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 March 31, 2026
Asset Allocation
Equity: 94.19%Others: 5.81%
Market Cap
Large Cap: 34.55%Mid Cap: 40.21%Others: 7.72%Small Cap: 11.71%
Number of stocks
88
Top 10 Holdings
61.57% of portfolio
Market Cap of Equity
Large Cap
34.5501%
Mid Cap
40.2109%
Others
7.7231%
Small Cap
11.7062%
Companies Allocation of Equity
HDFC Bank Ltd12.17%
State Bank of India6.46%
Bharat Forge Ltd6.24%
Axis Bank Ltd6.13%
Reliance Industries Ltd5.86%
ICICI Bank Ltd5.74%
Ashok Leyland Ltd4.95%
Asian Paints Ltd4.77%
Berger Paints India Ltd4.70%
Jindal Steel Ltd4.55%
Sector Allocation of Equity
Financial Services19.70%
Consumer Cyclical15.50%
Energy3.83%
Industrials8.36%
Basic Materials15.14%
Healthcare12.88%
Consumer Defensive7.69%
Utilities1.91%
Communication Services1.69%
Technology7.41%
Equity0.07%
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.