Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 95.29%Others: 4.71%
Market Cap
Mid Cap: 69.39%Equity: 5.99%Small Cap: 11.55%Large Cap: 8.37%
Number of stocks
60
Top 10 Holdings
62.37% of portfolio
Market Cap of Equity
Mid Cap
69.3894%
Equity
5.9876%
Small Cap
11.5467%
Large Cap
8.3672%
Companies Allocation of Equity
Bharat Heavy Electricals Ltd7.40%
Torrent Power Ltd7.29%
Sundaram Finance Ltd6.75%
Mahindra & Mahindra Financial Services Ltd6.57%
AIA Engineering Ltd6.20%
The Federal Bank Ltd6.19%
CRISIL Ltd6.12%
Bharat Forge Ltd5.68%
Shree Cement Ltd5.13%
FSN E-Commerce Ventures Ltd5.05%
Sector Allocation of Equity
Industrials13.99%
Utilities6.27%
Financial Services24.99%
Consumer Cyclical15.03%
Basic Materials10.99%
Healthcare6.50%
Energy2.14%
Technology4.67%
Real Estate4.64%
Communication Services1.80%
Consumer Defensive4.15%
Equity0.12%
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.