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.

Sundaram Corporate Bond Fund - Regular Plan - IDCW - Portfolio Analysis

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 85.36%Others: 14.64%

Market Cap

Government Related: 22.95% Corporate Bond: 58.11%Government: 4.29%

Number of stocks

Top 10 Holdings

39.71% of portfolio

Market Cap of Debt

Government Related

22.95%

Corporate Bond

58.11%

Government

4.29%

Companies Allocation of Debt

National Bank For Agriculture And Rural Development4.017%

Embassy Office Parks Reit4.003%

6.94% Govt Stock 20363.973%

Bajaj Housing Finance Limited3.719%

Tata Capital Housing Finance Ltd - 8.2% - 25/09/20293.233%

Export Import Bank Of India2.415%

Bharti Telecom Limited2.372%

State Bank Of India2.351%

Hdb Financial Services Limited2.233%

6.53% Tamilnadu SDL 20312.189%

Indian Oil Corporation Limited1.616%

Muthoot Finance Limited1.612%

6.45% Gujarat Sdl 20301.574%

Small Industries Development Bank Of India0.889%

Indian Railway Finance Corporation Limited0.804%

LIC Housing Finance Ltd0.801%

National Bank For Financing Infrastructure And Development0.798%

Rec Limited0.796%

6.36% Govt Stock 20310.317%

Sector Allocation of Debt

Government Related22.95%

Corporate Bond58.11%

Government4.29%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Sundaram Corporate Bond Fund - Regular Plan - 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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