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.

SBI Comma Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 95.03%Others: 4.64%Debt: 0.33%

Market Cap

Large Cap: 52.93%Small Cap: 24.18%Mid Cap: 17.92%

Number of stocks

Top 10 Holdings

100.56% of portfolio

Market Cap of Equity

Large Cap

52.9300%

Small Cap

24.1800%

Mid Cap

17.9200%

Companies Allocation of Equity

TATA STEEL LIMITED EQ NEW FV RE.1/-17.84%

RELIANCE INDUSTRIES LIMITED EQ15.46%

INDIAN OIL CORPORATION LIMITED EQ9.64%

VEDANTA LIMITED EQ NEW RS.1/-9.46%

ULTRATECH CEMENT LIMITED EQ9.28%

JSW STEEL LIMITED EQ NEW FV RE. 1/-8.10%

CESC LIMITED EQ NEW FV Re. 1/-8.04%

STEEL AUTHORITY OF INDIA LIMITED EQ8.00%

OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-7.80%

HINDUSTAN PETROLEUM CORPORATION LIMITED EQ6.94%

Sector Allocation of Equity

Ferrous Metals20.05%

Petroleum Products16.02%

Diversified Metals4.73%

Cement & Cement Products12.84%

Power6.87%

Oil5.74%

Non - Ferrous Metals3.19%

Fertilizers & Agrochemicals3.13%

Consumable Fuels3.01%

Gas2.99%

Textiles & Apparels2.79%

Minerals & Mining2.40%

Agricultural Food & other Products3.80%

Industrial Products2.24%

Chemicals & Petrochemicals3.52%

Capital Markets1.71%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Comma Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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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.