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SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth

Equity Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
46
Aug 2026
Equity Holdings
₹5,284.25 Cr
Equity only, excl. debt & cash
AAUM
₹4,731.57 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.7%
Moderate
Top 10 Weight
45.9%
Moderate
Changes
48
6 new · 3 exits
Top Sector
Banks
24.3% of portfolio
Launch Date
29 Oct 1993
10+ year track record

AAUM (Average Assets Under Management) of ₹4,731.57 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 ESG Exclusionary Strategy Fund made 6 new additions and exited 3 stocks this month. The biggest new buy was Tech Mahindra Limited (IT - Software) at 3.21% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 5.20%. Among existing holdings, Central Depository Services (India) Limited saw the biggest increase — now at 2.02% of the portfolio. HDFC Bank Limited was trimmed the most, now at 7.13%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 24.3%. ↓ 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
Banks 28.3% 29.6% +1.3%
Automobiles 8.4% 6.6% -1.8%
Consumer Durables 6.3% 5.8% -0.5%
IT - Software 6.8% 5.7% -1.0%
Electrical Equipment 6.4% 5.7% -0.8%
Construction 4.8% 4.3% -0.5%
Cement & Cement Products 3.3% 4.2% +0.9%
Finance 3.6% 4.0% +0.3%
Pharmaceuticals & Biotechnology 3.8% 3.8% 0.0%
Ferrous Metals 0.0% 2.8% +2.8%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 29.6% 24.3% -5.3%
Automobiles 6.6% 9.2% +2.6%
IT - Software 5.7% 6.6% +0.9%
Electrical Equipment 5.7% 5.6% -0.1%
Consumer Durables 5.8% 5.2% -0.6%
Cement & Cement Products 4.2% 4.6% +0.4%
Pharmaceuticals & Biotechnology 3.8% 4.4% +0.6%
Construction 4.3% 4.2% -0.1%
Auto Components 2.8% 4.2% +1.4%
Finance 4.0% 4.1% +0.2%
🟢
Biggest New Buy
Tech Mahindra Limited
3.21% weight · IT - Software
🔴
Biggest Exit
Axis Bank Limited
5.20% was held · Banks
Biggest Add
Central Depository Services (India) Limited
+1.04% · now 2.02%
Biggest Trim
HDFC Bank Limited
-0.91% · now 7.13%
🤝 Other funds also bought this month
Coforge Limited 56 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Lenskart Solutions Limited 48 funds
Lenskart Solutions Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Tech Mahindra Limited 46 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Hyundai Motor India Ltd 39 funds
Hyundai Motor India Ltd
Nippon India MNC Fund
LIC MF Value Fund-Direct Plan-Growth
Mirae Asset BSE Select IPO ETF + more
Tenneco Clean Air India Limited 39 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Kotak MNC Fund-Direct Plan-Growth
Groww Multicap Fund - Direct - Growth + more
Brigade Enterprises Limited 15 funds
Brigade Enterprises Limited
Abakkus Large & Mid cap Fund
LIC MF ELSS Tax Saver-Direct Plan-Growth
HDFC Infrastructure Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
Infosys Limited 77 funds
Infosys Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
HDFC Nifty Growth Sectors 15 ETF + more
Reliance Industries Limited 77 funds
Reliance Industries Limited
HDFC NIFTY 50 VALUE 20 ETF - Growth Option
Mirae Asset Nifty Energy ETF
Mirae Asset BSE Sensex ETF + more
Axis Bank Limited 72 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Mirae Asset Banking and Financial Services Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 6 New Entries 🔴 3 Exits ↑ 25 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
Tech Mahindra Limited
₹171.75 Cr
IT - Software 3.21%
2
Hyundai Motor India Ltd
₹112.53 Cr
Automobiles 2.10%
3
Lenskart Solutions Limited
₹111.22 Cr
Retailing 2.08%
4
Brigade Enterprises Limited
₹59.94 Cr
Realty 1.12%
5
Coforge Limited
₹59.56 Cr
IT - Software 1.11%
6
Tenneco Clean Air India Limited
₹55.59 Cr
Auto Components 1.04%
#StockSectorLast Weight (Jun 2026)
1
Axis Bank Limited
₹277.89 Cr
Banks 5.20%
2
Infosys Limited
₹210.71 Cr
IT - Software 3.94%
3
Reliance Industries Limited
₹130.04 Cr
Petroleum Products 2.43%
#StockSectorJun 2026Aug 2026Change
1
Central Depository Services (India) Limited
₹107.99 Cr
Capital Markets 0.98% 2.02% +1.04%
2
Lemon Tree Hotels Limited
₹53.13 Cr
Leisure Services 0.16% 0.99% +0.83%
3
Divi's Laboratories Limited
₹123.07 Cr
Pharmaceuticals & Biotechnology 1.60% 2.30% +0.70%
4
TVS Motor Company Limited
₹168.88 Cr
Automobiles 2.52% 3.15% +0.63%
5
LTIMindtree Limited
₹122.58 Cr
IT - Software 1.79% 2.29% +0.50%
6
ICICI Bank Limited
₹492.91 Cr
Banks 8.72% 9.20% +0.48%
7
Sona BLW Precision Forgings Limited
₹92.69 Cr
Auto Components 1.32% 1.73% +0.41%
8
JSW Cement Limited
₹100.62 Cr
Cement & Cement Products 1.52% 1.88% +0.36%
9
Kotak Mahindra Bank Limited
₹216.62 Cr
Banks 3.79% 4.04% +0.25%
10
Siemens Limited
₹117.68 Cr
Electrical Equipment 1.97% 2.20% +0.23%
#StockSectorJun 2026Aug 2026Change
1
HDFC Bank Limited
₹382.14 Cr
Banks 8.04% 7.13% -0.91%
2
Colgate Palmolive (India) Limited
₹12.46 Cr
Personal Products 0.77% 0.23% -0.54%
3
Kajaria Ceramics Limited
₹13.58 Cr
Consumer Durables 0.76% 0.25% -0.51%
4
Page Industries Limited
₹53.70 Cr
Textiles & Apparels 1.46% 1.00% -0.46%
5
Thermax Limited
₹71.96 Cr
Electrical Equipment 1.78% 1.34% -0.44%
6
Timken India Limited
₹86.93 Cr
Industrial Products 1.80% 1.62% -0.18%
7
Maruti Suzuki India Limited
₹208.62 Cr
Automobiles 4.07% 3.90% -0.17%
8
Honeywell Automation India Limited
₹60.40 Cr
Industrial Manufacturing 1.26% 1.13% -0.13%
9
Larsen & Toubro Limited
₹224.78 Cr
Construction 4.31% 4.20% -0.11%
10
Schaeffler India Limited
₹74.27 Cr
Auto Components 1.45% 1.39% -0.06%

What Stocks Does This Fund Hold?

46 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹492.91 Cr
Banks
9.20%
2
₹382.14 Cr
Banks
7.13%
3
₹224.78 Cr
Construction
4.20%
4
₹221.97 Cr
Finance
4.14%
5
₹216.62 Cr
Banks
4.04%
6
₹212.00 Cr
Banks
3.96%
7
₹208.62 Cr
Automobiles
3.90%
8
₹171.75 Cr
IT - Software
3.21%
9
₹168.88 Cr
Automobiles
3.15%
10
₹160.85 Cr
Ferrous Metals
3.00%
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🏦 SBI Mutual Fund — Portfolio & Holdings
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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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