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 Ultra Short Duration Fund - Regular Plan - Daily IDCW - Portfolio Analysis

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 8.54%Others: 91.46%

Market Cap

Government: 7.10% Corporate Bond: 18.27%Cash And Equivalents: 11.03%

Number of stocks

Top 10 Holdings

35.40% of portfolio

Market Cap of Debt

Government

7.10%

Corporate Bond

18.27%

Cash And Equivalents

11.03%

Companies Allocation of Debt

India (Republic of)7.098%

Adani Power Limited2.659%

Avanse Financial Services Limited2.209%

Axis Bank Ltd.2.195%

RADHAKRISHNA SECURITISATION TRUST2.163%

Eris Lifesciences Limited1.783%

Bharat Petroleum Corporation Limited1.780%

TATA Motors Limited1.337%

Indostar Capital Finance Limited1.324%

National Bank for Agriculture and Rural Development1.293%

LIC Housing Finance Ltd1.114%

6.04% Gujarat Sdl 20261.024%

Oberoi Realty Limited0.995%

Mankind Pharma Limited0.890%

Motilal Oswal Home Finance Limited0.890%

Equitas Small Finance Bank Ltd.0.880%

Kotak Mahindra Investments Limited0.686%

JM Financial Services Limited0.665%

TATA Projects Limited0.489%

Muthoot Finance Limited0.446%

Nirma Limited0.446%

Indian Railway Finance Corporation Limited0.445%

Phoenix ARc Limited0.441%

Gs16dec2026c0.396%

7.15% Maharashtra Sdl 20260.356%

7.42% Andhra Sdl 20260.312%

Torrent Power Limited0.276%

7.86% Karnataka Sdl 20270.224%

Hdb Financial Services Limited0.223%

Canara Bank0.217%

JM Financial Products Limited0.148%

Sector Allocation of Debt

Government7.10%

Corporate Bond18.27%

Cash And Equivalents11.03%

Government Related-27.85%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Ultra Short Duration 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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