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 September 30, 2026

Asset Allocation

Debt: 51.81%Others: 48.19%

Market Cap

Government Related: 11.57%Government: 6.60%Cash And Equivalents: 5.71% Corporate Bond: 27.92%

Number of stocks

115

Top 10 Holdings

32.48% of portfolio

Market Cap of Debt

Government Related

11.57%

Government

6.60%

Cash And Equivalents

5.71%

Corporate Bond

27.92%

Companies Allocation of Debt

Tamil Nadu (Government of) 0.0654%2.905%

6.9% Maharashtra Sgs 20301.940%

Vedanta Aluminium Metal Limited1.314%

TATA Projects Limited1.313%

RADHAKRISHNA SECURITISATION TRUST1.312%

Poonawalla Fincorp Limited1.307%

National Bank For Agriculture And Rural Development1.305%

Torrent Pharmaceuticals Ltd1.301%

India (Republic of)1.283%

Adani Power Limited1.238%

Small Industries Development Bank of India1.228%

Piramal Finance Limited1.150%

7.35% Madhyapradesh Sdl 20270.990%

Nuvama Wealth Finance Limited0.980%

ICICI Home Finance Company Limited0.821%

Mankind Pharma Limited0.819%

Federal Bank Ltd.0.801%

Jubilant Bevco Limited0.737%

Vedanta Ltd.** 0.08750.656%

6.04% Gujarat Sdl 20260.655%

Embassy Office Parks Reit0.655%

Mahindra And Mahindra Financial Services Limited0.655%

360 One Prime Limited0.654%

Power Finance Corporation Limited0.649%

HDFC Bank Ltd.0.639%

7.07% Tamilnadu SDL 20260.493%

Muthoot Finance Limited0.482%

Bharti Telecom Limited0.395%

Vedanta Limited0.330%

6.17% Govt Stock 20280.330%

7.59% Karnataka Sdl 20270.329%

7.59% Bihar Sdl 20270.329%

Tata Capital Limited0.327%

Bank of India Ltd.0.319%

LIQUID GOLD SERIES 140.317%

LIQUID GOLD SERIES 90.305%

7.57% Gujarat Sgs 20260.295%

Godrej Seeds & Genetics Limited0.292%

LIC Housing Finance Ltd0.169%

Godrej Properties Limited0.164%

Gs17dec2026c0.164%

Godrej Industries Limited0.098%

Godrej Finance Limited0.033%

Sector Allocation of Debt

Government Related11.57%

Government6.60%

Cash And Equivalents5.71%

Corporate Bond27.92%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Kotak Ultra Short Term Fund - Growth

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Frequently Asked Questions

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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