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 Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Equity
Small Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 89.61%Others: 8.36%Debt: 2.03%

Market Cap

Small Cap: 82.93%Mid Cap: 6.68%

Number of stocks

Top 10 Holdings

53.58% of portfolio

Market Cap of Equity

Small Cap

82.9300%

Mid Cap

6.6800%

Companies Allocation of Equity

ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-8.36%

CITY UNION BANK LIMITED EQ NEW RS. 1/-6.66%

E.I.D. PARRY (INDIA) LIMITED EQ NEW F.V. RE.1/-5.32%

KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-5.24%

SBFC FINANCE LIMITED EQ5.12%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-4.90%

DOMS INDUSTRIES PRIVATE LIMITED EQ4.76%

CHALET HOTELS LIMITED EQ4.62%

Belrise Industries Limited4.46%

Krishna Institute Of Medical Sciences Limited4.14%

Sector Allocation of Equity

Automobiles4.18%

Banks5.41%

Fertilizers & Agrochemicals2.66%

Construction6.79%

Finance6.02%

Chemicals & Petrochemicals8.87%

Household Products2.38%

Leisure Services4.92%

Auto Components6.58%

Healthcare Services2.07%

Textiles & Apparels2.00%

Consumer Durables9.78%

Capital Markets2.81%

Financial Technology (Fintech)1.66%

Industrial Products9.20%

Commercial Services & Supplies1.40%

Agricultural Food & other Products1.36%

Food Products2.06%

Electrical Equipment1.26%

Insurance1.22%

Realty1.08%

Industrial Manufacturing0.93%

IT - Software0.89%

Retailing2.47%

Cement & Cement Products0.46%

Entertainment0.40%

Cigarettes & Tobacco Products0.35%

Agricultural, Commercial & Construction Vehicles0.20%

Power0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Small Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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Frequently Asked Questions

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.