SBI Retirement Benefit Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.4%
Sharpe Ratio-0.34
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services8.82%
ICICI Bank LtdFinancial Services6.28%
Reliance Industries LtdEnergy & Infra6.14%
Infosys LtdTechnology4.14%
Larsen & Toubro LtdCapital Goods3.84%
Maruti Suzuki India LtdConsumers3.72%
State Bank of IndiaFinancial Services3.14%
UltraTech Cement LtdCapital Goods2.91%
Tata Consultancy Services LtdTechnology2.83%
Kotak Mahindra Bank LtdFinancial Services2.82%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.92%
Regulatory & Tax Information
INF200KA1S30
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)