Portfolio Overview
As of February 28, 2026
Asset Allocation
Equity: 93.80%Others: 6.20%
Market Cap
Mid Cap: 67.42%Large Cap: 10.84%Others: 5.04%Small Cap: 10.51%
Number of stocks
57
Top 10 Holdings
62.47% of portfolio
Market Cap of Equity
Mid Cap
67.4184%
Large Cap
10.8369%
Others
5.0397%
Small Cap
10.5094%
Companies Allocation of Equity
Torrent Power Ltd7.85%
Bharat Heavy Electricals Ltd6.87%
CRISIL Ltd6.43%
Sundaram Finance Ltd6.42%
Supreme Industries Ltd6.15%
Mahindra & Mahindra Financial Services Ltd6.14%
Bharat Forge Ltd5.94%
Max Financial Services Ltd5.64%
AIA Engineering Ltd5.62%
The Federal Bank Ltd5.41%
Sector Allocation of Equity
Utilities6.56%
Industrials15.88%
Financial Services25.67%
Consumer Cyclical14.11%
Healthcare5.28%
Basic Materials9.75%
Technology4.58%
Energy1.89%
Communication Services1.85%
Real Estate4.18%
Consumer Defensive4.06%
Equity0.00%
SIP Amount
Monthly SIP Date
SBI Midcap 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.