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 July 31, 2026
Asset Allocation
Equity: 19.78%Debt: 68.07%Others: 12.15%
Market Cap
Large Cap: 10.93%Mid Cap: 5.19%Small Cap: 3.67%
Number of stocks
69
Top 10 Holdings
19.78% of portfolio
Market Cap of Equity
Large Cap
10.93%
Mid Cap
5.19%
Small Cap
3.67%
Sector Allocation of Equity
Financial Services6.13%
Industrials3.53%
Consumer Cyclical3.68%
Basic Materials2.18%
Technology1.22%
Healthcare1.42%
Utilities0.57%
Real Estate0.78%
Consumer Defensive0.27%
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.
All-in-one Mutual Fund Investing app for everyone.
Start your Investing Journey Today.
