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 Ultra Short to Short Term Fund - Growth Plan - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 71.40%Others: 28.60%

Market Cap

Corporate Bond: 58.61%Government: 5.63%Government Related: 7.16%Cash And Equivalents: 0.01%

Number of stocks

Top 10 Holdings

40.82% of portfolio

Market Cap of Debt

Corporate Bond

58.61%

Government

5.63%

Government Related

7.16%

Cash And Equivalents

0.01%

Companies Allocation of Debt

Small Industries Development Bank of India4.846%

91 Day T-Bill 31.12.264.296%

Jubilant Bevco Limited4.286%

Jtpm Metal TRaders Limited3.365%

Indian Railway Finance Corporation Limited2.887%

SHIVSHAKTI SECURITISATION TRUST2.432%

ICICI Home Finance Company Limited2.281%

Knowledge Realty TRust1.646%

RADHAKRISHNA SECURITISATION TRUST1.411%

Poonawalla Fincorp Limited1.347%

Tbill1.331%

Muthoot Finance Limited1.095%

INDIA UNIVERSAL TRUST AL21.070%

Housing And Urban Development Corporation Limited1.070%

Punjab National Bank1.065%

National Bank For Financing Infrastructure And Development1.059%

Smfg India Home Finance Company Limited0.979%

Rural Electrification Corporation Limited0.817%

Hinduja Leyland Finance Limited0.691%

Hero Housing Finance Limited0.651%

360 One Prime Limited0.492%

SBI Funds Management Private Ltd0.436%

Bharti Telecom Limited0.328%

L&T Finance Limited0.267%

Summit Digitel Infrastructure Limited0.219%

Embassy Office Parks Reit0.194%

Small Industries Development Bank Of India0.160%

National Bank For Agriculture And Rural Development0.033%

RJ Corp Limited0.032%

Vedanta Limited0.022%

91 Day T-Bill 24.12.260.007%

Aditya Birla Capital Limited0.002%

Sector Allocation of Debt

Corporate Bond58.61%

Government5.63%

Government Related7.16%

Cash And Equivalents0.01%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Aditya Birla Sun Life Ultra Short to Short Term Fund - Growth Plan

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.