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.

DSP Short Term Fund - IDCW - Monthly - Portfolio Analysis

Debt
Short Duration
Status: Closed

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 92.45%Others: 7.55%

Market Cap

Government: 19.40% Corporate Bond: 61.93%Government Related: 11.12%

Number of stocks

Top 10 Holdings

60.07% of portfolio

Market Cap of Debt

Government

19.40%

Corporate Bond

61.93%

Government Related

11.12%

Companies Allocation of Debt

6.94% Govt Stock 203613.314%

6.75% Govt Stock 20334.586%

INDIA UNIVERSAL TRUST AL13.814%

Knowledge Realty TRust2.900%

Indian Bank2.786%

India Infrastructure Finance Company Limited2.337%

Indian Railway Finance Corporation Limited2.272%

Jamnagar Utilities & Power Private Limited2.220%

7.07% Gujarat Sgs 20322.167%

ICICI Home Finance Company Limited1.554%

7.83% Maharashtra Sdl 20301.539%

Mahindra Rural Housing Finance Limited1.512%

Muthoot Finance Limited1.506%

7.02% Govt Stock 20311.499%

Tata Capital Housing Finance Limited1.476%

Ultratech Cement Limited1.467%

7.12% Gujarat Sdl 20321.442%

Punjab National Bank1.433%

Cholamandalam Investment And Finance Company Limited1.176%

Rural Electrification Corporation Limited1.066%

Jio Credit Limited0.774%

LIC Housing Finance Ltd0.766%

Export Import Bank Of India0.763%

Bajaj Housing Finance Limited0.757%

Small Industries Development Bank Of India0.735%

Bajaj Finance Limited0.724%

Mindspace Business Parks Reit0.720%

National Bank for Agriculture and Rural Development0.709%

Canara Bank0.695%

Torrent Pharmaceuticals Ltd0.579%

SBI Funds Management Private Ltd0.334%

Bharti Telecom Limited0.154%

Rec Limited0.149%

Power Finance Corporation Limited0.143%

Sector Allocation of Debt

Government19.40%

Corporate Bond61.93%

Government Related11.12%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

DSP Short Term Fund - IDCW - Monthly

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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.

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