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SF

Sbi Balanced Advantage Fund

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹4,546 Cr
Today
₹13.9 Cr -0.31%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+15.4%-4.4%JunSeptDecMarJun
This portfolio +15.4% NIFTY 50 -4.4%ahead of NIFTY by 19.8 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Healthcare33.6%
Banking31.8%
Power30.5%
Services4.1%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
21.4
Wtd ROE
9.4%
Holdings
4
By market cap
Large 96% Mid 0% Small 4%
Bought / added last quarter
CESC Ltd+0.46pp
Sold / trimmed last quarter
No trims last quarter.
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
Aurobindo Pharma
AUROPHARMA · Healthcare
1.87%₹1,528.3 Cr-4.38%NEW23.410%
Bandhan Bank Ltd
BANDHANBNK · Banking
4.26%₹1,447.7 Cr+3.07%▲ +0.81pp27.85%
CESC Ltd
CESC · Power
6.18%₹1,384.7 Cr+0.51%▲ +0.46pp13.913%
Gateway Distriparks Ltd
GATEWAY · Services
6.19%₹185.7 Cr+3.29%11.612%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Aurobindo Pharma1.87···
Bandhan Bank Ltd4.263.45··
CESC Ltd6.185.726.006.61
Gateway Distriparks Ltd6.196.196.196.19

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.