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 NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.03%

Market Cap

Large Cap: 90.25%Others: 5.95%Mid Cap: 3.84%

Number of stocks

Top 10 Holdings

100.03% of portfolio

Market Cap of Equity

Large Cap

90.25%

Others

5.95%

Mid Cap

3.84%

Companies Allocation of Equity

Adani Enterprises Ltd2.473%

Adani Ports & Special Economic Zone Ltd2.301%

Nestle India Ltd2.301%

Trent Ltd2.299%

Hindalco Industries Ltd2.267%

Larsen & Toubro Ltd2.131%

Titan Co Ltd2.099%

Bajaj Auto Ltd2.097%

Oil & Natural Gas Corp Ltd2.086%

JSW Steel Ltd2.082%

Tata Steel Ltd2.068%

Bajaj Finance Ltd2.060%

Asian Paints Ltd2.058%

Tata Motors Passenger Vehicles Ltd2.049%

Grasim Industries Ltd2.046%

Coal India Ltd2.033%

Tata Consumer Products Ltd2.029%

ITC Ltd2.018%

Hindustan Unilever Ltd2.015%

UltraTech Cement Ltd2.009%

Cipla Ltd2.005%

Maruti Suzuki India Ltd1.994%

Power Grid Corp Of India Ltd1.988%

Axis Bank Ltd1.985%

Wipro Ltd1.984%

NTPC Ltd1.984%

Jio Financial Services Ltd1.976%

Dr Reddy's Laboratories Ltd1.960%

Bharti Airtel Ltd1.954%

Kotak Mahindra Bank Ltd1.950%

Bharat Electronics Ltd1.943%

Eternal Ltd1.938%

Shriram Finance Ltd1.936%

State Bank of India1.935%

InterGlobe Aviation Ltd1.932%

Eicher Motors Ltd1.931%

Sun Pharmaceuticals Industries Ltd1.925%

Tata Consultancy Services Ltd1.925%

Apollo Hospitals Enterprise Ltd1.923%

Tech Mahindra Ltd1.920%

Bajaj Finserv Ltd1.914%

Max Healthcare Institute Ltd Ordinary Shares1.913%

Mahindra & Mahindra Ltd1.907%

Reliance Industries Ltd1.892%

ICICI Bank Ltd1.885%

HDFC Bank Ltd1.883%

SBI Life Insurance Co Ltd1.849%

HDFC Life Insurance Co Ltd1.817%

Infosys Ltd1.726%

HCL Technologies Ltd1.630%

Sector Allocation of Equity

Energy8.48%

Industrials8.31%

Consumer Defensive8.36%

Consumer Cyclical16.31%

Basic Materials12.53%

Financial Services21.19%

Healthcare9.73%

Utilities3.97%

Technology9.19%

Communication Services1.95%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH

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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.