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
As of January 31, 2026
Asset Allocation
Equity: 97.07%Others: 2.93%
Market Cap
Large Cap: 55.76%Equity: 8.97%Small Cap: 12.45%Mid Cap: 19.90%
Number of stocks
58
Top 10 Holdings
87.76% of portfolio
Market Cap of Equity
Large Cap
55.7591%
Equity
8.9677%
Small Cap
12.4478%
Mid Cap
19.8971%
Companies Allocation of Equity
HDFC Bank Ltd16.12%
ICICI Bank Ltd11.58%
Reliance Industries Ltd11.24%
State Bank of India8.12%
Larsen & Toubro Ltd8.10%
Maruti Suzuki India Ltd7.74%
Infosys Ltd7.67%
UltraTech Cement Ltd6.00%
Axis Bank Ltd5.96%
Kotak Mahindra Bank Ltd5.23%
Sector Allocation of Equity
Financial Services29.52%
Energy5.62%
Industrials14.49%
Consumer Cyclical18.87%
Technology8.97%
Basic Materials10.92%
Healthcare3.93%
Utilities1.13%
Real Estate2.76%
Consumer Defensive0.86%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
Frequently Asked Questions
Everything You Need To Know To Get Started With Confidence
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.