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 Conservative Hybrid Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Hybrid
Conservative
Status: Open

Portfolio Overview

As of May 15, 2026

Asset Allocation

Equity: 24.48%Others: 10.27%Debt: 65.25%

Market Cap

Large Cap: 10.77%Small Cap: 11.55%Mid Cap: 2.16%

Number of stocks

Top 10 Holdings

24.48% of portfolio

Market Cap of Equity

Large Cap

10.77%

Small Cap

11.55%

Mid Cap

2.16%

Companies Allocation of Equity

Asian Paints Ltd1.980%

Kingfa Science and Technology (India) Ltd1.890%

Biocon Ltd1.670%

Axis Bank Ltd1.284%

Reliance Industries Ltd1.256%

Bajaj Finserv Ltd1.148%

Aether Industries Ltd1.111%

HDFC Life Insurance Co Ltd1.026%

Avanti Feeds Ltd1.000%

Graphite India Ltd0.918%

Grindwell Norton Ltd0.915%

HDFC Bank Ltd0.863%

Hatsun Agro Product Ltd0.737%

Max Financial Services Ltd0.655%

Gland Pharma Ltd0.609%

VST Industries Ltd0.593%

Carborundum Universal Ltd0.529%

G R Infraprojects Ltd0.525%

Shree Cement Ltd0.510%

Wonderla Holidays Ltd0.469%

Godrej Consumer Products Ltd0.422%

Finolex Industries Ltd0.420%

Jubilant Foodworks Ltd0.391%

Voltas Ltd0.387%

Aptus Value Housing Finance India Ltd0.370%

Andhra Paper Ltd0.330%

Escorts Kubota Ltd0.326%

Styrenix Performance Materials Ltd0.264%

Restaurant Brands Asia Ltd Ordinary Shares0.263%

Afcons Infrastructure Ltd0.260%

PNC Infratech Ltd0.236%

Kansai Nerolac Paints Ltd0.230%

Nuvoco Vista Corp Ltd0.217%

Sheela Foam Ltd0.197%

Sundaram Fasteners Ltd0.174%

Ganesha Ecosphere Ltd0.166%

Garware Technical Fibres Ltd0.138%

Sector Allocation of Equity

Basic Materials6.53%

Healthcare2.28%

Financial Services5.35%

Energy1.26%

Consumer Defensive2.75%

Industrials4.13%

Consumer Cyclical2.18%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Conservative Hybrid Fund - Regular Plan - Monthly 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.