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

Equity
Contra
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 77.40%Others: 17.68%Debt: 4.92%

Market Cap

Large Cap: 52.03%Mid Cap: 14.41%Small Cap: 10.96%

Number of stocks

Top 10 Holdings

64.84% of portfolio

Market Cap of Equity

Large Cap

52.0300%

Mid Cap

14.4100%

Small Cap

10.9600%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-16.22%

RELIANCE INDUSTRIES LIMITED EQ11.90%

TATA STEEL LIMITED EQ NEW FV RE.1/-5.50%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.48%

ITC LIMITED EQ NEW FV RE.1/-5.30%

PUNJAB NATIONAL BANK EQ NEW FV RS. 2/-5.02%

BIOCON LIMITED EQ4.36%

GAIL (INDIA) LIMITED EQ3.86%

DABUR INDIA LIMITED EQ F.V. RE.13.74%

TORRENT POWER LIMITED EQ NEW FV RS.10/-3.46%

Sector Allocation of Equity

Banks18.18%

Petroleum Products7.17%

Ferrous Metals3.06%

Diversified FMCG2.65%

Pharmaceuticals & Biotechnology6.19%

Gas2.93%

Personal Products1.87%

Power2.53%

Telecom - Services2.79%

Non - Ferrous Metals1.38%

Consumer Durables2.72%

Automobiles4.67%

Healthcare Services1.27%

Finance1.32%

Oil1.24%

IT - Software3.95%

Retailing1.12%

Insurance1.62%

Beverages0.95%

Construction1.25%

Cement & Cement Products2.67%

Transport Services0.81%

Auto Components0.81%

Fertilizers & Agrochemicals0.59%

Minerals & Mining0.44%

Realty0.41%

Textiles & Apparels0.41%

Chemicals & Petrochemicals0.37%

Capital Markets0.67%

Industrial Manufacturing0.32%

Industrial Products1.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Contra Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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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.