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 Low Duration Fund - Regular Plan - Daily Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 23.70%Others: 76.30%

Market Cap

Corporate Bond: 23.97%Government: 4.92%Cash And Equivalents: 0.45%

Number of stocks

Top 10 Holdings

32.07% of portfolio

Market Cap of Debt

Corporate Bond

23.97%

Government

4.92%

Cash And Equivalents

0.45%

Companies Allocation of Debt

7.03% Chhattisgarh Sdl 20266.342%

RADHAKRISHNA SECURITISATION TRUST3.818%

India (Republic of)3.488%

TATA Motors Limited1.857%

Jsw Kalinga Steel Limited1.846%

Muthoot Finance Limited1.295%

6.75% Govt Stock 20331.159%

TATA Projects Limited1.156%

Power Finance Corporation Limited1.120%

Aditya Birla Housing Finance Limited1.115%

7.61% Kerala SDL 20261.008%

Torrent Pharmaceuticals Ltd0.921%

Tata Housing Development Company Limited0.916%

7.18% Haryana Sdl 20260.822%

TATA Chemicals Limited0.744%

Union Bank of India0.702%

National Bank for Agriculture and Rural Development0.698%

Interise TRust0.678%

Summit Digitel Infrastructure Limited0.446%

Bharti Telecom Limited0.411%

INDIA UNIVERSAL TRUST AL20.392%

Mankind Pharma Limited0.373%

7.38% Govt Stock 20270.264%

7.16% Madhyapradesh Sdl 20260.224%

7.41% Mizoram SDL 20270.113%

INDIA UNIVERSAL TRUST AL10.077%

Rec Limited0.074%

8.27% Govt Stock 20270.008%

Sector Allocation of Debt

Government Related-5.64%

Corporate Bond23.97%

Government4.92%

Cash And Equivalents0.45%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Low Duration Fund - Regular Plan - Daily 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.