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SBI PSU Direct Plan-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 25 |
| Top 10 Stocks (%) | 70.96 % |
| Top 5 Stocks (%) | 49.36 % |
| Top 3 Stocks (%) | 32.34 % |
Portfolio Aggregates
Large Cap Stocks (%) 72.46
74.56 %
This fund
Vs
72.46 %
Category
Mid Cap Stocks (%)
22.48%
This fund
Vs
21.97%
Category
Small Cap Stocks (%)
2.96%
This fund
Vs
5.57%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Energy | 44.76 % | 2,254 Crs | 43.86 % | 2,100 Crs | 39.19 % | 1,791 Crs | 37.44 % | 1,754 Crs | 39.05 % | 1,745 Crs | 41.23 % | 1,939 Crs | 38.690000000000005 % | 1,876 Crs | 35.58 % | 1,636 Crs | 35.080000000000005 % | 1,295 Crs | 26.610000000000003 % | 817.68 Crs | 27.75 % | 652.95 Crs | 32.7 % | 613.45 Crs | 28.560000000000002 % | 503.34 Crs | 21.96 % | 314.58 Crs | 21.560000000000002 % | 249.8 Crs | 23.889999999999997 % | 221.31 Crs | 20.490000000000002 % | 168.68 Crs | 21.84 % | 183.92 Crs | 19.48 % | 132.31 Crs | 24.25 % | 153.51 Crs | 22.16 % | 124.57 Crs | 26.67 % | 144.51 Crs | |
| Financial | 28.119999999999997 % | 1,415 Crs | 28.58 % | 1,368 Crs | 28.479999999999997 % | 1,302 Crs | 28.110000000000003 % | 1,317 Crs | 28.439999999999998 % | 1,272 Crs | 25.16 % | 1,183 Crs | 24.259999999999998 % | 1,176 Crs | 21.36 % | 983.21 Crs | 21.75 % | 804.17 Crs | 25.689999999999998 % | 789.05 Crs | 26.28 % | 618.16 Crs | 27.55 % | 516.82 Crs | 34.35 % | 605.54 Crs | 42.10000000000001 % | 602.98 Crs | 38.92 % | 451 Crs | 35.97 % | 333.21 Crs | 42.16 % | 347.06 Crs | 37.25 % | 313.65 Crs | 30.62 % | 207.79 Crs | 35.49 % | 224.73 Crs | 38.76 % | 217.88 Crs | 38.870000000000005 % | 210.57 Crs | |
| Capital Goods | 8.47 % | 426.39 Crs | 8.54 % | 409.04 Crs | 9.469999999999999 % | 432.94 Crs | 9.74 % | 456.57 Crs | 9.49 % | 424.4 Crs | 8.9 % | 418.79 Crs | 9.35 % | 453.49 Crs | 10.459999999999999 % | 481.03 Crs | 9.2 % | 340.26 Crs | 9.19 % | 282.41 Crs | 9.389999999999999 % | 220.98 Crs | 9.879999999999999 % | 185.21 Crs | 8.32 % | 146.63 Crs | 14.329999999999998 % | 205.32 Crs | 15.48 % | 179.33 Crs | 17.04 % | 157.82 Crs | 15.95 % | 131.29 Crs | 17.03 % | 143.33 Crs | 19.66 % | 133.45 Crs | 16.759999999999998 % | 106.16 Crs | 14.7 % | 82.59 Crs | 9.669999999999998 % | 52.39 Crs | |
| Insurance | 7.58 % | 381.54 Crs | 7.75 % | 370.8 Crs | 7.85 % | 358.81 Crs | 7.630000000000001 % | 357.78 Crs | 8.32 % | 372.24 Crs | 9.75 % | 458.72 Crs | 9.209999999999999 % | 447.08 Crs | 9.96 % | 458.41 Crs | 9.62 % | 355.04 Crs | 4.1899999999999995 % | 128.81 Crs | 3.54 % | 83.15 Crs | 2.2 % | 41.22 Crs | 2.61 % | 46.02 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Metals & Mining | 5.14 % | 258.99 Crs | 5.84 % | 279.96 Crs | 6.34 % | 289.76 Crs | 7.15 % | 335.03 Crs | 7.15 % | 319.99 Crs | 7.08 % | 332.91 Crs | 6.1499999999999995 % | 298.37 Crs | 7.23 % | 332.8 Crs | 8.45 % | 312.36 Crs | 13.06 % | 401.29 Crs | 15.780000000000001 % | 370.9 Crs | 12.54 % | 235.37 Crs | 12.24 % | 215.68 Crs | 12.14 % | 173.78 Crs | 13.91 % | 161.25 Crs | 10.48 % | 97.02 Crs | 9.11 % | 74.99 Crs | 5.67 % | 47.71 Crs | 9.3 % | 63.19 Crs | 9.649999999999999 % | 61.11 Crs | 6.41 % | 36.02 Crs | 6.46 % | 34.98 Crs | |
| Materials | 1.19 % | 59.72 Crs | 2.29 % | 109.5 Crs | 2.31 % | 105.64 Crs | 2.44 % | 114.51 Crs | 2.78 % | 124.31 Crs | 2.98 % | 140.29 Crs | 2.98 % | 144.36 Crs | 3.12 % | 143.6 Crs | 3.52 % | 130.11 Crs | 4.4 % | 135.08 Crs | 2.41 % | 56.78 Crs | 2.89 % | 54.26 Crs | 3.1 % | 54.58 Crs | 3.54 % | 50.76 Crs | 4.06 % | 47 Crs | 4.62 % | 42.76 Crs | 4.77 % | 39.28 Crs | 4.38 % | 36.9 Crs | 4.24 % | 28.75 Crs | 2.35 % | 14.9 Crs | 2.67 % | 15.01 Crs | 2.89 % | 15.68 Crs | |
