Analysis

SBI Mutual Fund: RIL, Infosys and HDFC Bank among top 10 stock holdings in May

SBI Mutual Fund
ETMarkets.com
1/7
SBI Mutual Fund
SBI Mutual Fund, the largest fund house based on the assets managed, had an AUM of Rs 12.80 lakh crore as of May 31, 2026. Here are the top 10 stock holdings of the fund house, according to a report by Motilal Oswal Financial Services.
HDFC Bank and ICICI Bank
IANS
2/7
HDFC Bank and ICICI Bank
The fund house had the highest allocation in HDFC Bank of around 6.8% in May. Around 94.53 lakh shares of HDFC Bank were sold out from the portfolio leading to decline in weight by 0.4% from the previous month.
The fund house had an allocation of 6.4% in May. Around 1.89 crore shares of ICICI Bank were added to the portfolio leading to an increase in weight by 0.2% compared to previous month.
RIL
ETMarkets.com
3/7
RIL
The fund house had an allocation of 5.3% in Reliance Industries. Around 1.10 crore shares of RIL were added to the portfolio leading to decline in weight by 0.3% compared to previous month.

SBI and Bharti Airtel
Agencies
4/7
SBI and Bharti Airtel
The fund house had an allocation of 3.5% in SBI and around 97.70 lakh shares were sold out from the portfolio leading to decline in weight by 0.5% compared to previous month.
The fund house had an allocation of 3.4% in Bharti Airtel and 35.11 lakh shares were added to the portfolio leading to decline in weight by 0.1% compared to previous month.
L&T
Reuters
5/7
L&T
The fund house had an allocation of 3% in L&T in May and around 9.86 lakh shares were added to the portfolio leading to an increase in weight by 0.1% compared to previous month.

Kotak Mahindra Bank and Axis Bank
Agencies
6/7
Kotak Mahindra Bank and Axis Bank
The fund house had an allocation of 2.8% in Kotak Mahindra Bank and 2.5% in Axis Bank. Around 1.20 crore shares of Kotak Mahindra Bank were added to the portfolio and around 47.30 lakh shares of Axis Bank were sold out from the portfolio. The weight of both the stocks remained unchanged compared to the previous month.
Infosys and Bajaj Finance
ETMarkets.com
7/7
Infosys and Bajaj Finance
The fund house had an allocation of 2.3% in Infosys and 1.6% in Bajaj Finance. Around 11.68 lakh shares of Infosys were sold out from the portfolio and around 40.16 lakh shares of Bajaj Finance were added to the portfolio. The weight of Infosys declined by 0.1% whereas that of Bajaj Finance remained unchanged.
Open in App
Success
This article has been saved