LoadingMutual fund
SBI Mutual Fund · Equity
Added
Largest addition
Urban Company Ltd.
shares +19.2% · Consumer Services
+₹203 cr
Fund Quality
Weaknesses: Trailed the category median in most rolling years.
Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.
Increasing Chemicals exposure while reducing Financial Services.
Sector allocation, Feb 2026 → Aug 2026
New position
One 97 Communications Ltd.
1.0% of the portfolio
+₹236 cr
Reduced
Largest reduction
Adani Energy Solutions Ltd.
shares −25.0% · Power
−₹233 cr
Exited
Adani Enterprises Ltd.
was 1.4% of the portfolio
−₹349 cr
Upgrade the plan to view this stock.Urban Company Ltd.URBANCO
Consumer ServicesSiemens Ltd.SIEMENS
Capital GoodsUpgrade the plan to view this stock.Torrent Power Ltd.TORNTPOWER
PowerUpgrade the plan to view this stock.Berger Paints India Ltd.BERGEPAINT
Consumer DurablesUpgrade the plan to view this stock.Motherson Sumi Wiring India Ltd.MSUMI
Automobile and Auto ComponentsUpgrade the plan to view this stock.PI Industries Ltd.PIIND
ChemicalsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Upgrade the plan to view this stock.CRISIL Ltd.CRISIL | Financial Services | +₹78.5 cr0.0% shares | 1.70M | 3.3% | +₹820 cr | Unchanged |
| Financial Services | +₹156 cr0.0% shares | 2.20M | 3.0% | +₹748 cr | Unchanged | |
Upgrade the plan to view this stock.Torrent Power Ltd.TORNTPOWER | Power | +₹22.4 cr+20.0% shares | 6.00M | 3.0% | +₹729 cr | Increased |
Upgrade the plan to view this stock.Supreme Industries Ltd.SUPREMEIND | Capital Goods | +₹18.7 cr0.0% shares | 2.00M | 2.9% | +₹712 cr | Unchanged |
| Capital Goods | +₹53.5 cr0.0% shares | 15.00M | 2.7% | +₹664 cr | Unchanged | |
Upgrade the plan to view this stock.Biocon Ltd.BIOCON | Healthcare | −₹21.4 cr0.0% shares | 15.60M | 2.6% | +₹643 cr | Unchanged |
Federal Bank Ltd.FEDERALBNK | Financial Services | −₹3.9 cr0.0% shares | 18.00M | 2.6% | +₹642 cr | Unchanged |
Upgrade the plan to view this stock.Sundaram Finance Ltd.SUNDARMFIN | Financial Services | −₹17.5 cr0.0% shares | 1.39M | 2.6% | +₹632 cr | Unchanged |
Upgrade the plan to view this stock.FSN E-Commerce Ventures Ltd.NYKAA | Consumer Services | +₹29.1 cr0.0% shares | 18.00M | 2.6% | +₹629 cr | Unchanged |
Upgrade the plan to view this stock.ICICI Lombard General Insurance Company Ltd.ICICIGI | Financial Services | −₹22.7 cr0.0% shares | 4.00M | 2.6% | +₹627 cr | Unchanged |
Shree Cement Ltd.SHREECEM | Construction Materials | −₹71.4 cr0.0% shares | 250.00K | 2.4% | +₹580 cr | Unchanged |
Upgrade the plan to view this stock.Urban Company Ltd.URBANCO | Consumer Services | +₹203 cr+19.2% shares | 34.70M | 2.4% | +₹580 cr | Increased |
Upgrade the plan to view this stock.Bharat Forge Ltd.BHARATFORG | Automobile and Auto Components | −₹25.6 cr0.0% shares | 2.70M | 2.3% | +₹568 cr | Unchanged |
Siemens Ltd.SIEMENS | Capital Goods | +₹124 cr+19.6% shares | 1.40M | 2.3% | +₹565 cr | Increased |
Upgrade the plan to view this stock.SRF Ltd.SRF | Chemicals | −₹13.0 cr0.0% shares | 2.10M | 2.2% | +₹538 cr | Unchanged |
Upgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA | Healthcare | +₹41.6 cr0.0% shares | 3.04M | 2.1% | +₹522 cr | Unchanged |
Upgrade the plan to view this stock.ICICI Prudential Life Insurance Company Ltd.ICICIPRULI | Financial Services | +₹1.7 cr0.0% shares | 10.00M | 2.1% | +₹517 cr | Unchanged |
Upgrade the plan to view this stock.Berger Paints India Ltd.BERGEPAINT | Consumer Durables | +₹21.2 cr+9.1% shares | 10.26M | 2.1% | +₹511 cr | Increased |
Upgrade the plan to view this stock.Grindwell Norton LimitedGRINDWELL | Construction | −₹24.3 cr0.0% shares | 2.50M | 2.1% | +₹506 cr | Unchanged |
