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

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 73.00%Others: 9.97%Debt: 17.03%

Market Cap

Large Cap: 41.82%Others: 11.55%Mid Cap: 18.82%Small Cap: 0.83%

Number of stocks

121

Top 10 Holdings

73.00% of portfolio

Market Cap of Equity

Large Cap

41.82%

Others

11.55%

Mid Cap

18.82%

Small Cap

0.83%

Companies Allocation of Equity

State Bank of India4.230%

Adani Power Ltd3.704%

ICICI Bank Ltd3.638%

Solar Industries India Ltd3.316%

Adani Energy Solutions Ltd3.249%

Kotak Mahindra Bank Ltd3.219%

Bharti Airtel Ltd3.169%

Muthoot Finance Ltd2.876%

MRF Ltd2.645%

Hindalco Industries Ltd2.615%

Divi's Laboratories Ltd2.574%

HDFC Bank Ltd2.500%

Larsen & Toubro Ltd2.482%

Bajaj Finance Ltd2.361%

Reliance Industries Ltd2.232%

InterGlobe Aviation Ltd2.216%

Coal India Ltd1.906%

Avenue Supermarts Ltd1.816%

Shree Cement Ltd1.713%

Infosys Ltd1.694%

Asian Paints Ltd1.613%

Lenskart Solutions Ltd1.424%

Page Industries Ltd1.401%

AIA Engineering Ltd1.374%

JSW Energy Ltd1.279%

Tata Consultancy Services Ltd1.187%

Vishal Mega Mart Ltd1.027%

Astral Ltd0.973%

DLF Ltd0.915%

NTPC Ltd0.910%

Oberoi Realty Ltd0.900%

Max Healthcare Institute Ltd Ordinary Shares0.834%

Meesho Ltd0.820%

Swiggy Ltd0.746%

Jindal Steel Ltd0.713%

ITC Ltd0.642%

Procter & Gamble Hygiene and Health Care Ltd0.523%

United Breweries Ltd0.522%

Westlife Foodworld Ltd0.440%

Vedant Fashions Ltd0.256%

Varun Beverages Ltd0.205%

Brainbees Solutions Ltd0.130%

Capital Infra Trust InvITs0.018%

Sector Allocation of Equity

Financial Services18.82%

Utilities9.14%

Basic Materials9.97%

Communication Services3.17%

Consumer Cyclical7.47%

Healthcare4.83%

Industrials7.06%

Energy4.14%

Consumer Defensive3.71%

Technology2.88%

Real Estate1.82%

Equity0.00%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Equity Hybrid 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.