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SBI COMMA Fund - DIRECT PLAN - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
41
Jul 2026
Equity Holdings
₹1,159.17 Cr
Equity only, excl. debt & cash
AAUM
₹931.17 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.4%
Moderate
Top 10 Weight
43.7%
Moderate
Changes
43
3 new · 3 exits
Top Sector
Ferrous Metals
18.3% 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 made 3 new additions and exited 3 stocks this month. The biggest new buy was Sudeep Pharma Limited (Pharmaceuticals & Biotechnology) at 5.11% weight. Deepak Fertilizers and Petrochemicals Corporation Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 0.68%. Among existing holdings, Oil India Limited saw the biggest increase — now at 3.04% of the portfolio. GAIL (India) Limited was trimmed the most, now at 1.68%. Tata Steel Limited remains the top holding with Ferrous Metals the dominant sector at 18.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Ferrous Metals 19.8% 18.6% -1.2%
Power 11.8% 10.7% -1.1%
Cement & Cement Products 9.8% 9.3% -0.5%
Textiles & Apparels 6.0% 8.0% +2.1%
Oil 8.7% 7.5% -1.2%
Chemicals & Petrochemicals 5.9% 6.0% +0.0%
Petroleum Products 6.1% 5.9% -0.2%
Agricultural Food & other Products 4.2% 4.5% +0.3%
Fertilizers & Agrochemicals 4.4% 4.2% -0.3%
Industrial Products 2.0% 4.2% +2.2%
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%
🟢
Biggest New Buy
Sudeep Pharma Limited
5.11% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Deepak Fertilizers and Petrochemicals Corporation Limited
0.68% was held · Chemicals & Petrochemicals
Biggest Add
Oil India Limited
+0.19% · now 3.04%
Biggest Trim
GAIL (India) Limited
-1.03% · now 1.68%
🤝 Other funds also bought this month
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
Sudeep Pharma Limited 6 funds
Sudeep Pharma Limited
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
SBI MNC FUND - DIRECT PLAN -GROWTH + more
PARADEEP PHOSPHATES LIMITED 5 funds
PARADEEP PHOSPHATES LIMITED
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
HDFC Multi-Asset Allocation Fund + more
👋 Other funds also exited
Malco Energy Limited 38 funds
Malco Energy Limited
Kotak MNC Fund-Direct Plan-Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Vedanta Iron And Steel Limited 33 funds
Vedanta Iron And Steel Limited
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
BANK OF INDIA ELSS Tax Saver -Direct Plan- Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
Deepak Fertilizers and Petrochemicals Corporation Limited 6 funds
Deepak Fertilizers and Petrochemicals Corporation Limited
Groww Nifty Smallcap250 ETF
Taurus Flexi Cap Fund
Mirae Asset Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 3 Exits ↑ 11 Increased ↓ 26 Decreased
#StockSectorWeight (Jul 2026)
1
Sudeep Pharma Limited
₹60.57 Cr
Pharmaceuticals & Biotechnology 5.11%
2
Kusumgar Limited
₹16.01 Cr
Textiles & Apparels 1.35%
3
PARADEEP PHOSPHATES LIMITED
₹10.31 Cr
Fertilizers & Agrochemicals 0.87%
#StockSectorLast Weight (Jun 2026)
1
Deepak Fertilizers and Petrochemicals Corporation Limited
₹7.79 Cr
Chemicals & Petrochemicals 0.68%
2
Vedanta Iron And Steel Limited
₹1.15 Cr
Metals & Minerals Trading 0.10%
3
Malco Energy Limited
₹1.05 Cr
Power 0.09%
#StockSectorJun 2026Jul 2026Change
1
Oil India Limited
₹36.00 Cr
Oil 2.85% 3.04% +0.19%
2
Nuvoco Vistas Corporation Limited
₹20.68 Cr
Cement & Cement Products 1.58% 1.74% +0.16%
3
Shyam Metalics and Energy Limited
₹23.52 Cr
Industrial Products 1.88% 1.98% +0.10%
4
UltraTech Cement Limited
₹40.47 Cr
Cement & Cement Products 3.33% 3.42% +0.09%
5
Balrampur Chini Mills Limited
₹38.10 Cr
Agricultural Food & other Products 3.14% 3.22% +0.08%
6
UPL Limited
₹32.63 Cr
Fertilizers & Agrochemicals 2.68% 2.75% +0.07%
7
Jindal Stainless Limited
₹23.27 Cr
Ferrous Metals 1.91% 1.96% +0.05%
8
Indian Energy Exchange Limited
₹21.82 Cr
Capital Markets 1.80% 1.84% +0.04%
9
JSW Steel Limited
₹63.50 Cr
Ferrous Metals 5.33% 5.36% +0.03%
10
Oil & Natural Gas Corporation Limited
₹54.98 Cr
Oil 4.63% 4.64% +0.01%
#StockSectorJun 2026Jul 2026Change
1
GAIL (India) Limited
₹19.96 Cr
Gas 2.71% 1.68% -1.03%
2
Arvind Limited
₹39.00 Cr
Textiles & Apparels 3.88% 3.29% -0.59%
3
CMR Green Technologies Limited
₹22.57 Cr
Industrial Products 2.27% 1.90% -0.37%
4
CESC Limited
₹52.49 Cr
Power 4.65% 4.43% -0.22%
5
Coal India Limited
₹26.92 Cr
Consumable Fuels 2.48% 2.27% -0.21%
6
Steel Authority of India Limited
₹39.72 Cr
Ferrous Metals 3.54% 3.35% -0.19%
7
Clean Science and Technology Limited
₹28.95 Cr
Chemicals & Petrochemicals 2.61% 2.44% -0.17%
8
Tata Steel Limited
₹81.11 Cr
Ferrous Metals 6.99% 6.84% -0.15%
9
Gokaldas Exports Limited
₹47.55 Cr
Textiles & Apparels 4.14% 4.01% -0.13%
10
NHPC Limited
₹21.26 Cr
Power 1.91% 1.79% -0.12%

What Stocks Does This Fund Hold?

41 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹81.11 Cr
Ferrous Metals
6.84%
2
₹63.50 Cr
Ferrous Metals
5.36%
3
₹60.57 Cr
Pharmaceuticals & Biotechnology
5.11%
4
₹54.98 Cr
Oil
4.64%
5
₹52.49 Cr
Power
4.43%
6
₹47.55 Cr
Textiles & Apparels
4.01%
7
₹40.47 Cr
Cement & Cement Products
3.42%
8
₹39.72 Cr
Ferrous Metals
3.35%
9
₹39.00 Cr
Textiles & Apparels
3.29%
10
₹38.10 Cr
Agricultural Food & other Products
3.22%
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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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