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.

Standard Deviation6.5%

Sharpe Ratio-0.16

A closer look at the investment thesis, portfolio construction, and current holdings.

SectoralAllocation

Technology9.83%

Consumers20.2%

Utilities3.03%

Services5.54%

Energy & Infra7.54%

Capital Goods23.7%

Financial Services30.15%

Domestic100%

CompanySectorAllocation

6.63% Govt Stock 2031Utilities24.11%

07.08 KA Sdl 2034 20 OctUtilities10.66%

7.12% State Government Of Maharashtra 2036Utilities4.44%

HDFC Bank LtdFinancial Services3.65%

Bharat Sanchar Nigam LimitedUtilities3.63%

Summit Digitel Infrastructure LimitedUtilities2.68%

ICICI Bank LtdFinancial Services2.58%

Reliance Industries LtdEnergy & Infra2.44%

TrepsUtilities2.14%

Torrent Power LimitedUtilities1.84%

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Total Expense Ratio (TER)1.67%

INF200KA1T62

ISIN

DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)