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.

Tata Ultra Short to Short Term Fund - Regular Plan - Growth Option - Portfolio Analysis

Debt
Low Duration
Status: Open

Portfolio Overview

As of September 30, 2026

Asset Allocation

Debt: 53.39%Others: 46.61%

Market Cap

Government Related: 16.18% Corporate Bond: 31.24% Asset Backed: 2.35%Government: 2.72%Cash And Equivalents: 0.91%

Number of stocks

Top 10 Holdings

39.70% of portfolio

Market Cap of Debt

Government Related

16.18%

Corporate Bond

31.24%

Asset Backed

2.35%

Government

2.72%

Cash And Equivalents

0.91%

Companies Allocation of Debt

Dlf Cyber City Developers Ltd4.502%

7.8% Kerala SDL 20273.508%

Mindspace Business Parks Reit2.742%

LIQUID GOLD SERIES 182.467%

8.43% Tamilnadu SDL 20282.431%

Piramal Finance Limited2.391%

** 08.88 % Liquid Gold Series 24 Ptc Initiation Iifl Finance Ltd - 20/11/202.346%

Torrent Pharmaceuticals Ltd2.183%

** 08.75 % Vedanta Ltd - 28/09/20291.835%

Bajaj Finance Limited1.816%

Nexus Select TRust1.652%

6.55% Andhra Sdl 20281.530%

Godrej Properties Limited1.470%

Mahindra Rural Housing Finance Limited1.091%

6.97% Karnataka Sdl 20280.917%

National Bank For Agriculture And Rural Development0.911%

Day Tbill0.910%

Knowledge Realty TRust0.906%

India (Republic of)0.899%

7.63% Haryana Sdl 20280.740%

8.42% Madhyapradesh Sdl 20280.561%

8.3% Karnataka Sdl 20290.375%

Credila Financial Services Limited0.367%

INDIA UNIVERSAL TRUST AL10.355%

8.17% Gujarat Sdl 20280.187%

8.05% Gujarat Sdl 20290.187%

7.54% Andhra Sgs 20290.184%

Can Fin Homes Limited0.183%

8.52% Karnataka Sdl 20280.056%

Sector Allocation of Debt

Government Related16.18%

Corporate Bond31.24%

Asset Backed2.35%

Government2.72%

Cash And Equivalents0.91%

Bond0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Tata Ultra Short to Short Term Fund - Regular Plan - 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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