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SBI PSU Fund - DIRECT PLAN - GROWTH

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
24
Aug 2026
Equity Holdings
₹6,558.81 Cr
Equity only, excl. debt & cash
AAUM
₹6,480.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
46.5%
High concentration
Top 10 Weight
69.7%
High concentration
Changes
24
1 new · 1 exits
Top Sector
Banks
25.3% 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 made 1 new addition and exited 1 stock this month. The biggest new buy was SBI Cards and Payment Services Limited (Finance) at 2.44% weight. SBI Life Insurance Company Limited was the biggest exit (Insurance), which was held at 1.94%. Among existing holdings, Container Corporation of India Limited saw the biggest increase — now at 3.97% of the portfolio. GAIL (India) Limited was trimmed the most, now at 6.78%. State Bank of India remains the top holding with Banks the dominant sector at 25.3%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 25.4% 25.3% -0.1%
Power 19.6% 16.9% -2.7%
Gas 14.3% 11.8% -2.6%
Aerospace & Defense 8.2% 8.0% -0.3%
Finance 1.0% 5.5% +4.5%
Oil 5.3% 5.1% -0.3%
Petroleum Products 4.6% 4.7% +0.1%
Insurance 5.8% 4.3% -1.5%
Electrical Equipment 4.0% 4.3% +0.3%
Transport Services 1.1% 4.0% +2.9%
🟢
Biggest New Buy
SBI Cards and Payment Services Limited
2.44% weight · Finance
🔴
Biggest Exit
SBI Life Insurance Company Limited
1.94% was held · Insurance
Biggest Add
Container Corporation of India Limited
+2.86% · now 3.97%
Biggest Trim
GAIL (India) Limited
-2.50% · now 6.78%
🤝 Other funds also bought this month
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
the Quantum ELSS Tax Saver Fund
the Quantum Value Fund
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth + more
👋 Other funds also exited
SBI Life Insurance Company Limited 39 funds
SBI Life Insurance Company Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct plan - Growth option
Kotak Nifty 100 Low Volatility 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 8 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
SBI Cards and Payment Services Limited
₹163.66 Cr
Finance 2.44%
#StockSectorLast Weight (Jul 2026)
1
SBI Life Insurance Company Limited
₹129.86 Cr
Insurance 1.94%
#StockSectorJul 2026Aug 2026Change
1
Container Corporation of India Limited
₹266.19 Cr
Transport Services 1.11% 3.97% +2.86%
2
PNB Housing Finance Limited
₹203.94 Cr
Finance 1.02% 3.04% +2.02%
3
Life Insurance Corporation Of India
₹142.96 Cr
Insurance 1.67% 2.13% +0.46%
4
Engineers India Limited
₹102.59 Cr
Construction 1.07% 1.53% +0.46%
5
Bharat Heavy Electricals Limited
₹287.72 Cr
Electrical Equipment 3.96% 4.29% +0.33%
6
Indian Bank
₹254.10 Cr
Banks 3.54% 3.79% +0.25%
7
Petronet LNG Limited
₹123.25 Cr
Gas 1.72% 1.84% +0.12%
8
Bharat Petroleum Corporation Limited
₹314.33 Cr
Petroleum Products 4.64% 4.69% +0.05%
#StockSectorJul 2026Aug 2026Change
1
GAIL (India) Limited
₹454.22 Cr
Gas 9.28% 6.78% -2.50%
2
Power Grid Corporation of India Limited
₹476.64 Cr
Power 8.49% 7.11% -1.38%
3
NMDC Limited
₹175.52 Cr
Minerals & Mining 3.55% 2.62% -0.93%
4
NTPC Limited
₹554.72 Cr
Power 9.07% 8.28% -0.79%
5
NHPC Limited
₹99.50 Cr
Power 2.00% 1.48% -0.52%
6
State Bank of India
₹1,098.96 Cr
Banks 16.66% 16.39% -0.27%
7
Bharat Electronics Limited
₹534.02 Cr
Aerospace & Defense 8.24% 7.97% -0.27%
8
Oil & Natural Gas Corporation Limited
₹339.70 Cr
Oil 5.32% 5.07% -0.25%
9
Gujarat Gas Limited
₹86.78 Cr
Gas 1.44% 1.29% -0.15%
10
Bank of Baroda
₹342.39 Cr
Banks 5.21% 5.11% -0.10%

What Stocks Does This Fund Hold?

24 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1,098.96 Cr
Banks
16.39%
2
₹554.72 Cr
Power
8.28%
3
₹534.02 Cr
Aerospace & Defense
7.97%
4
₹476.64 Cr
Power
7.11%
5
₹454.22 Cr
Gas
6.78%
6
₹342.39 Cr
Banks
5.11%
7
₹339.70 Cr
Oil
5.07%
8
₹314.33 Cr
Petroleum Products
4.69%
9
₹287.72 Cr
Electrical Equipment
4.29%
10
₹266.19 Cr
Transport Services
3.97%
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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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