Upgrade the plan to view this stock.Oberoi Realty Ltd.OBEROIRLTY | Realty | +₹10.9 cr0.0% shares | 2.70M | 2.1% | +₹504 cr | Unchanged |
Upgrade the plan to view this stock.Sundram Fasteners LimitedSUNDRMFAST | Automobile and Auto Components | +₹90.6 cr0.0% shares | 4.00M | 2.0% | +₹482 cr | Unchanged |
| Financial Services | −₹9.6 cr−1.4% shares | 7.00M | 1.9% | +₹478 cr | Reduced | |
Upgrade the plan to view this stock.Lupin Ltd.LUPIN | Healthcare | −₹47.6 cr0.0% shares | 2.10M | 1.9% | +₹460 cr | Unchanged |
Upgrade the plan to view this stock.Motherson Sumi Wiring India Ltd.MSUMI | Automobile and Auto Components | +₹17.5 cr+14.9% shares | 120.00M | 1.8% | +₹441 cr | Increased |
Upgrade the plan to view this stock.AIA Engineering Ltd.AIAENG | Capital Goods | −₹33.4 cr0.0% shares | 1.00M | 1.7% | +₹426 cr | Unchanged |
Upgrade the plan to view this stock.Dalmia Bharat Ltd.DALBHARAT | Construction Materials | +₹13.0 cr0.0% shares | 2.30M | 1.7% | +₹427 cr | Unchanged |
Upgrade the plan to view this stock.360 ONE WAM Ltd.360ONE | Financial Services | +₹14.3 cr0.0% shares | 3.60M | 1.7% | +₹423 cr | Unchanged |
Adani Energy Solutions Ltd.ADANIENSOL | Power | −₹233 cr−25.0% shares | 3.00M | 1.7% | +₹425 cr | Reduced |
JSW Steel Ltd.JSWSTEEL | Metals & Mining | +₹11.3 cr0.0% shares | 3.00M | 1.6% | +₹392 cr | Unchanged |
Upgrade the plan to view this stock.Anthem Biosciences Ltd.ANTHEM | Healthcare | +₹36.2 cr0.0% shares | 4.32M | 1.6% | +₹386 cr | Unchanged |
Upgrade the plan to view this stock.Phoenix Mills Ltd.PHOENIXLTD | Realty | +₹1.3 cr0.0% shares | 2.00M | 1.6% | +₹380 cr | Unchanged |
Upgrade the plan to view this stock.Page Industries Ltd.PAGEIND | Textiles | −₹48.4 cr0.0% shares | 105.71K | 1.5% | +₹378 cr | Unchanged |
Indus Towers Ltd.INDUSTOWER | Telecommunication | −₹2.2 cr0.0% shares | 9.39M | 1.5% | +₹365 cr | Unchanged |
Solar Industries India Ltd.SOLARINDS | Chemicals | +₹30.9 cr0.0% shares | 180.00K | 1.5% | +₹362 cr | Unchanged |
Upgrade the plan to view this stock.Glaxosmithkline Pharmaceuticals Ltd.GLAXO | Healthcare | +₹41.3 cr−1.7% shares | 1.18M | 1.5% | +₹360 cr | Reduced |
Upgrade the plan to view this stock.Schaeffler India Ltd.SCHAEFFLER | Automobile and Auto Components | −₹5.8 cr0.0% shares | 900.00K | 1.5% | +₹361 cr | Unchanged |
Upgrade the plan to view this stock.Hatsun Agro Product LimitedHATSUN | Chemicals | +₹91.5 cr0.0% shares | 3.00M | 1.5% | +₹357 cr | Unchanged |
Upgrade the plan to view this stock.Star Health and Allied Insurance Company Ltd.STARHEALTH | Financial Services | −₹21.0 cr0.0% shares | 6.32M | 1.5% | +₹359 cr | Unchanged |
Upgrade the plan to view this stock.PI Industries Ltd.PIIND | Chemicals | −₹14.8 cr+11.4% shares | 1.50M | 1.4% | +₹356 cr | Increased |
| Fast Moving Consumer Goods | −₹32.1 cr0.0% shares | 1.80M | 1.4% | +₹342 cr | Unchanged | |
Upgrade the plan to view this stock.Carborundum Universal Ltd.CARBORUNIV | Capital Goods | +₹12.8 cr0.0% shares | 3.00M | 1.4% | +₹332 cr | Unchanged |
Upgrade the plan to view this stock.JSW Energy Ltd.JSWENERGY | Power | −₹21.6 cr0.0% shares | 6.30M | 1.3% | +₹328 cr | Unchanged |
Upgrade the plan to view this stock.JSW Infrastructure Ltd.JSWINFRA | Services | +₹24.0 cr0.0% shares | 8.70M | 1.2% | +₹296 cr | Unchanged |
Upgrade the plan to view this stock.Mahindra & Mahindra Financial Services Ltd.M&MFIN | Financial Services | −₹92.7 cr−21.4% shares | 7.86M | 1.2% | +₹293 cr | Reduced |
Upgrade the plan to view this stock.Swiggy Ltd.SWIGGY | Consumer Services | −₹3.0 cr0.0% shares | 10.00M | 1.1% | +₹282 cr | Unchanged |
| Financial Services | −₹3.2 cr0.0% shares | 13.90M | 1.1% | +₹267 cr | Unchanged | |
