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 Ultra Short Duration Fund - Regular Plan - Monthly IDCW - Portfolio Analysis

Portfolio Overview

As of May 31, 2026

Asset Allocation

Others: 54.17%Debt: 45.83%

Market Cap

Cash And Equivalents: 26.81% Corporate Bond: 19.92%Government Related: 7.11%Other: 0.33%

Number of stocks

Top 10 Holdings

36.74% of portfolio

Market Cap of Others

Cash And Equivalents

26.81%

Corporate Bond

19.92%

Government Related

7.11%

Other

0.33%

Companies Allocation of Others

Net Current Assets11.012%

Cd - Karur Vysya Bank Ltd - 12/08/20263.698%

Equitas Small Finance Bank Limited2.498%

Ujjivan Small Finance Bank Limited2.497%

Muthoot Fincorp Limited2.381%

Export-Import Bank Of India2.365%

Birla Group Holdings Private Limited1.229%

Standard Chartered Capital Limited1.224%

Indian Bank1.191%

Export Import Bank Of India1.190%

HDFC Bank Limited1.187%

Small Industries Development Bank Of India1.187%

Kotak Mahindra Bank Limited (Formerly Kotak Mahindra Finance Limited)1.186%

National Bank For Agriculture And Rural Development1.181%

Tata Capital Ltd.1.178%

Muthoot Fincorp Ltd0.608%

Small Industries Dev Bank Of India0.596%

Corporate Debt Market Devt Fund - A2 Units0.328%

Clearing Corporation Of India Ltd. Std - Margin0.008%

Sector Allocation of Others

Cash And Equivalents26.81%

Corporate Bond19.92%

Government Related7.11%

Other0.33%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Ultra Short Duration Fund - Regular Plan - Monthly 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.