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.

Nippon India Short Duration Fund-Growth Plan - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Debt: 97.40%Others: 2.60%

Market Cap

Corporate Bond: 61.03%Government: 7.88%Government Related: 28.49%

Number of stocks

122

Top 10 Holdings

55.68% of portfolio

Market Cap of Debt

Corporate Bond

61.03%

Government

7.88%

Government Related

28.49%

Companies Allocation of Debt

SHIVSHAKTI SECURITISATION TRUST3.137%

SIDDHIVINAYAK SECURITISATION TRUST2.804%

8.97% Govt Stock 20302.337%

Knowledge Realty TRust2.282%

Export Import Bank Of India2.147%

6.36% Govt Stock 20312.126%

7.32% Govt Stock 20301.763%

7.17% Govt Stock 20301.606%

Jubilant Beverages Limited1.495%

Tamil Nadu (Government of) 7.5%1.444%

6.9% Maharashtra Sgs 20301.422%

Cholamandalam Investment And Finance Company Limited1.421%

6.53% Karnataka Sdl 20301.401%

Piramal Finance Limited1.360%

Jtpm Metal TRaders Limited1.142%

LIQUID GOLD SERIES 181.117%

Mahindra And Mahindra Financial Services Limited1.071%

7.15% Andhra Sdl 20311.068%

7.03% Chhattisgarh Sgs 20301.068%

7.08% Karnataka Sgs 20311.067%

Nuvoco Vistas Corporation Limited1.060%

Cube Highways TRust1.057%

6.78% Maharashtra Sdl 20311.056%

7.24% Bihar Sgs 20310.931%

Poonawalla Fincorp Limited0.851%

7.93% Uttarpradesh Sdl 20300.733%

Mindspace Business Parks Reit0.722%

7.23% Gujarat Sdl 20290.719%

Tata Capital Ltd. 8.15%0.719%

Mahindra & Mahindra Financial Services Ltd. 7.9%0.713%

Tamil Nadu (Government of) 7.12%0.710%

7.09% Gujarat Sdl 20320.709%

BRookfield India Real Estate Trust0.704%

6.75% Rajasthan Sdl 20310.701%

DHRUVA XXIII0.700%

8.62% Haryana Sdl 20280.676%

7.65% Tamilnadu Sgs 20300.657%

6.54% Karnataka Sdl 20300.582%

7.05% Kerala SDL 20300.499%

7.27% Maharashtra Sdl 20300.476%

Mahindra Rural Housing Finance Limited0.445%

Telangana State Industrial Infrastructure Corporation Limited0.429%

Aditya Birla Housing Finance Limited0.427%

TRuhome Finance Limited0.423%

7.68% Gujarat Sgs 20300.364%

7.4% Chhattisgarh Sgs 20300.360%

Summit Digitel Infrastructure Limited0.360%

7.34% Haryana Sgs 20310.359%

National Bank For Agriculture And Rural Development0.358%

Bharti Telecom Limited0.358%

7.09% Karnataka Sdl 20300.358%

7.03% Uttarpradesh Sdl 20300.356%

ICICI Home Finance Company Limited0.355%

Bajaj Housing Finance Limited0.352%

Indian Railway Finance Corporation Limited0.351%

Toyota Financial Services India Limited0.285%

The Federal Bank Limited0.240%

7.17% Gujarat Sdl 20300.173%

National Highways Authority Of India0.143%

7.03% Tamilnadu SDL 20300.143%

360 One Prime Limited0.142%

Nuclear Power Corporation Of India Limited0.073%

7.2% Gujarat Sdl 20270.072%

7.27% Gujarat Sgs 20310.072%

Power Finance Corporation Limited0.071%

Bajaj Finance Limited0.071%

LIC Housing Finance Ltd0.071%

7.39% Haryana Sgs 20290.052%

Kotak Mahindra Prime Limited0.047%

7.04% Govt Stock 20290.045%

Rural Electrification Corporation Limited0.033%

Interest Rate Swaps Pay Floating Receive Fix (29/05/2028) (Fv 7500 Lacs)0.017%

Interest Rate Swaps Pay Floating Receive Fix (15/05/2029) (Fv 5000 Lacs)0.012%

Interest Rate Swaps Pay Floating Receive Fix (05/06/2028) (Fv 5000 Lacs)0.006%

Interest Rate Swaps Pay Floating Receive Fix (29/05/2028) (Fv 2500 Lacs)0.003%

Interest Rate Swaps Pay Floating Receive Fix (05/06/2028) (Fv 2500 Lacs)0.003%

Interest Rate Swaps Pay Floating Receive Fix (18/05/2028) (Fv 2500 Lacs)0.003%

Sector Allocation of Debt

Corporate Bond61.03%

Government7.88%

Government Related28.49%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Nippon India Short Duration Fund-Growth Plan

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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.