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SBI Retirement Benefit Fund - Conservative Hybrid Plan

SBI Mutual Fund Solution Oriented Scheme As of 2026-07-31
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Holdings
71
Well diversified
Top 10 weight
56%
Concentration
Strategy data
N/A
Not reported
Equity
47%
Asset allocation

Portfolio

26Sectors 4Large positions 8.7%Top: Banks 0.0%Cash

Market-cap allocation

Large cap20%
Mid cap9%
Small cap9%

Asset allocation

Equity47%
Debt44%

Top holdings

TREPSDERIVATIVE
13.4%
6.64% CGL 2031DEBT
10.0%
7.74% State Government of Tamil Nadu 2036DEBT
8.0%
6.94% CGL 2036DEBT
6.3%
Bharat Sanchar Nigam Ltd.EQUITY
4.0%
National Bank for Agriculture and Rural DevelopmentDEBT
3.9%
Summit Digitel Infrastructure Pvt. Ltd.DEBT
2.9%
HDFC Bank Ltd.EQUITY
2.7%
ICICI Bank Ltd.EQUITY
2.4%
Torrent Power Ltd.DEBT
2.0%

AI Smart summary

Portfolio read

  • 47% equity, 44% debt.
  • 71 disclosed positions across 26 classified equity sectors.
  • Largest equity sector is Banks at 8.7% of the portfolio.

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 Plan68 holdings · 73% top 10

Sector exposure

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

Banks8.7%
CRISIL AAA(CE)4.0%
Automobiles2.2%
Finance2.2%
Cement & Cement Products2.0%
Auto Components2.0%
Industrial Products2.0%
[ICRA]AA+2.0%
CRISIL AAA2.0%
Consumer Durables2.0%
Retailing1.9%
Pharmaceuticals & Biotechnology1.8%
Construction1.7%
Chemicals & Petrochemicals1.7%
Other 12 sectors10.9%