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 Nifty Next 50 ETF - Portfolio Analysis

39
ETFs
Status: Closed

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 99.92%Others: 0.04%Debt: 0.04%

Market Cap

Large Cap: 90.63%Small Cap: 2.66%Mid Cap: 6.63%

Number of stocks

Top 10 Holdings

64.00% of portfolio

Market Cap of Equity

Large Cap

90.6300%

Small Cap

2.6600%

Mid Cap

6.6300%

Companies Allocation of Equity

Hindustan Aeronautics Ltd7.62%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-7.34%

VEDANTA LIMITED EQ NEW RS.1/-7.18%

TVS MOTOR COMPANY LIMITED EQ FV RE.1/-7.06%

CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-6.12%

BHARAT PETROLEUM CORPORATION LTD. EQ5.92%

BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 15.90%

THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-5.82%

THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/-5.58%

Varun Beverages Ltd5.46%

Sector Allocation of Equity

Aerospace & Defense3.81%

Pharmaceuticals & Biotechnology6.30%

Diversified Metals3.59%

Automobiles5.02%

Finance11.24%

Petroleum Products5.61%

Food Products2.95%

Power9.74%

Leisure Services2.79%

Beverages4.54%

Retailing4.91%

IT - Software2.26%

Banks5.99%

Electrical Equipment5.72%

Gas2.11%

Realty3.52%

Insurance2.91%

Auto Components3.38%

Personal Products1.93%

Chemicals & Petrochemicals3.37%

Ferrous Metals1.71%

Cement & Cement Products3.14%

Consumer Durables1.61%

Industrial Manufacturing0.89%

Non - Ferrous Metals0.88%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Fund Suspended: Currently this fund is not available for Investments.

SBI Nifty Next 50 ETF

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.