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SBI Retirement Benefit Fund - Conservative Plan

SBI Mutual Fund Solution Oriented Scheme As of 2026-07-31
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Holdings
68
Well diversified
Top 10 weight
73%
Concentration
Strategy data
N/A
Not reported
Equity
34%
Asset allocation

Portfolio

26Sectors 5Large positions 7.2%Top: CRISIL AAA(CE) 0.0%Cash

Market-cap allocation

Large cap10%
Mid cap4%
Small cap5%

Asset allocation

Equity34%
Debt50%

Top holdings

TREPSDERIVATIVE
18.6%
6.94% CGL 2036DEBT
17.2%
Bharat Sanchar Nigam Ltd.EQUITY
7.2%
National Bank for Agriculture and Rural DevelopmentDEBT
7.1%
Summit Digitel Infrastructure Pvt. Ltd.DEBT
5.3%
Torrent Power Ltd.DEBT
3.6%
REC Ltd.DEBT
3.6%
Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.)EQUITY
3.6%
Knowledge Realty TrustEQUITY
3.6%
Muthoot Finance Ltd.DEBT
3.6%

AI Smart summary

Portfolio read

  • 34% equity, 50% debt.
  • 68 disclosed positions across 26 classified equity sectors.
  • Largest equity sector is CRISIL AAA(CE) at 7.2% of the portfolio.

Watchpoints

  • Top 10 positions account for 73%, 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 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 Hybrid Plan71 holdings · 56% top 10

Sector exposure

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

CRISIL AAA(CE)7.2%
Banks4.5%
[ICRA]AA+3.6%
CRISIL AAA3.6%
Automobiles1.2%
Finance1.1%
Auto Components1.1%
Cement & Cement Products1.0%
Pharmaceuticals & Biotechnology0.9%
Industrial Products0.9%
Retailing0.9%
Consumer Durables0.9%
Chemicals & Petrochemicals0.9%
Construction0.8%
Other 12 sectors5.6%