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.

LIC MF Ultra Short Term Fund Regular-IDCW Monthly - Portfolio Analysis

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 87.51%Debt: 12.49%

Market Cap

Cash And Equivalents: 21.34%Government Related: 12.11% Corporate Bond: 53.87%Other: 0.19%

Number of stocks

Top 10 Holdings

71.07% of portfolio

Market Cap of Others

Cash And Equivalents

21.34%

Government Related

12.11%

Corporate Bond

53.87%

Other

0.19%

Companies Allocation of Others

Treps9.573%

Export-Import Bank Of India7.748%

Punjab National Bank5.500%

Axis Bank Limited5.499%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)5.421%

Sundaram Finance Ltd.5.332%

Small Industries Development Bank Of India4.426%

HDFC Bank Limited4.401%

Bank Of Baroda4.367%

National Bank For Agriculture And Rural Development4.362%

Bajaj Finance Ltd3.319%

Indian Bank3.283%

Axis Securities Limited2.250%

Time Technoplast Ltd.2.218%

Angel One Limited2.098%

Fedbank Financial Services Ltd1.086%

Sbi Cdmdf--A20.189%

Sector Allocation of Others

Cash And Equivalents21.34%

Government Related12.11%

Corporate Bond53.87%

Other0.19%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF Ultra Short Term Fund Regular-IDCW Monthly

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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.