SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
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- Retirement Funds
- Status: Open
Portfolio Overview
As of November 30, 2025
Asset Allocation
Equity: 87.37%Others: 12.63%
Market Cap
Large Cap: 44.96%Equity: 13.77%Mid Cap: 18.03%Small Cap: 10.61%
Number of stocks
64
Top 10 Holdings
71.56% of portfolio
Market Cap of Equity
Large Cap
44.9581%
Equity
13.7655%
Mid Cap
18.0319%
Small Cap
10.6113%
Companies Allocation of Equity
HDFC Bank Ltd13.84%
Reliance Industries Ltd9.62%
ICICI Bank Ltd9.09%
Maruti Suzuki India Ltd7.32%
Larsen & Toubro Ltd6.51%
Infosys Ltd6.23%
State Bank of India5.53%
UltraTech Cement Ltd4.57%
National Highways Infra Trust Units4.46%
Axis Bank Ltd4.40%
Sector Allocation of Equity
Financial Services21.10%
Energy4.81%
Consumer Cyclical16.51%
Industrials14.26%
Technology7.47%
Basic Materials9.05%
Real Estate8.97%
Healthcare3.56%
Utilities0.85%
Consumer Defensive0.79%
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.