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

Hybrid
Arbitrage Funds
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 18.90%Others: 97.60%Debt: 2.71%

Market Cap

Large Cap: 49.25%Others: 3.70%Mid Cap: 14.85%

Number of stocks

207

Top 10 Holdings

68.70% of portfolio

Market Cap of Equity

Large Cap

49.25%

Others

3.70%

Mid Cap

14.85%

Companies Allocation of Equity

HDFC Bank Ltd5.244%

ICICI Bank Ltd3.809%

State Bank of India3.341%

Bharti Airtel Ltd2.168%

Reliance Industries Ltd1.874%

JSW Steel Ltd1.772%

Kotak Mahindra Bank Ltd1.629%

Bharat Electronics Ltd1.582%

Axis Bank Ltd1.427%

Adani Enterprises Ltd1.360%

Hindustan Aeronautics Ltd Ordinary Shares1.256%

ITC Ltd1.238%

Larsen & Toubro Ltd1.216%

Power Finance Corp Ltd1.089%

Vodafone Idea Ltd1.072%

Shriram Finance Ltd1.012%

Jio Financial Services Ltd0.993%

Indus Towers Ltd Ordinary Shares0.771%

REC Ltd0.769%

Steel Authority Of India Ltd0.768%

NMDC Ltd0.756%

Punjab National Bank0.730%

Adani Green Energy Ltd0.712%

Bharat Heavy Electricals Ltd0.709%

Aurobindo Pharma Ltd0.704%

Mahindra & Mahindra Ltd0.692%

Glenmark Pharmaceuticals Ltd0.691%

NTPC Ltd0.683%

Lodha Developers Ltd0.681%

Adani Energy Solutions Ltd0.671%

DLF Ltd0.671%

Grasim Industries Ltd0.663%

Sun Pharmaceuticals Industries Ltd0.648%

GMR Airports Ltd0.604%

Asian Paints Ltd0.542%

Tata Steel Ltd0.536%

Varun Beverages Ltd0.527%

Titan Co Ltd0.523%

Tata Consultancy Services Ltd0.515%

Laurus Labs Ltd0.515%

Eternal Ltd0.499%

Divi's Laboratories Ltd0.498%

HDFC Life Insurance Co Ltd0.492%

TVS Motor Co Ltd0.481%

National Aluminium Co Ltd0.469%

Ambuja Cements Ltd0.465%

Canara Bank0.447%

Bandhan Bank Ltd0.441%

Hindustan Zinc Ltd0.439%

Multi Commodity Exchange of India Ltd0.436%

Bank of Baroda0.425%

Max Financial Services Ltd0.425%

RBL Bank Ltd0.423%

Maruti Suzuki India Ltd0.422%

Aditya Birla Capital Ltd0.421%

Cholamandalam Investment and Finance Co Ltd0.411%

LIC Housing Finance Ltd0.402%

Tata Power Co Ltd0.395%

Indian Hotels Co Ltd0.383%

Bajaj Finance Ltd0.370%

Manappuram Finance Ltd0.367%

Eicher Motors Ltd0.351%

Suzlon Energy Ltd0.337%

Hindalco Industries Ltd0.335%

The Federal Bank Ltd0.325%

Crompton Greaves Consumer Electricals Ltd0.323%

Tata Consumer Products Ltd0.315%

Phoenix Mills Ltd0.308%

Kalyan Jewellers India Ltd0.295%

Apollo Hospitals Enterprise Ltd0.295%

Marico Ltd0.290%

Dabur India Ltd0.278%

Solar Industries India Ltd0.260%

Patanjali Foods Ltd0.260%

United Spirits Ltd0.259%

Exide Industries Ltd0.258%

Oil & Natural Gas Corp Ltd0.257%

Godrej Consumer Products Ltd0.249%

One97 Communications Ltd0.247%

ICICI Prudential Life Insurance Co Ltd0.243%

Sammaan Capital Ltd0.241%

IDFC First Bank Ltd0.241%

Delhivery Ltd0.231%

Adani Ports & Special Economic Zone Ltd0.229%

UltraTech Cement Ltd0.226%

Container Corporation of India Ltd0.224%

PB Fintech Ltd0.219%

Bajaj Finserv Ltd0.217%

PNB Housing Finance Ltd0.216%

Inox Wind Ltd0.214%

Hindustan Unilever Ltd0.208%

Hindustan Petroleum Corp Ltd0.201%

Hero MotoCorp Ltd0.201%

Indian Oil Corp Ltd0.193%

Cipla Ltd0.180%

HDFC Asset Management Co Ltd0.179%

Bharat Petroleum Corp Ltd0.174%

Power Grid Corp Of India Ltd0.174%

Sona BLW Precision Forgings Ltd0.174%

Coforge Ltd0.171%

UNO Minda Ltd0.168%

Jindal Steel Ltd0.163%

Bosch Ltd0.162%

IndusInd Bank Ltd0.158%

InterGlobe Aviation Ltd0.156%

JSW Energy Ltd0.154%

FSN E-Commerce Ventures Ltd0.151%

BSE Ltd0.148%

Ashok Leyland Ltd0.148%

Biocon Ltd0.146%

Samvardhana Motherson International Ltd0.144%

GAIL (India) Ltd0.136%

UPL Ltd0.131%

NBCC India Ltd0.130%

Zydus Lifesciences Ltd0.128%

Fortis Healthcare Ltd0.125%

Britannia Industries Ltd0.124%

Nestle India Ltd0.124%

SRF Ltd0.122%

APL Apollo Tubes Ltd0.113%

Sector Allocation of Equity

Financial Services27.84%

Communication Services4.05%

Energy4.19%

Basic Materials7.69%

Industrials7.60%

Consumer Defensive3.88%

Utilities2.97%

Healthcare4.16%

Consumer Cyclical5.51%

Real Estate1.84%

Technology1.26%

Equity-52.08%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Arbitrage Opportunities 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.