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
Asset Allocation
Equity: 86.10%Others: 13.90%
Market Cap
Large Cap: 49.25%Equity: 9.99%Mid Cap: 14.69%Small Cap: 12.17%
Number of stocks
58
Top 10 Holdings
71.05% of portfolio
Market Cap of Equity
Large Cap
49.25%
Equity
9.99%
Mid Cap
14.69%
Small Cap
12.17%
As of August 31, 2025
Companies Allocation of Equity
HDFC Bank Ltd13.88%
ICICI Bank Ltd9.72%
Reliance Industries Ltd8.84%
Maruti Suzuki India Ltd7.22%
Infosys Ltd6.39%
Larsen & Toubro Ltd6.11%
UltraTech Cement Ltd5.29%
State Bank of India4.81%
National Highways Infra Trust Units4.49%
Cube Highways Trust4.30%
Sector Allocation of Equity
Financial Services22.02%
Energy4.42%
Consumer Cyclical15.39%
Technology7.48%
Industrials14.87%
Basic Materials7.16%
Real Estate7.21%
Healthcare4.48%
Utilities2.07%
Consumer Defensive1.01%
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.