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 Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 93.37%Others: 6.28%Debt: 0.35%

Market Cap

Large Cap: 42.83%Mid Cap: 38.25%Small Cap: 12.29%

Number of stocks

Top 10 Holdings

61.34% of portfolio

Market Cap of Equity

Large Cap

42.8300%

Mid Cap

38.2500%

Small Cap

12.2900%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-11.64%

RELIANCE INDUSTRIES LIMITED EQ6.38%

AXIS BANK LIMITED EQ NE FV RS. 2/-6.24%

STATE BANK OF INDIA EQ NEW RE. 1/-6.04%

ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-5.68%

HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/-5.46%

ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-5.16%

BHARAT FORGE LIMITED EQ NEW FV RS. 2/-5.10%

BERGER PAINTS INDIA LIMITED EQ NEW FV RE. 1/-4.88%

SHREE CEMENT LIMITED EQ4.76%

Sector Allocation of Equity

Banks15.62%

Petroleum Products4.43%

Consumer Durables7.40%

Capital Markets4.60%

Agricultural, Commercial & Construction Vehicles4.80%

Auto Components8.49%

Cement & Cement Products4.06%

Pharmaceuticals & Biotechnology12.11%

Ferrous Metals3.68%

IT - Software3.71%

Power1.77%

Non - Ferrous Metals2.23%

Telecom - Services1.58%

Personal Products3.85%

Leisure Services1.55%

Beverages1.33%

Construction1.88%

Retailing1.27%

Diversified FMCG1.24%

Textiles & Apparels1.38%

Industrial Products2.16%

Transport Services0.81%

Finance1.23%

Industrial Manufacturing0.54%

Healthcare Services0.51%

Food Products0.52%

Chemicals & Petrochemicals0.30%

Electrical Equipment0.32%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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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.