SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 75.32%Others: 24.68%
Market Cap
Large Cap: 46.96%Mid Cap: 19.65%Equity: 6.85%Small Cap: 1.85%
Number of stocks
123
Top 10 Holdings
65.85% of portfolio
Market Cap of Equity
Large Cap
46.9635%
Mid Cap
19.6522%
Equity
6.8500%
Small Cap
1.8541%
Companies Allocation of Equity
Bharti Airtel Ltd8.08%
HDFC Bank Ltd7.90%
State Bank of India7.82%
Kotak Mahindra Bank Ltd7.44%
Muthoot Finance Ltd6.44%
MRF Ltd6.27%
ICICI Bank Ltd6.16%
Hindalco Industries Ltd5.35%
Solar Industries India Ltd5.29%
Divi's Laboratories Ltd5.09%
Sector Allocation of Equity
Communication Services4.04%
Financial Services20.87%
Consumer Cyclical9.12%
Basic Materials9.94%
Healthcare4.34%
Industrials9.76%
Utilities6.91%
Energy2.46%
Technology3.88%
Consumer Defensive2.96%
Real Estate1.03%
Equity0.00%
SIP Amount
Monthly SIP Date
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
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.