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SF

SBI MULTI ASSET ALLOCATION FUND

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

Disclosed value
₹682 Cr
Today
+₹10.1 Cr +1.51%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%-18.7%-4.4%JunSeptDecMarJun
This portfolio -18.7% NIFTY 50 -4.4%behind NIFTY by 14.3 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
Consumer Services80.7%
Services16.5%
Consumer Durables2.7%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
38.5
Wtd ROE
15.5%
Holdings
4
By market cap
Large 0% Mid 46% Small 54%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
V-Mart Retail Ltd
VMART · Consumer Services
5.39%₹313.5 Cr+1.70%▼ -0.28pp46.914%
Restaurant Brands Asia Ltd
RBA · Consumer Services
5.88%₹236.9 Cr+0.32%▲ +1.71pp-25%
VRL Logistics Ltd
VRLLOG · Services
2.71%₹112.8 Cr+3.51%17.621%
Elin Electronics Ltd
ELIN · Consumer Durables
3.49%₹18.7 Cr+1.78%▼ -0.23pp23.74%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
V-Mart Retail Ltd5.395.675.67·
Restaurant Brands Asia Ltd5.884.173.523.52
VRL Logistics Ltd2.712.712.662.66
Elin Electronics Ltd3.493.723.725.73

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.