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 Savings Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 67.60%Debt: 23.01%

Market Cap

Large Cap: 57.10%Mid Cap: 7.06%Small Cap: 3.44%

Number of stocks

223

Top 10 Holdings

68.30% of portfolio

Market Cap of Equity

Large Cap

57.1000%

Mid Cap

7.0600%

Small Cap

3.4400%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.36%

RELIANCE INDUSTRIES LIMITED EQ10.78%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-8.78%

STATE BANK OF INDIA EQ NEW RE. 1/-7.18%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.04%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.82%

ICICI BANK LIMITED EQ NEW FV RS. 2/-4.74%

BANK OF BARODA EQ NEW FV RS. 2/-4.08%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.02%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.50%

Sector Allocation of Equity

Banks22.89%

Petroleum Products5.52%

Construction2.52%

Telecom - Services2.93%

Automobiles2.95%

Finance4.26%

Ferrous Metals3.38%

Non - Ferrous Metals2.16%

Healthcare Services1.44%

IT - Software2.32%

Auto Components1.22%

Realty1.04%

Transport Services1.00%

Retailing2.61%

Textiles & Apparels1.26%

Consumer Durables1.00%

Insurance0.97%

Leisure Services0.93%

Capital Markets0.76%

Personal Products0.68%

Transport Infrastructure0.59%

Aerospace & Defense0.54%

Cement & Cement Products0.82%

Power0.95%

Agricultural Food & other Products0.49%

Diversified Metals0.44%

Pharmaceuticals & Biotechnology0.56%

Diversified FMCG0.42%

Electrical Equipment0.18%

Beverages0.15%

Financial Technology (Fintech)0.16%

Metals & Minerals Trading0.11%

Minerals & Mining0.11%

Oil0.06%

Food Products0.06%

Industrial Products0.05%

Gas0.04%

Consumable Fuels0.02%

Chemicals & Petrochemicals0.01%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Equity Savings Fund - Regular Plan - Monthly 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.