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 Floating Rate Debt Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Portfolio Overview

As of July 31, 2026

Asset Allocation

Debt: 4.19%Others: 95.81%

Market Cap

Government: 6.50%

Number of stocks

Top 10 Holdings

66.24% of portfolio

Market Cap of Debt

Government

6.50%

Companies Allocation of Debt

6.84% Gujarat Sgs 203111.578%

7.57% Gujarat Sgs 20317.469%

National Bank For Agriculture And Rural Development7.319%

7.0% Tamilnadu SDL 20316.564%

Bharti Telecom Limited5.794%

State Government Of Sikkim4.910%

Tata Capital Limited4.391%

Aditya Birla Housing Finance Limited4.361%

7.57% Maharashtra Sgs 20313.730%

6.84% Gujarat Sdl 20313.623%

7.71% Govt Stock 20662.975%

6.01% Govt Stock 20301.441%

6.9% Govt Stock 20651.335%

7.02% Govt Stock 20310.748%

Sector Allocation of Debt

Government Related-2.25%

Corporate Bond-0.05%

Government6.50%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Floating Rate Debt 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.