Holdings
13
Concentrated
Top 10 weight
91%
Concentration
Strategy data
N/A
Not reported
Equity
45%
Asset allocation
Portfolio
3Sectors
10Large positions
19.9%Top: CRISIL AAA
13.1%Cash
Market-cap allocation
Cap allocation not available for this fund.
Asset allocation
Equity45%
Debt40%
Cash13%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 45% equity, 40% debt, 13% cash.
- 13 disclosed positions across 3 classified equity sectors.
- Largest equity sector is CRISIL AAA at 19.9% of the portfolio.
Watchpoints
- Compact 13-position portfolio; each large position can materially affect returns.
- Top 10 positions account for 91%, indicating high portfolio concentration.
- Cash and cash equivalents are 13%, which can create performance drag when markets rise.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Short Term Fund.
Axis Short Duration Fund178 holdings · 28% top 10
HDFC Ultra Short Term Fund127 holdings · 35% top 10
ICICI Prudential Ultra Short Term Fund122 holdings · 28% top 10
Nippon India Short Duration Fund116 holdings · 24% top 10
Nippon India Ultra Short Duration Fund104 holdings · 27% top 10
Aditya Birla Sun Life Short Term Fund90 holdings · 41% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.9%
17.9%
7.7%