SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Equity
- Large and Mid Cap
- Status: Open
Portfolio Overview
As of November 30, 2025
Asset Allocation
Equity: 94.94%Others: 5.06%
Market Cap
Large Cap: 36.05%Mid Cap: 41.51%Equity: 3.52%Small Cap: 13.86%
Number of stocks
86
Top 10 Holdings
61.67% of portfolio
Market Cap of Equity
Large Cap
36.0507%
Mid Cap
41.5106%
Equity
3.5150%
Small Cap
13.8639%
Companies Allocation of Equity
HDFC Bank Ltd11.97%
Reliance Industries Ltd6.43%
Axis Bank Ltd6.36%
State Bank of India6.08%
Asian Paints Ltd5.97%
HDFC Asset Management Co Ltd5.51%
Berger Paints India Ltd5.19%
Bharat Forge Ltd5.03%
Ashok Leyland Ltd4.60%
Alkem Laboratories Ltd4.53%
Sector Allocation of Equity
Financial Services23.24%
Energy4.37%
Basic Materials16.28%
Consumer Cyclical15.47%
Industrials9.21%
Healthcare12.23%
Technology5.06%
Utilities1.80%
Communication Services1.53%
Consumer Defensive6.42%
Equity-0.67%
SIP Amount
Monthly SIP Date
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.