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SBI PSU Fund - DIRECT PLAN - GROWTH

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
24
Jul 2026
Equity Holdings
₹6,548.34 Cr
Equity only, excl. debt & cash
AAUM
₹6,480.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
51.7%
High concentration
Top 10 Weight
74.4%
High concentration
Changes
22
3 new · 0 exits
Top Sector
Banks
25.4% of portfolio
Launch Date
17 May 2010
10+ year track record

AAUM (Average Assets Under Management) of ₹6,480.18 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 PSU Fund added 3 new stocks to its portfolio this month. The biggest new buy was Container Corporation of India Limited (Transport Services) at 1.11% weight. Among existing holdings, NTPC Limited saw the biggest increase — now at 9.07% of the portfolio. Bank of Baroda was trimmed the most, now at 5.21%. State Bank of India remains the top holding with Banks the dominant sector at 25.4%. ↓ 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 25.3% 25.9% +0.7%
Power 17.8% 18.9% +1.0%
Gas 15.1% 15.1% +0.0%
Aerospace & Defense 8.8% 8.7% -0.1%
Insurance 6.0% 5.8% -0.2%
Oil 5.9% 5.2% -0.8%
Petroleum Products 4.4% 4.4% +0.0%
Electrical Equipment 4.1% 4.0% -0.1%
Minerals & Mining 3.7% 3.6% -0.2%
Non - Ferrous Metals 3.2% 2.5% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 25.9% 25.4% -0.5%
Power 18.9% 19.6% +0.7%
Gas 15.1% 14.3% -0.8%
Aerospace & Defense 8.7% 8.2% -0.5%
Insurance 5.8% 5.8% +0.1%
Oil 5.2% 5.3% +0.2%
Petroleum Products 4.4% 4.6% +0.2%
Electrical Equipment 4.0% 4.0% -0.1%
Minerals & Mining 3.6% 3.6% 0.0%
Non - Ferrous Metals 2.5% 2.6% +0.1%
🟢
Biggest New Buy
Container Corporation of India Limited
1.11% weight · Transport Services
Biggest Add
NTPC Limited
+0.83% · now 9.07%
Biggest Trim
Bank of Baroda
-0.64% · now 5.21%
🤝 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
Container Corporation of India Limited 18 funds
Container Corporation of India Limited
Motilal Oswal Contra Fund
Nippon India Active Momentum Fund-Direct Plan - Growth Option
THE WEALTH COMPANY FLEXI CAP FUND + more
PNB Housing Finance Limited 9 funds
PNB Housing Finance Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Baroda BNP Paribas Banking & Financial Services Fund
Motilal Oswal Asset Management Company Limited + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries ↑ 8 Increased ↓ 11 Decreased
#StockSectorWeight (Jul 2026)
1
Container Corporation of India Limited
₹74.28 Cr
Transport Services 1.11%
2
PNB Housing Finance Limited
₹68.45 Cr
Finance 1.02%
3
GSPL Transmission Limited
₹17.52 Cr
Gas 0.26%
#StockSectorJun 2026Jul 2026Change
1
NTPC Limited
₹605.72 Cr
Power 8.24% 9.07% +0.83%
2
Bharat Petroleum Corporation Limited
₹310.16 Cr
Petroleum Products 4.41% 4.64% +0.23%
3
Oil & Natural Gas Corporation Limited
₹355.43 Cr
Oil 5.15% 5.32% +0.17%
4
SBI Life Insurance Company Limited
₹129.86 Cr
Insurance 1.82% 1.94% +0.12%
5
Indian Bank
₹236.50 Cr
Banks 3.45% 3.54% +0.09%
6
National Aluminium Company Limited
₹175.03 Cr
Non - Ferrous Metals 2.54% 2.62% +0.08%
7
Canara Robeco Asset Management Co Ltd/India
₹93.16 Cr
Capital Markets 1.32% 1.40% +0.08%
8
State Bank of India
₹1,112.42 Cr
Banks 16.64% 16.66% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Bank of Baroda
₹348.13 Cr
Banks 5.85% 5.21% -0.64%
2
GAIL (India) Limited
₹619.62 Cr
Gas 9.90% 9.28% -0.62%
3
Bharat Electronics Limited
₹550.17 Cr
Aerospace & Defense 8.74% 8.24% -0.50%
4
Gujarat Gas Limited
₹96.17 Cr
Gas 1.71% 1.44% -0.27%
5
Indraprastha Gas Limited
₹107.91 Cr
Gas 1.75% 1.62% -0.13%
6
Engineers India Limited
₹71.16 Cr
Construction 1.15% 1.07% -0.08%
7
Bharat Heavy Electricals Limited
₹264.55 Cr
Electrical Equipment 4.03% 3.96% -0.07%
8
NHPC Limited
₹133.84 Cr
Power 2.07% 2.00% -0.07%
9
Power Grid Corporation of India Limited
₹566.67 Cr
Power 8.54% 8.49% -0.05%
10
General Insurance Corporation of India
₹147.99 Cr
Insurance 2.26% 2.22% -0.04%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1,112.42 Cr
Banks
16.66%
2
₹619.62 Cr
Gas
9.28%
3
₹605.72 Cr
Power
9.07%
4
₹566.67 Cr
Power
8.49%
5
₹550.17 Cr
Aerospace & Defense
8.24%
6
₹355.43 Cr
Oil
5.32%
7
₹348.13 Cr
Banks
5.21%
8
₹310.16 Cr
Petroleum Products
4.64%
9
₹264.55 Cr
Electrical Equipment
3.96%
10
₹237.26 Cr
Minerals & Mining
3.55%
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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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