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SBI MIDCAP FUND - DIRECT PLAN - GROWTH

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
55
Jul 2026
Equity Holdings
₹23,228.11 Cr
Equity only, excl. debt & cash
AAUM
₹22,744.71 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.2%
Diversified
Top 10 Weight
27.4%
Diversified
Changes
56
2 new · 3 exits
Top Sector
Pharmaceuticals & Biotechnology
9.5% of portfolio
Launch Date
21 Feb 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹22,744.71 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 MIDCAP FUND made 2 new additions and exited 3 stocks this month. The biggest new buy was Swiggy Limited (Retailing) at 1.17% weight. Pine Labs Limited was the biggest exit (Financial Technology (Fintech)), which was held at 1.62%. Among existing holdings, Adani Enterprises Limited saw the biggest increase — now at 1.43% of the portfolio. Max Financial Services Limited was trimmed the most, now at 0.62%. CRISIL Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 9.5%. ↓ 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
Finance 9.1% 9.6% +0.5%
Industrial Products 9.2% 9.5% +0.2%
Pharmaceuticals & Biotechnology 8.1% 9.4% +1.3%
Insurance 7.4% 8.0% +0.6%
Power 7.8% 7.3% -0.5%
Auto Components 6.8% 7.0% +0.2%
Electrical Equipment 6.3% 6.0% -0.4%
Cement & Cement Products 6.1% 5.6% -0.5%
Capital Markets 3.5% 5.4% +1.9%
Retailing 3.5% 3.9% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 9.4% 9.5% +0.1%
Finance 9.6% 9.3% -0.3%
Industrial Products 9.5% 8.2% -1.2%
Auto Components 7.0% 7.3% +0.3%
Power 7.3% 7.0% -0.3%
Insurance 8.0% 7.0% -1.0%
Cement & Cement Products 5.6% 6.0% +0.4%
Electrical Equipment 6.0% 5.4% -0.6%
Capital Markets 5.4% 5.2% -0.1%
Retailing 3.9% 5.2% +1.3%
🟢
Biggest New Buy
Swiggy Limited
1.17% weight · Retailing
🔴
Biggest Exit
Pine Labs Limited
1.62% was held · Financial Technology (Fintech)
Biggest Add
Adani Enterprises Limited
+0.63% · now 1.43%
Biggest Trim
Max Financial Services Limited
-1.15% · now 0.62%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Swiggy Limited 33 funds
Swiggy Limited
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
👋 Other funds also exited
Jubilant Foodworks Limited 23 funds
Jubilant Foodworks Limited
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth
JM Aggressive Hybrid Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
Pine Labs Limited 15 funds
Pine Labs Limited
Groww Nifty Smallcap250 ETF
Tata Banking And Financial Services Fund-Direct Plan-Growth
HSBC Focused Fund - Direct Growth + more
Navin Fluorine International Limited 14 funds
Navin Fluorine International Limited
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 3 Exits ↑ 24 Increased ↓ 27 Decreased
#StockSectorWeight (Jul 2026)
1
Swiggy Limited
₹284.86 Cr
Retailing 1.17%
2
Indo-MIM Limited
₹24.67 Cr
Industrial Manufacturing 0.10%
#StockSectorLast Weight (Jun 2026)
1
Pine Labs Limited
₹391.90 Cr
Financial Technology (Fintech) 1.62%
2
Navin Fluorine International Limited
₹56.30 Cr
Chemicals & Petrochemicals 0.23%
3
Jubilant Foodworks Limited
₹62.64 L
Leisure Services 0.00%
#StockSectorJun 2026Jul 2026Change
1
Adani Enterprises Limited
₹348.94 Cr
Metals & Minerals Trading 0.80% 1.43% +0.63%
2
Dalmia Bharat Limited
₹413.93 Cr
Cement & Cement Products 1.27% 1.70% +0.43%
3
Supreme Industries Limited
₹693.08 Cr
Industrial Products 2.62% 2.85% +0.23%
4
SRF Limited
₹550.73 Cr
Chemicals & Petrochemicals 2.04% 2.26% +0.22%
5
Sundram Fasteners Limited
₹390.98 Cr
Auto Components 1.41% 1.61% +0.20%
6
The Federal Bank Limited
₹645.93 Cr
Banks 2.46% 2.65% +0.19%
7
CRISIL Limited
₹741.17 Cr
Finance 2.86% 3.04% +0.18%
8
FSN E-Commerce Ventures Limited
₹600.12 Cr
Retailing 2.32% 2.46% +0.14%
9
PI Industries Limited
₹370.29 Cr
Fertilizers & Agrochemicals 1.38% 1.52% +0.14%
10
ICICI Prudential Life Insurance Company Limited
₹515.40 Cr
Insurance 2.02% 2.12% +0.10%
#StockSectorJun 2026Jul 2026Change
1
Max Financial Services Limited
₹149.90 Cr
Insurance 1.77% 0.62% -1.15%
2
AIA Engineering Limited
₹459.10 Cr
Industrial Products 2.74% 1.89% -0.85%
3
L&T Technology Services Limited
₹177.77 Cr
IT - Services 1.19% 0.73% -0.46%
4
Grindwell Norton Limited
₹530.05 Cr
Industrial Products 2.63% 2.18% -0.45%
5
Bharat Heavy Electricals Limited
₹610.50 Cr
Electrical Equipment 2.92% 2.51% -0.41%
6
HDB Financial Services Limited
₹487.29 Cr
Finance 2.33% 2.00% -0.33%
7
Thermax Limited
₹258.36 Cr
Electrical Equipment 1.28% 1.06% -0.22%
8
Mahindra & Mahindra Financial Services Limited
₹385.75 Cr
Finance 1.77% 1.58% -0.19%
9
Multi Commodity Exchange of India Limited
₹592.28 Cr
Capital Markets 2.59% 2.43% -0.16%
10
Carborundum Universal Limited
₹319.14 Cr
Industrial Products 1.47% 1.31% -0.16%

What Stocks Does This Fund Hold?

55 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹741.17 Cr
Finance
3.04%
2
₹706.65 Cr
Power
2.90%
3
₹693.08 Cr
Industrial Products
2.85%
4
₹664.03 Cr
Pharmaceuticals & Biotechnology
2.73%
5
₹658.16 Cr
Power
2.70%
6
₹649.48 Cr
Insurance
2.67%
7
₹649.94 Cr
Finance
2.67%
8
₹651.38 Cr
Cement & Cement Products
2.67%
9
₹645.93 Cr
Banks
2.65%
10
₹610.50 Cr
Electrical Equipment
2.51%
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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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