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-PAYOUT) - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 93.56%Others: 5.92%Debt: 0.52%

Market Cap

Large Cap: 39.85%Mid Cap: 27.26%Small Cap: 26.45%

Number of stocks

Top 10 Holdings

66.38% of portfolio

Market Cap of Equity

Large Cap

39.8500%

Mid Cap

27.2600%

Small Cap

26.4500%

Companies Allocation of Equity

Kotak Mahindra Bank Limited8.32%

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.76%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-7.56%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.40%

BAJAJ FINSERV LIMITED EQ NEW FV RE.1/-6.36%

INDUS TOWERS LIMITED EQ6.34%

Adani Power Limited6.10%

K.P.R. MILL LIMITED EQ NEW FV Re. 1/-5.98%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.90%

DALMIA BHARAT LIMITED EQ NEW FV RS 25.66%

Sector Allocation of Equity

Banks15.40%

Non - Ferrous Metals3.78%

Finance4.75%

Telecom - Services6.12%

Power5.67%

Textiles & Apparels4.10%

Cement & Cement Products3.82%

Consumer Durables9.94%

Fertilizers & Agrochemicals2.49%

Healthcare Services4.18%

Pharmaceuticals & Biotechnology3.98%

Leisure Services4.11%

IT - Software2.53%

Beverages1.80%

Chemicals & Petrochemicals3.18%

Industrial Products2.89%

Retailing4.68%

Construction1.47%

Ferrous Metals1.23%

Auto Components3.40%

Minerals & Mining1.05%

Food Products0.97%

Gas0.95%

Realty0.50%

Capital Markets0.31%

Agricultural, Commercial & Construction Vehicles0.26%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

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

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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.