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 January 31, 2026
Asset Allocation
Equity: 83.03%Others: 16.97%
Market Cap
Large Cap: 44.29%Equity: 11.45%Small Cap: 10.54%Mid Cap: 16.76%
Number of stocks
64
Top 10 Holdings
70.66% of portfolio
Market Cap of Equity
Large Cap
44.2854%
Equity
11.4518%
Small Cap
10.5392%
Mid Cap
16.7575%
Companies Allocation of Equity
HDFC Bank Ltd13.05%
ICICI Bank Ltd9.07%
Reliance Industries Ltd8.75%
Larsen & Toubro Ltd6.43%
Infosys Ltd6.31%
State Bank of India6.22%
Maruti Suzuki India Ltd6.15%
UltraTech Cement Ltd5.12%
Axis Bank Ltd4.82%
National Highways Infra Trust Units4.74%
Sector Allocation of Equity
Financial Services23.24%
Energy4.38%
Industrials14.16%
Technology7.22%
Consumer Cyclical15.39%
Basic Materials9.01%
Real Estate4.59%
Healthcare3.37%
Utilities0.92%
Consumer Defensive0.76%
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.