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.

HDFC CRISIL IBX FIN SERVICES 3 6 MONTHS DEBT INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 44.22%Debt: 55.78%

Market Cap

Cash And Equivalents: 21.86% Corporate Bond: 22.36%

Number of stocks

Top 10 Holdings

34.51% of portfolio

Market Cap of Others

Cash And Equivalents

21.86%

Corporate Bond

22.36%

Companies Allocation of Others

Aditya Birla Capital Limited6.158%

Small Industries Development Bank Of India6.028%

Treps - Tri-Party Repo4.169%

Sundaram Finance Ltd.3.728%

Small Industries Development Bank3.554%

Export-Import Bank Of India1.241%

ICICI Bank Limited1.241%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.239%

Small Industries Dev Bank Of India1.233%

Canara Bank1.233%

Punjab National Bank1.232%

National Bank For Agriculture And Rural Development1.231%

Mahindra And Mahindra Financial Services Limited1.230%

Axis Bank Ltd0.249%

Union Bank Of India0.249%

Kotak Mahindra Bank Limited0.248%

Bank Of Baroda0.248%

Sector Allocation of Others

Cash And Equivalents21.86%

Corporate Bond22.36%

Other0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC CRISIL IBX FIN SERVICES 3 6 MONTHS DEBT INDEX FUND REGULAR PLAN GROWTH

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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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