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 Duration Fund - Regular Plan Growth - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 52.75%Others: 47.25%

Market Cap

Corporate Bond: 37.14%Government Related: 5.24%Cash And Equivalents: 10.38%

Number of stocks

Top 10 Holdings

35.59% of portfolio

Market Cap of Debt

Corporate Bond

37.14%

Government Related

5.24%

Cash And Equivalents

10.38%

Companies Allocation of Debt

Federal Bank Ltd.4.117%

Kotak Mahindra Bank Ltd.2.727%

Piramal Finance Limited1.698%

Aadhar Housing Finance Limited1.693%

Narayana Hrudayalaya Limited1.688%

Cholamandalam Investment And Finance Company Limited1.678%

Torrent Pharmaceuticals Ltd1.676%

Day Tbill1.672%

IDFC First Bank Ltd.1.663%

LIC Housing Finance Ltd1.269%

Rec Limited1.269%

Godrej Industries Limited1.016%

Nuvama Wealth Finance Limited0.930%

Mindspace Business Parks Reit0.847%

National Bank For Agriculture And Rural Development0.846%

Poonawalla Fincorp Limited0.844%

SK Finance Limited0.843%

National Bank for Agriculture and Rural Development0.824%

HDFC Bank Ltd.0.823%

LIQUID GOLD SERIES 140.746%

SANSAR JAN 2025 TRUST0.700%

LIQUID GOLD SERIES 13 JUNE 20250.610%

Godrej Properties Limited0.594%

360 One Prime Limited0.506%

Godrej Finance Limited0.425%

Shriram Finance Limited0.423%

Reliance Life Sciences Private Limited0.423%

Embassy Office Parks Reit0.422%

Phoenix ARc Limited0.420%

Tata Capital Housing Finance Limited0.419%

Bank of India Ltd.0.399%

Torrent Power Limited0.322%

INDIA UNIVERSAL TRUST AL20.232%

SANSAR JUNE 2024 TRUST0.196%

23/07/2026 Maturing 364 DTB0.167%

INDIA UNIVERSAL TRUST AL10.090%

7.64% Uttarpradesh Sdl 20270.086%

7.62% Tamilnadu SDL 20260.085%

Indostar Capital Finance Limited0.085%

Sundaram Home Finance Limited0.084%

Muthoot Finance Limited0.017%

Interest Rate Swaps Pay Fix Receive Floating -Nomura (05/11/2026) (Fv 175000.004%

Interest Rate Swaps Pay Fix Receive Floating -Barc (12/09/2026) (Fv 15000 L0.002%

Interest Rate Swaps Pay Fix Receive Floating -Barc (05/09/2026) (Fv 20000 L0.002%

Interest Rate Swaps Pay Fix Receive Floating -Icisecpd (03/11/2026) (Fv 1000.002%

Interest Rate Swaps Pay Fix Receive Floating -Icisecpd (17/10/2026) (Fv 1500.001%

Interest Rate Swaps Pay Fix Receive Floating -Dbs (21/10/2026) (Fv 12500 La0.001%

Interest Rate Swaps Pay Fix Receive Floating -Hsbc Bank (10/10/2026) (Fv 150.001%

Interest Rate Swaps Pay Fix Receive Floating -Nomura (15/06/2026) (Fv 200000.000%

Interest Rate Swaps Pay Fix Receive Floating -Hsbc Bank (29/07/2026) (Fv 250.000%

Interest Rate Swaps Pay Fix Receive Floating -Idfc Bank (29/07/2026) (Fv 250.000%

Sector Allocation of Debt

Corporate Bond37.14%

Government Related5.24%

Cash And Equivalents10.38%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Axis Ultra Short Duration Fund - Regular Plan 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.