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 Large Cap Fund-Regular Plan Growth - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.24%Others: 1.98%Debt: 0.78%

Market Cap

Large Cap: 75.09%Others: 8.26%Mid Cap: 12.23%Small Cap: 1.66%

Number of stocks

Top 10 Holdings

97.24% of portfolio

Market Cap of Equity

Large Cap

75.09%

Others

8.26%

Mid Cap

12.23%

Small Cap

1.66%

Companies Allocation of Equity

HDFC Bank Ltd8.732%

ICICI Bank Ltd7.762%

Reliance Industries Ltd6.556%

Larsen & Toubro Ltd5.555%

Infosys Ltd3.938%

State Bank of India3.818%

Asian Paints Ltd3.795%

Axis Bank Ltd3.262%

HDFC Life Insurance Co Ltd3.183%

Tata Motors Ltd2.913%

Kotak Mahindra Bank Ltd2.800%

Avenue Supermarts Ltd2.642%

Samvardhana Motherson International Ltd2.607%

Bharti Airtel Ltd2.576%

Divi's Laboratories Ltd2.471%

Varun Beverages Ltd2.354%

Thermax Ltd2.212%

Page Industries Ltd2.181%

Shree Cement Ltd2.148%

Cholamandalam Investment and Finance Co Ltd1.929%

Tata Steel Ltd1.858%

Sun Pharmaceuticals Industries Ltd1.856%

Tech Mahindra Ltd1.791%

Mankind Pharma Ltd1.711%

Eternal Ltd1.340%

ICICI Prudential Asset Management Co Ltd1.246%

Hindustan Unilever Ltd1.155%

Sona BLW Precision Forgings Ltd1.136%

Schaeffler India Ltd1.014%

ICICI Prudential Life Insurance Co Ltd0.973%

Britannia Industries Ltd0.931%

Brainbees Solutions Ltd0.908%

Eicher Motors Ltd0.898%

GAIL (India) Ltd0.885%

InterGlobe Aviation Ltd0.884%

ICICI Lombard General Insurance Co Ltd0.842%

PI Industries Ltd0.646%

Adani Ports & Special Economic Zone Ltd0.620%

Vedanta Ltd0.534%

Motherson Sumi Wiring India Ltd0.501%

Torrent Power Ltd0.345%

SKF India (Industrial) Ltd0.325%

SKF India Ltd0.254%

Vedanta Aluminium Metal Ltd.0.238%

Vedanta Iron And Steel Ltd.0.238%

Talwandi Sabo Power Ltd.0.238%

Malco Energy Ltd.0.238%

Cipla Ltd0.178%

Kwality Walls India Ltd0.023%

DLF Ltd0.002%

Sector Allocation of Equity

Financial Services34.55%

Energy6.56%

Industrials9.85%

Technology5.73%

Basic Materials8.98%

Consumer Cyclical13.50%

Consumer Defensive7.11%

Communication Services2.58%

Healthcare6.22%

Utilities1.23%

Equity0.95%

Real Estate0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Large Cap Fund-Regular Plan Growth

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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.