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 Long Term Advantage Fund Series VI - Regular Plan (G) - Portfolio Analysis

Equity
ELSS
Status: Closed

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 94.51%Others: 5.49%

Market Cap

Small Cap: 38.47%Large Cap: 43.88%Mid Cap: 12.16%

Number of stocks

Top 10 Holdings

82.56% of portfolio

Market Cap of Equity

Small Cap

38.4700%

Large Cap

43.8800%

Mid Cap

12.1600%

Companies Allocation of Equity

CITY UNION BANK LIMITED EQ NEW RS. 1/-11.54%

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.52%

AXIS BANK LIMITED EQ NE FV RS. 2/-9.56%

Tata Motors Limited8.76%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.62%

LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-8.32%

BANK OF BARODA EQ NEW FV RS. 2/-6.86%

TBO TEK LIMITED EQ NEW FV RE.1/-6.28%

HATSUN AGRO PRODUCT LTD EQ NEW FV Re.1/-6.06%

DELHIVERY LIMITED EQ NEW FV RE.1/-6.04%

Sector Allocation of Equity

Banks26.29%

Agricultural, Commercial & Construction Vehicles4.38%

Telecom - Services4.31%

Construction8.19%

Leisure Services4.74%

Food Products3.03%

Transport Services3.02%

Retailing5.72%

Textiles & Apparels3.73%

Diversified Metals2.86%

Finance7.23%

Healthcare Services2.53%

Automobiles2.46%

Auto Components2.33%

Insurance2.29%

Chemicals & Petrochemicals2.10%

Personal Products1.77%

Industrial Products5.07%

Cement & Cement Products1.48%

Commercial Services & Supplies0.98%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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

SBI Long Term Advantage Fund Series VI - Regular Plan (G)

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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.