SBI MF 2022 ਦੁਆਰਾ 7 ਸਰਵੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ

Updated on May 9, 2026 , 90286 views

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਮੋਹਰੀ ਦੇ ਇੱਕ ਹੈAMCs ਭਾਰਤ ਵਿੱਚ. ਦਇਕੁਇਟੀ ਫੰਡ AMC ਦੁਆਰਾ ਪ੍ਰਦਾਨ ਕੀਤੇ ਗਏ ਟੀਚਿਆਂ ਨੂੰ ਪੂਰਾ ਕਰਨਾ ਹੈਨਿਵੇਸ਼ਕਦੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚੇ.

ਐਸਬੀਆਈ ਦੁਆਰਾ ਇਕੁਇਟੀ ਫੰਡਮਿਉਚੁਅਲ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਲਈ ਪ੍ਰਦਾਨ ਕਰਨ ਦਾ ਉਦੇਸ਼ਪੂੰਜੀ ਦੁਆਰਾ ਸ਼ਲਾਘਾਨਿਵੇਸ਼ ਉੱਚ ਵਿਕਾਸ ਕੰਪਨੀਆਂ ਵਿੱਚ. ਇਹ ਫੰਡ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਬਹੁਤ ਢੁਕਵੇਂ ਹਨ ਜੋ ਲੰਬੇ ਸਮੇਂ ਦੇ ਲਾਭਾਂ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨ ਅਤੇ ਆਪਣੇ ਨਿਵੇਸ਼ ਵਿੱਚ ਕੁਝ ਪੱਧਰ ਦਾ ਜੋਖਮ ਰੱਖਣ ਲਈ ਤਿਆਰ ਹਨ।

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਦੋਵਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈSIP ਅਤੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਇੱਕਮੁਸ਼ਤ ਤਰੀਕੇ। ਇੱਕਮੁਸ਼ਤ ਨਿਵੇਸ਼ ਲਈ ਘੱਟੋ-ਘੱਟ ਰਕਮ INR 5000 ਹੈ, ਜਦੋਂ ਕਿ, ਇੱਕ SIP ਰੂਟ ਲੈ ਕੇ, ਨਿਵੇਸ਼ਕ ਸਿਰਫ਼ INR 500 ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨਾ ਸ਼ੁਰੂ ਕਰ ਸਕਦੇ ਹਨ। ਨਿਵੇਸ਼ਕ SBI ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨ, ਇੱਥੇ AMC ਦੁਆਰਾ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀਆਂ ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਦੀ ਸੂਚੀ ਹੈ।

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ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਜਾਣ ਵਾਲੇ ਕੁਝ ਪ੍ਰਮੁੱਖ ਲਾਭ ਹਨ:

a ਟੈਕਸ ਲਾਭ

ਐਸਬੀਆਈ ਮਿਉਚੁਅਲ ਫੰਡ ਅਧੀਨ ਟੈਕਸ ਲਾਭਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਸਕਿੰਟ 80C ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ. ਟੈਕਸ ਬਚਤ ਫੰਡ ਦਾ ਨਾਮਐਸਬੀਆਈ ਮੈਗਨਮ ਟੈਕਸ ਗੇਨ ਫੰਡ ਜਿਸ ਵਿੱਚ ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਟੈਕਸ ਬੱਚਤ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਅਤੇ ਨਾਲ ਹੀ ਲੰਬੇ ਸਮੇਂ ਦੀ ਪੂੰਜੀ ਵਾਧੇ ਦਾ ਲਾਭ ਲੈ ਸਕਦੇ ਹਨ।

ਬੀ. ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚੇ

ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਲੰਬੀ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨਵਿੱਤੀ ਟੀਚੇ SBI ਦੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ। ਪਰ, ਇਹਨਾਂ ਟੀਚਿਆਂ ਨੂੰ ਚੰਗੀ ਤਰ੍ਹਾਂ ਪੂਰਾ ਕਰਨ ਲਈ, ਕਿਸੇ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣੀ ਚਾਹੀਦੀ ਹੈ।

c. ਸ਼ਾਨਦਾਰ ਰੇਟਿੰਗਾਂ

ਬਹੁਤ ਸਾਰੀਆਂ SBI ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਦੀ CRISIL ਰੇਟਿੰਗ ਤਿੰਨ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਹੈ।

d. ਇਕਸਾਰ ਰਿਟਰਨ

SBI ਦੀਆਂ ਕਈ ਇਕੁਇਟੀ ਸਕੀਮਾਂ ਨੇ ਸਾਲਾਂ ਦੌਰਾਨ ਲਗਾਤਾਰ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕੀਤੇ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਇਹਨਾਂ ਇਕਵਿਟੀ ਸਕੀਮਾਂ ਵਿੱਚ ਚੰਗਾ ਰਿਟਰਨ ਪ੍ਰਾਪਤ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।

