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 December 31, 2025
Asset Allocation
Debt: 58.25%Equity: 38.94%Others: 2.81%
Market Cap
Debt: 58.24%Large Cap: 0.01%
Number of stocks
67
Top 10 Holdings
104.38% of portfolio
Market Cap of Debt
Debt
58.2400%
Large Cap
0.0100%
Companies Allocation of Debt
7.09% CGL 205427.50%
6.90% CGL 206519.90%
6.52% CGL 203117.90%
6.48% CGL 203510.46%
Bharat Sanchar Nigam Ltd.7.22%
Summit Digitel Infrastructure Pvt. Ltd.5.36%
6.33% CGL 20355.18%
Torrent Power Ltd.3.66%
REC Ltd.3.60%
Sundaram Finance Ltd.3.60%
Sector Allocation of Debt
Debt58.24%
Automobiles0.01%
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.