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SBI MNC FUND - DIRECT PLAN -GROWTH

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹6,600.78 Cr
Equity only, excl. debt & cash
AAUM
₹5,533.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.7%
Diversified
Top 10 Weight
38.5%
Diversified
Changes
48
2 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
23.3% of portfolio
Launch Date
06 Jun 2005
10+ year track record

AAUM (Average Assets Under Management) of ₹5,533.69 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 MNC FUND made 2 new additions and exited 4 stocks this month. The biggest new buy was Foseco India Limited (Chemicals & Petrochemicals) at 1.62% weight. Lupin Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 0.56%. Among existing holdings, Balkrishna Industries Limited saw the biggest increase — now at 1.44% of the portfolio. Colgate Palmolive (India) Limited was trimmed the most, now at 0.68%. Divi's Laboratories Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 23.3%. ↓ 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
Pharmaceuticals & Biotechnology 21.5% 24.0% +2.5%
Auto Components 13.8% 14.7% +0.9%
Industrial Products 10.2% 9.0% -1.2%
Chemicals & Petrochemicals 9.3% 8.2% -1.1%
Automobiles 4.7% 6.0% +1.3%
Electrical Equipment 5.7% 5.7% +0.1%
Metals & Minerals Trading 5.7% 4.2% -1.5%
Textiles & Apparels 4.2% 3.6% -0.6%
Food Products 2.5% 3.2% +0.8%
Agricultural Food & other Products 2.6% 2.3% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 24.0% 23.3% -0.7%
Auto Components 14.7% 17.2% +2.4%
Chemicals & Petrochemicals 8.2% 9.9% +1.7%
Industrial Products 9.0% 8.1% -0.9%
Electrical Equipment 5.7% 6.2% +0.5%
Automobiles 6.0% 5.2% -0.8%
Metals & Minerals Trading 4.2% 3.9% -0.3%
Textiles & Apparels 3.6% 3.6% 0.0%
Healthcare Services 1.5% 3.0% +1.5%
Food Products 3.2% 2.6% -0.6%
🟢
Biggest New Buy
Foseco India Limited
1.62% weight · Chemicals & Petrochemicals
🔴
Biggest Exit
Lupin Limited
0.56% was held · Pharmaceuticals & Biotechnology
Biggest Add
Balkrishna Industries Limited
+0.94% · now 1.44%
Biggest Trim
Colgate Palmolive (India) Limited
-1.24% · now 0.68%
🤝 Other funds also bought this month
Fortis Healthcare Limited 23 funds
Fortis Healthcare Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty 500 Healthcare ETF
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth + more
Foseco India Limited 17 funds
Foseco India Limited
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
LIC MF Value Fund-Direct Plan-Growth + more
👋 Other funds also exited
Lupin Limited 41 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Mirae Asset Healthcare Fund Direct Growth + more
Gland Pharma Limited 19 funds
Gland Pharma Limited
Kotak Healthcare Fund - Direct Plan - Growth Option
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
DSP Multicap Fund - Direct - Growth + more
Talwandi Sabo Power Limited 11 funds
Talwandi Sabo Power Limited
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
ICICI Prudential Multicap Fund - Direct Plan - Growth
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more
Malco Energy Limited 6 funds
Malco Energy Limited
quant PSU Fund - Growth Option - Direct Plan
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Direct Plan- Growth Option
ICICI Prudential Infrastructure Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 4 Exits ↑ 22 Increased ↓ 20 Decreased
#StockSectorWeight (Aug 2026)
1
Foseco India Limited
₹109.11 Cr
Chemicals & Petrochemicals 1.62%
2
Fortis Healthcare Limited
₹81.62 Cr
Healthcare Services 1.22%
#StockSectorLast Weight (Jul 2026)
1
Lupin Limited
₹36.23 Cr
Pharmaceuticals & Biotechnology 0.56%
2
Gland Pharma Limited
₹17.40 Cr
Pharmaceuticals & Biotechnology 0.27%
3
Malco Energy Limited
₹10.66 Cr
Power 0.16%
4
Talwandi Sabo Power Limited
₹10.36 Cr
Power 0.16%
#StockSectorJul 2026Aug 2026Change
1
Balkrishna Industries Limited
₹96.87 Cr
Auto Components 0.50% 1.44% +0.94%
2
Bosch Limited
₹270.00 Cr
Auto Components 3.17% 4.02% +0.85%
3
Divi's Laboratories Limited
₹378.68 Cr
Pharmaceuticals & Biotechnology 4.97% 5.64% +0.67%
4
Kennametal India Limited
₹131.88 Cr
Industrial Manufacturing 1.39% 1.96% +0.57%
5
Tenneco Clean Air India Limited
₹144.72 Cr
Auto Components 1.65% 2.15% +0.50%
6
ABB India Limited
₹213.88 Cr
Electrical Equipment 2.81% 3.18% +0.37%
7
Navin Fluorine International Limited
₹242.91 Cr
Chemicals & Petrochemicals 3.27% 3.62% +0.35%
8
Sudeep Pharma Limited
₹83.17 Cr
Pharmaceuticals & Biotechnology 0.93% 1.24% +0.31%
9
Aster DM Healthcare Limited
₹120.96 Cr
Healthcare Services 1.52% 1.80% +0.28%
10
Samvardhana Motherson International Limited
₹170.68 Cr
Auto Components 2.33% 2.54% +0.21%
#StockSectorJul 2026Aug 2026Change
1
Colgate Palmolive (India) Limited
₹45.54 Cr
Personal Products 1.92% 0.68% -1.24%
2
Maruti Suzuki India Limited
₹162.56 Cr
Automobiles 3.29% 2.42% -0.87%
3
Abbott India Limited
₹25.24 Cr
Pharmaceuticals & Biotechnology 1.03% 0.38% -0.65%
4
Britannia Industries Limited
₹131.25 Cr
Food Products 2.51% 1.95% -0.56%
5
Cummins India Limited
₹306.30 Cr
Industrial Products 5.11% 4.56% -0.55%
6
Vedanta Aluminium Metal Limited
₹261.09 Cr
Metals & Minerals Trading 4.20% 3.89% -0.31%
7
CCL Products (India) Limited
₹136.70 Cr
Agricultural Food & other Products 2.34% 2.03% -0.31%
8
Grindwell Norton Limited
₹164.74 Cr
Industrial Products 2.75% 2.45% -0.30%
9
Vedanta Limited
₹139.10 Cr
Diversified Metals 2.28% 2.07% -0.21%
10
Clean Science and Technology Limited
₹24.69 Cr
Chemicals & Petrochemicals 0.58% 0.37% -0.21%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹378.68 Cr
Pharmaceuticals & Biotechnology
5.64%
2
₹306.30 Cr
Industrial Products
4.56%
3
₹270.00 Cr
Auto Components
4.02%
4
₹261.09 Cr
Metals & Minerals Trading
3.89%
5
₹243.92 Cr
Auto Components
3.63%
6
₹242.91 Cr
Chemicals & Petrochemicals
3.62%
7
₹238.18 Cr
Pharmaceuticals & Biotechnology
3.55%
8
₹223.23 Cr
Chemicals & Petrochemicals
3.32%
9
₹213.88 Cr
Electrical Equipment
3.18%
10
₹207.19 Cr
Pharmaceuticals & Biotechnology
3.08%
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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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