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 April 30, 2026

Asset Allocation

Equity: 91.79%Others: 8.21%

Market Cap

Small Cap: 35.62%Large Cap: 27.02%Others: 13.21%Mid Cap: 15.94%

Number of stocks

Top 10 Holdings

91.79% of portfolio

Market Cap of Equity

Small Cap

35.62%

Large Cap

27.02%

Others

13.21%

Mid Cap

15.94%

Companies Allocation of Equity

City Union Bank Ltd5.387%

Axis Bank Ltd4.619%

HDFC Bank Ltd4.556%

Larsen & Toubro Ltd4.427%

Bharti Airtel Ltd4.305%

Tata Motors Ltd4.088%

Kotak Mahindra Bank Ltd3.987%

ICICI Bank Ltd3.780%

Astral Ltd3.661%

Delhivery Ltd3.484%

Meesho Ltd3.470%

Hatsun Agro Product Ltd3.459%

Bank of Baroda3.153%

Sanathan Textiles Ltd3.071%

Sona BLW Precision Forgings Ltd2.980%

Power Mech Projects Ltd2.970%

Deepak Fertilisers & Petrochemicals Corp Ltd2.630%

Equitas Small Finance Bank Ltd Ordinary Shares2.539%

AAVAS Financiers Ltd2.478%

SBI Life Insurance Co Ltd2.177%

Biocon Ltd2.152%

Jyothy Labs Ltd2.119%

Kansai Nerolac Paints Ltd2.041%

Aptus Value Housing Finance India Ltd1.961%

Ashok Leyland Ltd1.940%

Colgate-Palmolive (India) Ltd1.831%

AIA Engineering Ltd1.768%

Afcons Infrastructure Ltd1.762%

Grindwell Norton Ltd1.719%

JSW Cement Ltd1.661%

Jubilant Foodworks Ltd1.611%

Sector Allocation of Equity

Financial Services34.64%

Industrials21.73%

Communication Services4.30%

Consumer Cyclical15.22%

Consumer Defensive7.41%

Basic Materials6.33%

Healthcare2.15%

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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Frequently Asked Questions

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.