SBI Balanced Advantage Fund
Holdings
130
Broad portfolio
Top 10 weight
28%
Concentration
Strategy
Active
Portfolio style
Equity
74%
Asset allocation
Portfolio
34Sectors0Large positions15.5%Top: Banks0.0%Cash
Market-cap allocation
Large cap51%
Mid cap11%
Small cap7%
Asset allocation
Equity74%
Top holdings
Reliance Industries Ltd.EQUITY4.5%
HDFC Bank Ltd.EQUITY3.7%
ICICI Bank Ltd.EQUITY3.7%
TREPSDERIVATIVE3.0%
GAIL (India) Ltd.EQUITY2.6%
Larsen & Toubro Ltd.EQUITY2.5%
Tech Mahindra Ltd.EQUITY2.1%
364 DAY T-BILL 04.03.27DEBT1.9%
Tata Motors Passenger Vehicles Ltd.EQUITY1.8%
Tata Steel Ltd.EQUITY1.8%
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Portfolio read
- 74% equity.
- Large-cap exposure is 51%.
- Largest equity sector is Banks at 15.5%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks15.5%
Power5.4%
Automobiles4.5%
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