SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth - Portfolio Analysis
- Solution Oriented
- Retirement Funds
- Status: Open
Portfolio Overview
As of February 28, 2026
Asset Allocation
Others: 80.53%Equity: 19.47%
Market Cap
Cash And Equivalents: 17.38%Government: 33.98% Corporate Bond: 29.16% Preferred: 0.01%
Number of stocks
66
Top 10 Holdings
70.09% of portfolio
Market Cap of Others
Cash And Equivalents
17.3794%
Government
33.9849%
Corporate Bond
29.1586%
Preferred
0.0051%
Companies Allocation of Others
6.90% Gs 206517.34%
Treps15.65%
Bharat Sanchar Nigam Limited6.28%
Goi6.20%
7.09% Gs 20745.91%
Summit Digitel Infrastructure Limited4.66%
6.33% Gs 20354.53%
Torrent Power Limited3.19%
TATA Power Renewable Energy Limited3.16%
Sundaram Finance Limited3.15%
Sector Allocation of Others
Cash And Equivalents17.38%
Government33.98%
Corporate Bond29.16%
Preferred0.01%
SIP Amount
Monthly SIP Date
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth
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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.