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Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 100.16%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 90.48 |
| Large Cap | 5.02 |
| Small Cap | 2.89 |
| Others | 1.76 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Industrials
Healthcare
Basic Materials
Consumer Cyclical
Technology
Consumer Defensive
Utilities
Communication Services
Real Estate
Energy
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 30-Jul-2025 |
Holdings | PE Ratio 30-Jul-2025 |
1Y Return |
|---|---|---|---|---|---|
| BSE Ltd | Mid Cap | Financial Services | 3.09% | - | 0% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (48.39) | 2.6% | 114.27 | 37.82% |
| Suzlon Energy Ltd | Mid Cap | Industrials (53.51) | 2.21% | 40.54 | -10.32% |
| Persistent Systems Ltd | Mid Cap | Technology | 1.78% | - | 0% |
| Coforge Ltd | Technology | 1.76% | - | 0% | |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.66% | 615.37 | 84.19% |
| Dixon Technologies (India) Ltd | Mid Cap | Technology (120.29) | 1.6% | 85.39 | 39.97% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (12.96) | 1.52% | 10.18 | -14.3% |
| HDFC Asset Management Co Ltd | Mid Cap | Financial Services (38.31) | 1.44% | 44.39 | 22.49% |
| The Federal Bank Ltd | Mid Cap | Financial Services (20.46) | 1.43% | 12.44 | 7.7% |
| IDFC First Bank Ltd | Mid Cap | Financial Services (20.58) | 1.32% | 34.81 | -5.33% |
| SRF Ltd | Mid Cap | Industrials (75.44) | 1.29% | 63.9 | 20.9% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 1.28% | 167.31 | 197.56% |
| Cummins India Ltd | Large Cap | Industrials (44.84) | 1.26% | 48.95 | -6.52% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.26% | 0 | 95.96% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.96) | 1.19% | 166.19 | 54.99% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 1.17% | 0 | 14.53% |
| Hindustan Petroleum Corp Ltd | Mid Cap | Energy (36.38) | 1.15% | 13.54 | 25.29% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (48.39) | 1.13% | 81.8 | 67.09% |
| Yes Bank Ltd | Mid Cap | Financial Services (20.32) | 1.05% | 22.1 | -25.15% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 1.05% | 23.47 | -0.76% |
| Ashok Leyland Ltd | Mid Cap | Industrials (37.12) | 0.98% | 23.21 | -4.17% |
| Sundaram Finance Ltd | Mid Cap | Financial Services (27.98) | 0.98% | 28.21 | 9.5% |
| Godrej Properties Ltd | Mid Cap | Real Estate (76.96) | 0.96% | 45.82 | -33.04% |
| Bharat Forge Ltd | Mid Cap | Consumer Cyclical (26.29) | 0.96% | 0 | 0% |
| Bharat Heavy Electricals Ltd | Mid Cap | Industrials (52.71) | 0.94% | 157.39 | -25.48% |
| UPL Ltd | Mid Cap | Basic Materials (28.32) | 0.92% | 64.17 | 28.06% |
| PI Industries Ltd | Mid Cap | Basic Materials (37.91) | 0.91% | 39.46 | -1.54% |
| Tube Investments of India Ltd Ordinary Shares | Mid Cap | Industrials (42.63) | 0.91% | 82.47 | -31.5% |
| Polycab India Ltd | Large Cap | Industrials (48.05) | 0.91% | 47.01 | 3.67% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.89% | 0 | 0% |
| Aurobindo Pharma Ltd | Mid Cap | Healthcare (41.06) | 0.87% | 19.22 | -17.54% |
| Colgate-Palmolive (India) Ltd | Mid Cap | Consumer Defensive (58.1) | 0.87% | 0 | -30.95% |
| APL Apollo Tubes Ltd | Mid Cap | Basic Materials (27.8) | 0.86% | 54.26 | 6.35% |
| One97 Communications Ltd | Mid Cap | Technology (437.2) | 0.86% | 224.89 | 114.38% |
