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.

Tata Short Term Fund- Regular Plan - Periodic Payout of IDCW Option - Portfolio Analysis

Debt
Short Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 86.78%Others: 13.22%

Market Cap

Government Related: 19.58% Corporate Bond: 56.61%Government: 9.38% Asset Backed: 1.22%

Number of stocks

Top 10 Holdings

53.33% of portfolio

Market Cap of Debt

Government Related

19.58%

Corporate Bond

56.61%

Government

9.38%

Asset Backed

1.22%

Companies Allocation of Debt

Export Import Bank Of India5.142%

Indian Railway Finance Corporation Limited4.051%

6.94% Govt Stock 20364.039%

7.32% Govt Stock 20303.488%

National Housing Bank3.438%

Power Finance Corporation Limited3.420%

Rec Limited3.384%

Small Industries Development Bank Of India2.563%

Bajaj Housing Finance Limited2.527%

7.06% Govt Stock 20411.848%

6.77% Andhra Sgs 20311.834%

LIQUID GOLD SERIES 181.733%

Nomura Capital (India) Pvt. Ltd.1.721%

Jamnagar Utilities & Power Private Limited1.717%

** 07.67 % Rec Ltd - 30/09/20311.715%

Bharti Telecom Limited1.702%

Bajaj Finance Limited1.697%

National Bank For Agriculture And Rural Development1.689%

** 08.88 % Liquid Gold Series 24 Ptc Initiation Iifl Finance Ltd - 20/11/201.215%

LIC Housing Finance Ltd0.852%

Tata Capital Housing Finance Limited0.845%

6.76% Maharashtra Sgs 20370.821%

Mindspace Business Parks Reit0.671%

INDIA UNIVERSAL TRUST AL20.574%

SANSAR JUNE 2024 TRUST0.282%

INDIA UNIVERSAL TRUST AL10.266%

7.64% Gujarat Sgs 20310.100%

Sector Allocation of Debt

Government Related19.58%

Corporate Bond56.61%

Government9.38%

Asset Backed1.22%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Short Term Fund- Regular Plan - Periodic Payout of IDCW Option

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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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