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SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
83
Jul 2026
Equity Holdings
₹41,474.88 Cr
Equity only, excl. debt & cash
AAUM
₹36,750.30 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.1%
Diversified
Top 10 Weight
31.2%
Diversified
Changes
78
7 new · 3 exits
Top Sector
Banks
16.6% of portfolio
Launch Date
01 Jan 1993
10+ year track record

AAUM (Average Assets Under Management) of ₹36,750.30 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 LARGE & MIDCAP FUND made 7 new additions and exited 3 stocks this month. The biggest new buy was Bajaj Finserv Limited (Finance) at 0.99% weight. Reliance Industries Limited was the biggest exit (Petroleum Products), which was held at 2.03%. Among existing holdings, Swiggy Limited saw the biggest increase — now at 2.07% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.72%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 16.6%. ↓ 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 15.9% 17.4% +1.5%
Pharmaceuticals & Biotechnology 12.9% 12.7% -0.2%
Auto Components 8.5% 8.1% -0.4%
Consumer Durables 7.7% 7.6% -0.1%
Cement & Cement Products 4.7% 4.5% -0.2%
Power 3.0% 4.5% +1.6%
IT - Software 5.5% 4.5% -1.1%
Agricultural, Commercial & Construction Vehicles 4.3% 4.4% +0.1%
Personal Products 4.1% 3.8% -0.2%
Petroleum Products 3.5% 2.8% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.4% 16.6% -0.8%
Pharmaceuticals & Biotechnology 12.7% 13.1% +0.4%
Auto Components 8.1% 8.2% +0.1%
Consumer Durables 7.6% 7.5% -0.1%
IT - Software 4.5% 5.6% +1.1%
Power 4.5% 4.9% +0.4%
Cement & Cement Products 4.5% 4.5% 0.0%
Agricultural, Commercial & Construction Vehicles 4.4% 4.4% +0.0%
Personal Products 3.8% 3.8% +0.0%
Retailing 2.7% 3.5% +0.8%
🟢
Biggest New Buy
Bajaj Finserv Limited
0.99% weight · Finance
🔴
Biggest Exit
Reliance Industries Limited
2.03% was held · Petroleum Products
Biggest Add
Swiggy Limited
+0.78% · now 2.07%
Biggest Trim
HDFC Bank Limited
-0.70% · now 6.72%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
Hero MotoCorp Limited 19 funds
Hero MotoCorp Limited
HDFC Nifty Auto Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Coal India Limited 18 funds
Coal India Limited
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd
DSP Natural Resources & New Energy Fund + more
Bajaj Finserv Limited 15 funds
Bajaj Finserv Limited
SBI Resurgent India Opportunities Scheme
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
Axis Nifty50 Equal Weight Index Fund + more
Tata Motors Passenger Vehicles Limited 15 funds
Tata Motors Passenger Vehicles Limited
HDFC Nifty Auto Index Fund
HDFC Nifty50 Value 20 ETF
Axis Nifty50 Equal Weight Index Fund + more
Astral Limited 12 funds
Astral Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
DSP Nifty Midcap 150 Qlty 50 Index Fund
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth + more
👋 Other funds also exited
Reliance Industries Limited 59 funds
Reliance Industries Limited
HDFC NIFTY 50 VALUE 20 ETF - Growth Option
Mirae Asset Nifty Energy ETF
Mirae Asset BSE Sensex ETF + more