| Page Industries Ltd | Mid Cap | Consumer Cyclical (54.21) | 0.85% | 0 | 13.37% |
| GMR Airports Ltd | Mid Cap | Industrials (10.85) | 0.83% | -243.24 | -10.02% |
| Voltas Ltd | Mid Cap | Consumer Cyclical (64.48) | 0.82% | 52.3 | -12.34% |
| Union Bank of India | Mid Cap | Financial Services (8.79) | 0.81% | 5.3 | -3.08% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 0.81% | 18.4 | 18.6% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 0.8% | 206.18 | 772.74% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (75.79) | 0.8% | 54.28 | -16.91% |
| MRF Ltd | Mid Cap | Consumer Cyclical (34.25) | 0.79% | 34.03 | 7.23% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.04) | 0.78% | 0 | 21.79% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (172.91) | 0.78% | 926.52 | 6.55% |
| Supreme Industries Ltd | Mid Cap | Industrials (44.43) | 0.78% | 61.56 | -19.47% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (27.98) | 0.77% | 19.88 | 45.28% |
| Prestige Estates Projects Ltd | Mid Cap | Real Estate (76.96) | 0.77% | 149.79 | -12.05% |
| Torrent Power Ltd | Mid Cap | Utilities (27.17) | 0.76% | 23.61 | -7.32% |
| NHPC Ltd | Mid Cap | Utilities (26.77) | 0.74% | 28.06 | -19.91% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (71.65) | 0.73% | 206.27 | 13.44% |
| Alkem Laboratories Ltd | Mid Cap | Healthcare (38.82) | 0.73% | 57.92 | -8.63% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0.73% | - | 0% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (41.06) | 0.72% | 58.12 | 50.5% |
| Mankind Pharma Ltd | Mid Cap | Healthcare (41.06) | 0.72% | 53.12 | 24.64% |
| JK Cement Ltd | Mid Cap | Basic Materials (47.24) | 0.7% | 51.22 | 46.74% |
| Hitachi Energy India Ltd Ordinary Shares | Mid Cap | Industrials (204.54) | 0.7% | 0 | 65% |
| Mazagon Dock Shipbuilders Ltd | Mid Cap | Industrials | 0.68% | - | 0% |
| NMDC Ltd | Mid Cap | Basic Materials (10.05) | 0.66% | 10.88 | 109.86% |
| Oil India Ltd | Mid Cap | Energy (9.01) | 0.65% | 10.95 | -24.02% |
| Indian Railway Catering And Tourism Corp Ltd | Mid Cap | Industrials (45.72) | 0.65% | 44.85 | -25.63% |
| KEI Industries Ltd | Mid Cap | Industrials (48.05) | 0.64% | 50.3 | -9.32% |
| Jindal Stainless Ltd | Mid Cap | Basic Materials (28.76) | 0.62% | 21.05 | 131.64% |
| Indian Bank | Mid Cap | Financial Services (8.79) | 0.62% | 7.54 | 2.13% |
| Petronet LNG Ltd | Mid Cap | Energy (22.06) | 0.62% | 11.09 | -20.73% |
| Rail Vikas Nigam Ltd | Large Cap | Industrials (30.86) | 0.62% | 58.27 | -41.63% |
| Oberoi Realty Ltd | Mid Cap | Real Estate (82.48) | 0.61% | 30.07 | 7.16% |
| Tata Elxsi Ltd | Mid Cap | Technology (9.9) | 0.6% | 0 | 0% |
| Sona BLW Precision Forgings Ltd | Mid Cap | Consumer Cyclical (36.51) | 0.59% | 47.75 | -32.01% |
| Biocon Ltd | Mid Cap | Healthcare (41.06) | 0.59% | 52.18 | 10.04% |
| Kalyan Jewellers India Ltd | Mid Cap | Consumer Cyclical (71.03) | 0.58% | 87.27 | 5.7% |
| Oracle Financial Services Software Ltd | Mid Cap | Technology (27.94) | 0.58% | 30.96 | -22.82% |
| Blue Star Ltd | Mid Cap | Industrials (74.69) | 0.58% | 60.93 | 1.65% |
| Container Corporation of India Ltd | Mid Cap | Industrials (44.59) | 0.57% | 36.45 | -27.11% |
| Lloyds Metals & Energy Ltd | Mid Cap | Basic Materials (30.41) | 0.57% | 53.94 | 103.15% |
| KPIT Technologies Ltd | Mid Cap | Technology (27.94) | 0.56% | 41.25 | -31.2% |
| Vodafone Idea Ltd | Mid Cap | Communication Services (48.01) | 0.56% | -2.77 | -56.84% |
