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Sbi Multi Asset Allocation Fund

SBI Mutual Fund Multi Asset Allocation As of 2026-06-30
Holdings
122
Well diversified
Top 10 weight
28%
Concentration
Strategy data
N/A
Not reported
Equity
56%
Asset allocation

Portfolio

36Sectors 1Large positions 9.8%Top: Banks 0.0%Cash

Market-cap allocation

Large cap16%
Mid cap13%
Small cap19%

Asset allocation

Equity56%
Debt29%
Gold7%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 56% equity, 29% debt, 7% gold.
  • 122 disclosed positions across 36 classified equity sectors.
  • Largest equity sector is Banks at 9.8% of the portfolio.
  • Top 10 positions account for 28%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Multi Asset Allocation.

ICICI Prudential Multi-Asset Fund256 holdings · 38% top 10
UTI Multi Asset Allocation Fund132 holdings · 37% top 10
HDFC Multi-Asset Allocation Fund124 holdings · 42% top 10
Axis Multi Asset Allocation Fund113 holdings · 39% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks9.8%
Pharmaceuticals & Biotechnology3.8%
Transport Services2.9%
Finance2.7%
Power2.4%
Gas2.2%
CRISIL AAA2.2%
Oil2.1%
Petroleum Products2.0%
Telecom - Services1.9%
Retailing1.8%
Auto Components1.8%
Fertilizers & Agrochemicals1.8%
Healthcare Services1.7%
Other 22 sectors16.6%