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SBI Resurgent India Opportunities Scheme
Disclosed for 15 months, Jul 2023 to Aug 2026.
Portfolio value
₹736 Cr
up ₹25.4 Cr vs Jul 2026
- Stocks held
- 30
- unchanged
- Top 10 weight
- 41.2%
- of the portfolio in its ten largest
- Cash & debt
- 4.4%
- cash, money market and debt
- Moves this month
- 2 in · 2 out
- added to 10, trimmed 13
SBI Resurgent India Opportunities Scheme is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In August 2026 it disclosed 30 stocks worth ₹736 Cr, up ₹25.4 Cr from Jul 2026. Its largest positions were Hatsun Agro Product Limited (6.0%), State Bank of India (4.9%), Adani Enterprises Limited (4.3%); the ten largest together made up 41.2% of the portfolio, and Banks was the biggest sector at 12.4% of its equity. Cash and debt stood at 4.4%. Compared with Jul 2026 the fund entered 2 new stocks and exited 2.
Against 229 other Sectoral / Thematic funds
Concentration
38%
Top-10 weight is higher than 38% of peers
Breadth
14%
Holds more stocks than 14% of peers
Cash
64%
Holds more cash than 64% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Hatsun Agro Product Limited | 5.99% | up 1.38 pts | ₹44.1 Cr | up ₹11.3 Cr | Added |
| State Bank of India | 4.90% | down 0.02 pts | ₹36 Cr | up ₹1.1 Cr | Added |
| Cash, TREPS & receivables | 4.44% | up 0.69 pts | ₹32.7 Cr | up ₹6 Cr | Added |
| Adani Enterprises Limited | 4.27% | down 0.39 pts | ₹31.5 Cr | down ₹1.7 Cr | Trimmed |
| Tempsens Instruments (India) Ltd. | 4.24% | up 4.24 pts | ₹31.2 Cr | up ₹31.2 Cr | New |
| Bajaj Finserv Limited | 4.12% | down 0.16 pts | ₹30.3 Cr | down ₹12 L | Held |
| Kotak Mahindra Bank Limited | 3.99% | up 0.14 pts | ₹29.4 Cr | up ₹2 Cr | Added |
| Meesho Ltd | 3.49% | up 0.28 pts | ₹25.7 Cr | up ₹2.9 Cr | Added |
| The Ramco Cements Limited | 3.47% | down 0.28 pts | ₹25.5 Cr | down ₹1.1 Cr | Trimmed |
| Amagi Media Labs Ltd. | 3.40% | down 0.64 pts | ₹25 Cr | down ₹3.7 Cr | Trimmed |
| Powerica Limited | 3.31% | down 0.19 pts | ₹24.4 Cr | down ₹50 L | Trimmed |
| DLF Limited | 3.29% | up 0.04 pts | ₹24.2 Cr | up ₹1.1 Cr | Added |
| Vintage Coffee And Beverages Limited | 3.28% | up 0.55 pts | ₹24.2 Cr | up ₹4.7 Cr | Added |
| EID Parry India Limited | 3.26% | up 0.05 pts | ₹24 Cr | up ₹1.2 Cr | Added |
| JSW Infrastructure Ltd | 3.23% | up 0.16 pts | ₹23.8 Cr | up ₹1.9 Cr | Added |
| Carborundum Universal Limited | 3.16% | up 0.01 pts | ₹23.2 Cr | up ₹90 L | Added |
| Asahi India Glass Limited | 3.06% | up 0.14 pts | ₹22.5 Cr | up ₹1.8 Cr | Added |
| Jubilant Foodworks Limited | 3.03% | up 3.03 pts | ₹22.3 Cr | up ₹22.3 Cr | New |
| JSW Steel Limited | 3.02% | down 0.02 pts | ₹22.2 Cr | up ₹64 L | Added |
| ICICI Bank Limited | 2.96% | down 0.07 pts | ₹21.8 Cr | up ₹28 L | Added |
| Cholamandalam Investment and Finance Company Limited | 2.90% | down 0.09 pts | ₹21.4 Cr | up ₹9 L | Held |
| Belrise Industries Ltd. | 2.84% | down 0.16 pts | ₹20.9 Cr | down ₹40 L | Trimmed |