Upgrade the plan to view this stock.J.K. Cement Ltd.JKCEMENT | Construction Materials | −₹15.6 cr0.0% shares | 500.00K | 1.1% | +₹257 cr | Unchanged |
Upgrade the plan to view this stock.Procter & Gamble Hygiene and Health Care LimitedPGHH | Healthcare | −₹19.1 cr0.0% shares | 311.00K | 1.0% | +₹248 cr | Unchanged |
| Financial Services | +₹236 cr— | 1.38M | 1.0% | +₹236 cr | New | |
| Financial Services | +₹207 cr— | 4.94M | 0.8% | +₹207 cr | New | |
Upgrade the plan to view this stock.Thermax Ltd.THERMAX | Capital Goods | −₹65.6 cr−17.7% shares | 493.95K | 0.8% | +₹193 cr | Reduced |
Upgrade the plan to view this stock.L&T Technology Services Ltd.LTTS | Information Technology | +₹2.7 cr0.0% shares | 500.00K | 0.7% | +₹180 cr | Unchanged |
Upgrade the plan to view this stock.Fortis Healthcare Ltd.FORTIS | Healthcare | +₹152 cr— | 1.68M | 0.6% | +₹152 cr | New |
Upgrade the plan to view this stock.Triveni Turbine Ltd.TRITURBINE | Capital Goods | +₹88.6 cr— | 1.53M | 0.4% | +₹88.6 cr | New |
Upgrade the plan to view this stock.India Cements Ltd.INDIACEM | Construction Materials | −₹33.1 cr−23.9% shares | 2.17M | 0.3% | +₹80.6 cr | Reduced |
Upgrade the plan to view this stock.INDO-MIM LimitedINDOMIM | Capital Goods | +₹3.2 cr0.0% shares | 317.84K | 0.1% | +₹27.8 cr | Unchanged |
Adani Enterprises Ltd.ADANIENT | Metals & Mining | −₹349 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Allied Blenders and Distillers Ltd.ABDL | Fast Moving Consumer Goods | +₹51.6 L— | 8.34K | — | +₹51.6 L | New |
Upgrade the plan to view this stock.Max Financial Services Ltd.MFSL | Financial Services | −₹150 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Chemicals (+4.7 pp), while Financial Services saw the largest allocation reduction (−3.2 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Automobile and Auto Components −1.1 pp · Power −0.7 pp · Realty −0.7 pp · Telecommunication −0.4 pp · Consumer Durables +0.4 pp · Fast Moving Consumer Goods −0.2 pp
Stable: Construction −0.1 pp · Textiles +0.0 pp
See which holdings gained or lost exposure within the selected sector.
Within Chemicals, SRF Ltd. (new position) and Solar Industries India Ltd. (new position) saw the largest disclosed position increases.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio (by disclosed market value), and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
4 holdings show persistent accumulation3 show persistent reduction54 are mixed or stableAug 2025 – Aug 2026 · 10 comparable transitions
Upgrade the plan to view this stock.PI Industries Ltd.PIIND
ChemicalsIncreased in 5 of 10 comparable transitions
3 consecutive increasesPortfolio weight 1.4%
Upgrade the plan to view this stock.Supreme Industries Ltd.SUPREMEIND
Capital GoodsIncreased in 4 of 8 comparable transitions
3 consecutive increasesEntered Dec 2025Portfolio weight 2.9%
Siemens Ltd.SIEMENS
Capital GoodsIncreased in 4 of 8 comparable transitions
Entered Dec 2025Portfolio weight 2.3%
Upgrade the plan to view this stock.SRF Ltd.SRF
ChemicalsIncreased in 2 of 3 comparable transitions
Entered May 2026Portfolio weight 2.2%
Upgrade the plan to view this stock.Mahindra & Mahindra Financial Services Ltd.M&MFIN
Financial ServicesReduced in 5 of 10 comparable transitions
Portfolio weight 1.2%
Upgrade the plan to view this stock.K.P.R. Mill Ltd.KPRMILL
TextilesReduced in 4 of 5 comparable transitions
4 consecutive reductionsExited Apr 2026
Upgrade the plan to view this stock.Sanofi India LimitedSANOFI
HealthcareReduced in 3 of 5 comparable transitions
Exited Apr 2026
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable. No disclosure for Sept 2025; transitions into and out of that month are not compared.