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 Short Horizon Debt Fund-Short Term Fund - Retail - Growth - Portfolio Analysis

Debt
Short Duration
Status: Closed

Portfolio Overview

As of June 30, 2026

Asset Allocation

Debt: 90.42%Others: 9.58%

Market Cap

Corporate Bond: 68.82%Government: 6.31%Government Related: 15.29%

Number of stocks

Top 10 Holdings

59.54% of portfolio

Market Cap of Debt

Corporate Bond

68.82%

Government

6.31%

Government Related

15.29%

Companies Allocation of Debt

SHIVSHAKTI SECURITISATION TRUST4.214%

6.94% Govt Stock 20363.630%

Gujarat (Government of) 7.43%3.226%

SIDDHIVINAYAK SECURITISATION TRUST2.649%

State Government Of Karnataka2.501%

Jsw Kalinga Steel Limited1.948%

RADHAKRISHNA SECURITISATION TRUST1.924%

Maharashtra (Government of) 7.35%1.813%

Bajaj Auto Credit Ltd.1.798%

7.75% Tamilnadu SDL 20321.656%

Jamnagar Utilities & Power Private Limited1.627%

Cholamandalam Investment And Finance Company Limited1.548%

Cube Highways TRust1.505%

Tata Capital Ltd.1.448%

Anzen India Energy Yield Plus TRust1.429%

INDIA UNIVERSAL TRUST AL11.305%

Power Finance Corporation Limited1.298%

Tata Capital Housing Finance Ltd.1.275%

Godrej Industries Limited1.240%

Interise TRust1.220%

7.17% Govt Stock 20301.103%

Sundaram Finance Ltd.1.080%

Mahindra & Mahindra Financial Services Ltd.1.078%

National Bank for Financing Infrastructure & Development1.077%

Sustainable Energy Infra TRust1.055%

7.68% Tamilnadu Sgs 20301.051%

6.68% Govt Stock 20401.046%

Small Industries Development Bank of India1.005%

INDIA UNIVERSAL TRUST AL20.897%

Aditya Birla Housing Finance Limited0.897%

Aadhar Housing Finance Limited0.888%

7.02% Tamilnadu Sgs 20290.720%

Muthoot Finance Limited0.719%

Rec Limited0.718%

Bajaj Auto Credit Limited0.709%

Tata Housing Development Company Limited0.605%

Sikka Ports & Terminals Limited0.573%

Bharti Telecom Limited0.541%

6.84% Tamilnadu Sgs 20290.537%

7.24% Govt Stock 20550.532%

Nexus Select TRust0.361%

National Bank For Agriculture And Rural Development0.359%

Sundaram Finance Limited0.359%

Godrej Seeds & Genetics Limited0.357%

6.86% Karnataka Sdl 20300.357%

Phoenix ARc Limited0.357%

Small Industries Development Bank Of India0.354%

Torrent Power Limited0.251%

7.29% Chhattisgarh Sgs 20300.243%

Godrej Industries Ltd.0.180%

Toyota Financial Services India Limited0.179%

6.75% Rajasthan Sdl 20300.071%

7.66% Tamilnadu Sgs 20330.014%

Gs15jun2027c0.009%

7.17% Tamilnadu Sgs 20330.001%

Sector Allocation of Debt

Corporate Bond68.82%

Government6.31%

Government Related15.29%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

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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.