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 Short Term Fund - Growth - Regular Plan - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Debt: 107.87%

Market Cap

Corporate Bond: 73.34%Government Related: 26.22%Government: 8.30%

Number of stocks

Top 10 Holdings

54.20% of portfolio

Market Cap of Debt

Corporate Bond

73.34%

Government Related

26.22%

Government

8.30%

Companies Allocation of Debt

SIDDHIVINAYAK SECURITISATION TRUST3.919%

Jubilant Bevco Limited3.643%

Jtpm Metal TRaders Limited3.288%

Embassy Office Parks Reit3.128%

Vedanta Limited3.089%

7.54% Bihar Sgs 20332.792%

7.17% Govt Stock 20302.572%

6.68% Govt Stock 20402.523%

Hinduja Leyland Finance Limited2.504%

Knowledge Realty TRust2.067%

Cholamandalam Investment And Finance Company Limited2.028%

Nexus Select TRust1.730%

Rajgarh Transmission Limited1.691%

INDIA UNIVERSAL TRUST AL21.408%

National Bank For Agriculture And Rural Development1.290%

National Bank For Financing Infrastructure And Development1.228%

7.41% Govt Stock 20361.084%

Muthoot Finance Limited1.057%

Karnataka (Government of)0.961%

SHIVSHAKTI SECURITISATION TRUST0.949%

7.64% Madhyapradesh Sgs 20330.876%

JSW Energy Limited0.864%

Power Finance Corporation Limited0.847%

7.54% Govt Stock 20360.726%

7.73% Gujarat Sdl 20290.707%

7.63% ASsam Sgs 20350.698%

Narayana Hrudayalaya Limited0.606%

Smfg India Home Finance Company Limited0.606%

National Housing Bank0.435%

Small Industries Development Bank Of India0.433%

Hinduja Housing Finance Limited0.433%

Tata Capital Housing Finance Limited0.433%

Export Import Bank Of India0.273%

Jubilant Beverages Limited0.268%

Aditya Birla Housing Finance Limited0.260%

Housing And Urban Development Corporation Limited0.254%

Rec Limited0.251%

Gs15apr2036c0.183%

Gs15oct2036c0.177%

Gs19dec2026c0.172%

Gs12dec2026c0.171%

Bharti Telecom Limited0.171%

Gs15apr2037c0.171%

Gs15oct2037c0.165%

Gs15apr2038c0.159%

Gs15dec2028c0.155%

Gs15apr2039c0.105%

Gs15oct2039c0.101%

Indian Railway Finance Corporation Limited0.088%

7.64% Gujarat Sdl 20270.088%

ICICI Home Finance Company Limited0.086%

Gs22oct2029c0.070%

7.17% Govt Stock 20280.053%

7.64% Haryana Sdl 20270.049%

8.25% Gujarat Sdl 20280.044%

7.06% Govt Stock 20280.044%

7.51% Uttarpradesh Sgs 20380.014%

7.88% Chhattisgarh Sdl 20270.013%

Cube Highways TRust0.003%

Maharashtra (Government of)0.000%

Gs12jun2027c0.000%

Sector Allocation of Debt

Corporate Bond73.34%

Government Related26.22%

Government8.30%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

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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.