SBI Equity Savings Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Hybrid
- Equity Savings
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 27.83%Others: 72.17%
Market Cap
Large Cap: 50.42%Mid Cap: 9.21%Small Cap: 2.45%
Number of stocks
135
Top 10 Holdings
65.90% of portfolio
Market Cap of Equity
Large Cap
50.4223%
Others
-34.2612%
Mid Cap
9.2141%
Small Cap
2.4537%
Companies Allocation of Equity
HDFC Bank Ltd12.57%
Reliance Industries Ltd9.62%
ICICI Bank Ltd8.42%
Kotak Mahindra Bank Ltd7.36%
State Bank of India6.31%
Axis Bank Ltd4.76%
Larsen & Toubro Ltd4.57%
Bharti Airtel Ltd4.57%
Oil & Natural Gas Corp Ltd3.93%
Embassy Office Parks REIT3.80%
Sector Allocation of Equity
Financial Services28.80%
Energy6.90%
Industrials3.69%
Communication Services2.85%
Real Estate4.61%
Basic Materials7.43%
Technology3.26%
Consumer Cyclical4.53%
Healthcare4.22%
Consumer Defensive3.66%
Utilities1.05%
Equity-43.17%
SIP Amount
Monthly SIP Date
SBI Equity Savings Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)
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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.