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 ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Equity
Energy
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.39%Others: 2.00%Debt: 0.61%

Market Cap

Large Cap: 45.55%Small Cap: 25.91%Mid Cap: 24.06%Others: 1.87%

Number of stocks

Top 10 Holdings

97.39% of portfolio

Market Cap of Equity

Large Cap

45.55%

Small Cap

25.91%

Mid Cap

24.06%

Others

1.87%

Companies Allocation of Equity

Reliance Industries Ltd8.495%

Oil & Natural Gas Corp Ltd8.165%

GAIL (India) Ltd6.852%

Gujarat State Petronet Ltd5.947%

Kalpataru Projects International Ltd5.615%

Thermax Ltd5.182%

NTPC Ltd5.033%

Torrent Power Ltd4.449%

HEG Ltd4.361%

Petronet LNG Ltd4.102%

Bharat Petroleum Corp Ltd4.098%

JSW Energy Ltd2.926%

Indian Oil Corp Ltd2.815%

Honeywell Automation India Ltd2.653%

CESC Ltd2.547%

Graphite India Ltd2.217%

Power Finance Corp Ltd2.141%

Indraprastha Gas Ltd2.082%

Gujarat Gas Ltd1.914%

Savita Oil Technologies Ltd1.845%

REC Ltd1.718%

Shivalik Bimetal Controls Ltd1.515%

Adani Energy Solutions Ltd1.505%

Tube Investments of India Ltd Ordinary Shares1.496%

Powerica Ltd1.319%

Oil India Ltd1.156%

Power Grid Corp Of India Ltd1.075%

NHPC Ltd1.023%

Indian Energy Exchange Ltd0.801%

Siemens Ltd0.726%

KEC International Ltd0.566%

Adani Power Ltd0.553%

INOX India Ltd0.327%

Chemplast Sanmar Ltd0.170%

Sector Allocation of Equity

Energy28.83%

Utilities35.91%

Industrials25.98%

Financial Services4.66%

Basic Materials2.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.