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 Money Market Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Debt
Money Market
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 15.85%Others: 84.15%

Market Cap

Government: 12.19% Corporate Bond: 3.69%Cash And Equivalents: 1.06%

Number of stocks

Top 10 Holdings

7.06% of portfolio

Market Cap of Debt

Government

12.19%

Corporate Bond

3.69%

Cash And Equivalents

1.06%

Companies Allocation of Debt

National Bank for Agriculture and Rural Development1.322%

7.52% Uttarpradesh Sdl 20271.176%

Axis Bank Ltd.1.048%

Equitas Small Finance Bank Ltd.0.885%

The Jammu And Kashmir Bank Limited0.872%

Day Tbill0.701%

7.4% Jharkhand Sdl 20260.233%

6.04% Gujarat Sdl 20260.180%

7.4% Telangana Sdl 20260.163%

7.39% Himachal Pr SDL 20260.154%

7.42% ASsam Sdl 20260.140%

7.25% Andhra Sdl 20260.094%

7.25% Westbengal Sdl 20260.093%

Sector Allocation of Debt

Government12.19%

Government Related-1.09%

Corporate Bond3.69%

Cash And Equivalents1.06%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Money Market Fund - Regular Plan - 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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