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 August 15, 2026

Asset Allocation

Others: 54.42%Debt: 45.58%

Market Cap

Cash And Equivalents: 15.98% Corporate Bond: 33.24%Government Related: 5.20%

Number of stocks

107

Top 10 Holdings

25.34% of portfolio

Market Cap of Others

Cash And Equivalents

15.98%

Corporate Bond

33.24%

Government Related

5.20%

Companies Allocation of Others

HDFC Bank Ltd2.074%

The Federal Bank Limited2.069%

Indostar Capital Finance Limited1.590%

Union Bank Of India1.534%

Treps / Reverse Repo Investments1.289%

Angel One Limited1.069%

Mirae Asset Financial Services (India) Pvt Ltd.1.062%

Axis Bank Limited1.045%

National Bank For Agriculture And Rural Development1.044%

Export Import Bank Of India1.042%

Indusind Bank Limited1.041%

Export-Import Bank Of India1.036%

Motilal Oswal Financial Services Limited1.036%

HDFC Bank Limited1.035%

Equitas Small Finance Bank Limited1.034%

Kotak Mahindra Prime Ltd.1.013%

Nuvama Clearing Services Limited0.533%

Nuvama Wealth And Investment Limited0.533%

Axis Bank Ltd0.527%

Kotak Mahindra Bank Limited0.521%

Canara Bank0.521%

Indian Bank0.520%

IDFC First Bank Limited0.520%

Bajaj Finance Limited0.519%

ICICI Bank Limited0.517%

Piramal Finance Ltd.0.517%

Net Receivables/Payables0.097%

Sector Allocation of Others

Cash And Equivalents15.98%

Corporate Bond33.24%

Government Related5.20%

Other0.00%

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.