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SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
33
Apr 2026
Equity Holdings
₹4,543.87 Cr
Equity only, excl. debt & cash
Top 5 Weight
34.6%
Moderate
Top 10 Weight
54.5%
Moderate
Changes
33
2 new · 0 exits
Top Sector
Power
16.8% of portfolio
📋 What Happened This Month SBI INFRASTRUCTURE FUND added 2 new stocks to its portfolio this month. The biggest new buy was Power Finance Corporation Limited (Finance) at 1.87% weight. Among existing holdings, Powerica Ltd. saw the biggest increase — now at 1.89% of the portfolio. Reliance Industries Limited was trimmed the most, now at 10.72%. Reliance Industries Limited remains the top holding with Power the dominant sector at 16.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Power 15.1% 15.5% +0.5%
Petroleum Products 11.4% 11.8% +0.4%
Cement & Cement Products 11.3% 11.1% -0.2%
Construction 13.3% 8.9% -4.4%
Telecom - Services 5.5% 7.8% +2.4%
Industrial Products 5.9% 6.4% +0.5%
Electrical Equipment 6.0% 6.0% 0.0%
Oil 3.6% 4.2% +0.6%
Transport Infrastructure 3.9% 3.8% -0.1%
Banks 6.6% 3.3% -3.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Power 15.5% 16.8% +1.2%
Petroleum Products 11.8% 10.7% -1.1%
Cement & Cement Products 11.1% 10.2% -0.9%
Construction 8.9% 9.7% +0.8%
Industrial Products 6.4% 7.7% +1.2%
Telecom - Services 7.8% 7.1% -0.7%
Electrical Equipment 6.0% 6.9% +0.9%
Transport Infrastructure 3.8% 4.1% +0.3%
Oil 4.2% 3.7% -0.4%
Banks 3.3% 3.1% -0.2%
🟢
Biggest New Buy
Power Finance Corporation Limited
1.87% weight · Finance
Biggest Add
Powerica Ltd.
+1.16% · now 1.89%
Biggest Trim
Reliance Industries Limited
-1.05% · now 10.72%
🤝 Other funds also bought this month
Power Finance Corporation Limited 36 funds
Power Finance Corporation Limited
quant PSU Fund - Growth Option - Direct Plan
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF + more
G R Infraprojects Limited 3 funds
G R Infraprojects Limited
HDFC Small Cap Fund - Growth Option - Direct Plan
ICICI Prudential Dividend Yield Equity Fund
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries ↑ 17 Increased ↓ 14 Decreased
#StockSectorWeight (Apr 2026)
1
Power Finance Corporation Limited
₹89.68 Cr
Finance 1.87%
2
G R Infraprojects Limited
₹21.53 Cr
Construction 0.45%
#StockSectorMar 2026Apr 2026Change
1
Powerica Ltd.
₹90.88 Cr
Industrial Products 0.73% 1.89% +1.16%
2
Adani Energy Solutions Limited
₹281.87 Cr
Power 4.78% 5.87% +1.09%
3
Adani Power Limited
₹135.69 Cr
Power 2.24% 2.82% +0.58%
4
Bharat Heavy Electricals Limited
₹140.96 Cr
Electrical Equipment 2.39% 2.93% +0.54%
5
Siemens Limited
₹190.41 Cr
Electrical Equipment 3.57% 3.96% +0.39%
6
Ahluwalia Contracts (India) Limited
₹106.92 Cr
Construction 1.91% 2.23% +0.32%
7
Adani Ports and Special Economic Zone Limited
₹198.88 Cr
Transport Infrastructure 3.83% 4.14% +0.31%
8
Pitti Engineering Ltd
₹78.22 Cr
Industrial Manufacturing 1.34% 1.63% +0.29%
9
Solar Industries India Limited
₹77.20 Cr
Chemicals & Petrochemicals 1.47% 1.61% +0.14%
10
Ajax Engineering Ltd.
₹68.13 Cr
Agricultural, Commercial & Construction Vehicles 1.28% 1.42% +0.14%
#StockSectorMar 2026Apr 2026Change
1
Reliance Industries Limited
₹515.09 Cr
Petroleum Products 11.77% 10.72% -1.05%
2
Bharti Airtel Limited
₹339.62 Cr
Telecom - Services 7.81% 7.07% -0.74%
3
Shree Cement Limited
₹241.95 Cr
Cement & Cement Products 5.60% 5.04% -0.56%
4
Oil & Natural Gas Corporation Limited
₹179.73 Cr
Oil 4.16% 3.74% -0.42%
5
NTPC Limited
₹179.62 Cr
Power 4.06% 3.74% -0.32%
6
Mahindra Lifespace Developers Limited
₹24.37 Cr
Realty 0.77% 0.51% -0.26%
7
UltraTech Cement Limited
₹139.03 Cr
Cement & Cement Products 3.14% 2.89% -0.25%
8
State Bank of India
₹149.58 Cr
Banks 3.34% 3.11% -0.23%
9
Larsen & Toubro Limited
₹280.92 Cr
Construction 5.97% 5.85% -0.12%
10
Torrent Power Limited
₹208.32 Cr
Power 4.45% 4.34% -0.11%

Full Portfolio

33 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹515.09 Cr
Petroleum Products
10.72%
2
₹339.62 Cr
Telecom - Services
7.07%
3
₹281.87 Cr
Power
5.87%
4
₹280.92 Cr
Construction
5.85%
5
₹241.95 Cr
Cement & Cement Products
5.04%
6
₹208.32 Cr
Power
4.34%
7
₹198.88 Cr
Transport Infrastructure
4.14%
8
₹190.41 Cr
Electrical Equipment
3.96%
9
₹179.73 Cr
Oil
3.74%
10
₹179.62 Cr
Power
3.74%
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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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