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

Debt
Corporate Bond
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 84.55%Others: 15.45%

Market Cap

Government: 5.21% Corporate Bond: 55.56%Government Related: 23.79%

Number of stocks

Top 10 Holdings

29.44% of portfolio

Market Cap of Debt

Government

5.21%

Corporate Bond

55.56%

Government Related

23.79%

Companies Allocation of Debt

7.24% Govt Stock 20555.193%

SIDDHIVINAYAK SECURITISATION TRUST3.241%

Mahindra Rural Housing Finance Limited1.719%

Mahindra And Mahindra Financial Services Limited1.641%

Toyota Financial Services India Limited1.393%

INDIA UNIVERSAL TRUST AL11.376%

Ncd Rec Ltd1.093%

LIC Housing Finance Ltd1.093%

Small Industries Development Bank Of India1.089%

Tata Capital Housing Finance Limited1.086%

Aditya Birla Housing Finance Limited1.081%

Jio Credit Limited1.075%

Hdb Financial Services Limited0.763%

Bharti Telecom Limited0.549%

Summit Digitel Infrastructure Limited0.549%

Ntpc Limited0.546%

Indian Oil Corporation Limited0.545%

National Bank For Agriculture And Rural Development0.545%

Kotak Mahindra Prime Limited0.542%

7.74% Uttarpradesh Sgs 20370.540%

Rec Limited0.539%

Power Finance Corporation Limited0.533%

Indian Railway Finance Corporation Limited0.530%

7.32% Chhattisgarh Sgs 20370.523%

SHIVSHAKTI SECURITISATION TRUST0.522%

Poonawalla Fincorp Limited0.327%

TATA Communications Limited0.322%

National Bank for Agriculture and Rural Development0.212%

Delhi (Government Of) 7.45%0.142%

Export Import Bank Of India0.109%

6.75% Govt Stock 20330.015%

Sector Allocation of Debt

Government5.21%

Corporate Bond55.56%

Government Related23.79%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Corporate Bond Fund - Regular Plan - Annual 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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