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 - Monthly IDCW - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of October 31, 2026

Asset Allocation

Debt: 74.64%Others: 25.36%

Market Cap

Corporate Bond: 61.72%Government: 4.38%Government Related: 6.65% Asset Backed: 1.90%

Number of stocks

Top 10 Holdings

51.24% of portfolio

Market Cap of Debt

Corporate Bond

61.72%

Government

4.38%

Government Related

6.65%

Asset Backed

1.90%

Companies Allocation of Debt

SHIVSHAKTI SECURITISATION TRUST4.370%

6.94% Govt Stock 20363.991%

SIDDHIVINAYAK SECURITISATION TRUST2.726%

Jsw Jfe Kalinga Steel Limited2.122%

Interise TRust2.026%

RADHAKRISHNA SECURITISATION TRUST2.005%

Deutsche Bank Ag 30-10-20281.928%

LAKSHMINARAYAN SECURITISATION TRUST1.899%

Jamnagar Utilities & Power Private Limited1.719%

Cube Highways TRust1.602%

Rec Ltd.1.528%

Mindspace Business Parks Reit1.525%

Anzen India Energy Yield Plus TRust1.522%

Toyota Financial Services India Limited1.518%

Rec Limited1.487%

Cholamandalam Investment And Finance Company Limited1.483%

INDIA UNIVERSAL TRUST AL11.322%

Tvs Motor Company Limited1.317%

TATA Projects Limited1.171%

Idfc First Bank Ltd. 04-09-20291.157%

Sundaram Finance Limited1.139%

Sustainable Energy Infra TRust1.101%

Rj Corp Ltd.0.950%

Bajaj Finance Limited0.936%

Motilal Oswal Financial Services Ltd.0.765%

Muthoot Finance Limited0.765%

Bajaj Housing Finance Limited0.762%

Bajaj Auto Credit Limited0.751%

INDIA UNIVERSAL TRUST AL20.685%

Aditya Birla Housing Finance Limited0.571%

Mahindra Rural Housing Finance Limited0.556%

Tata Capital Housing Finance Limited0.553%

Bharti Telecom Limited0.385%

India (Republic of)0.384%

Power Finance Corporation Limited0.384%

Nexus Select TRust0.383%

Phoenix ARc Limited0.378%

Aadhar Housing Finance Limited0.376%

Small Industries Development Bank Of India0.372%

Kotak Mahindra Prime Limited0.226%

Godrej Industries Limited0.187%

National Bank For Financing Infrastructure And Development0.183%

7.66% Tamilnadu Sgs 20330.015%

Gs15jun2027c0.010%

7.17% Tamilnadu Sgs 20330.001%

Sector Allocation of Debt

Corporate Bond61.72%

Government4.38%

Government Related6.65%

Asset Backed1.90%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Short Term Fund - Regular Plan - Monthly 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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