SBI Retirement Benefit Fund - Aggressive Hybrid Plan
SBI Mutual Fund
Solution Oriented Scheme As of 2026-06-30
Holdings
61
Well diversified
Top 10 weight
37%
Concentration
Strategy data
N/A
Not reported
Equity
89%
Asset allocation
Portfolio
25Sectors
1Large positions
19.0%Top: Banks
0.0%Cash
Market-cap allocation
Large cap44%
Mid cap19%
Small cap19%
Asset allocation
Equity89%
Debt4%
Gold5%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 89% equity, 4% debt, 5% gold.
- 61 disclosed positions across 25 classified equity sectors.
- Largest equity sector is Banks at 19.0% of the portfolio.
- Top 10 positions account for 37%, 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 Fund131 holdings · 34% top 10
UTI Retirement Fund128 holdings · 39% top 10
Axis Children’s Fund112 holdings · 39% top 10
HDFC Children's Fund107 holdings · 40% top 10
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan100 holdings · 27% top 10
ICICI Prudential Retirement Fund - Pure Equity Plan98 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
19.0%
5.1%
4.8%
4.5%
4.3%
4.3%
4.2%
4.1%
3.9%
3.7%
3.7%
3.0%
2.8%
2.7%
Other 11 sectors18.8%
2.7%
2.7%
2.5%
2.3%
1.9%
1.9%
1.1%
1.0%
1.0%
0.9%
0.8%