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.

SIP Online
Mutual Fund
ELSS
SBI ELSS Tax Saver Fund - Regular Plan - IDCW
Portfolio

SBI ELSS Tax Saver Fund - Regular Plan - IDCW - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.04%Others: 3.83%Debt: 0.12%

Market Cap

Large Cap: 56.30%Others: 7.95%Mid Cap: 18.88%Small Cap: 12.91%

Number of stocks

Top 10 Holdings

96.04% of portfolio

Market Cap of Equity

Large Cap

56.30%

Others

7.95%

Mid Cap

18.88%

Small Cap

12.91%

Companies Allocation of Equity

ICICI Bank Ltd8.946%

Reliance Industries Ltd5.188%

Kotak Mahindra Bank Ltd4.900%

Tata Steel Ltd4.168%

Axis Bank Ltd4.068%

HDFC Bank Ltd3.992%

State Bank of India3.827%

Torrent Power Ltd3.133%

Larsen & Toubro Ltd2.928%

Tata Consultancy Services Ltd2.267%

Cipla Ltd2.003%

Lupin Ltd1.993%

AIA Engineering Ltd1.885%

FSN E-Commerce Ventures Ltd1.873%

Bharti Airtel Ltd1.859%

Tech Mahindra Ltd1.792%

Hindalco Industries Ltd1.652%

Oil & Natural Gas Corp Ltd1.638%

HDFC Life Insurance Co Ltd1.545%

GAIL (India) Ltd1.391%

Cholamandalam Investment and Finance Co Ltd1.307%

Asian Paints Ltd1.251%

TVS Holdings Ltd1.231%

Tata Communications Ltd1.226%

Medplus Health Services Ltd1.224%

Mahindra & Mahindra Financial Services Ltd1.187%

ICICI Prudential Life Insurance Co Ltd1.141%

Bharat Heavy Electricals Ltd1.133%

Tata Motors Ltd1.053%

Infosys Ltd1.015%

Petronet LNG Ltd1.015%

Mahindra Lifespace Developers Ltd0.983%

Grindwell Norton Ltd0.968%

Equitas Small Finance Bank Ltd Ordinary Shares0.956%

Delhivery Ltd0.908%

Bharat Forge Ltd0.889%

Sundaram Clayton Ltd0.880%

Mahindra & Mahindra Ltd0.812%

Muthoot Finance Ltd0.805%

Thermax Ltd0.787%

Hexaware Technologies Ltd Ordinary Shares0.778%

Bajaj Finance Ltd0.759%

Rallis India Ltd0.735%

Godrej Consumer Products Ltd0.686%

Sheela Foam Ltd0.676%

Cummins India Ltd0.649%

Swiggy Ltd0.643%

United Breweries Ltd0.572%

Sun Pharmaceuticals Industries Ltd0.555%

Kajaria Ceramics Ltd0.534%

Cholamandalam Financial Holdings Ltd0.525%

Shree Cement Ltd0.503%

Berger Paints India Ltd0.486%

Biocon Ltd0.471%

Jubilant Foodworks Ltd0.462%

JSW Cement Ltd0.457%

Prism Johnson Ltd0.439%

Tata Motors Passenger Vehicles Ltd0.438%

Gujarat State Petronet Ltd0.429%

Niva Bupa Health Insurance Co Ltd0.406%

Balkrishna Industries Ltd0.397%

HeidelbergCement India Ltd0.391%

Pitti Engineering Ltd0.346%

Bajaj Finserv Ltd0.293%

AAVAS Financiers Ltd0.288%

Chemplast Sanmar Ltd0.273%

Sanofi Consumer Healthcare India Ltd0.227%

Timken India Ltd0.179%

Sanofi India Ltd0.162%

Navin Fluorine International Ltd0.153%

Britannia Industries Ltd0.123%

Bank of Baroda0.123%

Solar Industries India Ltd0.064%

Sector Allocation of Equity

Financial Services35.07%

Energy7.84%

Basic Materials10.57%

Utilities4.95%

Industrials11.20%

Technology5.85%

Healthcare6.64%

Consumer Cyclical8.48%

Communication Services3.08%

Real Estate0.98%

Consumer Defensive1.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI ELSS Tax Saver Fund - Regular Plan - IDCW

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.