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 Low Duration Fund- Discontinued Growth Option - Portfolio Analysis

Debt
Low Duration
Status: Closed

Portfolio Overview

As of October 31, 2026

Asset Allocation

Debt: 63.67%Others: 36.33%

Market Cap

Cash And Equivalents: 12.30%Government Related: 8.75% Corporate Bond: 41.77%Government: 0.86%

Number of stocks

Top 10 Holdings

41.80% of portfolio

Market Cap of Debt

Cash And Equivalents

12.30%

Government Related

8.75%

Corporate Bond

41.77%

Government

0.86%

Companies Allocation of Debt

Tbill7.009%

Mahindra Rural Housing Finance Limited3.523%

Summit Digitel Infrastructure Limited3.472%

Ncd Vedanta Ltd2.455%

RADHAKRISHNA SECURITISATION TRUST1.833%

Can Fin Homes Limited1.757%

Aditya Birla Renewables Limited1.757%

Ncd Rec Ltd1.746%

Union Bank of India1.722%

Small Industries Development Bank Of India1.709%

Godrej Industries Limited1.708%

Muthoot Finance Limited1.236%

Godrej Seeds & Genetics Limited1.036%

Hinduja Leyland Finance Limited0.878%

Bajaj Housing Finance Limited0.878%

Tata Capital Housing Finance Limited0.877%

LIC Housing Finance Ltd0.876%

Poonawalla Fincorp Limited0.875%

National Bank For Agriculture And Rural Development0.874%

Jamnagar Utilities & Power Private Limited0.873%

Mindspace Business Parks Reit0.868%

182 Days T-Bill - 25/03/20270.860%

Rec Limited0.860%

Indian Railway Finance Corporation Limited0.859%

Indigrid Infrastructure Trust0.856%

360 One Prime Limited0.399%

Sector Allocation of Debt

Cash And Equivalents12.30%

Government Related8.75%

Corporate Bond41.77%

Government0.86%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

UTI Low Duration Fund- Discontinued Growth 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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