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 - Ultra Short Term Fund - Institutional Plan - Growth - Portfolio Analysis

Debt
Low Duration
Status: Closed

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 28.75%Others: 71.25%

Market Cap

Corporate Bond: 40.85%Government: 5.52%Cash And Equivalents: 2.97%

Number of stocks

Top 10 Holdings

40.50% of portfolio

Market Cap of Debt

Corporate Bond

40.85%

Government

5.52%

Cash And Equivalents

2.97%

Companies Allocation of Debt

RADHAKRISHNA SECURITISATION TRUST4.574%

India (Republic of)3.619%

Bajaj Finance Limited3.331%

Small Industries Development Bank Of India2.463%

Jsw Jfe Kalinga Steel Limited2.377%

TATA Motors Limited2.285%

Sundaram Finance Limited2.268%

Housing And Urban Development Corporation Limited2.255%

LIC Housing Finance Ltd2.059%

6.75% Govt Stock 20331.429%

TATA Projects Limited1.416%

Muthoot Finance Limited1.404%

Power Finance Corporation Limited1.375%

Aditya Birla Housing Finance Limited1.363%

National Bank For Agriculture And Rural Development1.342%

Axis Bank Ltd.1.334%

Rec Ltd.1.141%

Torrent Pharmaceuticals Ltd1.134%

Tata Housing Development Company Limited1.121%

TATA Chemicals Limited0.912%

7.38% Govt Stock 20270.461%

Mankind Pharma Limited0.457%

INDIA UNIVERSAL TRUST AL10.350%

Rec Limited0.025%

8.28% Govt Stock 20270.009%

Sector Allocation of Debt

Corporate Bond40.85%

Government5.52%

Cash And Equivalents2.97%

Government Related-20.59%

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 - Ultra Short Term Fund - Institutional Plan - Growth

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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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