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 Ultra Short to Short Term Fund - Regular Plan - Weekly IDCW - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Debt: 70.72%Others: 29.28%

Market Cap

Government Related: 17.78%Government: 5.26% Corporate Bond: 43.81%Cash And Equivalents: 2.66% Asset Backed: 1.21%

Number of stocks

112

Top 10 Holdings

37.81% of portfolio

Market Cap of Debt

Government Related

17.78%

Government

5.26%

Corporate Bond

43.81%

Cash And Equivalents

2.66%

Asset Backed

1.21%

Companies Allocation of Debt

Tamil Nadu (Government of) 6.64%4.030%

6.17% Govt Stock 20283.856%

Pipeline Infrastructure Limited2.266%

Jtpm Metal TRaders Limited2.011%

Cholamandalam Investment And Finance Company Limited1.643%

Punjab & Sind Bank1.593%

Liquid Gold Series (20/11/2028) **1.207%

8.36% Tamilnadu SDL 20281.129%

Nuclear Power Corporation Of India Limited1.100%

Small Industries Development Bank Of India1.099%

Nexus Select TRust1.096%

Aditya Birla Capital Limited1.095%

Bank of Baroda1.076%

SIDDHIVINAYAK SECURITISATION TRUST1.007%

SHIVSHAKTI SECURITISATION TRUST1.002%

LIQUID GOLD SERIES 140.756%

Dlf Cyber City Developers Ltd0.756%

360 One Prime Limited0.744%

SANSAR JAN 2025 TRUST0.690%

Aadhar Housing Finance Limited0.661%

RADHAKRISHNA SECURITISATION TRUST0.660%

Jubilant Beverages Limited0.636%

6.72% Kerala SDL 20270.551%

Aditya Birla Renewables Limited0.549%

Reliance Life Sciences Private Limited0.548%

Bajaj Housing Finance Limited0.547%

Rec Limited0.541%

Motilal Oswal Finvest Limited0.529%

INDIA UNIVERSAL TRUST AL10.525%

Piramal Finance Limited0.439%

Embassy Office Parks Reit0.435%

HDFC Bank Ltd.0.404%

Jubilant Bevco Limited0.368%

India (Republic of)0.328%

SANSAR JUNE 2024 TRUST0.287%

Poonawalla Fincorp Limited0.230%

National Bank For Agriculture And Rural Development0.220%

SANSAR TRUST NOV 2023 II0.135%

8.28% Rajasthan Sdl 20280.134%

7.85% Tamilnadu SDL 20270.111%

7.27% Tamilnadu SDL 20270.111%

LIC Housing Finance Ltd0.110%

Muthoot Finance Limited0.109%

Tata Capital Housing Finance Limited0.109%

6.89% Bihar Sdl 20260.105%

6.88% Westbengal Sdl 20260.105%

Torrent Pharmaceuticals Ltd0.084%

Power Finance Corporation Limited0.054%

Shriram Finance Limited0.011%

Interest Rate Swaps Pay Fix Receive Floating -Barc (10/08/2028) (Fv 4500 La0.004%

Interest Rate Swaps Pay Fix Receive Floating -Axis Bank (03/08/2028) (Fv 750.003%

Interest Rate Swaps Pay Fix Receive Floating -Nomura (02/07/2027) (Fv 100000.003%

Interest Rate Swaps Pay Fix Receive Floating -Dbs (05/08/2027) (Fv 10000 La0.002%

Interest Rate Swaps Pay Fix Receive Floating -Axis Bank (06/08/2027) (Fv 500.002%

Interest Rate Swaps Pay Fix Receive Floating -Icici Bank (19/12/2026) (Fv 10.001%

Sector Allocation of Debt

Government Related17.78%

Government5.26%

Corporate Bond43.81%

Cash And Equivalents2.66%

Asset Backed1.21%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Ultra Short to Short Term Fund - Regular Plan - Weekly IDCW

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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.