SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 99.97%Others: 0.03%
Market Cap
Mid Cap: 80.58%Large Cap: 9.77%Others: 6.48%Small Cap: 3.14%
Number of stocks
166
Top 10 Holdings
17.60% of portfolio
Market Cap of Equity
Mid Cap
80.58%
Large Cap
9.77%
Others
6.48%
Small Cap
3.14%
Companies Allocation of Equity
BSE Ltd3.17%
Hero MotoCorp Ltd1.90%
The Federal Bank Ltd1.84%
Multi Commodity Exchange of India Ltd1.76%
Lupin Ltd1.62%
Indus Towers Ltd Ordinary Shares1.56%
Persistent Systems Ltd1.53%
IndusInd Bank Ltd1.43%
PB Fintech Ltd1.40%
Suzlon Energy Ltd1.39%
Sector Allocation of Equity
Financial Services25.91%
Consumer Cyclical12.47%
Healthcare10.62%
Communication Services4.09%
Technology8.82%
Industrials16.71%
Consumer Defensive4.38%
Basic Materials9.10%
Energy2.22%
Real Estate2.47%
Utilities3.16%
SIP Amount
Monthly SIP Date
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.