| Doms Industries Limited | 2.76% | down 0.13 pts | ₹20.3 Cr | down ₹25 L | Trimmed |
| Navin Fluorine International Limited | 2.61% | up 0.25 pts | ₹19.2 Cr | up ₹2.5 Cr | Added |
| Capillary Technologies India Ltd. | 2.48% | down 0.11 pts | ₹18.3 Cr | down ₹13 L | Trimmed |
| Kalpataru Ltd. | 2.44% | down 0.27 pts | ₹18 Cr | down ₹1.3 Cr | Trimmed |
| Muthoot Finance Limited | 2.39% | down 0.20 pts | ₹17.6 Cr | down ₹83 L | Trimmed |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 2.35% | down 0.34 pts | ₹17.3 Cr | down ₹1.8 Cr | Trimmed |
| Hawkins Cookers Ltd. | 2.21% | down 0.20 pts | ₹16.2 Cr | down ₹87 L | Trimmed |
| Sanathan Textiles Ltd. | 2.09% | down 0.18 pts | ₹15.4 Cr | down ₹77 L | Trimmed |
| Berger Paints (I) Limited | 1.01% | down 1.70 pts | ₹7.5 Cr | down ₹11.8 Cr | Trimmed |
What changed, Jul 2026 to Aug 2026
New New positions (2)
- Tempsens Instruments (India) Ltd.4.2% · ₹31.2 Cr
- Jubilant Foodworks Limited3.0% · ₹22.3 Cr
Exited Exited (2)
- Sona BLW Precision Forgings Limitedwas 3.6% · ₹25.4 Cr
- Aequs Limitedwas 2.3% · ₹16 Cr
Added Biggest additions
- Hatsun Agro Product Limitedup ₹11.3 Cr (+1.38% pts)
- Vintage Coffee And Beverages Limited ₹4.7 Cr (+0.55% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Jul 2026, the weight rose most in Industrial Manufacturing (+4.4 pts) and Leisure Services (+3.2 pts), and fell most in Auto Components (−3.7 pts) and Aerospace & Defense (−2.3 pts).
- Industrial Manufacturing0.0% → 4.4%new+4.4 pts
- Leisure Services0.0% → 3.2%new+3.2 pts
- Food Products8.1% → 9.7%+1.6 pts
- Agricultural Food & Other Products2.8% → 3.4%+0.6 pts
- Retailing3.3% → 3.7%+0.3 pts
- Transport Infrastructure3.2% → 3.4%+0.2 pts
- Auto Components9.9% → 6.2%−3.7 pts
- Aerospace & Defense2.3% → 0.0%exited−2.3 pts
- Consumer Durables5.3% → 3.4%−1.9 pts
- IT - Services4.2% → 3.6%−0.6 pts
- Finance10.3% → 9.8%−0.4 pts
- Metals & Minerals Trading4.8% → 4.5%−0.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Jul 2023 | Aug 2025 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|
| Banks | 20.6% | 19.2% | 12.6% | 9.8% | 12.2% | 12.4% |
| Finance | 3.4% | 5.5% | 9.2% | 10.0% | 10.3% | 9.8% |
| Food Products | — | 6.2% | 5.7% | 5.2% | 8.1% | 9.7% |
| Auto Components | — | — | 13.6% | 10.9% | 9.9% | 6.2% |
| Realty | — | — | 3.9% | 6.8% | 6.2% | 6.0% |
| Chemicals & Petrochemicals | 5.7% | 3.2% | 2.1% | 5.2% | 5.2% | 5.2% |
| Metals & Minerals Trading | — | — | — | 5.1% | 4.8% | 4.5% |
| Industrial Manufacturing | 4.0% | 4.7% | 2.0% | — | — | 4.4% |
| Retailing | 2.3% | 9.9% | 5.7% | 4.0% | 3.3% | 3.7% |
| Cement & Cement Products | — | 3.5% | — | — | 3.9% | 3.6% |
Allocation in Aug 2026change vs Jul 2026
- Banks (3)
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Aug 2026
4.4%
▲ 0.7 pts vs Jul 2026
- Cash alone
- 4.5%
- cash and net receivables
- A year earlier
- 17.9%
- Aug 2025 · now ▼ 13.5 pts
- Last 12 months
- 3.6% – 10.3%
- lowest to highest · record 17.9% in Aug 2025
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.