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 Comma Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 94.03%Others: 4.78%Debt: 1.19%

Market Cap

Large Cap: 51.53%Small Cap: 31.13%Mid Cap: 11.37%

Number of stocks

Top 10 Holdings

94.07% of portfolio

Market Cap of Equity

Large Cap

51.53%

Small Cap

31.13%

Mid Cap

11.37%

Companies Allocation of Equity

Tata Steel Ltd8.360%

Oil & Natural Gas Corp Ltd6.281%

CESC Ltd5.499%

Reliance Industries Ltd4.801%

Steel Authority Of India Ltd4.013%

UltraTech Cement Ltd3.644%

Oil India Ltd3.564%

JSW Steel Ltd3.509%

NMDC Ltd3.451%

Hindalco Industries Ltd2.977%

Coal India Ltd2.895%

Arvind Ltd2.802%

Clean Science and Technology Ltd2.789%

Power Grid Corp Of India Ltd2.739%

GAIL (India) Ltd2.718%

JSW Cement Ltd2.521%

Neogen Chemicals Ltd2.304%

Jindal Stainless Ltd2.248%

Balrampur Chini Mills Ltd2.169%

Torrent Power Ltd2.088%

Hindustan Petroleum Corp Ltd2.079%

NHPC Ltd2.078%

UPL Ltd2.019%

Indian Oil Corp Ltd1.974%

Gokaldas Exports Ltd1.953%

Indian Energy Exchange Ltd1.911%

Shyam Metalics and Energy Ltd1.844%

Nuvoco Vista Corp Ltd1.647%

Coromandel International Ltd1.558%

CCL Products (India) Ltd1.417%

Ambuja Cements Ltd1.335%

Vedanta Ltd0.816%

Sagar Cements Ltd0.611%

Vedanta Aluminium Metal Ltd.0.364%

Vedanta Iron And Steel Ltd.0.364%

Talwandi Sabo Power Ltd.0.364%

Malco Energy Ltd.0.364%

Sector Allocation of Equity

Basic Materials45.65%

Energy21.59%

Utilities15.12%

Consumer Cyclical4.75%

Consumer Defensive3.59%

Financial Services1.91%

Equity1.41%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Comma Fund - 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.