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 Term Fund - Regular Plan - Growth - Portfolio Analysis

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 48.94%Others: 51.06%

Market Cap

Government: 4.77%Government Related: 7.23% Corporate Bond: 35.58%Cash And Equivalents: 1.35%

Number of stocks

Top 10 Holdings

31.12% of portfolio

Market Cap of Debt

Government

4.77%

Government Related

7.23%

Corporate Bond

35.58%

Cash And Equivalents

1.35%

Companies Allocation of Debt

182 Days T-Bill 180320272.201%

Cholamandalam Investment And Finance Company Limited1.815%

360 One Prime Limited1.732%

6.38% Maharashtra Sdl 20271.706%

Aditya Birla Renewables Limited1.698%

National Bank for Agriculture and Rural Development1.642%

Nuvama Wealth And Investment Limited1.211%

Torrent Pharmaceuticals Ltd1.180%

Mankind Pharma Limited1.171%

8.24% Govt Stock 20271.150%

Nuvama Wealth Finance Limited1.145%

SPr Auto Technologies Limited1.124%

Days T-Bill1.120%

IDFC First Bank Ltd.1.108%

HDFC Bank Ltd.1.102%

Union Bank of India1.075%

Canara Bank1.073%

Adani Power Limited0.900%

Tata Capital Limited0.592%

Torrent Power Limited0.587%

Muthoot Finance Limited0.578%

Bajaj Housing Finance Limited0.576%

LIC Housing Finance Ltd0.575%

Tata Capital Housing Finance Limited0.570%

National Bank For Agriculture And Rural Development0.564%

Indian Bank0.537%

Small Industries Development Bank of India0.529%

7.52% Gujarat Sdl 20270.351%

7.71% Gujarat Sdl 20270.343%

364 Days T-Bill 090920270.320%

SBI Funds Management Private Ltd0.260%

Piramal Capital & Housing Finance Limited0.242%

7.08% Karnataka Sdl 20260.231%

Piramal Finance Limited0.116%

Sector Allocation of Debt

Government4.77%

Government Related7.23%

Corporate Bond35.58%

Cash And Equivalents1.35%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

DSP Ultra Short Term 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.

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