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.

SBI Corporate Bond Fund - Regular Plan Dividend Payout - Portfolio Analysis

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of May 31, 2026

Asset Allocation

Debt: 81.01%Others: 18.99%

Market Cap

Government: 6.07% Corporate Bond: 70.01%Government Related: 4.82%Cash And Equivalents: 0.12%

Number of stocks

Top 10 Holdings

50.26% of portfolio

Market Cap of Debt

Government

6.07%

Corporate Bond

70.01%

Government Related

4.82%

Cash And Equivalents

0.12%

Companies Allocation of Debt

6.9% Govt Stock 20654.250%

Pipeline Infrastructure Limited4.173%

BRookfield India Real Estate Trust3.167%

SIDDHIVINAYAK SECURITISATION TRUST2.905%

INDIA UNIVERSAL TRUST AL22.668%

SHIVSHAKTI SECURITISATION TRUST2.633%

Bajaj Finance Limited2.117%

Hdb Financial Services Limited2.054%

Vertis Infrastructure Trust1.792%

RADHAKRISHNA SECURITISATION TRUST1.709%

Jamnagar Utilities & Power Private Limited1.499%

National Highways Infra TRust1.394%

India (Republic of)1.384%

Toyota Financial Services India Limited1.367%

Mahindra And Mahindra Financial Services Limited1.273%

Rec Limited1.253%

State Government Of West Bengal1.198%

Aditya Birla Housing Finance Limited1.035%

Summit Digitel Infrastructure Limited1.026%

Sustainable Energy Infra TRust1.002%

ICICI Bank Ltd.0.869%

Interise TRust0.781%

Sundaram Finance Limited0.761%

RJ Corp Limited0.718%

Nexus Select TRust0.575%

Kotak Mahindra Bank Ltd.0.567%

John Deere Financial India Private Limited0.564%

Mahanagar Telephone Nigam Limited0.542%

Mahindra Rural Housing Finance Limited0.462%

Smfg India Credit Company Limited0.452%

HDFC Bank Ltd.0.451%

6.68% Govt Stock 20400.436%

Indigrid Infrastructure Trust0.347%

Mindspace Business Parks Reit0.343%

Power Finance Corporation Limited0.312%

National Bank For Agriculture And Rural Development0.251%

Maharashtra (Government of) 8.07%0.237%

Small Industries Development Bank Of India0.231%

Tata Capital Housing Finance Limited0.229%

Bharti Telecom Limited0.226%

Sundaram Home Finance Limited0.206%

Power Grid Corporation Of India Limited0.206%

Bharat Sanchar Nigam Limited0.202%

Housing And Urban Development Corporation Limited0.115%

LIC Housing Finance Ltd0.115%

7.36% Karnataka Sgs 20340.113%

Bajaj Housing Finance Limited0.046%

7.63% Jharkhand Sgs 20300.000%

Sector Allocation of Debt

Government6.07%

Corporate Bond70.01%

Government Related4.82%

Cash And Equivalents0.12%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Corporate Bond Fund - Regular Plan Dividend Payout

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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.