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SBI COMMA Fund - DIRECT PLAN - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
42
Aug 2026
Equity Holdings
₹1,190.06 Cr
Equity only, excl. debt & cash
AAUM
₹931.17 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.4%
Moderate
Top 10 Weight
42.7%
Moderate
Changes
40
1 new · 0 exits
Top Sector
Ferrous Metals
16.5% of portfolio
Launch Date
30 Jun 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹931.17 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 COMMA Fund added 1 new stock to its portfolio this month. The biggest new buy was Deepak Nitrite Limited (Chemicals & Petrochemicals) at 2.12% weight. Among existing holdings, Sudeep Pharma Limited saw the biggest increase — now at 6.73% of the portfolio. Balrampur Chini Mills Limited was trimmed the most, now at 1.96%. Sudeep Pharma Limited remains the top holding with Ferrous Metals the dominant sector at 16.5%. ↓ 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
Ferrous Metals 18.6% 18.3% -0.3%
Power 10.7% 10.1% -0.6%
Cement & Cement Products 9.3% 9.4% +0.1%
Textiles & Apparels 8.0% 8.7% +0.6%
Oil 7.5% 7.7% +0.2%
Petroleum Products 5.9% 5.8% -0.2%
Fertilizers & Agrochemicals 4.2% 5.1% +1.0%
Pharmaceuticals & Biotechnology 0.0% 5.1% +5.1%
Chemicals & Petrochemicals 6.0% 5.0% -0.9%
Agricultural Food & other Products 4.5% 4.5% +0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Ferrous Metals 18.3% 16.5% -1.9%
Power 10.1% 8.8% -1.3%
Cement & Cement Products 9.4% 8.5% -0.9%
Textiles & Apparels 8.7% 8.4% -0.3%
Oil 7.7% 7.3% -0.4%
Chemicals & Petrochemicals 5.0% 7.1% +2.1%
Pharmaceuticals & Biotechnology 5.1% 6.7% +1.6%
Fertilizers & Agrochemicals 5.1% 6.0% +0.9%
Petroleum Products 5.8% 5.4% -0.4%
Industrial Products 3.9% 4.0% +0.1%
🟢
Biggest New Buy
Deepak Nitrite Limited
2.12% weight · Chemicals & Petrochemicals
Biggest Add
Sudeep Pharma Limited
+1.62% · now 6.73%
Biggest Trim
Balrampur Chini Mills Limited
-1.26% · now 1.96%
🤝 Other funds also bought this month
Deepak Nitrite Limited 14 funds
Deepak Nitrite Limited
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Mirae Asset Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 11 Increased ↓ 28 Decreased
#StockSectorWeight (Aug 2026)
1
Deepak Nitrite Limited
₹26.24 Cr
Chemicals & Petrochemicals 2.12%
#StockSectorJul 2026Aug 2026Change
1
Sudeep Pharma Limited
₹83.17 Cr
Pharmaceuticals & Biotechnology 5.11% 6.73% +1.62%
2
PARADEEP PHOSPHATES LIMITED
₹27.21 Cr
Fertilizers & Agrochemicals 0.87% 2.20% +1.33%
3
Vedanta Aluminium Metal Limited
₹24.59 Cr
Metals & Minerals Trading 1.25% 1.99% +0.74%
4
Clean Science and Technology Limited
₹32.46 Cr
Chemicals & Petrochemicals 2.44% 2.62% +0.18%
5
Arvind Limited
₹42.23 Cr
Textiles & Apparels 3.29% 3.42% +0.13%
6
Hindustan Zinc Limited
₹22.03 Cr
Non - Ferrous Metals 1.68% 1.78% +0.10%
7
Shyam Metalics and Energy Limited
₹24.94 Cr
Industrial Products 1.98% 2.02% +0.04%
8
CMR Green Technologies Limited
₹24.04 Cr
Industrial Products 1.90% 1.94% +0.04%
9
Oil India Limited
₹37.93 Cr
Oil 3.04% 3.07% +0.03%
10
NMDC Steel Limited
₹10.62 Cr
Ferrous Metals 0.83% 0.86% +0.03%
#StockSectorJul 2026Aug 2026Change
1
Balrampur Chini Mills Limited
₹24.27 Cr
Agricultural Food & other Products 3.22% 1.96% -1.26%
2
Steel Authority of India Limited
₹26.33 Cr
Ferrous Metals 3.35% 2.13% -1.22%
3
CESC Limited
₹46.33 Cr
Power 4.43% 3.75% -0.68%
4
Tata Steel Limited
₹78.83 Cr
Ferrous Metals 6.84% 6.38% -0.46%
5
Oil & Natural Gas Corporation Limited
₹52.54 Cr
Oil 4.64% 4.25% -0.39%
6
Gokaldas Exports Limited
₹45.57 Cr
Textiles & Apparels 4.01% 3.69% -0.32%
7
UPL Limited
₹30.36 Cr
Fertilizers & Agrochemicals 2.75% 2.46% -0.29%
8
UltraTech Cement Limited
₹38.93 Cr
Cement & Cement Products 3.42% 3.15% -0.27%
9
Torrent Power Limited
₹15.80 Cr
Power 1.55% 1.28% -0.27%
10
Power Grid Corporation of India Limited
₹24.51 Cr
Power 2.23% 1.98% -0.25%

What Stocks Does This Fund Hold?

42 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹83.17 Cr
Pharmaceuticals & Biotechnology
6.73%
2
₹78.83 Cr
Ferrous Metals
6.38%
3
₹65.39 Cr
Ferrous Metals
5.29%
4
₹52.54 Cr
Oil
4.25%
5
₹46.33 Cr
Power
3.75%
6
₹45.57 Cr
Textiles & Apparels
3.69%
7
₹42.23 Cr
Textiles & Apparels
3.42%
8
₹38.93 Cr
Cement & Cement Products
3.15%
9
₹37.93 Cr
Oil
3.07%
10
₹36.41 Cr
Minerals & Mining
2.94%
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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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