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 Multi Asset Allocation Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 39.61%Debt: 35.34%Others: 25.22%

Market Cap

Large Cap: 17.06%Mid Cap: 9.57%Small Cap: 12.98%

Number of stocks

112

Top 10 Holdings

29.34% of portfolio

Market Cap of Equity

Large Cap

17.0600%

Mid Cap

9.5700%

Small Cap

12.9800%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ4.14%

HDFC BANK LIMITED EQ NEW FV RE. 1/-4.04%

PB FINTECH LIMITED EQ NEW FV RS. 2/-3.42%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.66%

PRIVI SPECIALITY CHEMICALS LIMITED EQ2.64%

BANDHAN BANK LIMITED EQ2.58%

INDIAN OIL CORPORATION LIMITED EQ2.56%

GOKALDAS EXPORTS LIMITED NEW EQ RS. 5/-2.48%

PUNJAB NATIONAL BANK EQ NEW FV RS. 2/-2.46%

ITC LIMITED EQ NEW FV RE.1/-2.36%

Sector Allocation of Equity

Petroleum Products3.35%

Banks8.76%

Financial Technology (Fintech)1.71%

Chemicals & Petrochemicals1.32%

Textiles & Apparels1.24%

Diversified FMCG1.18%

Consumer Durables1.08%

Leisure Services1.26%

Transport Services0.98%

Gas0.97%

IT - Software3.21%

Personal Products1.82%

Pharmaceuticals & Biotechnology1.07%

Finance1.16%

Auto Components0.73%

Retailing1.40%

Power0.64%

Ferrous Metals0.90%

Cement & Cement Products0.98%

Realty0.71%

Construction1.16%

Insurance1.13%

Fertilizers & Agrochemicals0.60%

Capital Markets0.92%

Oil0.46%

IT - Services0.35%

Telecom - Services0.26%

Beverages0.20%

Entertainment0.06%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Multi Asset Allocation Fund - Regular Plan - Quarterly 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.