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 September 30, 2026

Asset Allocation

Others: 38.21%Debt: 61.79%

Market Cap

Government Related: 11.65% Corporate Bond: 18.15%Cash And Equivalents: 8.08%Other: 0.33%

Number of stocks

133

Top 10 Holdings

16.47% of portfolio

Market Cap of Others

Government Related

11.65%

Corporate Bond

18.15%

Cash And Equivalents

8.08%

Other

0.33%

Companies Allocation of Others

Iifl Capital Services Limited2.353%

National Bank For Financing Infrastructure And Development2.016%

Tata Capital Housing Finance Limited1.566%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.550%

Union Bank Of India1.251%

IDFC First Bank Limited0.934%

Canara Bank0.930%

Axis Bank Ltd0.626%

Julius Baer Capital (India) Private Limited0.625%

Small Industries Dev Bank Of India0.624%

Indian Overseas Bank0.621%

Punjab & Sind Bank0.619%

Igh Holdings Private Limited0.463%

Muthoot Fincorp Limited0.430%

TATA Teleservices Limited0.370%

Corporate Debt Market Development Fund0.329%

Aditya Birla Capital Limited0.312%

Yes Bank Limited0.309%

Reverse Repo0.255%

Small Industries Development Bank Of India0.152%

Bank Of Baroda0.062%

Treps - Tri-Party Repo0.039%

National Bank For Agriculture And Rural Development0.031%

Sector Allocation of Others

Government Related11.65%

Corporate Bond18.15%

Cash And Equivalents8.08%

Other0.33%

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.

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