SBI PSU Fund

SBI Mutual FundThematicPortfolio as of 31 July 2026

SBI PSU Fund holds 27 instruments (98.05% equity), led by State Bank of India (16.66%), GAIL (India) Limited (9.28%) and NTPC Limited (9.07%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
27
Equity Allocation
98.05%
AMC
SBI Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of SBI PSU Fund, managed by SBI Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 27 instruments with an equity allocation of 98.05%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

SBI PSU Fund's top 10 holdings account for 74.42% of its portfolio, more concentrated than the Thematic category average of 50.4%. Utilities is its largest sector exposure at 33.88% of net assets, spread across 6 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 0 positions, with NTPC Limited seeing the largest move (+0.83pp to 9.07%).

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.

3 new entries4 increased5 reduced

Biggest Weight Increases

StockWeightChange
NTPC Limited8.24% → 9.07%▲ +0.83
Bharat Petroleum Corporation Limited4.41% → 4.64%▲ +0.23
Oil & Natural Gas Corporation Limited5.15% → 5.32%▲ +0.17
SBI Life Insurance Company Limited1.82% → 1.94%▲ +0.12

Biggest Weight Reductions

StockWeightChange
Bank of Baroda5.85% → 5.21%▼ -0.64
GAIL (India) Limited9.9% → 9.28%▼ -0.62
Bharat Electronics Limited8.74% → 8.24%▼ -0.5
Gujarat Gas Limited1.71% → 1.44%▼ -0.27
Indraprastha Gas Limited1.75% → 1.62%▼ -0.13

Top Holdings — Weight Trend

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

Feb: 18.23%, Mar: 16.5%, Apr: 16.87%, May: 16.86%, Jun: 16.64%, Jul: 16.66%
16.66%
Feb: 9.05%, Mar: 8.92%, Apr: 9.34%, May: 9.52%, Jun: 9.9%, Jul: 9.28%
9.28%
Feb: 9.01%, Mar: 9.72%, Apr: 9.24%, May: 9.06%, Jun: 8.24%, Jul: 9.07%
9.07%
Feb: 9.1%, Mar: 10.02%, Apr: 9.52%, May: 8.78%, Jun: 8.54%, Jul: 8.49%
8.49%
Feb: 9.33%, Mar: 9.1%, Apr: 8.66%, May: 8.84%, Jun: 8.74%, Jul: 8.24%
8.24%

Full Portfolio (27 holdings)

#HoldingSector% to NAV
1State Bank of IndiaFinancial Services16.66%
2GAIL (India) LimitedUtilities9.28%
3NTPC LimitedUtilities9.07%
4Power Grid Corporation of India LimitedUtilities8.49%
5Bharat Electronics LimitedIndustrials8.24%
6Oil & Natural Gas Corporation LimitedEnergy5.32%
7Bank of BarodaFinancial Services5.21%
8Bharat Petroleum Corporation LimitedEnergy4.64%
9Bharat Heavy Electricals LimitedIndustrials3.96%
10NMDC LimitedMaterials3.55%
11Indian BankFinancial Services3.54%
12National Aluminium Company LimitedMaterials2.62%
13General Insurance Corporation of IndiaFinancial Services2.22%
14TREPStreps2.2%
15NHPC LimitedUtilities2%
16SBI Life Insurance Company LimitedFinancial Services1.94%
17Petronet LNG LimitedUtilities1.72%
18Life Insurance Corporation Of IndiaFinancial Services1.67%
19Indraprastha Gas LimitedUtilities1.62%
20Gujarat Gas LimitedUtilities1.44%
21Canara Robeco Asset Management Company LimitedFinancial Services1.4%
22Container Corporation of India LimitedServices1.11%
23Engineers India LimitedIndustrials1.07%
24PNB Housing Finance LimitedFinancial Services1.02%
25GSPL Transmission LimitedUtilities0.26%
26364 DAY T-BILLtbill0.07%
27Net Receivable / Payableother-0.32%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, State Bank of India is 16.66% of SBI PSU Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, GAIL (India) Limited is 9.28% of SBI PSU Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, NTPC Limited is 9.07% of SBI PSU Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Power Grid Corporation of India Limited is 8.49% of SBI PSU Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Bharat Electronics Limited is 8.24% of SBI PSU 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.