SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Open
Portfolio Overview
As of February 28, 2026
Asset Allocation
Equity: 74.02%Others: 25.98%
Market Cap
Large Cap: 43.47%Others: 10.49%Mid Cap: 19.05%Small Cap: 1.00%
Number of stocks
114
Top 10 Holdings
64.72% of portfolio
Market Cap of Equity
Large Cap
43.4742%
Others
10.4934%
Mid Cap
19.0545%
Small Cap
1.0004%
Companies Allocation of Equity
State Bank of India9.63%
Bharti Airtel Ltd7.26%
Kotak Mahindra Bank Ltd7.06%
HDFC Bank Ltd6.47%
ICICI Bank Ltd6.37%
Solar Industries India Ltd5.87%
MRF Ltd5.82%
Muthoot Finance Ltd5.70%
Larsen & Toubro Ltd5.36%
Hindalco Industries Ltd5.17%
Sector Allocation of Equity
Financial Services20.64%
Communication Services3.63%
Basic Materials9.86%
Consumer Cyclical7.54%
Industrials9.29%
Healthcare4.96%
Utilities7.23%
Energy3.93%
Technology3.17%
Consumer Defensive2.95%
Real Estate0.83%
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.