Swiggy, HDFC Bank, Eternal among stocks bought & sold by SBI Mutual Fund in July

SBI Mutual Fund, the largest fund house based on assets managed, increased its stake in Suzlon Energy, Swiggy, and 405 other stocks in July, whereas it reduced its stake in HDFC Bank, Eternal and 124 other stocks in the same time period.

The fund house had 35.81 lakh shares of Suzlon Energy in its portfolio in June which were increased to 36.36 lakh in July and 43.75 lakh shares of Swiggy in its portfolio in June which were increased to 81.83 lakh shares in July.

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Among these 407 stocks where the fund house increased its stake, the maximum number of shares of Vodafone Idea were added to the portfolio of around 23.37 crore taking the total number of shares to 45.01 crore in July against 21.63 crore in June.

On the other hand, a minimum number of shares of 3M India were added to the portfolio. Only 14 shares of this stock were added to the portfolio in the said time period.

The largest fund house had 42.27 crore shares of HDFC Bank in its portfolio in June which were reduced to 42.15 crore in July whereas the fund house had 32.91 crore shares of Eternal in its portfolio which were reduced to 32.18 crore in July.

Among the 126 stocks where the fund house reduced its exposure, the maximum number of shares of Ashok Leyland were offloaded from the portfolio. Around 1.48 crore shares of Ashok Leyland were sold from the portfolio in July. Only 302 shares of Tata Elxsi were offloaded from the portfolio in the said time period.

There were four new entrants in the portfolio of the fund in July. Around 1.43 crore shares of Brigade Hotel Ventures and 28 lakh shares of Anthem Biosciences were added to the portfolio in the said time period. It further added 7.69 lakh shares of NSDL and 4.14 lakh shares of Aditya Infotech to the portfolio in the same time period.

A complete exit from Raymond Realty was made by selling 26,132 shares from the portfolio worth Rs 2.72 crore market value.

Four unique stocks were there in the portfolio of SBI Mutual Fund which included Elin Electronics, Gayatri Bioorganics, GKW, and Pakka.

Based on the industry wise shareholding, the fund house had the highest holding in financial services of around 33.93% in July, followed by 16.93% in consumer discretionary and 8.11% in energy.

The fund house also had 7.29% in commodities, 7.27% in IT, 6.90% in industrials, 6.03% in FMCG, 5.44% in healthcare, 3.71% in telecommunication, 2.68% in utilities, and 1.69% in services.

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The foreign equity holdings of the fund house includes stocks such as Alphabet, Microsoft Corporation, Renew Energy Global PLC, Lonza Group AG, Cognizant Technology Solutions, and EPAM Systems.

The assets under management (AUM) of the fund house has gone down from Rs 11.99 lakh crore in June to Rs 11.97 lakh crore in July, and it manages 125 funds as of July 31, 2025. Out of these 125 funds, 54 are equity-oriented, six are hybrid, 53 are debt funds, four are commodity based, and eight are other schemes which include passive funds such as ETFs and index funds.

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