SBI Mutual Fund

Mutual fund

1%+ in 32 companies · ₹4.2L Cr at today’s prices · latest filings Sep 2026

Also filed as: SBI Nifty 50 ETF, SBI Mutual Funds, SBI Arbitrage Opportunities Fund…

SBI Mutual Fund holds 1% or more in 32 listed companies as of Sep 2026, worth about ₹4.2 lakh crore at current prices. In the latest quarter it added 3 new 1%+ stakes and fell below 1% in 1 company (ROUTE MOBILE); it also raised its stake in 17 companies and cut it in 11. Its largest holdings by value are HDFC Bank at 7.68%, ICICI Bank at 6.22% and Reliance Industries at 2.54%; 9 of the 32 companies are in Financial Services.

As of Sep 2026 filingsStakes come from shareholding filings; values use current market prices.How we calculate this

Holdings

Company	Industry	Dec '24	Mar '25	Jun '25	Sep '25	Dec '25	Mar '26	Jun '26
HDFC Bank via SBI Nifty 50 ETF	Financial Services	–	–	7.53	7.44	7.28	7.45	7.48	7.68	plus 0.20 pp	93,423
ICICI Bank	Financial Services	–	–	6.07	6.22	6.05	5.50	6.27	6.22	minus 0.05 pp	70,177
Reliance Industries via SBI Mutual Funds	Oil Gas & Consumable Fuels	–	–	2.54	2.57	2.53	2.55	2.62	2.54	minus 0.08 pp	45,372
Bharti Airtel via SBI Large Cap Fund	Telecommunication	–	–	2.45	2.45	2.50	2.59	2.53	2.60	plus 0.07 pp	34,200
State Bank of India via SBI Mutual Fund Schemes	Financial Services	–	–	2.90	3.21	3.17	3.40	3.40	3.10	minus 0.30 pp	29,144
Larsen & Toubro	Construction	–	–	4.45	4.50	4.51	4.54	4.69	4.70	plus 0.01 pp	26,628
Infosys	Information Technology	–	–	4.52	4.54	4.66	4.66	4.37	4.51	plus 0.14 pp	21,581
ITC via SBI Mutual Funds	Fast Moving Consumer Goods	–	–	3.48	3.26	3.29	3.29	3.36	3.44	plus 0.08 pp	12,207
Tata Consultancy Services via SBI Nifty 50 ETF	Information Technology	–	–	1.17	1.21	1.20	1.25	1.31	1.29	minus 0.02 pp	11,661
Asian Paints	Consumer Durables	–	–	5.39	5.43	5.22	5.20	4.31	4.26	minus 0.05 pp	10,395
Tata Steel via SBI Nifty 50 ETF	Metals & Mining	–	–	4.13	4.61	4.88	4.72	3.98	3.88	minus 0.10 pp	9,017
Titan Company via SBI Nifty 50 ETF	Consumer Durables	–	–	1.55	1.55	1.63	1.69	1.80	1.85	plus 0.05 pp	8,208
Hindustan Unilever via SBI Large & Midcap Fund	Fast Moving Consumer Goods	–	–	1.67	1.70	1.66	1.61	1.61	1.73	plus 0.12 pp	8,123
Life Insurance Corporation of India	Financial Services	–	–	–	–	–	–	–	1.23	New	6,130
Lenskart Solutions via SBI Aggressive Hybrid Fund	Consumer Services	–	–	–	–	2.05	2.41	2.44	3.00	plus 0.56 pp	3,767
Shriram Finance via SBI Mutual Fund (Under Different Sub Accounts)	Financial Services	–	–	1.61	1.85	2.33	2.05	1.66	1.62	minus 0.04 pp	3,664
Trent via SBI Arbitrage Fund	Consumer Services	–	–	1.97	2.06	2.16	2.12	2.13	2.19	plus 0.06 pp	3,596
Varun Beverages via SBI Aggressive Hybrid Fund	Fast Moving Consumer Goods	–	–	–	–	1.09	1.12	1.40	1.82	plus 0.42 pp	2,696
Swiggy via SBI Large & Midcap Fund	Consumer Services	–	–	–	–	1.82	1.94	2.58	5.12	plus 2.54 pp	2,567
Bank of Baroda via SBI Arbitrage Fund	Financial Services	–	–	1.48	1.82	1.58	1.80	1.78	1.86	plus 0.08 pp	2,408
MRF via SBI Mutual Fund through its various accounts	Automobile and Auto Components	–	–	4.31	4.43	4.36	4.02	4.02	4.02	0.00 pp	2,136
Jio Financial Services via SBI Mutual Funds	Financial Services	–	–	1.07	1.11	1.19	1.32	1.26	1.29	plus 0.03 pp	2,044
Gland Pharma via SBI Large & Midcap Fund	Healthcare	–	–	2.91	3.16	3.10	3.29	3.32	3.20	minus 0.12 pp	1,674
Cummins India via SBI MNC Fund	Capital Goods	–	–	1.02	<1%	<1%	<1%	<1%	1.01	New	1,134
Petronet LNG via SBI Quant Fund	Oil Gas & Consumable Fuels	–	–	4.36	4.38	4.45	4.21	2.71	2.19	minus 0.52 pp	1,041
Manappuram Finance via SBI Elss Tax Saver Fund	Financial Services	–	–	–	–	1.04	<1%	2.38	3.13	plus 0.75 pp	957
360 ONE WAM via SBI Nifty 500 Index Fund	Financial Services	–	–	–	–	–	–	1.19	1.78	plus 0.59 pp	874
Syngene International via SBI Nifty Smallcap 250 ETF	Healthcare	–	–	–	–	–	–	1.95	3.10	plus 1.15 pp	520
Esab India via SBI Retirement Benefit Fund- Conservative Plan	Capital Goods	–	–	9.69	9.64	9.26	6.56	6.38	6.13	minus 0.25 pp	472
BLACKBUCK via SBI Technology Opportunities Fund	Information Technology	–	–	7.55	6.94	6.07	3.41	3.40	3.53	plus 0.13 pp	359
CCL Products (I) via SBI Mnc Fund	Fast Moving Consumer Goods	–	–	2.66	2.04	1.97	2.48	2.38	2.27	minus 0.11 pp	293
Triveni Turbine via SBI Midcap Fund	Capital Goods	–	–	3.13	3.13	3.13	1.32	<1%	1.60	New	251

Public holdings are disclosed only at 1% or more, so a stake that falls below 1% shows as exited. Fund houses show the total of their schemes that hold 1% or more.