SBI Mutual Fund

As of Jun 2026, SBI Mutual Fund — an institution tracked through public shareholding filings — disclosed 27 holdings in Indian listed companies worth ₹2,05,213 crore, combined across 2 filed names. The same holdings-at-filing-value basis put it at ₹1,73,613 crore in Mar 2026 (+18.2%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: ICICI Bank Ltd (ICICIBANK — 6.27% of the company, ₹63,529 crore); Larsen & Toubro Ltd (LT — 4.69% of the company, ₹25,725 crore); Kotak Mahindra Bank Ltd (KOTAKBANK — 6.42% of the company, ₹25,353 crore); Infosys Ltd (INFY — 4.37% of the company, ₹17,097 crore); Bajaj Finance Ltd (BAJFINANCE — 2.58% of the company, ₹16,557 crore). Those 5 account for 72% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — DLF Ltd, Bharat Heavy Electricals Ltd. Stake raised in Doms Industries Ltd (+1.80 pp), ICICI Bank Ltd (+0.77 pp), Muthoot Finance Ltd (+0.63 pp). Stake reduced in Ganesha Ecosphere Ltd (−2.91 pp), G R Infraprojects Ltd (−2.13 pp), Equitas Small Finance Bank Ltd (−1.95 pp). No longer disclosed after the previous quarter: ICICI Prudential Life Insurance Company Ltd, Nazara Technologies Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.