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.

Aditya Birla Sun Life Low Duration Fund - Growth Plan - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 23.18%Debt: 76.82%

Market Cap

Government Related: 3.83%Cash And Equivalents: 4.36% Corporate Bond: 14.69%Other: 0.30%

Number of stocks

106

Top 10 Holdings

9.88% of portfolio

Market Cap of Others

Government Related

3.83%

Cash And Equivalents

4.36%

Corporate Bond

14.69%

Other

0.30%

Companies Allocation of Others

Net Receivables / (Payables)2.157%

Small Industries Development Bank Of India1.671%

Canara Bank0.752%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)0.730%

Small Industries Dev Bank Of India0.727%

Sundaram Finance Ltd.0.715%

ICICI Bank Limited0.544%

Punjab National Bank Red0.376%

National Bank For Agriculture And Rural Development0.365%

Punjab National Bank0.365%

HDFC Bank Limited0.362%

Sbi - Corporate Debt Market Development Fund - A2 Units0.302%

Union Bank Of India0.256%

Axis Bank Limited0.188%

Indian Bank0.183%

HDFC Bank Ltd0.182%

Sector Allocation of Others

Government Related3.83%

Cash And Equivalents4.36%

Corporate Bond14.69%

Other0.30%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Low Duration Fund - Growth Plan

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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.