SBI Retirement Benefit Fund - Conservative Plan
SBI Mutual Fund
Solution Oriented Scheme As of 2026-06-30
Holdings
67
Well diversified
Top 10 weight
66%
Concentration
Strategy data
N/A
Not reported
Equity
35%
Asset allocation
Portfolio
26Sectors
6Large positions
7.4%Top: CRISIL AAA(CE)
0.0%Cash
Market-cap allocation
Large cap11%
Mid cap5%
Small cap4%
Asset allocation
Equity35%
Debt65%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 35% equity, 65% debt.
- 67 disclosed positions across 26 classified equity sectors.
- Largest equity sector is CRISIL AAA(CE) at 7.4% of the portfolio.
Watchpoints
- Top 10 positions account for 66%, indicating high portfolio concentration.
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.
7.4%
4.8%
3.6%
3.6%
1.2%
1.1%
1.1%
1.0%
1.0%
1.0%
0.9%
0.9%
0.9%
0.8%
Other 12 sectors5.6%
0.7%
0.7%
0.6%
0.6%
0.6%
0.5%
0.5%
0.3%
0.3%
0.3%
0.3%
0.2%