SBI Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
Portfolio Overview
As of October 31, 2025
Asset Allocation
Equity: 95.50%Others: 4.50%
Market Cap
Mid Cap: 67.45%Equity: 4.97%Large Cap: 8.22%Small Cap: 14.86%
Number of stocks
63
Top 10 Holdings
57.91% of portfolio
Market Cap of Equity
Mid Cap
67.4490%
Equity
4.9712%
Large Cap
8.2238%
Small Cap
14.8566%
Companies Allocation of Equity
Torrent Power Ltd7.29%
CRISIL Ltd6.83%
Mahindra & Mahindra Financial Services Ltd6.16%
Sundaram Finance Ltd5.94%
The Federal Bank Ltd5.55%
Shree Cement Ltd5.53%
Bharat Heavy Electricals Ltd5.49%
Bharat Forge Ltd5.18%
Schaeffler India Ltd5.12%
FSN E-Commerce Ventures Ltd4.81%
Sector Allocation of Equity
Utilities4.93%
Financial Services25.56%
Basic Materials11.39%
Industrials12.03%
Consumer Cyclical16.83%
Healthcare9.20%
Real Estate4.84%
Energy2.07%
Technology2.57%
Consumer Defensive4.52%
Communication Services1.58%
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.