SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
Asset Allocation
Equity: 96.36%Others: 3.64%
Market Cap
Large Cap: 62.37%Mid Cap: 17.45%Small Cap: 14.21%Equity: 2.32%
Number of stocks
53
Top 10 Holdings
88.14% of portfolio
Market Cap of Equity
Large Cap
62.37%
Mid Cap
17.45%
Small Cap
14.21%
Equity
2.32%
As of August 31, 2025
Companies Allocation of Equity
HDFC Bank Ltd17.11%
ICICI Bank Ltd12.38%
Reliance Industries Ltd11.33%
Maruti Suzuki India Ltd9.06%
Infosys Ltd7.74%
Larsen & Toubro Ltd7.69%
State Bank of India6.27%
UltraTech Cement Ltd6.20%
Kotak Mahindra Bank Ltd5.21%
Tata Consultancy Services Ltd5.15%
Sector Allocation of Equity
Financial Services28.40%
Energy5.66%
Consumer Cyclical18.77%
Technology9.30%
Industrials15.45%
Basic Materials8.65%
Healthcare5.25%
Utilities2.58%
Real Estate1.15%
Consumer Defensive1.14%
SIP Amount
₹
Monthly SIP Date
SBI Retirement Benefit Fund - Aggressive 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.