| Tata Communications Ltd | Mid Cap | Communication Services (85.39) | 0.54% | 174.94 | 65.69% |
| Aditya Birla Capital Ltd | Mid Cap | Financial Services (35.94) | 0.54% | 19.5 | 11.62% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0.54% | 73.31 | 30.06% |
| Balkrishna Industries Ltd | Mid Cap | Consumer Cyclical (34.25) | 0.54% | 36.64 | -15.52% |
| Ipca Laboratories Ltd | Mid Cap | Healthcare (41.06) | 0.53% | 52.58 | 18.47% |
| Steel Authority Of India Ltd | Mid Cap | Basic Materials (23.87) | 0.52% | 23.5 | -10.28% |
| Adani Total Gas Ltd | Mid Cap | Utilities (22) | 0.51% | 106.24 | -30.18% |
| LIC Housing Finance Ltd | Mid Cap | Financial Services (17.9) | 0.51% | 6.14 | -22.1% |
| Abbott India Ltd | Mid Cap | Healthcare (41.06) | 0.51% | 0 | 24.09% |
| Astral Ltd | Mid Cap | Industrials (37.66) | 0.51% | 73.38 | -34.73% |
| Patanjali Foods Ltd | Mid Cap | Consumer Defensive (44.3) | 0.5% | 52.62 | 10.54% |
| Bharat Dynamics Ltd Ordinary Shares | Mid Cap | Industrials | 0.49% | - | 0% |
| Mahindra & Mahindra Financial Services Ltd | Mid Cap | Financial Services (27.98) | 0.49% | 15.59 | -13.11% |
| Exide Industries Ltd | Mid Cap | Consumer Cyclical (28.48) | 0.48% | 41.9 | -28.96% |
| Dalmia Bharat Ltd | Mid Cap | Basic Materials (47.24) | 0.48% | 44.91 | 20.95% |
| Cochin Shipyard Ltd | Mid Cap | Industrials (49.2) | 0.48% | 56.82 | -33.3% |
| National Aluminium Co Ltd | Mid Cap | Basic Materials (15.91) | 0.47% | 6.63 | -3.72% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (54.21) | 0.46% | 56.82 | 4.46% |
| L&T Finance Ltd | Mid Cap | Financial Services (35.94) | 0.45% | 19.07 | 12.9% |
| Hindustan Zinc Ltd | Large Cap | Basic Materials (17.76) | 0.45% | 18.06 | -30.99% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.99) | 0.45% | 62.7 | -3.49% |
| Bandhan Bank Ltd | Small Cap | Financial Services (20.32) | 0.44% | 0 | -23.57% |
| Indraprastha Gas Ltd | Mid Cap | Utilities (22.06) | 0.42% | 16.7 | -24.7% |
| Vishal Mega Mart Ltd | Mid Cap | Consumer Cyclical | 0.42% | - | 0% |
| Gujarat Fluorochemicals Ltd Ordinary Shares | Mid Cap | Basic Materials (58.49) | 0.41% | 68.41 | 4.43% |
| CRISIL Ltd | Mid Cap | Financial Services (49.4) | 0.4% | 52.39 | 18.85% |
| Apar Industries Ltd | Mid Cap | Industrials (58.31) | 0.4% | 47.05 | 6% |
| Bharti Hexacom Ltd | Mid Cap | Communication Services | 0.4% | - | 0% |
| Gland Pharma Ltd | Small Cap | Healthcare (41.06) | 0.4% | 48.72 | 0.3% |
| Apollo Tyres Ltd | Small Cap | Consumer Cyclical (30.44) | 0.4% | 20.64 | -6.8% |
| Bank of India | Mid Cap | Financial Services (9.03) | 0.39% | 5.39 | -4.88% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.39% | 132.81 | 16.13% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Mid Cap | Financial Services (40.02) | 0.39% | 39.91 | 24.15% |
| GlaxoSmithKline Pharmaceuticals Ltd | Mid Cap | Healthcare (41.06) | 0.38% | 58.36 | 18.22% |
| Linde India Ltd | Mid Cap | Basic Materials (92.61) | 0.38% | 123.85 | -17.44% |
| Deepak Nitrite Ltd | Mid Cap | Basic Materials (58.95) | 0.37% | 36.55 | -37.69% |
| Indian Renewable Energy Development Agency Ltd | Mid Cap | Financial Services (11.6) | 0.37% | 27.12 | -43.32% |
| Thermax Ltd | Mid Cap | Industrials (44.13) | 0.36% | 64.62 | -34.61% |
| Motilal Oswal Financial Services Ltd | Mid Cap | Financial Services (35.5) | 0.36% | 20.27 | 55.02% |
