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 INNOVATIVE OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 93.30%Others: 6.62%Debt: 0.08%

Market Cap

Large Cap: 26.23%Small Cap: 46.06%Mid Cap: 21.01%

Number of stocks

Top 10 Holdings

112.28% of portfolio

Market Cap of Equity

Large Cap

26.2300%

Small Cap

46.0600%

Mid Cap

21.0100%

Companies Allocation of Equity

ZOMATO LIMITED EQ17.14%

ZINKA LOGISTICS SOLUTIONS PRIVATE LIMITED EQ17.04%

TBO TEK LIMITED EQ NEW FV RE.1/-16.86%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-12.32%

FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-12.04%

FIRSTSOURCE SOLUTIONS LIMITED EQ8.88%

ABBOTT INDIA LIMITED EQ8.26%

ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-7.16%

HONEYWELL AUTOMATION INDIA LIMITED EQ6.40%

HAPPIEST MINDS TECHNOLOGIES LIMITED EQ6.18%

Sector Allocation of Equity

Retailing21.21%

Transport Services8.52%

Leisure Services8.43%

Pharmaceuticals & Biotechnology12.77%

Commercial Services & Supplies5.73%

Automobiles6.07%

Industrial Manufacturing3.20%

IT - Software3.79%

Finance4.90%

Telecom - Services2.72%

Entertainment2.67%

Other Consumer Services2.47%

Electrical Equipment2.12%

Auto Components1.97%

Healthcare Services1.77%

Insurance1.73%

Financial Technology (Fintech)1.68%

Industrial Products0.99%

Agricultural, Commercial & Construction Vehicles0.56%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI INNOVATIVE OPPORTUNITIES FUND REGULAR PLAN IDCW REINVESTMENT

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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.