Kwality Walls (India) Limited 14 funds
Kwality Walls (India) Limited
ICICI Prudential Smallcap Fund - Direct Plan - Growth
SBI Dividend Yield Fund - Direct Plan - Growth
Taurus Ethical Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 3 Exits ↑ 27 Increased ↓ 41 Decreased
#StockSectorWeight (Jul 2026)
1
Bajaj Finserv Limited
₹417.99 Cr
Finance 0.99%
2
Coal India Limited
₹168.56 Cr
Consumable Fuels 0.40%
3
Hero MotoCorp Limited
₹142.32 Cr
Automobiles 0.34%
4
SBI Cards and Payment Services Limited
₹132.03 Cr
Finance 0.31%
5
Tata Motors Passenger Vehicles Limited
₹119.59 Cr
Automobiles 0.28%
6
Astral Limited
₹106.65 Cr
Industrial Products 0.25%
7
GSPL Transmission Limited
₹14.62 Cr
Gas 0.03%
#StockSectorLast Weight (Jun 2026)
1
Reliance Industries Limited
₹828.10 Cr
Petroleum Products 2.03%
2
Kwality Walls (India) Limited
₹3.83 Cr
Food Products 0.01%
3
Gayatri Bioorganics Ltd.
₹7.66 L
Chemicals & Petrochemicals 0.00%
#StockSectorJun 2026Jul 2026Change
1
Swiggy Limited
₹877.37 Cr
Retailing 1.29% 2.07% +0.78%
2
Wipro Limited
₹233.23 Cr
IT - Software 0.00% 0.55% +0.55%
3
ICICI Bank Limited
₹1,665.06 Cr
Banks 3.50% 3.93% +0.43%
4
Torrent Power Limited
₹918.65 Cr
Power 1.75% 2.17% +0.42%
5
Hindustan Unilever Limited
₹609.38 Cr
Diversified FMCG 1.04% 1.44% +0.40%
6
United Breweries Limited
₹811.55 Cr
Beverages 1.59% 1.92% +0.33%
7
Biocon Limited
₹1,000.40 Cr
Pharmaceuticals & Biotechnology 2.05% 2.36% +0.31%
8
LTIMindtree Limited
₹767.73 Cr
IT - Software 1.52% 1.81% +0.29%
9
Divi's Laboratories Limited
₹668.65 Cr
Pharmaceuticals & Biotechnology 1.34% 1.58% +0.24%
10
Balkrishna Industries Limited
₹1,006.71 Cr
Auto Components 2.17% 2.38% +0.21%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹2,842.97 Cr
Banks 7.42% 6.72% -0.70%
2
Hindustan Petroleum Corporation Limited
₹101.44 Cr
Petroleum Products 0.80% 0.24% -0.56%
3
Axis Bank Limited
₹1,352.45 Cr
Banks 3.62% 3.20% -0.42%
4
AIA Engineering Limited
₹484.13 Cr
Industrial Products 1.31% 1.14% -0.17%
5
HDFC Life Insurance Company Limited
₹749.98 Cr
Insurance 1.93% 1.77% -0.16%
6
ICICI Prudential Asset Management Company Limited
₹623.18 Cr
Capital Markets 1.63% 1.47% -0.16%
7
State Bank of India
₹1,181.51 Cr
Banks 2.89% 2.79% -0.10%
8
ZF Commercial Vehicle Control Systems India Limited
₹419.35 Cr
Auto Components 1.09% 0.99% -0.10%
9
Neogen Chemicals Limited
₹154.58 Cr
Chemicals & Petrochemicals 0.46% 0.37% -0.09%
10
JSW Energy Limited
₹417.31 Cr
Power 1.07% 0.99% -0.08%

What Stocks Does This Fund Hold?

83 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2,842.97 Cr
Banks
6.72%
2
₹1,665.06 Cr
Banks
3.93%
3
₹1,352.45 Cr
Banks
3.20%
4
₹1,181.51 Cr
Banks
2.79%
5
₹1,056.06 Cr
Consumer Durables
2.50%
6
₹1,040.90 Cr
Consumer Durables
2.46%
7
₹1,033.91 Cr
Auto Components
2.44%
8
₹1,031.31 Cr
Metals & Minerals Trading
2.44%
9
₹1,006.71 Cr
Auto Components
2.38%
10
₹1,000.40 Cr
Pharmaceuticals & Biotechnology
2.36%
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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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