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SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

SBI Mutual FundActiveAs of 2026-07-31

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Holdings

Broad portfolio

Top 10 weight

73%

Concentration

Strategy

Active

Portfolio style

Equity

34%

Asset allocation

Portfolio

26Sectors5Large positions7.2%Top: CRISIL AAA(CE)0.0%Cash

Market-cap allocation

Large cap10%

Mid cap4%

Small cap5%

Asset allocation

Equity34%

Top holdings

TREPSDERIVATIVE18.6%

6.94% CGL 2036DEBT17.1%

Bharat Sanchar Nigam Ltd.EQUITY7.2%

National Bank for Agriculture and Rural DevelopmentDEBT7.1%

Summit Digitel Infrastructure Pvt. Ltd.DEBT5.3%

Torrent Power Ltd.DEBT3.6%

REC Ltd.DEBT3.6%

Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.)EQUITY3.6%

Knowledge Realty TrustEQUITY3.5%

Muthoot Finance Ltd.DEBT3.5%

Portfolio insights

Portfolio read

34% equity.
Large-cap exposure is 10%.
Largest equity sector is CRISIL AAA(CE) at 7.2%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

CRISIL AAA(CE)7.2%

Banks4.5%

[ICRA]AA+3.6%

CRISIL AAA3.5%

Automobiles1.2%