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.

Kotak Bond Short Term Plan-(Growth) - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 93.05%Others: 6.95%

Market Cap

Government Related: 27.72% Corporate Bond: 62.79%Government: 2.37%Cash And Equivalents: 0.18%

Number of stocks

126

Top 10 Holdings

39.70% of portfolio

Market Cap of Debt

Government Related

27.72%

Corporate Bond

62.79%

Government

2.37%

Cash And Equivalents

0.18%

Companies Allocation of Debt

7.08% Karnataka Sgs 20312.998%

Lic Housing Finance Ltd.** 0.07672.852%

Knowledge Realty TRust1.798%

Housing And Urban Development Corporation Limited1.490%

Cube Highways TRust1.483%

7.02% Tamilnadu Sgs 20291.420%

6.9% Govt Stock 20651.375%

Karnataka State Development Loans1.267%

Toyota Financial Services India Limited1.217%

7.17% Gujarat Sgs 20321.196%

Embassy Office Parks Reit1.191%

Indian Railway Finance Corporation Limited1.183%

INDIA UNIVERSAL TRUST AL11.161%

Export Import Bank Of India1.047%

SIDDHIVINAYAK SECURITISATION TRUST0.954%

SHIVSHAKTI SECURITISATION TRUST0.952%

Indian Oil Corporation Limited0.909%

7.24% Govt Stock 20550.903%

L&T Metro Rail (Hyderabad) Limited0.889%

6.99% Tamilnadu Sgs 20310.848%

Karnataka (Government of) 0.0756%0.712%

7.76% Maharashtra Sgs 20300.617%

Smfg India Credit Company Limited0.608%

Poonawalla Fincorp Limited0.603%

Hindustan Zinc Limited0.603%

Jio Credit Limited0.599%

Vertis Infrastructure Trust0.596%

Bajaj Finance Limited0.596%

Ongc Petro Additions Limited0.588%

National Bank For Financing Infrastructure And Development0.586%

7.63% Maharashtra Sgs 20350.537%

Bajaj Housing Finance Limited0.487%

Bank of India Ltd.0.458%

Karnataka (Government of) 0.0725%0.454%

Bharti Telecom Limited0.450%

State Government Of Karnataka0.449%

Mindspace Business Parks Reit0.446%

7.19% Tamilnadu Sgs 20330.444%

6.61% Gujarat Sgs 20320.407%

INDIA UNIVERSAL TRUST AL20.350%

Jamnagar Utilities & Power Private Limited0.304%

Nomura Capital (India) Pvt. Ltd.0.274%

7.42% Gujarat Sgs 20310.274%

7.18% Maharashtra Sgs 20330.197%

7.15% Tamilnadu Sgs 20320.169%

HDFC Bank Limited0.151%

Rec Limited0.150%

Mahindra And Mahindra Financial Services Limited0.146%

SANSAR JUNE 2024 TRUST0.070%

7.09% Govt Stock 20540.057%

SANSAR AUG 2024 V TRUST0.037%

SANSAR TRUST NOV 2023 IV0.032%

7.26% Govt Stock 20330.031%

National Bank For Agriculture And Rural Development0.030%

Aditya Birla Capital Limited0.030%

Hdb Financial Services Limited0.015%

6.53% Tamilnadu SDL 20310.005%

6.75% Govt Stock 20330.002%

6.62% Uttarpradesh Sdl 20300.002%

6.48% Govt Stock 20350.000%

Sector Allocation of Debt

Government Related27.72%

Corporate Bond62.79%

Government2.37%

Cash And Equivalents0.18%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Bond Short Term 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.