SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 93.68%Others: 6.32%
Market Cap
Mid Cap: 65.05%Equity: 5.19%Large Cap: 6.80%Small Cap: 16.64%
Number of stocks
60
Top 10 Holdings
53.81% of portfolio
Market Cap of Equity
Mid Cap
65.0512%
Equity
5.1910%
Large Cap
6.7980%
Small Cap
16.6386%
Companies Allocation of Equity
CRISIL Ltd6.32%
Shree Cement Ltd5.93%
Sundaram Finance Ltd5.92%
Mahindra & Mahindra Financial Services Ltd5.58%
Schaeffler India Ltd5.56%
Torrent Power Ltd5.16%
HDB Financial Services Ltd5.07%
Bharat Forge Ltd4.91%
The Federal Bank Ltd4.69%
FSN E-Commerce Ventures Ltd4.67%
Sector Allocation of Equity
Financial Services25.65%
Basic Materials11.85%
Consumer Cyclical18.10%
Utilities2.58%
Industrials11.30%
Healthcare8.66%
Real Estate4.48%
Technology3.65%
Consumer Defensive4.37%
Communication Services1.54%
Energy1.50%
Equity0.00%
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.