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 SL CRISIL-IBX Financial Services 3to6 Months Debt IF-Reg (G) - Portfolio Analysis

Others
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 67.03%Debt: 32.97%

Market Cap

Cash And Equivalents: 32.49%Government Related: 8.82% Corporate Bond: 25.71%

Number of stocks

Top 10 Holdings

44.48% of portfolio

Market Cap of Others

Cash And Equivalents

32.49%

Government Related

8.82%

Corporate Bond

25.71%

Companies Allocation of Others

Sundaram Finance Limited8.777%

HDFC Bank Limited4.401%

Rec Ltd. (08/03/2027) **4.374%

National Bank For Agriculture And Rural Development3.313%

Small Industries Development Bank Of India3.299%

Treps2.989%

Export-Import Bank Of India2.205%

Mahindra And Mahindra Financial Services Limited2.188%

Export-Import Bank Of India (12/03/2027)2.185%

Kotak Mahindra Prime Limited2.177%

Export Import Bank Of India1.102%

Small Industries Dev Bank Of India1.101%

Punjab National Bank1.099%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.099%

ICICI Bank Limited1.099%

Union Bank Of India1.095%

Canara Bank1.094%

HSBC Investdirect Financial Services (India) Ltd.0.440%

Indian Bank0.440%

Sector Allocation of Others

Cash And Equivalents32.49%

Government Related8.82%

Corporate Bond25.71%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla SL CRISIL-IBX Financial Services 3to6 Months Debt IF-Reg (G)

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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.

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