ਆਉ ਅਸੀਂ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡਾਂ 'ਤੇ ਇੱਕ ਨਜ਼ਰ ਮਾਰੀਏ ਜਿਨ੍ਹਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਪਿਛਲੀ ਕਾਰਗੁਜ਼ਾਰੀ, ਏਯੂਐਮ, ਮਾਤਰਾਤਮਕ ਵਿਸ਼ਲੇਸ਼ਣ ਜਿਵੇਂ ਕਿ ਖਰਚ ਅਨੁਪਾਤ, ਦੁਆਰਾ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਗਿਆ ਹੈ।ਅਲਫ਼ਾ,ਬੀਟਾ,ਤਿੱਖਾ ਅਨੁਪਾਤ, ਆਦਿ

ਸਰਬੋਤਮ ਐਸਬੀਆਈ ਇਕੁਇਟੀ ਫੰਡ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)	Sharpe Ratio
SBI PSU Fund Growth	₹35.0816 ↓ -0.72	₹5,891	-3.5	3.6	17.1	29.8	24.1	11.3	0.27
SBI Healthcare Opportunities Fund Growth	₹457.423 ↑ 1.62	₹4,064	11.2	6	10.7	26.3	15.9	-3.5	-0.33
SBI Magnum COMMA Fund Growth	₹116.747 ↓ -1.37	₹939	1.3	8.1	21.5	20.9	12.4	12.3	0.42
SBI Infrastructure Fund Growth	₹50.695 ↓ -0.81	₹4,109	2.2	3	8	20.2	20	-1	-0.64
SBI Magnum Tax Gain Fund Growth	₹427.64 ↓ -6.00	₹28,441	-5.8	-4	4.1	19.9	17.7	6.6	-0.6
SBI Focused Equity Fund Growth	₹387.505 ↓ -3.01	₹39,739	3.2	5.3	16.5	18.6	15.1	15.7	-0.12
SBI Banking & Financial Services Fund Growth	₹43.0746 ↓ -0.49	₹9,380	-8	-3.2	9.5	17.5	13.9	20.4	-0.11
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26
Note: Ratio's shown as on 31 Mar 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	SBI PSU Fund	SBI Healthcare Opportunities Fund	SBI Magnum COMMA Fund	SBI Infrastructure Fund	SBI Magnum Tax Gain Fund	SBI Focused Equity Fund	SBI Banking & Financial Services Fund
Point 1	Lower mid AUM (₹5,891 Cr).	Bottom quartile AUM (₹4,064 Cr).	Bottom quartile AUM (₹939 Cr).	Lower mid AUM (₹4,109 Cr).	Upper mid AUM (₹28,441 Cr).	Highest AUM (₹39,739 Cr).	Upper mid AUM (₹9,380 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (21 yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).
Point 3	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Not Rated.
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 24.07% (top quartile).	5Y return: 15.93% (lower mid).	5Y return: 12.44% (bottom quartile).	5Y return: 20.04% (upper mid).	5Y return: 17.73% (upper mid).	5Y return: 15.09% (lower mid).	5Y return: 13.95% (bottom quartile).
Point 6	3Y return: 29.80% (top quartile).	3Y return: 26.30% (upper mid).	3Y return: 20.87% (upper mid).	3Y return: 20.24% (lower mid).	3Y return: 19.90% (lower mid).	3Y return: 18.61% (bottom quartile).	3Y return: 17.50% (bottom quartile).
Point 7	1Y return: 17.09% (upper mid).	1Y return: 10.69% (lower mid).	1Y return: 21.45% (top quartile).	1Y return: 8.00% (bottom quartile).	1Y return: 4.14% (bottom quartile).	1Y return: 16.53% (upper mid).	1Y return: 9.53% (lower mid).
Point 8	Alpha: -1.15 (lower mid).	Alpha: -0.87 (lower mid).	Alpha: 2.28 (upper mid).	Alpha: -8.01 (bottom quartile).	Alpha: -1.33 (bottom quartile).	Alpha: 5.25 (upper mid).	Alpha: 6.84 (top quartile).
Point 9	Sharpe: 0.27 (upper mid).	Sharpe: -0.33 (lower mid).	Sharpe: 0.42 (top quartile).	Sharpe: -0.64 (bottom quartile).	Sharpe: -0.59 (bottom quartile).	Sharpe: -0.11 (lower mid).	Sharpe: -0.11 (upper mid).
Point 10	Information ratio: -0.31 (bottom quartile).	Information ratio: -0.15 (lower mid).	Information ratio: -0.06 (lower mid).	Information ratio: -0.59 (bottom quartile).	Information ratio: 1.57 (top quartile).	Information ratio: 0.45 (upper mid).	Information ratio: 1.17 (upper mid).

