Market Intelligence
Stocks SBI Mutual Funds Bought in June 2026
SBI funds added or raised stakes in HDFC Bank Limited, Bharti Airtel Limited during June 2026 disclosures.
4 min read
Tier 1IPOFins Team
Finance Research & Data • 2026-07-30
Key takeaway
SBI funds added or raised stakes in 15+ stocks during June 2026 disclosures. The largest single move was in HDFC Bank Limited (12.25% weight change). 12 of the highlighted names were fresh entries (zero weight last month). Below: summary table plus fund-level detail for the top five moves.
This report aggregates month-on-month portfolio changes for every SBI equity scheme with a published June 2026 disclosure. We include both fresh entries (new positions) and increases (existing holdings that were scaled up).
Summary: largest moves
| Stock | Sector | Move | Largest Δ | Schemes |
|---|---|---|---|---|
| HDFC Bank Limited | Banks | Increased | +12.25% | 8 |
| Bharti Airtel Limited | Telecom - Services | Increased | +5.46% | 2 |
| Vedanta Aluminium Metal Limited | Non - Ferrous Metals | Increased | +4.58% | 5 |
| ICICI Bank Limited | Banks | Fresh entry | +4.32% | 12 |
| The Ramco Cements Ltd. | Cement & Cement Products | Fresh entry | +3.82% | 3 |
| JSW Infrastructure Ltd | Transport Infrastructure | Fresh entry | +3.19% | 4 |
| Adani Enterprises | Metals & Minerals Trading | Fresh entry | +3.15% | 8 |
| Bajaj Finance Limited | Finance | Increased | +3.15% | 6 |
| EID Parry India Limited | Food Products | Fresh entry | +3.03% | 2 |
| Doms Industries Ltd. | Household Products | Fresh entry | +2.98% | 2 |
| Vintage Coffee And Beverages Limited | Agricultural Food & other Products | Fresh entry | +2.85% | 2 |
| JSW Steel Ltd. | Ferrous Metals | Fresh entry | +2.82% | 1 |
Fund-level detail: top 5 stocks
Which SBI schemes drove the biggest moves:
HDFC Bank Limited
Banks · 8 SBI scheme(s) active · Max weight change 12.25%
SBI Banking & Financial Services Fund (Others, 5.90% → 18.15%)
SBI Multicap Fund (Multi Cap, 3.55% → 4.40%)
SBI ESG Exclusionary Strategy Fund (Others, 7.65% → 8.04%)
SBI Large Cap Fund (Large Cap, 8.42% → 8.77%)
Bharti Airtel Limited
Telecom - Services · 2 SBI scheme(s) active · Max weight change 5.46%
SBI Technology Opportunities Fund (Others, 12.98% → 18.44%)
SBI Equity Minimum Variance Fund (Others, 1.92% → 1.94%)
Vedanta Aluminium Metal Limited
Non - Ferrous Metals · 5 SBI scheme(s) active · Max weight change 4.58%
SBI MNC Fund (Others, 1.12% → 5.70%)
SBI Large Cap Fund (Large Cap, 0.24% → 1.41%)
SBI COMMA Fund (Others, 0.35% → 1.27%)
SBI Flexicap Fund (Flexi Cap, 0.32% → 1.19%)
ICICI Bank Limited
Banks · 12 SBI scheme(s) active · Max weight change 4.32%
SBI Contra Fund (Others, new position)
SBI Quality Fund (Others, 4.18% → 6.50%)
SBI Multicap Fund (Multi Cap, 2.94% → 4.53%)
SBI Flexicap Fund (Flexi Cap, 5.50% → 6.66%)
The Ramco Cements Ltd.
Cement & Cement Products · 3 SBI scheme(s) active · Max weight change 3.82%
SBI Resurgent India Opportunities Scheme (Flexi Cap, new position)
SBI Large & Midcap Fund (Large & Mid Cap, 1.04% → 1.07%)
SBI Contra Fund (Others, 0.39% → 0.41%)
What to do next
- Open the full SBI holdings changes tool
- Compare overlap with funds you already own — avoid doubling up on the same stocks via different AMCs.
- Cross-check top names on Smart Money Signal for industry-wide conviction, not just this AMC.
Terms explained
Fresh entry vs Increased
Fresh entry = new position from zero. Increased = fund already held the stock and raised its weight.
Portfolio weight %
Stock value as a percentage of the fund's equity NAV — how large the bet is inside that scheme.
Data source: SEBI-regulated AMC monthly portfolio disclosures for June 2026. Not investment advice. Past institutional activity does not guarantee future returns.