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SBI Long Term Advantage Fund - Series IV

SBI Mutual FundActiveAs of 2026-07-31
Holdings
31
Concentrated
Top 10 weight
48%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

16Sectors2Large positions25.9%Top: Finance0.0%Cash

Market-cap allocation

Large cap49%
Mid cap7%
Small cap35%

Asset allocation

Equity98%

Top holdings

ICICI Bank Ltd.EQUITY7.6%
GKW Ltd.EQUITY4.3%
Delhivery Ltd.EQUITY4.1%
HDFC Bank Ltd.EQUITY3.8%
Infosys Ltd.EQUITY3.6%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 49%.
  • Largest equity sector is Finance at 25.9%.

Watchpoints

  • Sector concentration is elevated: Finance represents 26%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

Finance25.9%
Banks18.7%
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