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SBI Retirement Benefit Fund - Aggressive Plan

SBI Mutual Fund Solution Oriented Scheme As of 2026-07-31
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Holdings
58
Well diversified
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
95%
Asset allocation

Portfolio

23Sectors 2Large positions 21.0%Top: Banks 0.0%Cash

Market-cap allocation

Large cap49%
Mid cap21%
Small cap23%

Asset allocation

Equity95%

Top holdings

HDFC Bank Ltd.EQUITY
6.3%
ICICI Bank Ltd.EQUITY
5.9%
TREPSDERIVATIVE
4.5%
Larsen & Toubro Ltd.EQUITY
3.9%
State Bank of IndiaEQUITY
3.8%
Maruti Suzuki India Ltd.EQUITY
3.4%
Ultratech Cement Ltd.EQUITY
2.7%
Axis Bank Ltd.EQUITY
2.6%
Bajaj Finance Ltd.EQUITY
2.6%
Infosys Ltd.EQUITY
2.6%

AI Smart summary

Portfolio read

  • 95% equity.
  • 58 disclosed positions across 23 classified equity sectors.
  • Largest equity sector is Banks at 21.0% of the portfolio.
  • Top 10 positions account for 38%, 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.

Banks21.0%
Automobiles5.6%
Finance5.2%
Industrial Products5.1%
Auto Components4.9%
Pharmaceuticals & Biotechnology4.7%
Cement & Cement Products4.7%
Retailing4.6%
Consumer Durables4.6%
Chemicals & Petrochemicals4.4%
Construction3.9%
Realty3.7%
IT - Software3.6%
Leisure Services3.4%
Other 9 sectors15.6%