SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 72.86%Others: 27.14%
Market Cap
Large Cap: 45.66%Mid Cap: 18.52%Equity: 6.12%Small Cap: 2.56%
Number of stocks
115
Top 10 Holdings
68.07% of portfolio
Market Cap of Equity
Large Cap
45.6605%
Mid Cap
18.5160%
Equity
6.1243%
Small Cap
2.5555%
Companies Allocation of Equity
HDFC Bank Ltd10.59%
Bharti Airtel Ltd7.56%
State Bank of India7.29%
ICICI Bank Ltd7.17%
Kotak Mahindra Bank Ltd7.06%
MRF Ltd6.28%
Solar Industries India Ltd6.04%
Muthoot Finance Ltd5.45%
Divi's Laboratories Ltd5.33%
Bajaj Finance Ltd5.31%
Sector Allocation of Equity
Financial Services21.94%
Communication Services3.78%
Consumer Cyclical7.40%
Basic Materials9.97%
Healthcare3.65%
Industrials9.70%
Technology3.83%
Energy2.24%
Utilities5.16%
Consumer Defensive3.51%
Real Estate1.67%
Equity0.00%
SIP Amount
₹
Monthly SIP Date
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.