SBI Retirement Benefit Fund - Conservative Hybrid Plan
SBI Mutual Fund
Solution Oriented Scheme As of 2026-06-30
Holdings
70
Well diversified
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
48%
Asset allocation
Portfolio
26Sectors
3Large positions
9.5%Top: Banks
0.0%Cash
Market-cap allocation
Large cap21%
Mid cap9%
Small cap9%
Asset allocation
Equity48%
Debt52%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 48% equity, 52% debt.
- 70 disclosed positions across 26 classified equity sectors.
- Largest equity sector is Banks at 9.5% 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 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.
9.5%
4.1%
2.3%
2.3%
2.2%
2.2%
2.0%
2.0%
2.0%
1.9%
1.9%
1.8%
1.7%
1.5%
Other 12 sectors10.9%
1.4%
1.3%
1.3%
1.3%
1.2%
1.0%
0.9%
0.6%
0.6%
0.5%
0.5%
0.4%