← SBI Mutual Fund

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
44
Jul 2026
Equity Holdings
₹65,838.58 Cr
Equity only, excl. debt & cash
AAUM
₹79,290.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.9%
Diversified
Top 10 Weight
33.0%
Diversified
Changes
40
0 new · 0 exits
Top Sector
Banks
13.6% of portfolio
Launch Date
01 Jan 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹79,290.48 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 Among existing holdings, Adani Enterprises Limited saw the biggest increase — now at 2.55% of the portfolio. Adani Power Limited was trimmed the most, now at 3.12%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 13.6%. ↓ 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
Banks 13.4% 14.0% +0.6%
Power 10.3% 8.6% -1.7%
Retailing 5.9% 5.8% 0.0%
Finance 5.3% 5.2% -0.1%
IT - Software 2.7% 4.9% +2.1%
Chemicals & Petrochemicals 3.9% 3.9% +0.0%
Telecom - Services 3.3% 2.8% -0.5%
Industrial Products 2.6% 2.6% 0.0%
Auto Components 2.5% 2.5% +0.0%
Transport Services 2.3% 2.5% +0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 14.0% 13.6% -0.4%
Power 8.6% 8.5% -0.1%
Retailing 5.8% 5.6% -0.2%
IT - Software 4.9% 5.5% +0.6%
Finance 5.2% 5.5% +0.3%
Chemicals & Petrochemicals 3.9% 3.7% -0.2%
Telecom - Services 2.8% 2.9% +0.1%
Auto Components 2.5% 2.6% +0.0%
Metals & Minerals Trading 2.1% 2.6% +0.5%
Industrial Products 2.6% 2.4% -0.2%
Biggest Add
Adani Enterprises Limited
+0.46% · now 2.55%
Biggest Trim
Adani Power Limited
-0.28% · now 3.12%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 20 Increased ↓ 20 Decreased
#StockSectorJun 2026Jul 2026Change
1
Adani Enterprises Limited
₹2,245.35 Cr
Metals & Minerals Trading 2.09% 2.55% +0.46%
2
Divi's Laboratories Limited
₹1,852.88 Cr
Pharmaceuticals & Biotechnology 1.77% 2.10% +0.33%
3
United Breweries Limited
₹709.40 Cr
Beverages 0.51% 0.81% +0.30%
4
Bajaj Finance Limited
₹2,624.76 Cr
Finance 2.70% 2.98% +0.28%
5
Adani Energy Solutions Limited
₹3,319.51 Cr
Power 3.51% 3.77% +0.26%
6
Coforge Limited
₹1,699.49 Cr
IT - Software 1.69% 1.93% +0.24%
7
Tata Consultancy Services Limited
₹1,655.92 Cr
IT - Software 1.66% 1.88% +0.22%
8
Infosys Limited
₹1,469.13 Cr
IT - Software 1.52% 1.67% +0.15%
9
Bharti Airtel Limited
₹2,563.60 Cr
Telecom - Services 2.81% 2.91% +0.10%
10
Swiggy Limited
₹655.18 Cr
Retailing 0.64% 0.74% +0.10%
#StockSectorJun 2026Jul 2026Change
1
Adani Power Limited
₹2,747.03 Cr
Power 3.40% 3.12% -0.28%
2
Hindalco Industries Limited
₹393.05 Cr
Non - Ferrous Metals 0.69% 0.45% -0.24%
3
HDFC Bank Limited
₹2,020.01 Cr
Banks 2.52% 2.29% -0.23%
4
Avenue Supermarts Limited
₹1,293.93 Cr
Retailing 1.69% 1.47% -0.22%
5
AIA Engineering Limited
₹1,331.39 Cr
Industrial Products 1.72% 1.51% -0.21%
6
Larsen & Toubro Limited
₹2,029.72 Cr
Construction 2.49% 2.31% -0.18%
7
Solar Industries India Limited
₹3,291.99 Cr
Chemicals & Petrochemicals 3.91% 3.74% -0.17%
8
InterGlobe Aviation Limited
₹2,068.40 Cr
Transport Services 2.51% 2.35% -0.16%
9
Coal India Limited
₹1,201.04 Cr
Consumable Fuels 1.49% 1.36% -0.13%
10
JSW Energy Limited
₹1,386.63 Cr
Power 1.70% 1.58% -0.12%

What Stocks Does This Fund Hold?

44 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹3,875.58 Cr
Banks
4.40%
2
₹3,390.42 Cr
Banks
3.85%
3
₹3,319.51 Cr
Power
3.77%
4
₹3,291.99 Cr
Chemicals & Petrochemicals
3.74%
5
₹2,747.03 Cr
Power
3.12%
6
₹2,732.10 Cr
Banks
3.10%
7
₹2,624.76 Cr
Finance
2.98%
8
₹2,563.60 Cr
Telecom - Services
2.91%
9
₹2,257.09 Cr
Auto Components
2.56%
10
₹2,245.35 Cr
Metals & Minerals Trading
2.55%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 SBI Mutual Fund — Portfolio & Holdings
See all funds managed by SBI Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.