SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 97.77%Others: 2.23%
Market Cap
Large Cap: 55.22%Others: 8.95%Small Cap: 13.12%Mid Cap: 20.49%
Number of stocks
57
Top 10 Holdings
42.45% of portfolio
Market Cap of Equity
Large Cap
55.22%
Others
8.95%
Small Cap
13.12%
Mid Cap
20.49%
Companies Allocation of Equity
HDFC Bank Ltd7.13%
Reliance Industries Ltd6.08%
ICICI Bank Ltd5.79%
State Bank of India4.15%
Larsen & Toubro Ltd4.06%
Maruti Suzuki India Ltd3.67%
Infosys Ltd3.28%
UltraTech Cement Ltd2.86%
Axis Bank Ltd2.84%
Urban Co Ltd2.58%
Sector Allocation of Equity
Financial Services28.08%
Energy6.08%
Industrials16.07%
Consumer Cyclical19.00%
Technology8.21%
Basic Materials11.01%
Healthcare4.21%
Utilities1.20%
Consumer Defensive1.14%
Real Estate2.76%
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.