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 - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 82.60%Others: 17.40%

Market Cap

Corporate Bond: 68.76%Government: 6.17%Government Related: 7.68%

Number of stocks

Top 10 Holdings

50.80% of portfolio

Market Cap of Debt

Corporate Bond

68.76%

Government

6.17%

Government Related

7.68%

Companies Allocation of Debt

Bajaj Finance Limited5.176%

6.94% Govt Stock 20364.511%

Pipeline Infrastructure Limited3.826%

SIDDHIVINAYAK SECURITISATION TRUST3.265%

INDIA UNIVERSAL TRUST AL22.598%

SHIVSHAKTI SECURITISATION TRUST2.561%

Knowledge Realty TRust2.547%

National Bank For Agriculture And Rural Development2.308%

Jamnagar Utilities & Power Private Limited2.063%

RADHAKRISHNA SECURITISATION TRUST1.880%

National Highways Infra TRust1.414%

BRookfield India Real Estate Trust1.354%

Interise TRust1.214%

LIC Housing Finance Ltd1.155%

6.17% Govt Stock 20281.154%

Aditya Birla Housing Finance Limited1.026%

Tvs Motor Company Limited1.022%

Summit Digitel Infrastructure Limited1.011%

Sustainable Energy Infra TRust0.994%

RJ Corp Limited0.915%

Nexus Select TRust0.914%

Gujarat (Government of) 7.63%0.898%

Tamil Nadu (Government of) 7.74%0.820%

Jio Credit Limited0.791%

Tata Capital Housing Finance Limited0.571%

Rec Ltd.0.568%

John Deere Financial India Private Limited0.561%

Mahanagar Telephone Nigam Limited0.545%

India (Republic of)0.501%

Smfg India Credit Company Limited0.455%

7.73% Gujarat Sgs 20360.388%

Indigrid Infrastructure Trust0.344%

Bharti Telecom Limited0.338%

Small Industries Development Bank Of India0.251%

Toyota Financial Services India Limited0.225%

6.84% Gujarat Sgs 20310.201%

Bharat Sanchar Nigam Limited0.200%

Power Grid Corporation Of India Limited0.181%

Rj Corp Ltd.0.057%

7.63% Jharkhand Sgs 20300.000%

Sector Allocation of Debt

Corporate Bond68.76%

Government6.17%

Government Related7.68%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Corporate Bond Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (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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