| AIA Engineering Ltd | Mid Cap | Industrials (24.14) | 0.35% | 28.06 | -29.8% |
| ACC Ltd | Mid Cap | Basic Materials (47.24) | 0.34% | 14.04 | -30.22% |
| L&T Technology Services Ltd | Mid Cap | Technology (50.61) | 0.33% | 35.93 | -17.25% |
| Syngene International Ltd | Mid Cap | Healthcare (39.69) | 0.33% | 52.32 | -13.46% |
| Housing & Urban Development Corp Ltd | Mid Cap | Financial Services (11.74) | 0.33% | 16.13 | -30.8% |
| General Insurance Corp of India | Mid Cap | Financial Services (9.73) | 0.33% | 8.98 | -7.94% |
| K.P.R. Mill Ltd | Small Cap | Consumer Cyclical (751.55) | 0.31% | 0 | 166.23% |
| Emami Ltd | Small Cap | Consumer Defensive (58.17) | 0.31% | 30.55 | -29.3% |
| Escorts Kubota Ltd | Mid Cap | Industrials (36.9) | 0.3% | 30.62 | -17.26% |
| Tata Technologies Ltd | Mid Cap | Technology (29.65) | 0.3% | 42.8 | -30.84% |
| Ajanta Pharma Ltd | Mid Cap | Healthcare (41.06) | 0.3% | 37.65 | 11.1% |
| Waaree Energies Ltd | Mid Cap | Technology | 0.28% | - | 0% |
| Motherson Sumi Wiring India Ltd | Small Cap | Consumer Cyclical (47.07) | 0.28% | 0 | -14.16% |
| IRB Infrastructure Developers Ltd | Mid Cap | Industrials (30.86) | 0.27% | 4.29 | -31% |
| Endurance Technologies Ltd | Mid Cap | Consumer Cyclical (44.5) | 0.27% | 0 | 25.18% |
| NTPC Green Energy Ltd | Large Cap | Utilities | 0.27% | - | 0% |
| Premier Energies Ltd | Mid Cap | Technology | 0.26% | - | 0% |
| Global Health Ltd | Small Cap | Healthcare (48.39) | 0.26% | 72.98 | 4.66% |
| Star Health and Allied Insurance Co Ltd | Small Cap | Financial Services (41.36) | 0.26% | 0 | -27.32% |
| Bank of Maharashtra | Mid Cap | Financial Services (8.79) | 0.25% | 7.53 | -16.74% |
| Tata Investment Corp Ltd | Mid Cap | Financial Services (35.94) | 0.24% | 109.36 | 5.93% |
| Honeywell Automation India Ltd | Mid Cap | Industrials (44.78) | 0.24% | 0 | -29.37% |
| AWL Agri Business Ltd | Mid Cap | Consumer Defensive (44.3) | 0.23% | 30.06 | -24.59% |
| JSW Infrastructure Ltd | Mid Cap | Industrials | 0.23% | - | 0% |
| Gujarat Gas Ltd | Mid Cap | Utilities (12.79) | 0.22% | 26.89 | -33.74% |
| 3M India Ltd | Mid Cap | Industrials | 0.22% | - | 0% |
| NLC India Ltd | Mid Cap | Utilities (26.77) | 0.21% | 12.91 | -16.95% |
| SJVN Ltd | Mid Cap | Utilities (26.77) | 0.2% | 46.32 | -35.83% |
| Godrej Industries Ltd | Mid Cap | Industrials (58.17) | 0.17% | 39.01 | 25.07% |
| Sun TV Network Ltd | Small Cap | Communication Services (32.89) | 0.16% | 0 | -100% |
| The New India Assurance Co Ltd | Mid Cap | Financial Services (41.36) | 0.13% | 32.23 | -28.96% |
| Ola Electric Mobility Ltd | Mid Cap | Consumer Cyclical | 0.12% | - | 0% |
| Aditya Birla Fashion and Retail Ltd | Mid Cap | Consumer Cyclical (86.78) | 0.1% | -21.89 | -78.08% |
| Mangalore Refinery and Petrochemicals Ltd | Small Cap | Energy (36.38) | 0.07% | 442.5 | -41.09% |
| Mahindra &Mah Fin | 0% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
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.
Top 5 holdings for SBI Nifty Midcap 150 Index Fund ?
The top holdings of this fund are
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.
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.
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.
Top 5 Sector for SBI Nifty Midcap 150 Index Fund ?
The major sectors of this fund are .
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 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.