SBI PSU Fund

Lower mid AUM (₹5,891 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 24.07% (top quartile).
3Y return: 29.80% (top quartile).
1Y return: 17.09% (upper mid).
Alpha: -1.15 (lower mid).
Sharpe: 0.27 (upper mid).
Information ratio: -0.31 (bottom quartile).

SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹4,064 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 15.93% (lower mid).
3Y return: 26.30% (upper mid).
1Y return: 10.69% (lower mid).
Alpha: -0.87 (lower mid).
Sharpe: -0.33 (lower mid).
Information ratio: -0.15 (lower mid).

SBI Magnum COMMA Fund

Bottom quartile AUM (₹939 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 12.44% (bottom quartile).
3Y return: 20.87% (upper mid).
1Y return: 21.45% (top quartile).
Alpha: 2.28 (upper mid).
Sharpe: 0.42 (top quartile).
Information ratio: -0.06 (lower mid).

SBI Infrastructure Fund

Lower mid AUM (₹4,109 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.04% (upper mid).
3Y return: 20.24% (lower mid).
1Y return: 8.00% (bottom quartile).
Alpha: -8.01 (bottom quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: -0.59 (bottom quartile).

SBI Magnum Tax Gain Fund

Upper mid AUM (₹28,441 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.73% (upper mid).
3Y return: 19.90% (lower mid).
1Y return: 4.14% (bottom quartile).
Alpha: -1.33 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: 1.57 (top quartile).

SBI Focused Equity Fund

Highest AUM (₹39,739 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.09% (lower mid).
3Y return: 18.61% (bottom quartile).
1Y return: 16.53% (upper mid).
Alpha: 5.25 (upper mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.45 (upper mid).

SBI Banking & Financial Services Fund

Upper mid AUM (₹9,380 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 13.95% (bottom quartile).
3Y return: 17.50% (bottom quartile).
1Y return: 9.53% (lower mid).
Alpha: 6.84 (top quartile).
Sharpe: -0.11 (upper mid).
Information ratio: 1.17 (upper mid).

* ਦੀ ਸੂਚੀਇਕੁਇਟੀ 'ਤੇ ਆਧਾਰਿਤ ਫੰਡਸੰਪਤੀ >= 100 ਕਰੋੜ & ਕ੍ਰਮਬੱਧ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

Lower mid AUM (₹5,891 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 24.07% (top quartile).
3Y return: 29.80% (top quartile).
1Y return: 17.09% (upper mid).
Alpha: -1.15 (lower mid).
Sharpe: 0.27 (upper mid).
Information ratio: -0.31 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.9%).
Top-3 holdings concentration ~35.7%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (11 May 26)	₹35.0816 ↓ -0.72 (-2.02 %)
Net Assets (Cr)	₹5,891 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.27
Information Ratio	-0.31
Alpha Ratio	-1.15
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,442
30 Apr 23	₹14,701
30 Apr 24	₹28,843
30 Apr 25	₹28,304
30 Apr 26	₹32,952

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	-0.3%
3 Month	-3.5%
6 Month	3.6%
1 Year	17.1%
3 Year	29.8%
5 Year	24.1%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.3%
2024	23.5%
2023	54%
2022	29%
2021	32.4%
2020	-10%
2019	6%
2018	-23.8%
2017	21.9%
2016	16.2%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	1.91 Yr.

