SBI Banking And Financial Services Fund

SBI Mutual FundThematicPortfolio as of 31 July 2026

SBI Banking And Financial Services Fund holds 36 instruments (90.82% equity), led by HDFC Bank Limited (16.97%), ICICI Bank Limited (10.65%) and Kotak Mahindra Bank Limited (9.68%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
36
Equity Allocation
90.82%
AMC
SBI Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of SBI Banking And Financial Services Fund, managed by SBI Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 36 instruments with an equity allocation of 90.82%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

SBI Banking And Financial Services Fund's top 10 holdings account for 67.42% of its portfolio, more concentrated than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 90.82% of net assets, spread across 1 sector in total. Since its 30 June 2026 disclosure, the fund added 5 new positions and exited 5 positions, with ICICI Bank Limited seeing the largest move (-2.75pp to 10.65%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

5 new entries5 exits7 increased7 reduced

Biggest Weight Increases

StockWeightChange
Bajaj Finance Limited5.61% → 8.12%▲ +2.51
HDB Financial Services Limited0.27% → 1%▲ +0.73
Bank of India0.79% → 1.4%▲ +0.61
LIC Housing Finance Limited0.93% → 1.17%▲ +0.24
Manappuram Finance Limited1.22% → 1.4%▲ +0.18
Bank of Baroda2.87% → 2.99%▲ +0.12
ICICI Prudential Life Insurance Company Limited2.04% → 2.15%▲ +0.11

Biggest Weight Reductions

StockWeightChange
ICICI Bank Limited13.4% → 10.65%▼ -2.75
HDFC Bank Limited18.15% → 16.97%▼ -1.18
Muthoot Finance Limited4.41% → 3.34%▼ -1.07
ICRA Limited0.57% → 0.21%▼ -0.36
HDFC Life Insurance Company Limited4.43% → 4.21%▼ -0.22
Cholamandalam Financial Holdings Limited2.27% → 2.09%▼ -0.18
Aptus Value Housing Finance India Limited1.91% → 1.79%▼ -0.12

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 6.8%, Mar: 6.41%, Apr: 6.11%, May: 5.9%, Jun: 18.15%, Jul: 16.97%
16.97%
Feb: 13.46%, Mar: 14.23%, Apr: 12.87%, May: 12.8%, Jun: 13.4%, Jul: 10.65%
10.65%
Feb: 8.5%, Mar: 9.03%, Apr: 9.96%, May: 9.98%, Jun: 9.75%, Jul: 9.68%
9.68%
Feb: 2.61%, Mar: 2.4%, Apr: 2.54%, May: 2.46%, Jun: 5.61%, Jul: 8.12%
8.12%
Feb: 10.45%, Mar: 7.65%, Apr: 9.61%, May: 8.67%, Jun: 6.94%, Jul: 6.93%
6.93%

Full Portfolio (36 holdings)

#HoldingSector% to NAV
1HDFC Bank LimitedFinancial Services16.97%
2ICICI Bank LimitedFinancial Services10.65%
3Kotak Mahindra Bank LimitedFinancial Services9.68%
4Bajaj Finance LimitedFinancial Services8.12%
5TREPStreps7.79%
6State Bank of IndiaFinancial Services6.93%
7HDFC Life Insurance Company LimitedFinancial Services4.21%
8Muthoot Finance LimitedFinancial Services3.34%
9Bank of BarodaFinancial Services2.99%
10Cholamandalam Investment and Finance Company LimitedFinancial Services2.38%
11ICICI Prudential Life Insurance Company LimitedFinancial Services2.15%
12Cholamandalam Financial Holdings LimitedFinancial Services2.09%
13Margin amount for Derivative positionsother2.08%
14The South Indian Bank LimitedFinancial Services2.06%
15Star Health and Allied Insurance Company LimitedFinancial Services1.84%
16Computer Age Management Services LimitedFinancial Services1.79%
17Aptus Value Housing Finance India LimitedFinancial Services1.79%
18Bank of IndiaFinancial Services1.4%
19Manappuram Finance LimitedFinancial Services1.4%
20One 97 Communications LimitedFinancial Services1.24%
21LIC Housing Finance LimitedFinancial Services1.17%
22Aavas Financiers LimitedFinancial Services1.12%
23Karur Vysya Bank LimitedFinancial Services1.06%
24Aditya Birla Capital LimitedFinancial Services1.01%
25HDB Financial Services LimitedFinancial Services1%
26CARE Ratings LimitedFinancial Services0.88%
27360 ONE WAM LIMITEDFinancial Services0.84%
28Central Depository Services (India) LimitedFinancial Services0.74%
29Niva Bupa Health Insurance Company LimitedFinancial Services0.73%
30Pine Labs LimitedFinancial Services0.5%
31Crisil LimitedFinancial Services0.33%
32ICRA LimitedFinancial Services0.21%
33Bandhan Bank LimitedFinancial Services0.17%
34364 DAY T-BILLtbill0.05%
35Tata Capital LimitedFinancial Services0.03%
36Net Receivable / Payableother-0.74%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 16.97% of SBI Banking And Financial Services Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 10.65% of SBI Banking And Financial Services Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Kotak Mahindra Bank Limited is 9.68% of SBI Banking And Financial Services Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bajaj Finance Limited is 8.12% of SBI Banking And Financial Services Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, State Bank of India is 6.93% of SBI Banking And Financial Services Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: SBI Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.