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SBI Innovative Opportunities Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
38
Aug 2026
Equity Holdings
₹5,286.13 Cr
Equity only, excl. debt & cash
AAUM
₹4,935.91 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.5%
Moderate
Top 10 Weight
51.2%
Moderate
Changes
39
3 new · 2 exits
Top Sector
Retailing
27.9% of portfolio
Launch Date
29 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹4,935.91 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 Innovative Opportunities Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was Mahindra & Mahindra Limited (Automobiles) at 1.79% weight. Lupin Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.32%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 2.54% of the portfolio. Honeywell Automation India Limited was trimmed the most, now at 0.49%. Eternal Limited remains the top holding with Retailing the dominant sector at 27.9%. ↓ 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
Retailing 25.7% 26.8% +1.2%
Pharmaceuticals & Biotechnology 10.1% 13.5% +3.4%
Finance 7.1% 8.0% +0.9%
IT - Software 5.8% 6.4% +0.6%
Leisure Services 5.6% 5.9% +0.3%
Automobiles 5.8% 4.9% -1.0%
Commercial Services & Supplies 4.7% 4.8% +0.1%
Transport Services 4.1% 4.2% +0.1%
Financial Technology (Fintech) 3.0% 3.8% +0.8%
Auto Components 3.8% 3.8% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 26.8% 27.9% +1.1%
Pharmaceuticals & Biotechnology 13.5% 9.6% -3.9%
Finance 8.0% 7.2% -0.8%
Automobiles 4.9% 7.0% +2.1%
Leisure Services 5.9% 6.4% +0.5%
IT - Software 6.4% 6.4% 0.0%
Financial Technology (Fintech) 3.8% 5.7% +1.8%
Transport Services 4.2% 5.2% +1.1%
Auto Components 3.8% 4.0% +0.2%
Commercial Services & Supplies 4.8% 3.8% -1.0%
🟢
Biggest New Buy
Mahindra & Mahindra Limited
1.79% weight · Automobiles
🔴
Biggest Exit
Lupin Limited
2.32% was held · Pharmaceuticals & Biotechnology
Biggest Add
One 97 Communications Limited
+1.51% · now 2.54%
Biggest Trim
Honeywell Automation India Limited
-1.52% · now 0.49%
🤝 Other funds also bought this month
Shiprocket Limited 52 funds
Shiprocket Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Kotak Technology Fund - Direct Plan - Growth Option
Kotak Transportation & Logistics Fund-Direct Growth + more
Mahindra & Mahindra Limited 48 funds
Mahindra & Mahindra Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Mirae Asset BSE India Defence ETF
BANDHAN BSE Sensex ETF + more
Tempsens Instruments (India) Limited 23 funds
Tempsens Instruments (India) Limited
SBI Resurgent India Opportunities Scheme
Motilal Oswal Contra Fund
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option + more
👋 Other funds also exited
Lupin Limited 32 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Mirae Asset Healthcare Fund Direct Growth
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option + more
Abbott India Limited 11 funds
Abbott India Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Bandhan Healthcare Fund - Direct Plan - Growth
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 2 Exits ↑ 16 Increased ↓ 18 Decreased
#StockSectorWeight (Aug 2026)
1
Mahindra & Mahindra Limited
₹98.46 Cr
Automobiles 1.79%
2
Shiprocket Limited
₹50.11 Cr
Transport Services 0.91%
3
Tempsens Instruments (India) Limited
₹1.84 Cr
Industrial Manufacturing 0.03%
#StockSectorLast Weight (Jul 2026)
1
Lupin Limited
₹120.75 Cr
Pharmaceuticals & Biotechnology 2.32%
2
Abbott India Limited
₹95.67 Cr
Pharmaceuticals & Biotechnology 1.84%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹139.52 Cr
Financial Technology (Fintech) 1.03% 2.54% +1.51%
2
AMAGI MEDIA LABS LTD
₹166.18 Cr
IT - Services 1.81% 3.03% +1.22%
3
Urban Company Ltd.
₹191.78 Cr
Retailing 2.86% 3.49% +0.63%
4
Divi's Laboratories Limited
₹284.01 Cr
Pharmaceuticals & Biotechnology 4.65% 5.17% +0.52%
5
TBO Tek Limited
₹352.06 Cr
Leisure Services 5.94% 6.41% +0.47%
6
Ather Energy Limited
₹283.35 Cr
Automobiles 4.85% 5.16% +0.31%
7
Meesho Ltd
₹244.58 Cr
Retailing 4.17% 4.45% +0.28%
8
Coforge Limited
₹158.82 Cr
IT - Software 2.65% 2.89% +0.24%
9
Eternal Limited
₹475.75 Cr
Retailing 8.43% 8.66% +0.23%
10
SEDEMAC MECHATRONICS LTD
₹140.32 Cr
Auto Components 2.34% 2.55% +0.21%
#StockSectorJul 2026Aug 2026Change
1
Honeywell Automation India Limited
₹27.05 Cr
Industrial Manufacturing 2.01% 0.49% -1.52%
2
Thermax Limited
₹78.03 Cr
Electrical Equipment 2.48% 1.42% -1.06%
3
Firstsource Solutions Limited
₹185.36 Cr
Commercial Services & Supplies 4.07% 3.37% -0.70%
4
Bajaj Finance Limited
₹264.25 Cr
Finance 5.49% 4.81% -0.68%
5
Route Mobile Limited
₹25.00 Cr
Telecom - Services 0.97% 0.46% -0.51%
6
TeamLease Services Limited
₹23.60 Cr
Commercial Services & Supplies 0.73% 0.43% -0.30%
7
Sun Pharmaceutical Industries Limited
₹198.48 Cr
Pharmaceuticals & Biotechnology 3.83% 3.61% -0.22%
8
Physicswallah Ltd
₹73.52 Cr
Other Consumer Services 1.52% 1.34% -0.18%
9
EQ - NIIT LEARNING SYSTEMS LTD
₹51.57 Cr
Other Consumer Services 1.12% 0.94% -0.18%
10
Swiggy Limited
₹140.95 Cr
Retailing 2.74% 2.57% -0.17%

What Stocks Does This Fund Hold?

38 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹475.75 Cr
Retailing
8.66%
2
₹352.06 Cr
Leisure Services
6.41%
3
₹284.01 Cr
Pharmaceuticals & Biotechnology
5.17%
4
₹283.35 Cr
Automobiles
5.16%
5
₹279.64 Cr
Retailing
5.09%
6
₹264.25 Cr
Finance
4.81%
7
₹244.58 Cr
Retailing
4.45%
8
₹237.52 Cr
Transport Services
4.32%
9
₹198.48 Cr
Pharmaceuticals & Biotechnology
3.61%
10
₹191.78 Cr
Retailing
3.49%
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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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