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 Multicap Fund- Regular Plan- Income Distribution cum Capital Withdrawal Option (IDCW-REINVESTMENT) - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 93.32%Others: 6.16%Debt: 0.52%

Market Cap

Others: 11.49%Large Cap: 30.11%Mid Cap: 24.10%Small Cap: 27.63%

Number of stocks

Top 10 Holdings

93.32% of portfolio

Market Cap of Equity

Others

11.49%

Large Cap

30.11%

Mid Cap

24.10%

Small Cap

27.63%

Companies Allocation of Equity

Adani Power Ltd4.966%

HDFC Bank Ltd4.858%

Kotak Mahindra Bank Ltd3.880%

Torrent Power Ltd3.252%

K.P.R. Mill Ltd3.200%

ICICI Bank Ltd2.966%

Indus Towers Ltd Ordinary Shares2.908%

Bajaj Finserv Ltd2.826%

Bharti Airtel Ltd2.808%

Asian Paints Ltd2.753%

Dalmia Bharat Ltd2.595%

Divi's Laboratories Ltd2.588%

Paradeep Phosphates Ltd2.294%

Jubilant Foodworks Ltd2.277%

Berger Paints India Ltd2.251%

Jupiter Life Line Hospitals Ltd2.225%

Elgi Equipments Ltd2.159%

Hindalco Industries Ltd2.110%

Aether Industries Ltd2.027%

Axis Bank Ltd1.944%

Blue Star Ltd1.934%

Krishna Institute of Medical Sciences Ltd1.875%

United Breweries Ltd1.830%

Biocon Ltd1.715%

Kalpataru Projects International Ltd1.595%

EIH Ltd1.518%

Infosys Ltd1.482%

Carborundum Universal Ltd1.444%

Vishal Mega Mart Ltd1.428%

Tata Steel Ltd1.335%

Sona BLW Precision Forgings Ltd1.313%

The Federal Bank Ltd1.241%

Page Industries Ltd1.225%

Aptus Value Housing Finance India Ltd1.201%

ASK Automotive Ltd1.200%

V-Guard Industries Ltd1.133%

Archean Chemical Industries Ltd1.076%

V-Mart Retail Ltd1.067%

JSW Cement Ltd1.060%

TTK Prestige Ltd1.046%

Balkrishna Industries Ltd1.028%

Eternal Ltd0.983%

Petronet LNG Ltd0.898%

Mrs Bectors Food Specialities Ltd Ordinary Shares0.849%

Punjab National Bank0.547%

NMDC Ltd0.530%

Deepak Fertilisers & Petrochemicals Corp Ltd0.513%

Kalpataru Ltd0.493%

Brainbees Solutions Ltd0.404%

VIP Industries Ltd0.388%

Persistent Systems Ltd0.361%

Electronics Mart India Ltd0.350%

Styrenix Performance Materials Ltd0.293%

Sai Silks (Kalamandir) Ltd0.243%

Brigade Hotel Ventures Ltd0.238%

Escorts Kubota Ltd0.219%

Relaxo Footwears Ltd0.209%

Stanley Lifestyles Ltd0.163%

Sector Allocation of Equity

Utilities8.22%

Financial Services19.46%

Consumer Cyclical18.28%

Communication Services5.72%

Basic Materials18.84%

Healthcare8.40%

Industrials8.48%

Consumer Defensive2.68%

Technology1.84%

Energy0.90%

Real Estate0.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Multicap Fund- Regular Plan- Income Distribution cum Capital Withdrawal Option (IDCW-REINVESTMENT)

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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.