SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of September 30, 2026
Asset Allocation
Equity: 85.61%Others: 13.81%Debt: 0.58%
Market Cap
Large Cap: 38.01%Small Cap: 23.86%Mid Cap: 22.31%Others: 1.43%
Number of stocks
62
Top 10 Holdings
85.61% of portfolio
Market Cap of Equity
Large Cap
38.01%
Small Cap
23.86%
Mid Cap
22.31%
Others
1.43%
Sector Allocation of Equity
Financial Services19.67%
Industrials16.40%
Real Estate8.07%
Consumer Cyclical17.31%
Basic Materials8.61%
Technology4.96%
Healthcare8.67%
Consumer Defensive1.04%
Utilities0.86%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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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.
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