SBI Retirement Benefit Fund - Aggressive Hybrid Plan
Holdings
62
Well diversified
Top 10 weight
40%
Concentration
Strategy data
N/A
Not reported
Equity
84%
Asset allocation
Portfolio
24Sectors
2Large positions
17.5%Top: Banks
0.0%Cash
Market-cap allocation
Large cap40%
Mid cap17%
Small cap19%
Asset allocation
Equity84%
Debt1%
Gold5%
Top holdings
TREPSDERIVATIVE
8.1%HDFC Bank Ltd.EQUITY
5.4%ICICI Bank Ltd.EQUITY
4.9%SBI Gold ETFGOLD
4.5%Larsen & Toubro Ltd.EQUITY
3.3%State Bank of IndiaEQUITY
3.0%Maruti Suzuki India Ltd.EQUITY
2.9%2.7%
2.6%
Cube Highways TrustREIT_INVIT
2.5%Ultratech Cement Ltd.EQUITY
2.4%Infosys Ltd.EQUITY
2.2%Axis Bank Ltd.EQUITY
2.2%Bajaj Finance Ltd.EQUITY
2.2%Kotak Mahindra Bank Ltd.EQUITY
2.0%TVS Motor Company Ltd.EQUITY
1.9%JSW Cement Ltd.EQUITY
1.7%Timken India Ltd.EQUITY
1.6%Urban Company Ltd.EQUITY
1.6%JSW Infrastructure Ltd.EQUITY
1.6%1.5%
Schaeffler India Ltd.EQUITY
1.5%Anthem Biosciences Ltd.EQUITY
1.5%1.5%
Divi's Laboratories Ltd.EQUITY
1.4%1.4%
Asian Paints Ltd.EQUITY
1.4%Bajaj Finserv Ltd.EQUITY
1.4%Grindwell Norton Ltd.EQUITY
1.4%1.3%
Thermax Ltd.EQUITY
1.2%1.2%
Pidilite Industries Ltd.EQUITY
1.2%Acme Solar Holdings Ltd.EQUITY
1.1%Jubilant Foodworks Ltd.EQUITY
1.1%1.1%
1.1%
Sudeep Pharma Ltd.EQUITY
1.0%Berger Paints India Ltd.EQUITY
0.96%Oberoi Realty Ltd.EQUITY
0.96%Torrent Power Ltd.EQUITY
0.95%Voltas Ltd.EQUITY
0.94%Interglobe Aviation Ltd.EQUITY
0.92%Lenskart Solutions Ltd.EQUITY
0.91%Biocon Ltd.EQUITY
0.90%Godrej Properties Ltd.EQUITY
0.90%ABB India Ltd.EQUITY
0.89%Page Industries Ltd.EQUITY
0.84%DLF Ltd.EQUITY
0.83%0.78%
LTM Ltd.EQUITY
0.75%0.72%
ESAB India Ltd.EQUITY
0.72%Pitti Engineering Ltd.EQUITY
0.65%0.63%
Kajaria Ceramics Ltd.EQUITY
0.60%0.57%
Net Receivable / PayableDERIVATIVE
0.29%6.64% CGL 2031DEBT
0.25%0.02%
AI Smart summary
Portfolio read
- 84% equity, 5% gold.
- 62 disclosed positions across 24 classified equity sectors.
- Largest equity sector is Banks at 17.5% of the portfolio.
- Top 10 positions account for 40%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Solution Oriented Scheme.
UTI Children's Hybrid Fund135 holdings · 35% top 10
UTI Retirement Fund126 holdings · 39% top 10
Union Retirement Fund84 holdings · 28% top 10
Union Children's Fund72 holdings · 28% top 10
UTI Children's Equity Fund72 holdings · 47% top 10
SBI Retirement Benefit Fund - Conservative Hybrid Plan71 holdings · 56% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
17.5%
4.7%
4.4%
4.3%
4.2%
4.2%
4.1%
3.9%
3.8%
3.8%
3.7%
3.3%
3.0%
2.9%
Other 10 sectors16.3%
2.7%
2.6%
2.1%
2.1%
1.7%
1.5%
1.1%
0.9%
0.8%
0.8%