SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 93.93%Others: 6.07%
Market Cap
Mid Cap: 65.01%Large Cap: 10.51%Others: 7.98%Small Cap: 10.42%
Number of stocks
59
Top 10 Holdings
60.78% of portfolio
Market Cap of Equity
Mid Cap
65.0141%
Large Cap
10.5106%
Others
7.9834%
Small Cap
10.4243%
Companies Allocation of Equity
Torrent Power Ltd7.36%
Bharat Heavy Electricals Ltd7.16%
Supreme Industries Ltd6.55%
CRISIL Ltd6.21%
AIA Engineering Ltd6.17%
Bharat Forge Ltd5.86%
Sundaram Finance Ltd5.74%
Biocon Ltd5.47%
Max Financial Services Ltd5.22%
Shree Cement Ltd5.03%
Sector Allocation of Equity
Utilities6.49%
Industrials16.66%
Financial Services24.42%
Consumer Cyclical13.46%
Healthcare6.47%
Basic Materials11.32%
Communication Services1.91%
Technology5.57%
Real Estate3.33%
Consumer Defensive4.32%
Energy0.00%
SIP Amount
Monthly SIP Date
SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.