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 Ultra Short Term Fund - Regular - Daily Dividend - Reinvestment - Portfolio Analysis

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 46.47%Debt: 53.53%

Market Cap

Government Related: 9.23% Corporate Bond: 23.39%Cash And Equivalents: 13.55%Other: 0.30%

Number of stocks

135

Top 10 Holdings

25.92% of portfolio

Market Cap of Others

Government Related

9.23%

Corporate Bond

23.39%

Cash And Equivalents

13.55%

Other

0.30%

Companies Allocation of Others

Small Industries Development Bk Of India4.604%

Treps - Tri-Party Repo4.046%

Karur Vysya Bank Limited1.467%

Tata Capital Housing Finance Ltd.1.432%

Punjab National Bank1.425%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.417%

Bajaj Finance Limited1.161%

Ongc Petro Additions Limited1.054%

National Bank For Financing Infrastructure And Development0.993%

Net Current Assets0.982%

Infina Finance Pvt Ltd.0.867%

IDFC First Bank Limited0.853%

Indian Bank0.573%

Small Industries Dev Bank Of India0.572%

Julius Baer Capital (India) Private Limited0.571%

Punjab & Sind Bank0.565%

IGH Holdings Pvt Ltd.0.422%

Muthoot Fincorp Ltd0.391%

Tata Teleservices Ltd0.338%

Corporate Debt Market Development Fund0.304%

ICICI Securities Limited0.291%

Kotak Mahindra Prime Limited0.288%

Muthoot Finance Limited0.285%

Canara Bank0.283%

Bank Of Baroda0.283%

Yes Bank Limited0.283%

Small Industries Development Bank Of India0.141%

National Bank For Agriculture And Rural Development0.029%

Sector Allocation of Others

Government Related9.23%

Corporate Bond23.39%

Cash And Equivalents13.55%

Other0.30%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

HDFC Ultra Short Term Fund - Regular - Daily Dividend - Reinvestment

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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.