Data below for SBI PSU Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.44%
Utility	31.28%
Industrials	13.3%
Energy	12.65%
Basic Materials	6.77%

Asset Allocation

Asset Class	Value
Cash	4.48%
Equity	95.45%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	17%	₹1,125 Cr	10,527,500 ↑ 600,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	10%	₹635 Cr	19,935,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹623 Cr	38,150,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹616 Cr	15,443,244
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	9%	₹577 Cr	13,385,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	7%	₹439 Cr	14,655,000 ↑ 1,100,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹345 Cr	13,100,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	4%	₹291 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹252 Cr	27,900,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Jun 25 \| 500103	3%	₹229 Cr	6,500,000

2. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Healthcare Opportunities Fund

Bottom quartile AUM (₹4,064 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 15.93% (lower mid).
3Y return: 26.30% (upper mid).
1Y return: 10.69% (lower mid).
Alpha: -0.87 (lower mid).
Sharpe: -0.33 (lower mid).
Information ratio: -0.15 (lower mid).
Higher exposure to Health Care vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Sun Pharmaceuticals Industries Ltd (~11.7%).

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund Growth
Launch Date	31 Dec 04
NAV (08 May 26)	₹457.423 ↑ 1.62 (0.36 %)
Net Assets (Cr)	₹4,064 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.97
Sharpe Ratio	-0.33
Information Ratio	-0.15
Alpha Ratio	-0.87
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,382
30 Apr 23	₹10,580
30 Apr 24	₹16,264
30 Apr 25	₹19,718
30 Apr 26	₹20,617

SBI Healthcare Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	9.7%
3 Month	11.2%
6 Month	6%
1 Year	10.7%
3 Year	26.3%
5 Year	15.9%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-3.5%
2024	42.2%
2023	38.2%
2022	-6%
2021	20.1%
2020	65.8%
2019	-0.5%
2018	-9.9%
2017	2.1%
2016	-14%

Fund Manager information for SBI Healthcare Opportunities Fund

Name	Since	Tenure
Tanmaya Desai	1 Jun 11	14.92 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Health Care	88.63%
Basic Materials	8.75%

Asset Allocation

Asset Class	Value
Cash	2.56%
Equity	97.38%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 17 \| SUNPHARMA	12%	₹506 Cr	2,800,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	7%	₹293 Cr	450,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 543349	5%	₹233 Cr	900,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jan 26 \| APOLLOHOSP	5%	₹229 Cr	300,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 21 \| MAXHEALTH	5%	₹223 Cr	2,250,000 ↑ 150,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| ASTERDM	4%	₹168 Cr	2,400,000
Lupin Ltd (Healthcare) Equity, Since 31 Aug 23 \| 500257	4%	₹166 Cr	720,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 21 \| TORNTPHARM	3%	₹151 Cr	360,000
Anthem Biosciences Ltd (Healthcare) Equity, Since 31 Jul 25 \| ANTHEM	3%	₹149 Cr	1,962,504 ↑ 508
Aether Industries Ltd (Basic Materials) Equity, Since 31 May 22 \| AETHER	3%	₹145 Cr	1,235,202 ↓ -84,798

3. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

Research Highlights for SBI Magnum COMMA Fund

Bottom quartile AUM (₹939 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 12.44% (bottom quartile).
3Y return: 20.87% (upper mid).
1Y return: 21.45% (top quartile).
Alpha: 2.28 (upper mid).
Sharpe: 0.42 (top quartile).
Information ratio: -0.06 (lower mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Tata Steel Ltd (~8.7%).

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund Growth
Launch Date	8 Aug 05
NAV (11 May 26)	₹116.747 ↓ -1.37 (-1.16 %)
Net Assets (Cr)	₹939 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.58
Sharpe Ratio	0.42
Information Ratio	-0.06
Alpha Ratio	2.28
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,001
30 Apr 23	₹10,978
30 Apr 24	₹16,343
30 Apr 25	₹16,180
30 Apr 26	₹19,720

SBI Magnum COMMA Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	3.8%
3 Month	1.3%
6 Month	8.1%
1 Year	21.5%
3 Year	20.9%
5 Year	12.4%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	12.3%
2024	10.5%
2023	32.3%
2022	-6.6%
2021	52%
2020	23.9%
2019	11.8%
2018	-18.7%
2017	39.2%
2016	32.3%

