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 Nifty India Consumption Index Fund - Regular (G) - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.24%

Market Cap

Large Cap: 88.53%Others: 3.94%Mid Cap: 7.77%

Number of stocks

Top 10 Holdings

100.24% of portfolio

Market Cap of Equity

Large Cap

88.53%

Others

3.94%

Mid Cap

7.77%

Companies Allocation of Equity

Bharti Airtel Ltd9.681%

ITC Ltd9.276%

Mahindra & Mahindra Ltd8.459%

Hindustan Unilever Ltd6.104%

Titan Co Ltd5.530%

Eternal Ltd5.438%

Maruti Suzuki India Ltd5.340%

Bajaj Auto Ltd3.384%

Asian Paints Ltd3.378%

Nestle India Ltd3.196%

Eicher Motors Ltd2.990%

InterGlobe Aviation Ltd2.969%

Trent Ltd2.811%

Adani Power Ltd2.804%

TVS Motor Co Ltd2.507%

Apollo Hospitals Enterprise Ltd2.401%

Tata Consumer Products Ltd2.278%

Tata Power Co Ltd2.274%

Max Healthcare Institute Ltd Ordinary Shares2.258%

Varun Beverages Ltd2.149%

Avenue Supermarts Ltd2.063%

Britannia Industries Ltd2.062%

Hero MotoCorp Ltd2.023%

Indian Hotels Co Ltd1.706%

Dixon Technologies (India) Ltd1.408%

Godrej Consumer Products Ltd1.312%

United Spirits Ltd1.197%

DLF Ltd1.151%

Info Edge (India) Ltd1.136%

Havells India Ltd0.956%

Sector Allocation of Equity

Communication Services10.82%

Consumer Defensive29.64%

Consumer Cyclical40.19%

Basic Materials3.38%

Industrials3.93%

Utilities5.08%

Healthcare4.66%

Technology1.41%

Real Estate1.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Nifty India Consumption Index Fund - Regular (G)

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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.