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 - Growth - Portfolio Analysis

Portfolio Overview

As of August 31, 2026

Asset Allocation

Others: 73.00%Debt: 27.00%

Market Cap

Government Related: 13.02%Cash And Equivalents: 22.84% Corporate Bond: 36.95%Other: 0.19%

Number of stocks

Top 10 Holdings

52.81% of portfolio

Market Cap of Others

Government Related

13.02%

Cash And Equivalents

22.84%

Corporate Bond

36.95%

Other

0.19%

Companies Allocation of Others

Export-Import Bank Of India6.560%

National Bank For Agriculture And Rural Development6.461%

Treps5.807%

Punjab National Bank3.622%

Axis Bank Limited3.621%

Canara Bank3.620%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)3.569%

Sundaram Finance Limited3.509%

Small Industries Development Bank Of India2.916%

Bank Of Baroda2.874%

Bajaj Finance Limited2.186%

Indian Bank2.161%

Time Technoplast Limited ( Formerly Time Packaging Limited)1.462%

Icici Securities Limited (Earlier Icici Brokerage Services Limited)1.444%

Angel One Limited1.380%

HDFC Bank Limited0.717%

Fedbank Financial Services Limited0.715%

Sbi Cdmdf--A20.185%

Sector Allocation of Others

Government Related13.02%

Cash And Equivalents22.84%

Corporate Bond36.95%

Other0.19%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

LIC MF Ultra Short Term Fund Regular - Growth

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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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