Fund Manager information for SBI Magnum COMMA Fund

Name	Since	Tenure
Dinesh Balachandran	1 Jun 24	1.92 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Basic Materials	46.58%
Energy	24.26%
Utility	14.57%
Consumer Defensive	3.88%
Consumer Cyclical	2.74%
Financial Services	2.02%

Asset Allocation

Asset Class	Value
Cash	5.67%
Equity	94.02%
Debt	0.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Tata Steel Ltd (Basic Materials) Equity, Since 30 Apr 11 \| TATASTEEL	9%	₹82 Cr	4,276,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	8%	₹72 Cr	2,530,000
Reliance Industries Ltd (Energy) Equity, Since 28 Feb 07 \| RELIANCE	5%	₹49 Cr	362,732
CESC Ltd (Utilities) Equity, Since 30 Sep 24 \| CESC	5%	₹48 Cr	3,170,000 ↑ 1,100,000
Oil India Ltd (Energy) Equity, Since 29 Feb 24 \| OIL	4%	₹37 Cr	785,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Jun 18 \| 532538	4%	₹37 Cr	34,000
Steel Authority Of India Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SAIL	4%	₹36 Cr	2,350,000
JSW Steel Ltd (Basic Materials) Equity, Since 31 May 24 \| JSWSTEEL	4%	₹34 Cr	300,000
NMDC Ltd (Basic Materials) Equity, Since 30 Sep 24 \| 526371	3%	₹31 Cr	4,127,919
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| COALINDIA	3%	₹29 Cr	650,000

4. SBI Infrastructure Fund

To provide investors with opportunities for long-term growth in capital through an active management of investments in a diversified basket of equity stocks of companies directly or indirectly involved in the infrastructure growth in the Indian economy and in debt & money market instruments.

Research Highlights for SBI Infrastructure Fund

Lower mid AUM (₹4,109 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.04% (upper mid).
3Y return: 20.24% (lower mid).
1Y return: 8.00% (bottom quartile).
Alpha: -8.01 (bottom quartile).
Sharpe: -0.64 (bottom quartile).
Information ratio: -0.59 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Reliance Industries Ltd (~10.7%).

Below is the key information for SBI Infrastructure Fund

SBI Infrastructure Fund Growth
Launch Date	6 Jul 07
NAV (11 May 26)	₹50.695 ↓ -0.81 (-1.56 %)
Net Assets (Cr)	₹4,109 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.92
Sharpe Ratio	-0.64
Information Ratio	-0.59
Alpha Ratio	-8.01
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹13,079
30 Apr 23	₹14,748
30 Apr 24	₹24,682
30 Apr 25	₹24,621
30 Apr 26	₹26,143

SBI Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for SBI Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	6.9%
3 Month	2.2%
6 Month	3%
1 Year	8%
3 Year	20.2%
5 Year	20%
10 Year
15 Year
Since launch	9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-1%
2024	20.8%
2023	49.7%
2022	9.3%
2021	48.3%
2020	8.2%
2019	10.2%
2018	-18.1%
2017	41.7%
2016	9.3%

Fund Manager information for SBI Infrastructure Fund

Name	Since	Tenure
Bhavin Vithlani	1 Jan 22	4.33 Yr.

Data below for SBI Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	32.86%
Utility	18.12%
Energy	14.46%
Basic Materials	11.84%
Communication Services	7.07%
Financial Services	6.39%
Real Estate	2.2%
Consumer Cyclical	1.63%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.57%
Debt	0.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 19 \| RELIANCE	11%	₹515 Cr	3,600,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	7%	₹340 Cr	1,800,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 25 \| ADANIENSOL	6%	₹282 Cr	2,100,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	6%	₹281 Cr	699,850
Shree Cement Ltd (Basic Materials) Equity, Since 31 Jul 22 \| 500387	5%	₹242 Cr	100,000
Torrent Power Ltd (Utilities) Equity, Since 31 May 22 \| 532779	4%	₹208 Cr	1,200,000 ↓ -200,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 30 Sep 25 \| ADANIPORTS	4%	₹199 Cr	1,200,000
Siemens Ltd (Industrials) Equity, Since 31 May 25 \| 500550	4%	₹190 Cr	500,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Oct 25 \| 500312	4%	₹180 Cr	6,000,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	4%	₹180 Cr	4,500,000

5. SBI Magnum Tax Gain Fund

To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to avail Section 80C benefits.

