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.

Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund-Reg (G) - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of October 31, 2026

Asset Allocation

Others: 78.84%Debt: 21.16%

Market Cap

Corporate Bond: 48.73%Government Related: 6.27%Cash And Equivalents: 23.84%

Number of stocks

Top 10 Holdings

72.61% of portfolio

Market Cap of Others

Corporate Bond

48.73%

Government Related

6.27%

Cash And Equivalents

23.84%

Companies Allocation of Others

HDFC Bank Limited9.972%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)8.776%

National Bank For Agriculture And Rural Development6.275%

Aditya Birla Capital Limited6.269%

Small Industries Dev Bank Of India6.245%

Union Bank Of India6.243%

Mahindra And Mahindra Financial Services Limited6.241%

Punjab National Bank6.231%

Rec Limited **4.976%

Canara Bank3.772%

Triparty Repo Trp_021126_val2.956%

ICICI Bank Limited2.516%

Bank Of Baroda1.258%

Net Current Assets0.864%

Cash Margin - Ccil0.017%

Sector Allocation of Others

Corporate Bond48.73%

Government Related6.27%

Cash And Equivalents23.84%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bandhan CRISIL-IBX Financial Services 3-6 Months Debt Index Fund-Reg (G)

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.

All-in-one Mutual Fund Investing app for everyone.

Start your Investing Journey Today.