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 Term Fund - Regular Plan - Quarterly IDCW - Portfolio Analysis

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 55.57%Others: 44.43%

Market Cap

Cash And Equivalents: 11.49% Corporate Bond: 42.09%Government Related: 2.00%

Number of stocks

Top 10 Holdings

46.49% of portfolio

Market Cap of Debt

Cash And Equivalents

11.49%

Corporate Bond

42.09%

Government Related

2.00%

Companies Allocation of Debt

26/11/2026 Maturing 364 DTB6.575%

HDFC Bank Ltd.4.849%

Axis Bank Ltd.4.839%

Godrej Properties Limited2.991%

Poonawalla Fincorp Limited2.480%

Ujjivan Small Finance Bank Limited2.451%

Aditya Birla Renewables Limited2.155%

Ncd Dmi Finance Private Limited1.662%

Mahindra Rural Housing Finance Limited1.660%

Piramal Finance Limited1.659%

Hero Housing Finance Limited1.658%

Torrent Power Limited1.655%

Gic Housing Finance Limited1.644%

Aditya Birla Digital Fashion Ventures Limited1.640%

Equitas Small Finance Bank Ltd.1.634%

7.59% Gujarat Sdl 20270.833%

7.15% Karnataka Sdl 20270.831%

Eris Lifesciences Limited0.830%

Nuvama Wealth Finance Limited0.829%

Embassy Office Parks Reit0.828%

Indigrid Infrastructure Trust0.812%

Godrej Industries Limited0.810%

Vedanta Aluminium Metal Limited0.501%

National Bank For Agriculture And Rural Development0.332%

360 One Prime Limited0.331%

Sector Allocation of Debt

Cash And Equivalents11.49%

Corporate Bond42.09%

Government Related2.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

UTI Ultra Short Term Fund - Regular Plan - Quarterly 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.

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