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 - Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.52%Others: 1.48%

Market Cap

Large Cap: 91.46%Mid Cap: 4.10%Others: 2.96%

Number of stocks

Top 10 Holdings

98.52% of portfolio

Market Cap of Equity

Large Cap

91.46%

Mid Cap

4.10%

Others

2.96%

Companies Allocation of Equity

Nestle India Ltd8.900%

Hindustan Unilever Ltd7.922%

Sun Pharmaceuticals Industries Ltd7.761%

ITC Ltd6.681%

Tata Consumer Products Ltd6.321%

Cipla Ltd4.879%

Dr Reddy's Laboratories Ltd3.320%

Apollo Hospitals Enterprise Ltd3.143%

ICICI Bank Ltd2.518%

Asian Paints Ltd2.490%

Tech Mahindra Ltd2.148%

Coal India Ltd2.032%

Bharti Airtel Ltd1.967%

Tata Consultancy Services Ltd1.877%

SBI Life Insurance Co Ltd1.807%

HCL Technologies Ltd1.341%

Adani Enterprises Ltd1.193%

Adani Ports & Special Economic Zone Ltd1.093%

Trent Ltd1.061%

Bajaj Auto Ltd1.037%

Bajaj Finance Ltd1.030%

Hindalco Industries Ltd1.029%

Tata Motors Passenger Vehicles Ltd1.023%

Larsen & Toubro Ltd1.009%

NTPC Ltd1.008%

JSW Steel Ltd1.007%

Power Grid Corp Of India Ltd0.998%

UltraTech Cement Ltd0.991%

Grasim Industries Ltd0.990%

Tata Steel Ltd0.989%

Jio Financial Services Ltd0.976%

Kotak Mahindra Bank Ltd0.973%

Titan Co Ltd0.972%

Eicher Motors Ltd0.971%

Eternal Ltd0.969%

Bajaj Finserv Ltd0.968%

Reliance Industries Ltd0.963%

Axis Bank Ltd0.962%

Maruti Suzuki India Ltd0.958%

Shriram Finance Ltd0.955%

Max Healthcare Institute Ltd Ordinary Shares0.955%

State Bank of India0.953%

Oil & Natural Gas Corp Ltd0.948%

HDFC Life Insurance Co Ltd0.942%

Wipro Ltd0.935%

Mahindra & Mahindra Ltd0.934%

HDFC Bank Ltd0.934%

InterGlobe Aviation Ltd0.931%

Bharat Electronics Ltd0.929%

Infosys Ltd0.826%

Sector Allocation of Equity

Consumer Defensive29.82%

Healthcare20.06%

Financial Services13.02%

Basic Materials7.50%

Technology7.13%

Energy5.14%

Communication Services1.97%

Industrials3.96%

Consumer Cyclical7.93%

Utilities2.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.