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.

Canara Robeco Ultra Short Term Fund - Regular Plan - Daily IDCW (Reinvestment) - Portfolio Analysis

Portfolio Overview

As of May 15, 2026

Asset Allocation

Others: 53.23%Debt: 46.77%

Market Cap

Government Related: 4.67% Corporate Bond: 31.51%Cash And Equivalents: 16.71%Other: 0.34%

Number of stocks

Top 10 Holdings

48.82% of portfolio

Market Cap of Others

Government Related

4.67%

Corporate Bond

31.51%

Cash And Equivalents

16.71%

Other

0.34%

Companies Allocation of Others

Export-Import Bank Of India4.672%

Union Bank Of India4.667%

HDFC Securities Limited4.663%

Axis Bank Limited4.660%

Aditya Birla Capital Ltd4.660%

Indian Bank4.444%

Punjab National Bank4.442%

ICICI Bank Limited4.417%

Treps3.617%

HDFC Bank Limited2.692%

Net Receivables / (Payables)1.900%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)1.870%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.775%

Corporate Debt Market Development Fund Class A20.337%

Sector Allocation of Others

Government Related4.67%

Corporate Bond31.51%

Cash And Equivalents16.71%

Other0.34%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Canara Robeco Ultra Short Term Fund - Regular Plan - Daily IDCW (Reinvestment)

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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.