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 Term Fund - Growth - Portfolio Analysis

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 51.78%Debt: 48.22%

Market Cap

Corporate Bond: 29.87%Cash And Equivalents: 18.27%Government Related: 3.35%Other: 0.30%

Number of stocks

120

Top 10 Holdings

23.05% of portfolio

Market Cap of Others

Corporate Bond

29.87%

Cash And Equivalents

18.27%

Government Related

3.35%

Other

0.30%

Companies Allocation of Others

Triparty Repo1.868%

Indusind Bank Ltd1.844%

Mindspace Business Parks Reit1.776%

Small Industries Development Bank Of India1.521%

HDFC Bank Ltd1.517%

Yes Bank Limited1.513%

Punjab & Sind Bank1.212%

Net Current Assets/(Liabilities)1.163%

Tata Housing Development Company Limited0.915%

National Bank For Agriculture And Rural Development0.909%

Torrent Pharmaceuticals Ltd0.890%

The Federal Bank Limited0.889%

IIFL Finance Limited0.756%

Bahadur Chand Investments Private Limited0.617%

Manappuram Finance Limited0.615%

Small Industries Dev Bank Of India0.609%

Indusind Bank Ltd.0.608%

Axis Securities Limited0.603%

Birla Group Holdings Private Limited0.602%

Embassy Office Parks Reit0.452%

Cholamandalam Securities Limited0.421%

Punjab National Bank0.304%

Muthoot Finance Limited0.303%

Credila Financial Services Limited0.301%

Sbi Alternative Investment Fund0.295%

Canara Bank0.152%

Bank Of Baroda0.151%

Union Bank Of India0.151%

360 One Prime Limited0.060%

HDFC Bank Limited0.030%

Sector Allocation of Others

Corporate Bond29.87%

Cash And Equivalents18.27%

Government Related3.35%

Other0.30%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Ultra Short Term Fund - 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.