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
30.39% of portfolio
Market Cap of Equity
Mid Cap
65.01%
Large Cap
10.51%
Others
7.98%
Small Cap
10.42%
Companies Allocation of Equity
Torrent Power Ltd3.68%
Bharat Heavy Electricals Ltd3.58%
Supreme Industries Ltd3.28%
CRISIL Ltd3.11%
AIA Engineering Ltd3.08%
Bharat Forge Ltd2.93%
Sundaram Finance Ltd2.87%
Biocon Ltd2.74%
Max Financial Services Ltd2.61%
Shree Cement Ltd2.52%
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)
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
Frequently Asked Questions
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.