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

Equity
Mid Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 93.37%Others: 5.44%Debt: 1.19%

Market Cap

Mid Cap: 54.20%Large Cap: 27.99%Small Cap: 11.17%

Number of stocks

Top 10 Holdings

93.37% of portfolio

Market Cap of Equity

Mid Cap

54.20%

Large Cap

27.99%

Small Cap

11.17%

Companies Allocation of Equity

Bharat Heavy Electricals Ltd3.790%

Torrent Power Ltd3.734%

Adani Energy Solutions Ltd3.491%

CRISIL Ltd3.077%

AIA Engineering Ltd2.876%

Supreme Industries Ltd2.805%

Sundaram Finance Ltd2.633%

Shree Cement Ltd2.602%

Biocon Ltd2.413%

The Federal Bank Ltd2.222%

Bharat Forge Ltd2.185%

HDB Financial Services Ltd2.118%

Pine Labs Ltd2.083%

Lupin Ltd2.082%

State Bank of India2.068%

FSN E-Commerce Ventures Ltd2.050%

ICICI Lombard General Insurance Co Ltd2.048%

ICICI Prudential Life Insurance Co Ltd1.989%

Grindwell Norton Ltd1.986%

Oberoi Realty Ltd1.939%

Berger Paints India Ltd1.914%

Urban Co Ltd1.899%

L&T Technology Services Ltd1.872%

Max Financial Services Ltd1.842%

Mahindra & Mahindra Financial Services Ltd1.804%

Motherson Sumi Wiring India Ltd1.744%

Page Industries Ltd1.673%

Indus Towers Ltd Ordinary Shares1.657%

Siemens Ltd1.635%

Colgate-Palmolive (India) Ltd1.623%

Schaeffler India Ltd1.597%

Carborundum Universal Ltd1.597%

Thermax Ltd1.579%

Jubilant Foodworks Ltd1.567%

JSW Energy Ltd1.521%

Phoenix Mills Ltd1.518%

Dalmia Bharat Ltd1.476%

Star Health and Allied Insurance Co Ltd1.428%

Procter & Gamble Hygiene and Health Care Ltd1.357%

Multi Commodity Exchange of India Ltd1.278%

Sundaram Fasteners Ltd1.274%

Hatsun Agro Product Ltd1.243%

GlaxoSmithKline Pharmaceuticals Ltd1.206%

Solar Industries India Ltd1.195%

PI Industries Ltd1.183%

JK Cement Ltd1.137%

Anthem Biosciences Ltd1.059%

India Cements Ltd1.022%

Aurobindo Pharma Ltd0.992%

Jubilant Foodworks Ltd. 26-May-260.285%

Sector Allocation of Equity

Industrials16.27%

Utilities8.75%

Financial Services22.51%

Basic Materials10.53%

Healthcare7.75%

Consumer Cyclical12.09%

Technology5.85%

Real Estate3.46%

Communication Services1.66%

Consumer Defensive4.22%

Equity0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Midcap 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.