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SBI Innovative Opportunities Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
37
Jul 2026
Equity Holdings
₹5,076.05 Cr
Equity only, excl. debt & cash
AAUM
₹4,935.91 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.8%
Moderate
Top 10 Weight
50.7%
Moderate
Changes
40
2 new · 4 exits
Top Sector
Retailing
26.8% 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 2 new additions and exited 4 stocks this month. The biggest new buy was Sun Pharmaceutical Industries Limited (Pharmaceuticals & Biotechnology) at 3.83% weight. Hero MotoCorp Limited was the biggest exit (Automobiles), which was held at 1.40%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 4.65% of the portfolio. Thermax Limited was trimmed the most, now at 2.48%. Eternal Limited remains the top holding with Retailing the dominant sector at 26.8%. ↓ 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
Retailing 25.3% 25.7% +0.4%
Pharmaceuticals & Biotechnology 10.4% 10.1% -0.3%
Finance 7.0% 7.1% +0.2%
Automobiles 5.4% 5.8% +0.4%
IT - Software 6.1% 5.8% -0.4%
Leisure Services 5.0% 5.6% +0.6%
Commercial Services & Supplies 5.4% 4.7% -0.7%
Transport Services 4.1% 4.1% 0.0%
Electrical Equipment 4.0% 4.0% 0.0%
Auto Components 3.2% 3.8% +0.6%
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%
🟢
Biggest New Buy
Sun Pharmaceutical Industries Limited
3.83% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Hero MotoCorp Limited
1.40% was held · Automobiles
Biggest Add
Divi's Laboratories Limited
+0.82% · now 4.65%
Biggest Trim
Thermax Limited
-1.53% · now 2.48%
🤝 Other funds also bought this month
One 97 Communications Limited 35 funds
One 97 Communications Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Groww Banking & Financial Services Fund - Direct Plan - Growth
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
👋 Other funds also exited
Tata Motors Ltd 28 funds
Tata Motors Ltd
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
Groww Nifty EV & New Age Automotive ETF FOF + more
HDFC Asset Management Company Limited 26 funds
HDFC Asset Management Company Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Motilal Oswal Contra Fund + more
Hero MotoCorp Limited 25 funds
Hero MotoCorp Limited
SAMCO FLEXICAP FUND
Mirae Asset BSE 500 Dividend Leaders 50 ETF
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Capillary Technologies India Limited 2 funds
Capillary Technologies India Limited
Mirae Asset Flexi Cap Fund
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 4 Exits ↑ 17 Increased ↓ 17 Decreased
#StockSectorWeight (Jul 2026)
1
Sun Pharmaceutical Industries Limited
₹199.05 Cr
Pharmaceuticals & Biotechnology 3.83%
2
One 97 Communications Limited
₹53.72 Cr
Financial Technology (Fintech) 1.03%
#StockSectorLast Weight (Jun 2026)
1
Hero MotoCorp Limited
₹71.91 Cr
Automobiles 1.40%
2
HDFC Asset Management Company Limited
₹47.76 Cr
Capital Markets 0.93%
3
Tata Motors Ltd
₹42.30 Cr
Agricultural, Commercial & Construction Vehicles 0.82%
4
Capillary Technologies India Limited
₹1.27 Cr
IT - Software 0.02%
#StockSectorJun 2026Jul 2026Change
1
Divi's Laboratories Limited
₹241.68 Cr
Pharmaceuticals & Biotechnology 3.83% 4.65% +0.82%
2
Bajaj Finance Limited
₹285.30 Cr
Finance 4.88% 5.49% +0.61%
3
Firstsource Solutions Limited
₹211.48 Cr
Commercial Services & Supplies 3.50% 4.07% +0.57%
4
Info Edge (India) Limited
₹147.15 Cr
Retailing 2.28% 2.83% +0.55%
5
Ather Energy Limited
₹252.06 Cr
Automobiles 4.43% 4.85% +0.42%
6
Swiggy Limited
₹142.43 Cr
Retailing 2.32% 2.74% +0.42%
7
Coforge Limited
₹137.68 Cr
IT - Software 2.28% 2.65% +0.37%
8
TBO Tek Limited
₹308.90 Cr
Leisure Services 5.60% 5.94% +0.34%
9
FSN E-Commerce Ventures Limited
₹266.72 Cr
Retailing 4.83% 5.13% +0.30%
10
Bajaj Finserv Limited
₹131.89 Cr
Finance 2.25% 2.54% +0.29%
#StockSectorJun 2026Jul 2026Change
1
Thermax Limited
₹129.18 Cr
Electrical Equipment 4.01% 2.48% -1.53%
2
Abbott India Limited
₹95.67 Cr
Pharmaceuticals & Biotechnology 2.47% 1.84% -0.63%
3
Indegene Limited
₹82.24 Cr
Healthcare Services 2.13% 1.58% -0.55%
4
Route Mobile Limited
₹50.63 Cr
Telecom - Services 1.51% 0.97% -0.54%
5
Lupin Limited
₹120.75 Cr
Pharmaceuticals & Biotechnology 2.82% 2.32% -0.50%
6
TeamLease Services Limited
₹38.18 Cr
Commercial Services & Supplies 1.20% 0.73% -0.47%
7
Go Digit General Insurance Limited
₹77.03 Cr
Insurance 1.90% 1.48% -0.42%
8
EQ - NIIT LEARNING SYSTEMS LTD
₹58.48 Cr
Other Consumer Services 1.49% 1.12% -0.37%
9
Honeywell Automation India Limited
₹104.43 Cr
Industrial Manufacturing 2.31% 2.01% -0.30%
10
Meesho Ltd
₹216.95 Cr
Retailing 4.45% 4.17% -0.28%

What Stocks Does This Fund Hold?

37 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹438.55 Cr
Retailing
8.43%
2
₹308.90 Cr
Leisure Services
5.94%
3
₹285.30 Cr
Finance
5.49%
4
₹266.72 Cr
Retailing
5.13%
5
₹252.06 Cr
Automobiles
4.85%
6
₹241.68 Cr
Pharmaceuticals & Biotechnology
4.65%
7
₹217.00 Cr
Transport Services
4.17%
8
₹216.95 Cr
Retailing
4.17%
9
₹211.48 Cr
Commercial Services & Supplies
4.07%
10
₹199.05 Cr
Pharmaceuticals & Biotechnology
3.83%
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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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