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 Ultra Short to Short Term Fund- Regular Plan-Growth Option - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 70.34%Others: 29.66%

Market Cap

Government Related: 18.07% Corporate Bond: 48.46%Cash And Equivalents: 3.80%Government: 0.01%

Number of stocks

106

Top 10 Holdings

41.40% of portfolio

Market Cap of Debt

Government Related

18.07%

Corporate Bond

48.46%

Cash And Equivalents

3.80%

Government

0.01%

Companies Allocation of Debt

7.15% Karnataka Sgs 20313.930%

Jtpm Metal TRaders Limited3.435%

Vedanta Limited1.598%

RADHAKRISHNA SECURITISATION TRUST1.593%

Karnataka (Government of) 0.0725%1.581%

6.92% Tamilnadu Sgs 20291.577%

Power Finance Corporation Limited1.576%

Karnataka (Government of) 0.0719%1.537%

Adani Power Limited1.504%

Small Industries Development Bank of India1.491%

Tamil Nadu (Government of) 0.0731%1.431%

National Bank for Agriculture and Rural Development1.349%

National Bank For Agriculture And Rural Development1.268%

RJ Corp Limited1.201%

7.46% Madhyapradesh 20270.803%

Piramal Finance Limited0.798%

Vedanta Aluminium Metal Limited0.798%

Can Fin Homes Limited0.798%

Nexus Select TRust0.797%

Vedanta Ltd.** 0.08750.796%

Muthoot Finance Limited0.796%

Hinduja Leyland Finance Limited0.795%

Kotak Mahindra Prime Limited0.795%

Poonawalla Fincorp Limited0.793%

7.03% Tamilnadu Sgs 20290.790%

Dlf Cyber City Developers Ltd0.782%

Bharti Telecom Limited0.639%

INDIA UNIVERSAL TRUST AL10.613%

LIQUID GOLD SERIES 90.502%

Aditya Birla Housing Finance Limited0.478%

Pnb Housing Finance Limited0.398%

LIC Housing Finance Ltd0.398%

Rec Limited0.398%

Goldman Sachs (India) Finance Private Limited0.396%

Tata Capital Housing Finance Limited0.393%

Bajaj Finance Limited0.393%

DHRUVA XXII0.360%

LIQUID GOLD SERIES 140.333%

INDIA UNIVERSAL TRUST AL20.290%

SANSAR AUG 2024 V TRUST0.253%

Mahindra And Mahindra Financial Services Limited0.199%

Nomura Capital (India) Pvt. Ltd.0.160%

Rj Corp Limited** 0.0820.143%

SANSAR JUNE 2024 TRUST0.096%

Aadhar Housing Finance Limited0.080%

Nirma Limited0.080%

Embassy Office Parks Reit0.060%

Godrej Seeds & Genetics Limited0.049%

Bajaj Housing Finance Limited0.040%

Tamil Nadu (Government of) 0.0654%0.016%

6.75% Govt Stock 20330.012%

Tata Capital Limited0.008%

Sector Allocation of Debt

Government Related18.07%

Corporate Bond48.46%

Cash And Equivalents3.80%

Government0.01%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Ultra Short to Short Term Fund- Regular Plan-Growth Option

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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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