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 Children's Fund - Investment Plan - Regular Plan - Growth - Portfolio Analysis

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 73.06%Others: 26.76%Debt: 0.18%

Market Cap

Mid Cap: 10.85%Small Cap: 45.86%Large Cap: 16.35%

Number of stocks

Top 10 Holdings

74.42% of portfolio

Market Cap of Equity

Mid Cap

10.8500%

Small Cap

45.8600%

Large Cap

16.3500%

Companies Allocation of Equity

MUTHOOT FINANCE LIMITED EQ10.36%

THANGA MAYIL JEWELLERY LIMITED EQ9.52%

STATE BANK OF INDIA EQ NEW RE. 1/-8.74%

HATSUN AGRO PRODUCT LTD EQ NEW FV Re.1/-8.50%

AETHER INDUSTRIES LIMITED EQ7.36%

PRIVI SPECIALITY CHEMICALS LIMITED EQ6.64%

ASAHI INDIA GLASS LIMITED EQ FV RE 1/-5.96%

Adani Power Ltd.5.90%

AEQUS PRIVATE LIMITED EQ5.76%

HDFC BANK LIMITED EQ NEW FV RE. 1/-5.68%

Sector Allocation of Equity

Finance7.82%

Consumer Durables6.98%

Banks9.18%

Food Products6.31%

Chemicals & Petrochemicals7.00%

Auto Components4.96%

Power2.95%

Aerospace & Defense2.88%

Leisure Services4.48%

Automobiles2.62%

Industrial Manufacturing2.58%

Textiles & Apparels5.62%

Agricultural, Commercial & Construction Vehicles2.23%

IT - Services2.17%

Realty1.92%

Fertilizers & Agrochemicals1.61%

Paper, Forest & Jute Products0.60%

Healthcare Services0.40%

Retailing0.30%

RETAILING0.18%

It - Software0.14%

Capital Markets0.13%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Children's Fund - Investment Plan - 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.