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 Deviation11.8%
Sharpe Ratio-0.31
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
TrepsUtilities8.16%
HDFC Bank LtdFinancial Services7.21%
ICICI Bank LtdFinancial Services4.96%
Reliance Industries LtdEnergy & Infra4.83%
Infosys LtdTechnology3.44%
06.98 Tn SDL 2031Utilities3.15%
Larsen & Toubro LtdCapital Goods3.08%
Maruti Suzuki India LtdConsumers2.99%
UltraTech Cement LtdCapital Goods2.50%
State Bank of IndiaFinancial Services2.43%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.08%
Regulatory & Tax Information
INF200KA1S71
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)