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 March 31, 2026
Asset Allocation
Equity: 37.56%Others: 62.44%
Market Cap
Large Cap: 21.26%Others: 3.55%Small Cap: 4.84%Mid Cap: 7.90%
Number of stocks
68
Top 10 Holdings
33.33% of portfolio
Market Cap of Equity
Large Cap
21.2644%
Others
3.5538%
Small Cap
4.8434%
Mid Cap
7.9034%
Companies Allocation of Equity
HDFC Bank Ltd5.66%
Reliance Industries Ltd4.67%
ICICI Bank Ltd4.41%
State Bank of India3.24%
Larsen & Toubro Ltd3.13%
Maruti Suzuki India Ltd2.81%
Infosys Ltd2.50%
UltraTech Cement Ltd2.47%
Axis Bank Ltd2.30%
Urban Co Ltd2.14%
Sector Allocation of Equity
Financial Services11.00%
Energy2.33%
Industrials6.18%
Consumer Cyclical6.96%
Technology3.23%
Basic Materials4.16%
Healthcare1.54%
Utilities0.51%
Consumer Defensive0.50%
Real Estate1.15%
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.