SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth - Portfolio Analysis

Portfolio Overview

Asset Allocation

Others: 61.14%Equity: 38.86%

Market Cap

Cash And Equivalents: 3.93%Government: 24.00%Government Related: 15.20% Corporate Bond: 18.00%

Number of stocks

64

Top 10 Holdings

53.12% of portfolio

Market Cap of Others

Cash And Equivalents
3.93%
Government
24.00%
Government Related
15.20%
Corporate Bond
18.00%

Companies Allocation of Others

7.09% Govt Stock 205414.06%
07.08 KA Sdl 203410.74%
6.63% Govt Stock 20319.06%
7.12% State Government Of Maharashtra 20364.46%
Bharat Sanchar Nigam Limited3.66%
Treps2.91%
Summit Digitel Infrastructure Limited2.71%
Torrent Power Limited1.86%
Rural Electrification Corporation Limited1.82%
Sundaram Finance Limited1.82%

Sector Allocation of Others

Cash And Equivalents3.93%
Government24.00%
Government Related15.20%
Corporate Bond18.00%

SIP Amount

Monthly SIP Date

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

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.