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SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

SBI Mutual Fund As of 2026-05-31
Holdings
64
Well diversified
Top 10 weight
61%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

31Sectors 13High-conviction bets 29%Top sector wt. -Cash

Market-cap allocation

Large cap11%
Mid cap4%
Small cap4%

Asset allocation

Asset mix not available.

Top holdings

TREPSCASH_EQUIVALENT
17.8%
3.5%

AI Smart summary

Pros

  • Well-diversified across 64 holdings.

Cons

  • High top-10 concentration (61%).
  • Concentrated in Sovereign - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Sovereign28.6%
CRISIL AAA15.4%
CRISIL AA+9.7%
CRISIL AAA(CE)6.8%
[ICRA]AA+6.8%
Banks4.5%
ICRA AA+3.5%
Auto Components1.3%
Petroleum Products1.1%
Automobiles1.1%
Consumer Durables1.0%
Industrial Products1.0%
Cement & Cement Products1.0%
Finance1.0%