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 Ultra Short Fund - Regular Plan - Growth - Portfolio Analysis

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 61.99%Debt: 38.01%

Market Cap

Cash And Equivalents: 18.38% Corporate Bond: 39.24%Government Related: 4.03%Other: 0.33%

Number of stocks

100

Top 10 Holdings

30.27% of portfolio

Market Cap of Others

Cash And Equivalents

18.38%

Corporate Bond

39.24%

Government Related

4.03%

Other

0.33%

Companies Allocation of Others

Treps / Reverse Repo Investments3.312%

Cholamandalam Investment & Finance Co Ltd.2.061%

HDFC Bank Ltd2.006%

The Federal Bank Limited2.003%

Indostar Capital Finance Limited1.538%

Union Bank Of India**1.483%

Ujjivan Small Finance Bank Limited1.058%

Icici Securities Limited1.047%

Bharti Telecom Ltd.1.040%

Axis Bank Ltd1.012%

National Bank For Agriculture And Rural Development1.012%

Union Bank Of India1.011%

Indusind Bank Limited1.007%

Motilal Oswal Financial Services Limited1.002%

Equitas Small Finance Bank Limited0.999%

HDFC Securities Limited0.522%

Nuvama Clearing Services Ltd.0.516%

Nuvama Wealth and Investment Ltd.0.516%

HDFC Bank Limited0.512%

Small Industries Development Bank of India0.510%

Canara Bank0.506%

Kotak Mahindra Bank Limited0.505%

Small Industries Development Bank Of India0.503%

IDFC First Bank Limited0.503%

Bajaj Finance Limited0.503%

Small Industries Dev Bank Of India0.502%

Export-Import Bank Of India0.502%

ICICI Bank Limited0.501%

Bank Of Baroda0.501%

Punjab National Bank0.500%

Axis Bank Limited0.419%

Net Receivables/Payables0.323%

Sbi Funds Management Pvt Ltd/Fund Parent0.240%

Roadstar Infra Investment Trust0.094%

Sector Allocation of Others

Cash And Equivalents18.38%

Corporate Bond39.24%

Government Related4.03%

Other0.33%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP Ultra Short Fund - Regular Plan - Growth

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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.