Research Highlights for SBI Magnum Tax Gain Fund

Upper mid AUM (₹28,441 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.73% (upper mid).
3Y return: 19.90% (lower mid).
1Y return: 4.14% (bottom quartile).
Alpha: -1.33 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: 1.57 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~8.9%).

Below is the key information for SBI Magnum Tax Gain Fund

SBI Magnum Tax Gain Fund Growth
Launch Date	7 May 07
NAV (11 May 26)	₹427.64 ↓ -6.00 (-1.38 %)
Net Assets (Cr)	₹28,441 on 31 Mar 26
Category	Equity - ELSS
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.6
Sharpe Ratio	-0.6
Information Ratio	1.57
Alpha Ratio	-1.33
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,912
30 Apr 23	₹13,286
30 Apr 24	₹21,339
30 Apr 25	₹22,861
30 Apr 26	₹23,364

SBI Magnum Tax Gain Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Magnum Tax Gain Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	1.2%
3 Month	-5.8%
6 Month	-4%
1 Year	4.1%
3 Year	19.9%
5 Year	17.7%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.6%
2024	27.7%
2023	40%
2022	6.9%
2021	31%
2020	18.9%
2019	4%
2018	-8.3%
2017	33%
2016	2.1%

Fund Manager information for SBI Magnum Tax Gain Fund

Name	Since	Tenure
Milind Agrawal	1 Jan 26	0.33 Yr.

Data below for SBI Magnum Tax Gain Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	35.07%
Industrials	11.2%
Basic Materials	10.57%
Consumer Cyclical	8.48%
Energy	7.84%
Health Care	6.64%
Technology	5.85%
Utility	4.95%
Communication Services	3.08%
Consumer Defensive	1.38%
Real Estate	0.98%

Asset Allocation

Asset Class	Value
Cash	3.83%
Equity	96.04%
Debt	0.12%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	9%	₹2,782 Cr	22,017,451
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 06 \| RELIANCE	5%	₹1,613 Cr	11,275,148
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| KOTAKBANK	5%	₹1,524 Cr	39,750,000
Tata Steel Ltd (Basic Materials) Equity, Since 31 Oct 21 \| TATASTEEL	4%	₹1,296 Cr	61,312,247
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 11 \| 532215	4%	₹1,265 Cr	9,973,332
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 07 \| HDFCBANK	4%	₹1,241 Cr	16,086,506
State Bank of India (Financial Services) Equity, Since 31 May 06 \| SBIN	4%	₹1,190 Cr	11,138,360
Torrent Power Ltd (Utilities) Equity, Since 31 Jul 19 \| 532779	3%	₹974 Cr	5,610,813
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 26 \| LT	3%	₹910 Cr	2,268,231 ↑ 1,268,231
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Jun 24 \| TCS	2%	₹705 Cr	2,849,100 ↑ 1,000,000

6. SBI Focused Equity Fund

(Erstwhile SBI Emerging Businesses Fund)

The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus.

Research Highlights for SBI Focused Equity Fund

Highest AUM (₹39,739 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.09% (lower mid).
3Y return: 18.61% (bottom quartile).
1Y return: 16.53% (upper mid).
Alpha: 5.25 (upper mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.45 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Alphabet Inc Class A (~11.1%).

Below is the key information for SBI Focused Equity Fund

SBI Focused Equity Fund Growth
Launch Date	11 Oct 04
NAV (08 May 26)	₹387.505 ↓ -3.01 (-0.77 %)
Net Assets (Cr)	₹39,739 on 31 Mar 26
Category	Equity - Focused
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.12
Information Ratio	0.45
Alpha Ratio	5.25
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,799
30 Apr 23	₹12,029
30 Apr 24	₹15,911
30 Apr 25	₹17,401
30 Apr 26	₹20,156

SBI Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for SBI Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	7.8%
3 Month	3.2%
6 Month	5.3%
1 Year	16.5%
3 Year	18.6%
5 Year	15.1%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	15.7%
2024	17.2%
2023	22.2%
2022	-8.5%
2021	43%
2020	14.5%
2019	16.1%
2018	-3.8%
2017	44.7%
2016	2.2%

Fund Manager information for SBI Focused Equity Fund

Name	Since	Tenure
R. Srinivasan	1 May 09	17.01 Yr.

