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 Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 100.00%

Market Cap

Large Cap: 99.88%Small Cap: 0.12%

Number of stocks

Top 10 Holdings

110.60% of portfolio

Market Cap of Equity

Large Cap

99.8800%

Small Cap

0.1200%

Companies Allocation of Equity

Nestle India Ltd17.12%

ITC LIMITED EQ NEW FV RE.1/-15.38%

SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-14.94%

HINDUSTAN UNILEVER LIMITED EQ F.V. RS 114.12%

CIPLA LIMITED EQ NEW FV RS.2/-10.58%

ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-9.60%

TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-9.18%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.18%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.32%

HDFC BANK LIMITED EQ NEW FV RE. 1/-6.18%

Sector Allocation of Equity

Food Products8.68%

Diversified FMCG14.75%

Pharmaceuticals & Biotechnology14.66%

Consumer Durables5.95%

Agricultural Food & other Products4.59%

Banks9.89%

Telecom - Services3.16%

IT - Software7.15%

Healthcare Services3.05%

Insurance2.77%

Finance4.43%

Non - Ferrous Metals1.11%

Petroleum Products1.10%

Construction1.07%

Automobiles4.59%

Ferrous Metals2.00%

Transport Infrastructure1.00%

Cement & Cement Products1.90%

Consumable Fuels0.98%

Oil0.96%

Aerospace & Defense0.95%

Power1.83%

Retailing1.70%

Transport Services0.87%

Metals & Minerals Trading0.86%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Equity Minimum Variance Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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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.