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.

Mahindra Manulife Ultra Short to Short Term Fund - Regular Plan - Daily IDCW - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 95.02%Others: 4.98%

Market Cap

Corporate Bond: 78.17%Government Related: 11.05%Government: 2.78%Cash And Equivalents: 3.02%

Number of stocks

Top 10 Holdings

55.98% of portfolio

Market Cap of Debt

Corporate Bond

78.17%

Government Related

11.05%

Government

2.78%

Cash And Equivalents

3.02%

Companies Allocation of Debt

Power Finance Corporation Limited5.009%

Indian Bank4.787%

Godrej Industries Limited4.732%

TVS Credit Services Limited4.038%

Small Industries Development Bank of India3.765%

JM Financial Services Limited3.006%

Aditya Birla Real Estate Limited2.399%

Godrej Properties Limited2.017%

6.58% Gujarat Sdl 20272.017%

National Bank For Agriculture And Rural Development2.013%

Muthoot Finance Limited2.006%

Godrej Seeds & Genetics Limited1.981%

Mindspace Business Parks Reit1.978%

Tata Housing Development Company Limited1.975%

182 Days Tbill 20271.958%

Rec Limited1.914%

7.71% Gujarat Sdl 20271.013%

360 One Prime Limited1.011%

7.08% Karnataka Sdl 20261.009%

Piramal Finance Limited1.007%

JM Financial Products Limited1.007%

LIC Housing Finance Ltd1.007%

Indian Railway Finance Corporation Limited1.006%

Tbill1.004%

Embassy Office Parks Reit0.997%

India (Republic of)0.822%

Small Industries Development Bank Of India0.504%

Sector Allocation of Debt

Corporate Bond78.17%

Government Related11.05%

Government2.78%

Cash And Equivalents3.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Mahindra Manulife Ultra Short to Short Term Fund - Regular Plan - Daily IDCW

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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.

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