SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of March 15, 2026
Asset Allocation
Equity: 19.08%Others: 80.92%
Market Cap
Large Cap: 10.85%Others: 1.74%Small Cap: 2.40%Mid Cap: 4.10%
Number of stocks
67
Top 10 Holdings
16.77% of portfolio
Market Cap of Equity
Large Cap
10.8468%
Others
1.7366%
Small Cap
2.3951%
Mid Cap
4.1027%
Companies Allocation of Equity
HDFC Bank Ltd2.98%
Reliance Industries Ltd2.39%
ICICI Bank Ltd2.26%
State Bank of India1.74%
Larsen & Toubro Ltd1.47%
Maruti Suzuki India Ltd1.37%
Infosys Ltd1.32%
UltraTech Cement Ltd1.16%
Axis Bank Ltd1.09%
Urban Co Ltd0.99%
Sector Allocation of Equity
Financial Services5.66%
Energy1.19%
Industrials3.13%
Consumer Cyclical3.55%
Technology1.67%
Basic Materials2.02%
Utilities0.30%
Healthcare0.70%
Consumer Defensive0.25%
Real Estate0.61%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
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.