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 April 30, 2026

Asset Allocation

Equity: 80.71%Others: 19.13%Debt: 0.16%

Market Cap

Others: 32.62%Large Cap: 7.22%Small Cap: 31.64%Mid Cap: 9.23%

Number of stocks

Top 10 Holdings

80.71% of portfolio

Market Cap of Equity

Others

32.62%

Large Cap

7.22%

Small Cap

31.64%

Mid Cap

9.23%

Companies Allocation of Equity

Alphabet Inc Class A7.792%

State Bank of India6.291%

Thangamayil Jewellery Ltd4.799%

Hatsun Agro Product Ltd4.365%

Adani Power Ltd4.097%

Muthoot Finance Ltd3.920%

Aether Industries Ltd3.641%

Aequs Ltd3.380%

Privi Speciality Chemicals Ltd3.360%

Ather Energy Ltd3.334%

Sona BLW Precision Forgings Ltd3.278%

ReNew Energy Global PLC Ordinary Shares - Class A3.091%

Powerica Ltd2.509%

Amagi Media Labs Ltd2.345%

Asahi India Glass Ltd2.105%

Sanathan Textiles Ltd2.096%

Honeywell Automation India Ltd2.030%

K.P.R. Mill Ltd1.991%

Le Travenues Technology Ltd1.924%

Ajax Engineering Ltd1.908%

Dodla Dairy Ltd1.619%

Kalpataru Ltd1.599%

Kotak Mahindra Bank Ltd1.567%

E I D Parry India Ltd1.242%

Gokaldas Exports Ltd1.036%

Relaxo Footwears Ltd0.883%

Wonderla Holidays Ltd0.863%

Navin Fluorine International Ltd0.731%

Brigade Hotel Ventures Ltd0.657%

Samvardhana Motherson International Ltd0.651%

Pakka Ltd0.515%

Hawkins Cookers Ltd0.427%

Nephrocare Health Services Ltd0.340%

Bajaj Finserv Ltd0.281%

Elin Electronics Ltd0.038%

Capillary Technologies India Ltd0.005%

Sector Allocation of Equity

Communication Services7.79%

Financial Services12.06%

Consumer Cyclical24.04%

Consumer Defensive5.98%

Utilities7.19%

Basic Materials9.49%

Industrials9.86%

Technology2.35%

Real Estate1.60%

Healthcare0.34%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Children's Fund - Investment Plan - Regular Plan - Growth

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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.