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 Ultra Short Duration Fund Regular-IDCW Daily - Portfolio Analysis

Portfolio Overview

As of May 31, 2026

Asset Allocation

Debt: 50.83%Others: 49.17%

Market Cap

Corporate Bond: 37.37%Government Related: 7.32%Government: 3.91%Cash And Equivalents: 2.23%

Number of stocks

Top 10 Holdings

44.12% of portfolio

Market Cap of Debt

Corporate Bond

37.37%

Government Related

7.32%

Government

3.91%

Cash And Equivalents

2.23%

Companies Allocation of Debt

Rec Limited7.871%

Interest Rate Swaps (04/09/2026) Receive Floating5.630%

Interest Rate Swaps (07/09/2026) Receive Floating5.630%

Axis Bank Ltd.5.472%

Interest Rate Swaps (11/09/2026) Receive Floating4.504%

Interest Rate Swaps (23/09/2026) Receive Floating3.941%

India (Republic of)3.907%

Cholamandalam Investment And Finance Company Limited1.339%

Tata Capital Limited1.126%

Indian Bank1.092%

Bajaj Housing Finance Limited0.563%

Tata Capital Housing Finance Limited0.563%

Power Finance Corporation Limited0.560%

6.87% Uttarpradesh Sdl 20260.452%

Muthoot Finance Limited0.451%

National Bank For Agriculture And Rural Development0.336%

8.15% Tamilnadu SDL 20280.115%

7.61% Tamilnadu SDL 20270.114%

7.27% Karnataka Sdl 20260.113%

7.25% Maharashtra Sdl 20260.113%

7.2% Bihar Sdl 20270.113%

6.86% Haryana Sdl 20260.113%

Sector Allocation of Debt

Corporate Bond37.37%

Government Related7.32%

Government3.91%

Cash And Equivalents2.23%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Bandhan Ultra Short Duration Fund Regular-IDCW Daily

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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.