SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of April 30, 2026
Asset Allocation
Equity: 95.32%Others: 4.68%
Market Cap
Large Cap: 53.89%Others: 8.90%Small Cap: 12.98%Mid Cap: 19.55%
Number of stocks
57
Top 10 Holdings
40.85% of portfolio
Market Cap of Equity
Large Cap
53.89%
Others
8.90%
Small Cap
12.98%
Mid Cap
19.55%
Companies Allocation of Equity
HDFC Bank Ltd6.79%
Reliance Industries Ltd5.84%
ICICI Bank Ltd5.48%
Larsen & Toubro Ltd4.19%
State Bank of India4.09%
Maruti Suzuki India Ltd3.58%
Infosys Ltd2.80%
Axis Bank Ltd2.80%
UltraTech Cement Ltd2.78%
Kotak Mahindra Bank Ltd2.49%
Sector Allocation of Equity
Financial Services27.29%
Energy5.84%
Industrials16.71%
Consumer Cyclical18.89%
Technology7.51%
Basic Materials10.58%
Healthcare2.49%
Utilities1.44%
Real Estate3.48%
Consumer Defensive1.08%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth


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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.


