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SBI BANKING & FINANCIAL SERVICES FUND - DIRECT PLAN - GROWTH

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
35
Aug 2026
Equity Holdings
₹9,830.47 Cr
Equity only, excl. debt & cash
AAUM
₹10,340.44 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
46.5%
High concentration
Top 10 Weight
63.4%
High concentration
Changes
38
7 new · 4 exits
Top Sector
Banks
49.1% of portfolio
Launch Date
11 Feb 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹10,340.44 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month SBI BANKING & FINANCIAL SERVICES FUND made 7 new additions and exited 4 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 1.50% weight. Computer Age Management Services Limited was the biggest exit (Capital Markets), which was held at 1.79%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.40% of the portfolio. HDFC Bank Limited was trimmed the most, now at 13.48%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 49.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 59.1% 51.9% -7.2%
Finance 21.3% 23.8% +2.5%
Insurance 9.0% 8.9% -0.1%
Capital Markets 6.9% 4.5% -2.4%
Financial Technology (Fintech) 0.6% 1.7% +1.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 51.9% 49.1% -2.8%
Finance 23.8% 24.0% +0.2%
Insurance 8.9% 10.2% +1.3%
Financial Technology (Fintech) 1.7% 4.7% +3.0%
Capital Markets 4.5% 2.4% -2.1%
🟢
Biggest New Buy
Life Insurance Corporation Of India
1.50% weight · Insurance
🔴
Biggest Exit
Computer Age Management Services Limited
1.79% was held · Capital Markets
Biggest Add
One 97 Communications Limited
+2.16% · now 3.40%
Biggest Trim
HDFC Bank Limited
-3.49% · now 13.48%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
PB Fintech Limited 37 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Indian Bank 21 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Invesco India PSU Equity Fund
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
PNB Housing Finance Limited 19 funds
PNB Housing Finance Limited
ICICI Prudential Focused Fund
Baroda BNP Paribas Services Fund
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Canara Bank 17 funds
Canara Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Mirae Asset Nifty Bank ETF
Bandhan Nifty 500 Value 50 Index Fund + more
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
SBI PSU Fund - DIRECT PLAN - GROWTH
the Quantum ELSS Tax Saver Fund
the Quantum Value Fund + more
👋 Other funds also exited
LIC Housing Finance Limited 20 funds
LIC Housing Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
Quant Value Fund - Growth Option - Direct Plan
Kotak BSE Housing Index Fund - Direct Plan - Growth Option + more
Central Depository Services (India) Limited 11 funds
Central Depository Services (India) Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Mirae Asset Banking and Financial Services Fund
Mirae Asset Small Cap Fund - Direct Plan - Growth + more
Computer Age Management Services Limited 11 funds
Computer Age Management Services Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Motilal Oswal Quant Fund - Direct - Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth + more
ICRA Limited 1 fund
ICRA Limited
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries 🔴 4 Exits ↑ 15 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹163.02 Cr
Insurance 1.50%
2
PNB Housing Finance Limited
₹114.87 Cr
Finance 1.06%
3
Canara Bank
₹101.52 Cr
Banks 0.93%
4
PB Fintech Limited
₹78.61 Cr
Financial Technology (Fintech) 0.72%
5
Sundaram Finance Limited
₹36.70 Cr
Finance 0.34%
6
Indian Bank
₹34.79 Cr
Banks 0.32%
7
SBI Cards and Payment Services Limited
₹3.76 Cr
Finance 0.03%
#StockSectorLast Weight (Jul 2026)
1
Computer Age Management Services Limited
₹195.06 Cr
Capital Markets 1.79%
2
LIC Housing Finance Limited
₹126.85 Cr
Finance 1.17%
3
Central Depository Services (India) Limited
₹79.98 Cr
Capital Markets 0.74%
4
ICRA Limited
₹22.44 Cr
Capital Markets 0.21%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹369.18 Cr
Financial Technology (Fintech) 1.24% 3.40% +2.16%
2
Bandhan Bank Limited
₹147.15 Cr
Banks 0.17% 1.35% +1.18%
3
Muthoot Finance Limited
₹444.42 Cr
Finance 3.34% 4.09% +0.75%
4
360 One WAM Limited
₹164.50 Cr
Capital Markets 0.84% 1.51% +0.67%
5
ICICI Bank Limited
₹1,173.26 Cr
Banks 10.65% 10.79% +0.14%
6
Kotak Mahindra Bank Limited
₹1,067.70 Cr
Banks 9.68% 9.82% +0.14%
7
HDB Financial Services Limited
₹122.16 Cr
Finance 1.00% 1.12% +0.12%
8
Pine Labs Limited
₹64.22 Cr
Financial Technology (Fintech) 0.50% 0.59% +0.09%
9
Karur Vysya Bank Limited
₹124.40 Cr
Banks 1.06% 1.14% +0.08%
10
Bank of India
₹156.67 Cr
Banks 1.40% 1.44% +0.04%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹1,465.28 Cr
Banks 16.97% 13.48% -3.49%
2
State Bank of India
₹530.00 Cr
Banks 6.93% 4.87% -2.06%
3
Bajaj Finance Limited
₹817.82 Cr
Finance 8.12% 7.52% -0.60%
4
Manappuram Finance Limited
₹139.13 Cr
Finance 1.40% 1.28% -0.12%
5
Star Health And Allied Insurance Company Limited
₹188.75 Cr
Insurance 1.84% 1.74% -0.10%
6
HDFC Life Insurance Company Limited
₹447.46 Cr
Insurance 4.21% 4.12% -0.09%
7
Aptus Value Housing Finance India Limited
₹185.04 Cr
Finance 1.79% 1.70% -0.09%
8
Aavas Financiers Limited
₹111.89 Cr
Finance 1.12% 1.03% -0.09%
9
Cholamandalam Financial Holdings Limited
₹220.39 Cr
Finance 2.09% 2.03% -0.06%
10
Bank of Baroda
₹319.22 Cr
Banks 2.99% 2.94% -0.05%

What Stocks Does This Fund Hold?

35 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1,465.28 Cr
Banks
13.48%
2
₹1,173.26 Cr
Banks
10.79%
3
₹1,067.70 Cr
Banks
9.82%
4
₹817.82 Cr
Finance
7.52%
5
₹530.00 Cr
Banks
4.87%
6
₹447.46 Cr
Insurance
4.12%
7
₹444.42 Cr
Finance
4.09%
8
₹369.18 Cr
Financial Technology (Fintech)
3.40%
9
₹319.22 Cr
Banks
2.94%
10
₹260.04 Cr
Finance
2.39%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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