SBI Contra Fund

As of Jun 2026, SBI Contra Fund — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹10,894 crore. The same holdings-at-filing-value basis put it at ₹13,414 crore in Mar 2026 (−18.8%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: FSN E-Commerce Ventures Ltd (NYKAA — 4.22% of the company, ₹3,748 crore); JSW Infrastructure Ltd (JSWINFRA — 2.37% of the company, ₹1,803 crore); Dabur India Ltd (DABUR — 1.70% of the company, ₹1,344 crore); Aster DM Healthcare Ltd (ASTERDM — 2.73% of the company, ₹1,122 crore); UPL Ltd (UPL — 1.86% of the company, ₹954 crore). Those 5 account for 82% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — UPL Ltd, Nuvoco Vistas Corporation Ltd. Stake raised in FSN E-Commerce Ventures Ltd (+0.56 pp), Aster DM Healthcare Ltd (+0.01 pp). Stake reduced in Whirlpool of India Ltd (−0.39 pp), Neogen Chemicals Ltd (−0.32 pp). No longer disclosed after the previous quarter: Punjab National Bank, Bajaj Auto Ltd, Carborundum Universal Ltd, EID Parry (India) Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.