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 IDCW PAYOUT - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 100.06%

Market Cap

Large Cap: 100.03%Small Cap: 0.03%

Number of stocks

Top 10 Holdings

41.14% of portfolio

Market Cap of Equity

Large Cap

100.0300%

Small Cap

0.0300%

Companies Allocation of Equity

JSW STEEL LIMITED EQ NEW FV RE. 1/-4.24%

TATA STEEL LIMITED EQ NEW FV RE.1/-4.24%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.12%

Shriram Finance Limited4.12%

BAJAJ AUTO LIMITED EQ4.10%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.08%

TATA MOTORS PASSENGER VEHICLES LIMITED EQ NEW FV RS. 2/-4.08%

OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-4.08%

HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.04%

STATE BANK OF INDIA EQ NEW RE. 1/-4.04%

Sector Allocation of Equity

Ferrous Metals4.24%

Banks10.07%

Finance8.01%

Automobiles10.12%

Oil2.04%

Non - Ferrous Metals2.02%

Agricultural Food & other Products2.02%

Consumer Durables4.03%

Power4.00%

Construction2.01%

Insurance4.00%

Food Products2.04%

Petroleum Products2.00%

Cement & Cement Products3.99%

Pharmaceuticals & Biotechnology5.98%

Aerospace & Defense2.00%

Metals & Minerals Trading2.00%

Telecom - Services1.99%

Retailing3.95%

Diversified FMCG3.96%

Transport Services1.98%

IT - Software9.77%

Consumable Fuels1.97%

Transport Infrastructure1.97%

Healthcare Services3.90%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN IDCW PAYOUT

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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.