| Construction | 1.14 % | 57.16 Crs | 1.07 % | 51.38 Crs | 1.27 % | 58.24 Crs | 1.38 % | 64.43 Crs | 1.39 % | 62.31 Crs | 1.44 % | 67.74 Crs | 1.43 % | 69.59 Crs | 3.27 % | 150.36 Crs | 3.91 % | 144.57 Crs | 4.699999999999999 % | 144.38 Crs | 2.7 % | 63.61 Crs | 3.29 % | 61.73 Crs | 4.12 % | 72.66 Crs | 3.61 % | 51.65 Crs | 3.01 % | 34.91 Crs | 3.53 % | 32.66 Crs | 5.24 % | 43.17 Crs | 6.7 % | 56.34 Crs | 8.54 % | 57.95 Crs | 7.83 % | 49.57 Crs | 6.74 % | 37.88 Crs | 3.84 % | 20.79 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| State Bank of India | Financial | 13.43% | 676.46Cr | 14.91% | 13.87% | 11.14% |
| GAIL (India) Ltd. | Energy | 9.67% | 486.9Cr | 9.17% | 9.37% | -- |
| Power Grid Corporation Of India Ltd. | Energy | 9.24% | 465.34Cr | 8.97% | 9.44% | 8.69% |
| NTPC Ltd. | Energy | 8.55% | 430.53Cr | 3.97% | 5.13% | 7.77% |
| Bharat Electronics Ltd. | Capital Goods | 8.47% | 426.39Cr | 7.68% | 6.29% | -- |
| Bharat Petroleum Corporation Ltd. | Energy | 5.97% | 300.74Cr | 6.2% | 6.45% | -- |
| Bank Of Baroda | Financial | 5.46% | 274.92Cr | 4.1% | 4.11% | -- |
| NMDC Ltd. | Metals & Mining | 3.59% | 180.76Cr | 4.02% | 4.84% | 2.2% |
| General Insurance Corporation of India | Insurance | 3.44% | 173.11Cr | 3.5% | 3.03% | -- |
| Oil India Ltd. | Energy | 3.14% | 158.13Cr | 3.11% | 2.22% | 3.84% |
| SBI Cards And Payment Services Ltd. | Financial | 2.86% | 144.13Cr | 2.4% | -- | -- |
| Petronet LNG Ltd. | Energy | 2.55% | 128.63Cr | 3.1% | 2.98% | -- |
| Life Insurance Corporation of India | Insurance | 2.07% | 104.24Cr | 2.56% | 2.8% | 2.2% |
| SBI Life Insurance Company Ltd. | Insurance | 2.07% | 104.18Cr | 1.79% | 3.92% | -- |
| REC Ltd. | Financial | 1.77% | 89.27Cr | 2.33% | 2.51% | 2.7% |
| Indian Bank | Financial | 1.72% | 86.41Cr | 1.77% | 1.7% | 3.13% |
| Bank of India | Financial | 1.72% | 86.36Cr | 1.67% | 1.76% | 1.83% |
| Gujarat State Petronet Ltd. | Energy | 1.71% | 86.12Cr | 1.58% | 1.81% | -- |
| Oil And Natural Gas Corporation Ltd. | Energy | 1.68% | 84.45Cr | 1.81% | 2.19% | 4.94% |
| National Aluminium Company Ltd. | Metals & Mining | 1.55% | 78.23Cr | 2.32% | 2.24% | 3.25% |
| Coal India Ltd. | Materials | 1.19% | 59.72Cr | 2.31% | 2.98% | 2.89% |
| Indian Oil Corporation Ltd. | Energy | 1.17% | 59.02Cr | 1.28% | 1.64% | 3.83% |
| Engineers India Ltd. | Construction | 1.14% | 57.16Cr | 1.27% | 1.44% | -- |
| Gujarat Gas Ltd. | Energy | 1.08% | 54.42Cr | -- | -- | -- |
| Punjab National Bank | Financial | 1.06% | 53.12Cr | 1.19% | 1.21% | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| NTPC Ltd. | Energy | 430.53Cr | 384.17Cr | 46.36Cr |
| Bharat Petroleum Corporation Ltd. | Energy | 300.74Cr | 270.11Cr | 30.63Cr |
| Power Grid Corporation Of India Ltd. | Energy | 465.34Cr | 439.46Cr | 25.88Cr |
| Bank Of Baroda | Financial | 274.92Cr | 251.38Cr | 23.54Cr |
| Bharat Electronics Ltd. | Capital Goods | 426.39Cr | 409.04Cr | 17.34Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| General Insurance Corporation of India | Insurance | 173.11Cr | 174.75Cr | 1.63Cr |
| REC Ltd. | Financial | 89.27Cr | 91.2Cr | 1.93Cr |
| National Aluminium Company Ltd. | Metals & Mining | 78.23Cr | 87.76Cr | 9.52Cr |
| NMDC Ltd. | Metals & Mining | 180.76Cr | 192.2Cr | 11.43Cr |
| Coal India Ltd. | Materials | 59.72Cr | 109.5Cr | 49.78Cr |