SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of May 31, 2026
Asset Allocation
Equity: 38.98%Others: 12.59%Debt: 48.43%
Market Cap
Large Cap: 23.97%Small Cap: 5.08%Mid Cap: 9.93%
Number of stocks
67
Top 10 Holdings
38.98% of portfolio
Market Cap of Equity
Large Cap
23.97%
Small Cap
5.08%
Mid Cap
9.93%
Sector Allocation of Equity
Financial Services11.19%
Energy2.07%
Industrials7.13%
Consumer Cyclical7.37%
Basic Materials5.45%
Technology2.86%
Utilities0.54%
Consumer Defensive0.51%
Real Estate1.35%
Healthcare0.50%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Conservative 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.
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