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.

UTI Medium to Long Duration Fund - Regular Plan - Annual IDCW - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Debt: 96.74%Others: 3.26%

Market Cap

Corporate Bond: 53.50%Government Related: 36.86%Government: 6.38%

Number of stocks

Top 10 Holdings

96.74% of portfolio

Market Cap of Debt

Corporate Bond

53.50%

Government Related

36.86%

Government

6.38%

Companies Allocation of Debt

Ncd Lic Housing Finance Ltd.8.345%

7.08% Andhra Sgs 20377.901%

HDFC Bank Ltd.7.888%

SIDDHIVINAYAK SECURITISATION TRUST6.562%

West Bengal (Government of) 7.74%6.392%

Muthoot Finance Limited5.602%

Piramal Finance Limited5.036%

Aditya Birla Renewables Limited5.018%

Torrent Pharmaceuticals Ltd4.943%

7.65% Rajasthan Sgs 20404.917%

7.24% Govt Stock 20554.806%

INDIA UNIVERSAL TRUST AL14.458%

Rajasthan (Government of ) 7.99%3.373%

West Bengal (Government of) 7.72%3.289%

7.73% Westbengal Sgs 20433.288%

State Government Of Tamil Nadu3.286%

Poonawalla Fincorp Limited2.323%

7.74% Maharashtra Sgs 20331.683%

7.78% Rajasthan Sgs 20331.681%

Mankind Pharma Limited1.675%

Bharti Telecom Limited1.653%

6.68% Govt Stock 20401.573%

Madhya Pradesh (Government of) 7.72%1.053%

Sector Allocation of Debt

Corporate Bond53.50%

Government Related36.86%

Government6.38%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Medium to Long Duration Fund - Regular Plan - Annual IDCW

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Frequently Asked Questions

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.