SBI Retirement Benefit Fund - Aggressive Plan
SBI Mutual Fund
Solution Oriented Scheme As of 2026-06-30
Holdings
57
Well diversified
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation
Portfolio
24Sectors
2Large positions
22.6%Top: Banks
0.0%Cash
Market-cap allocation
Large cap52%
Mid cap23%
Small cap22%
Asset allocation
Equity99%
Debt1%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 99% equity.
- 57 disclosed positions across 24 classified equity sectors.
- Largest equity sector is Banks at 22.6% 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 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.
22.6%
5.8%
5.7%
5.4%
5.1%
5.0%
4.9%
4.7%
4.6%
4.4%
3.7%
3.5%
3.4%
3.3%
Other 10 sectors17.5%
3.3%
2.7%
2.2%
2.1%
1.6%
1.2%
1.2%
1.1%
1.1%
0.9%