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

Equity
Infrastructure
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.18%Others: 2.72%Debt: 0.10%

Market Cap

Large Cap: 59.10%Small Cap: 27.43%Mid Cap: 10.65%

Number of stocks

Top 10 Holdings

104.06% of portfolio

Market Cap of Equity

Large Cap

59.1000%

Small Cap

27.4300%

Mid Cap

10.6500%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ19.94%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-19.00%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-12.02%

SHREE CEMENT LIMITED EQ11.24%

ADANI TRANSMISSION LIMITED EQ9.12%

ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-7.46%

GRINDWELL NORTON LIMITED EQ NEW FV RS.5/-6.62%

SIEMENS LIMITED EQ NEW FV RS.2/-6.48%

OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-6.10%

TORRENT POWER LIMITED EQ NEW FV RS.10/-6.08%

Sector Allocation of Equity

Petroleum Products12.08%

Construction13.51%

Telecom - Services6.01%

Cement & Cement Products12.89%

Power10.42%

Transport Infrastructure3.73%

Industrial Products6.67%

Electrical Equipment5.67%

Oil3.05%

Banks7.14%

Capital Markets3.74%

Industrial Manufacturing4.57%

Leisure Services1.93%

Realty2.68%

Agricultural, Commercial & Construction Vehicles1.63%

Gas1.46%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Infrastructure 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.