960%

National Bank For Agriculture & Rural Development% 28/03/20243.520%

Export-Import Bank Of India% 364-D 15/03/20243.090%

Small Industries Devp. Bank of India Ltd.% 27/03/20243.080%

ICICI Bank Ltd.% 26/03/20243.080%

7.28% HDFC Bank Ltd. 01/03/20242.210%

5.79% REC Ltd. 20/03/20242.210%

L&T Finance Ltd.% 363-D 14/03/20242.200%

Bajaj Finance Ltd.% 20/03/20242.200%

Export-Import Bank Of India% 14/03/20241.850%

Axis Bank Ltd.% 14/03/20241.320%

HDFC Bank Ltd.% 20/03/20240.990%

Small Industries Devp. Bank of India Ltd.% 14/03/20240.880%

Others0.660%

Sector Allocation of Others

Cash & Cash Equivalent1.97%

Debt98.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Crisil IBX AAA Mar 2024 Index Fund-Regular Growth

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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.