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 Term Fund - Regular Plan Fortnightly (IDCW) - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of August 31, 2026

Asset Allocation

Debt: 81.04%Others: 18.96%

Market Cap

Corporate Bond: 62.26%Government Related: 13.74%Government: 5.04%

Number of stocks

Top 10 Holdings

54.93% of portfolio

Market Cap of Debt

Corporate Bond

62.26%

Government Related

13.74%

Government

5.04%

Companies Allocation of Debt

SHIVSHAKTI SECURITISATION TRUST4.340%

6.94% Govt Stock 20362.789%

SIDDHIVINAYAK SECURITISATION TRUST2.727%

State Government Of Karnataka2.591%

Gujarat (Government of) 7.43%2.583%

Jsw Jfe Kalinga Steel Limited2.041%

RADHAKRISHNA SECURITISATION TRUST1.986%

Jamnagar Utilities & Power Private Limited1.679%

Toyota Financial Services India Limited1.663%

Cholamandalam Investment And Finance Company Limited1.591%

Cube Highways TRust1.558%

Tata Capital Limited1.491%

Mindspace Business Parks Reit1.487%

Anzen India Energy Yield Plus TRust1.480%

Power Finance Corporation Limited1.330%

INDIA UNIVERSAL TRUST AL11.319%

Tvs Motor Company Limited1.297%

Interise TRust1.263%

TATA Projects Limited1.146%

7.17% Govt Stock 20301.140%

Bajaj Finance Limited1.109%

National Bank For Financing Infrastructure And Development1.108%

Union Bank of India1.106%

Sustainable Energy Infra TRust1.081%

Aadhar Housing Finance Limited0.918%

INDIA UNIVERSAL TRUST AL20.845%

Torrent Power Limited0.746%

Rec Limited0.745%

7.02% Tamilnadu Sgs 20290.744%

Bajaj Housing Finance Limited0.742%

Muthoot Finance Limited0.742%

7.06% Govt Stock 20410.741%

Bajaj Auto Credit Limited0.731%

Tata Housing Development Company Limited0.624%

6.84% Tamilnadu Sgs 20290.555%

Mahindra Rural Housing Finance Limited0.545%

Tata Capital Housing Finance Limited0.544%

7.68% Tamilnadu Sgs 20300.400%

Bharti Telecom Limited0.374%

Nexus Select TRust0.374%

Sundaram Finance Limited0.371%

6.86% Karnataka Sdl 20300.369%

Phoenix ARc Limited0.369%

Godrej Seeds & Genetics Limited0.368%

India (Republic of)0.368%

West Bengal (Government of) 7.58%0.297%

7.29% Chhattisgarh Sgs 20300.251%

Godrej Industries Limited0.185%

7.26% Gujarat Sdl 20290.049%

7.66% Tamilnadu Sgs 20330.015%

Gs15jun2027c0.010%

7.17% Tamilnadu Sgs 20330.001%

Sector Allocation of Debt

Corporate Bond62.26%

Government Related13.74%

Government5.04%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Short Term Fund - Regular Plan Fortnightly (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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