SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Equity
- Large and Mid Cap
- Status: Open
Portfolio Overview
As of February 28, 2026
Asset Allocation
Equity: 91.70%Others: 8.30%
Market Cap
Large Cap: 33.28%Mid Cap: 40.36%Others: 6.18%Small Cap: 11.88%
Number of stocks
89
Top 10 Holdings
62.42% of portfolio
Market Cap of Equity
Large Cap
33.2803%
Mid Cap
40.3634%
Others
6.1818%
Small Cap
11.8756%
Companies Allocation of Equity
HDFC Bank Ltd10.08%
State Bank of India7.13%
Axis Bank Ltd6.57%
Bharat Forge Ltd6.41%
Ashok Leyland Ltd6.10%
ICICI Bank Ltd5.90%
Reliance Industries Ltd5.47%
Tata Motors Ltd5.21%
Colgate-Palmolive (India) Ltd4.84%
Asian Paints Ltd4.71%
Sector Allocation of Equity
Financial Services20.96%
Consumer Cyclical16.29%
Industrials8.84%
Energy3.79%
Consumer Defensive8.24%
Basic Materials15.63%
Healthcare10.48%
Utilities2.06%
Communication Services1.66%
Technology5.22%
Equity-1.44%
SIP Amount
Monthly SIP Date
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.