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 - Growth - Portfolio Analysis

Equity
Infrastructure
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.57%Others: 3.26%Debt: 2.17%

Market Cap

Large Cap: 60.31%Mid Cap: 10.74%Small Cap: 23.52%

Number of stocks

Top 10 Holdings

94.57% of portfolio

Market Cap of Equity

Large Cap

60.31%

Mid Cap

10.74%

Small Cap

23.52%

Companies Allocation of Equity

Reliance Industries Ltd10.720%

Bharti Airtel Ltd7.069%

Adani Energy Solutions Ltd5.867%

Larsen & Toubro Ltd5.847%

Shree Cement Ltd5.036%

Torrent Power Ltd4.336%

Adani Ports & Special Economic Zone Ltd4.139%

Siemens Ltd3.963%

Oil & Natural Gas Corp Ltd3.741%

NTPC Ltd3.738%

Grindwell Norton Ltd3.280%

State Bank of India3.113%

Bharat Heavy Electricals Ltd2.934%

UltraTech Cement Ltd2.894%

Adani Power Ltd2.824%

Ahluwalia Contracts (India) Ltd2.225%

Powerica Ltd1.892%

Power Finance Corp Ltd1.867%

Kalpataru Ltd1.695%

Pitti Engineering Ltd1.628%

SAMHI Hotels Ltd1.626%

Solar Industries India Ltd1.607%

Ajax Engineering Ltd1.418%

ICRA Ltd1.411%

Kennametal India Ltd1.406%

GAIL (India) Ltd1.359%

Carborundum Universal Ltd1.333%

JSW Cement Ltd1.274%

Ashoka Buildcon Ltd1.194%

Elgi Equipments Ltd1.152%

India Cements Ltd1.030%

Mahindra Lifespace Developers Ltd0.507%

G R Infraprojects Ltd0.448%

National Highways Infra Trust Units0.001%

Sector Allocation of Equity

Energy14.46%

Communication Services7.07%

Utilities18.12%

Industrials32.86%

Basic Materials11.84%

Financial Services6.39%

Real Estate2.20%

Consumer Cyclical1.63%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Infrastructure Fund - Regular Plan - Growth

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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.