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.

Axis Short Duration Fund - Regular Plan - Growth Option - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Debt: 93.56%Others: 6.44%

Market Cap

Government Related: 18.25% Corporate Bond: 66.55%Government: 8.32%Cash And Equivalents: 0.44%

Number of stocks

195

Top 10 Holdings

44.66% of portfolio

Market Cap of Debt

Government Related

18.25%

Corporate Bond

66.55%

Government

8.32%

Cash And Equivalents

0.44%

Companies Allocation of Debt

Nuclear Power Corporation Of India Limited3.705%

6.48% Govt Stock 20352.894%

SIDDHIVINAYAK SECURITISATION TRUST2.569%

Jubilant Beverages Limited2.132%

L&T Metro Rail (Hyderabad) Limited1.508%

SHIVSHAKTI SECURITISATION TRUST1.415%

Rural Electrification Corporation Limited1.245%

7.17% Karnataka Sdl 20301.233%

Tvs Holdings Limited1.230%

Small Industries Development Bank of India 7.4%1.228%

Mahindra And Mahindra Financial Services Limited1.228%

Aditya Birla Capital Limited1.224%

Jubilant Bevco Limited1.052%

6.9% Govt Stock 20651.023%

6.94% Govt Stock 20360.942%

Reliance Life Sciences Private Limited0.917%

RADHAKRISHNA SECURITISATION TRUST0.884%

State Government Securities0.857%

RJ Corp Limited0.678%

Aadhar Housing Finance Limited0.675%

Jtpm Metal TRaders Limited0.655%

7.71% Govt Stock 20660.636%

7.72% Maharashtra Sgs 20320.627%

Summit Digitel Infrastructure Limited0.619%

Godrej Properties Limited0.616%

National Housing Bank0.616%

7.02% Tamilnadu SDL 20300.614%

Poonawalla Fincorp Limited0.610%

Indigrid Infrastructure Trust0.608%

AU Small Finance Bank Ltd.0.582%

Punjab (State Of) 7.91%0.564%

Sundaram Home Finance Limited0.547%

Dlf Cyber City Developers Ltd0.484%

SANSAR JAN 2025 TRUST0.444%

Godrej Industries Limited0.368%

INDIA UNIVERSAL TRUST AL20.368%

7.26% Govt Stock 20320.316%

7.7% Maharashtra Sdl 20320.314%

7.65% Tamilnadu Sgs 20330.311%

Tata Capital Housing Finance Limited0.306%

Pilani Investments And Industries Corporation Limited0.306%

Power Finance Corporation Limited0.306%

7.07% Gujarat Sgs 20320.304%

Indian Railway Finance Corporation Limited0.302%

Nexus Select TRust0.246%

Hdb Financial Services Limited0.243%

Godrej Seeds & Genetics Limited0.243%

SANSAR JUNE 2024 TRUST0.219%

Gs05aug2032c0.207%

Gs15oct2032c0.201%

Gs22aug2027c0.193%

Embassy Office Parks Reit0.184%

Gs22oct2028c0.163%

6.75% Govt Stock 20330.148%

6.68% Govt Stock 20400.134%

Gs05feb2027c0.126%

Export Import Bank Of India0.123%

6.58% Gujarat Sdl 20270.123%

Tamilnadu State Development Loans0.123%

Kotak Mahindra Investments Limited0.121%

Gs05feb2028c0.118%

7.62% Punjab Sgs 20320.113%

SANSAR TRUST NOV 2023 II0.095%

9.2% Govt Stock 20300.067%

7.32% Govt Stock 20300.063%

7.75% Gujarat Sdl 20270.062%

Shriram Finance Limited0.062%

Torrent Power Limited0.062%

West Bengal State Development Loans0.061%

6.69% Tamilnadu SDL 20300.061%

7.04% Govt Stock 20290.060%

Bajaj Finance Limited0.055%

6.67% Govt Stock 20350.055%

6.64% Govt Stock 20350.050%

National Bank For Agriculture And Rural Development0.049%

Cholamandalam Investment And Finance Company Limited0.048%

6.28% Govt Stock 20320.047%

Madhya Pradesh State Development Loans0.046%

7.37% Govt Stock 20280.045%

7.17% Govt Stock 20300.043%

6.75% Govt Stock 20290.041%

6.33% Govt Stock 20350.039%

7.34% Govt Stock 20640.036%

7.38% Govt Stock 20270.033%

7.3% Govt Stock 20530.031%

7.17% Westbengal Sdl 20320.030%

6.79% Govt Stock 20270.030%

8.15% Govt Stock 20260.026%

7.26% Govt Stock 20290.025%

7.53% Haryana Sdl 20270.025%

7.52% Uttarpradesh Sdl 20270.025%

Small Industries Development Bank Of India0.025%

6.1% Govt Stock 20310.024%

7.1% Govt Stock 20340.016%

6.92% Govt Stock 20390.016%

6.79% Govt Stock 20340.016%

Interest Rate Swaps Pay Floating Receive Fix -Barc (20/02/2029) (Fv 10000 L0.014%

7.26% Govt Stock 20330.013%

Food Corporation Of India0.012%

Kotak Mahindra Prime Limited0.012%

Interest Rate Swaps Pay Floating Receive Fix -Hsbc Bank (22/05/2028) (Fv 100.012%

6.79% Govt Stock 20290.009%

Rec Limited0.007%

7.23% Tamilnadu SDL 20270.006%

8.6% Govt Stock 20280.004%

7.18% Govt Stock 20370.004%

7.59% Govt Stock 20290.003%

7.16% Rajasthan Sdl 20290.002%

Interest Rate Swaps Pay Floating Receive Fix -Nomura (24/06/2031) (Fv 50000.002%

Interest Rate Swaps Pay Floating Receive Fix -Icisecpd (25/06/2031) (Fv 5000.001%

8.97% Govt Stock 20300.001%

7.45% Bihar Sgs 20340.001%

5.79% Govt Stock 20300.001%

7.88% Govt Stock 20300.000%

Sector Allocation of Debt

Government Related18.25%

Corporate Bond66.55%

Government8.32%

Cash And Equivalents0.44%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Short Duration Fund - Regular Plan - Growth Option

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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.