Data below for SBI Focused Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	32.71%
Communication Services	16.02%
Utility	13.01%
Consumer Cyclical	11.14%
Health Care	4.2%
Consumer Defensive	3.91%
Technology	3.74%
Basic Materials	3.72%
Industrials	2.04%
Real Estate	0.67%

Asset Allocation

Asset Class	Value
Cash	7.93%
Equity	91.17%
Debt	0.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alphabet Inc Class A (Communication Services) Equity, Since 30 Sep 18 \| GOOGL	11%	₹5,131 Cr	1,400,000
State Bank of India (Financial Services) Equity, Since 30 Sep 21 \| SBIN	7%	₹3,205 Cr	30,000,000 ↑ 2,100,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 26 \| ICICIBANK	7%	₹3,032 Cr	24,000,000 ↑ 24,000,000
Adani Power Ltd (Utilities) Equity, Since 31 Oct 25 \| 533096	6%	₹2,736 Cr	123,342,183 ↑ 3,525,794
Muthoot Finance Ltd (Financial Services) Equity, Since 29 Feb 20 \| 533398	5%	₹2,397 Cr	7,000,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Oct 25 \| 500034	5%	₹2,383 Cr	25,436,048 ↑ 1,436,048
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	5%	₹2,296 Cr	59,900,000 ↑ 14,900,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	5%	₹2,245 Cr	11,900,000 ↓ -1,100,000
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 Aug 25 \| ADANIENSOL	4%	₹2,036 Cr	15,171,443
Bajaj Finserv Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532978	4%	₹1,747 Cr	10,000,000

7. SBI Banking & Financial Services Fund

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

Research Highlights for SBI Banking & Financial Services Fund

Upper mid AUM (₹9,380 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 13.95% (bottom quartile).
3Y return: 17.50% (bottom quartile).
1Y return: 9.53% (lower mid).
Alpha: 6.84 (top quartile).
Sharpe: -0.11 (upper mid).
Information ratio: 1.17 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding ICICI Bank Ltd (~14.2%).

Below is the key information for SBI Banking & Financial Services Fund

SBI Banking & Financial Services Fund Growth
Launch Date	26 Feb 15
NAV (11 May 26)	₹43.0746 ↓ -0.49 (-1.12 %)
Net Assets (Cr)	₹9,380 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	Not Rated
Risk	High
Expense Ratio	1.83
Sharpe Ratio	-0.11
Information Ratio	1.17
Alpha Ratio	6.84
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,763
30 Apr 23	₹11,845
30 Apr 24	₹15,672
30 Apr 25	₹18,192
30 Apr 26	₹19,271

SBI Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for SBI Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	-0.7%
3 Month	-8%
6 Month	-3.2%
1 Year	9.5%
3 Year	17.5%
5 Year	13.9%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	20.4%
2024	19.6%
2023	18.6%
2022	13.5%
2021	12.1%
2020	4.8%
2019	20.7%
2018	9.5%
2017	40.7%
2016	17%

Fund Manager information for SBI Banking & Financial Services Fund

Name	Since	Tenure
Milind Agrawal	1 Aug 19	6.75 Yr.
Pradeep Kesavan	1 Dec 23	2.41 Yr.

Data below for SBI Banking & Financial Services Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	89.95%
Technology	0.45%

Asset Allocation

Asset Class	Value
Cash	4.95%
Equity	94.99%
Debt	0.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	14%	₹1,335 Cr	11,069,214 ↑ 600,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| KOTAKBANK	9%	₹847 Cr	23,957,770 ↑ 2,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 18 \| SBIN	8%	₹718 Cr	7,330,364 ↓ -2,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| 532215	7%	₹698 Cr	6,011,517 ↓ -1,250,000
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| HDFCBANK	6%	₹601 Cr	8,216,796
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Jun 25 \| 532978	6%	₹557 Cr	3,411,808
Muthoot Finance Ltd (Financial Services) Equity, Since 31 Dec 22 \| 533398	5%	₹434 Cr	1,374,249
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 25 \| HDFCLIFE	4%	₹366 Cr	6,203,085 ↑ 2,540,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 May 25 \| SBILIFE	3%	₹307 Cr	1,729,622
Future on Bank of India Derivatives, Since 31 Mar 26 \| -	3%	₹304 Cr	60,000 ↑ 60,000

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