SBI Balanced Advantage Fund Regular Growth - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 53.53%Others: 46.47%
Market Cap
Large Cap: 53.38%Mid Cap: 6.34%Small Cap: 3.85%
Number of stocks
155
Top 10 Holdings
26.35% of portfolio
Market Cap of Equity
Large Cap
53.38%
Mid Cap
6.34%
Small Cap
3.85%
Companies Allocation of Equity
Reliance Industries Ltd5.35%
HDFC Bank Ltd4.38%
ICICI Bank Ltd3.44%
GAIL (India) Ltd2.16%
Tata Steel Ltd2.01%
Tech Mahindra Ltd1.97%
Axis Bank Ltd1.82%
Punjab National Bank1.74%
Tata Motors Passenger Vehicles Ltd1.74%
Larsen & Toubro Ltd1.73%
Sector Allocation of Equity
Energy8.27%
Financial Services19.57%
Utilities6.50%
Basic Materials4.10%
Technology4.69%
Consumer Cyclical9.30%
Industrials3.52%
Healthcare4.03%
Equity-15.31%
Consumer Defensive3.20%
Communication Services2.82%
Real Estate2.85%
SIP Amount
Monthly SIP Date
SBI Balanced Advantage Fund Regular Growth
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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.