SBI LIFE INSURANCE CO LTD
Who holds it
every fund's latest position, when it first appeared, and the price then against now · 343 rows: 302 holders and recent exits
| Fund | Weight | Since | Entry close | Now vs entry | 3-mo change | Action |
|---|---|---|---|---|---|---|
| ICICI Prudential Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 8.3 yrs | 0.65% | Oct 2017 | ₹662.10 | +161% | -0.08% | held |
| Axis Aggressive Hybrid Fund Aggressive Hybrid · held 3.3 yrs | 0.54% | May 2021 | ₹975.65 | +77% | -0.09% | trimmed |
| Axis Retirement Fund - Dynamic Plan Retirement · held 2.9 yrs | 0.54% | Oct 2023 | ₹1,367.85 | +27% | -0.09% | trimmed |
| HDFC DIVIDEND YIELD FUND Dividend Yield · held 2.4 yrs | 1.87% | Apr 2024 | ₹1,436.55 | +20% | -0.09% | held |
| UTI Multi Cap Fund Multi Cap · held 1.3 yrs | 1.36% | Jun 2025 | ₹1,838.30 | −6% | -0.09% | added |
| ICICI Prudential Business Cycle Fund Sectoral/ Thematic · held 5.6 yrs | 1.62% | Feb 2021 | ₹866.90 | +100% | -0.09% | held |
| Axis Children's Fund Childrens' · held 2.0 yrs | 0.52% | Sep 2024 | ₹1,844.00 | −6% | -0.10% | trimmed |
| BANK OF INDIA BALANCED ADVANTAGE FUND Dynamic Asset Allocation or Balanced Advantage · held 4.3 yrs | 0.53% | Jun 2022 | ₹1,081.60 | +60% | -0.10% | held |
| HSBC Large Cap Fund Large Cap · held 2.6 yrs | 0.94% | Sep 2019 | ₹846.40 | +105% | -0.10% | held |
| Motilal Oswal Nifty Services Sector ETF Other ETFs · held 10 mo | 1.14% | Nov 2025 | ₹1,966.00 | −12% | -0.10% | added |
| SBI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 3.7 yrs | 0.03% | Jan 2023 | ₹1,219.55 | +42% | -0.10% | trimmed |
| Mirae Asset Equity Savings Fund Equity Savings · held 5.1 yrs | 1.00% | Aug 2021 | ₹1,192.05 | +45% | -0.10% | held |
| Mirae Asset Large Cap Fund Large Cap · held 5.1 yrs | 0.86% | Aug 2021 | ₹1,192.05 | +45% | -0.10% | trimmed |
| Axis Equity Savings Fund Equity Savings · held 4.6 yrs | 1.30% | May 2021 | ₹975.65 | +77% | -0.11% | held |
| BANK OF INDIA ELSS TAX SAVER FUND ELSS · held 2.4 yrs | 1.35% | Jan 2022 | ₹1,233.25 | +40% | -0.11% | held |
| Nippon India Large Cap Fund Large Cap · held 5.6 yrs | 1.08% | Dec 2017 | ₹695.35 | +149% | -0.11% | held |
| Aditya Birla Sun Life Consumption Fund Sectoral/ Thematic · held 5.5 yrs | 1.26% | Mar 2021 | ₹880.85 | +97% | -0.12% | held |
| DSP Dynamic Asset Allocation Fund Dynamic Asset Allocation or Balanced Advantage · held 3.5 yrs | 1.28% | Oct 2020 | ₹769.15 | +125% | -0.12% | held |
| Tata ELSS - Tax Saver Fund ELSS · held 6.2 yrs | 1.10% | Sep 2017 | — | — | -0.12% | held |
| Aditya Birla Sun Life PSU Equity Fund Sectoral/ Thematic · held 4.6 yrs | 1.74% | Jan 2020 | ₹994.10 | +74% | -0.13% | held |
| JM Arbitrage Fund Arbitrage · held 1.8 yrs | 0.04% | Jun 2020 | ₹806.45 | +115% | -0.13% | trimmed |
| Aditya Birla Sun Life Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage · held 6.1 yrs | 0.86% | Sep 2017 | — | — | -0.13% | held |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund) Large Cap · held 5.8 yrs | 1.89% | Oct 2020 | ₹769.15 | +125% | -0.13% | held |
| Canara Robeco Value Fund Value · held 4.8 yrs | 1.54% | Sep 2021 | ₹1,215.10 | +42% | -0.14% | held |
| Mirae Asset Arbitrage Fund Arbitrage · held 4.4 yrs | 0.38% | Oct 2021 | ₹1,145.55 | +51% | -0.15% | trimmed |
| Aditya Birla Sun Life Large Cap Fund Large Cap · held 1.3 yrs | 1.62% | Jun 2025 | ₹1,838.30 | −6% | -0.15% | held |
| Axis Value Fund Value · held 1.4 yrs | 0.63% | Apr 2025 | ₹1,765.80 | −2% | -0.15% | held |
| Motilal Oswal BSE Low Volatility ETF Other ETFs · held 2.5 yrs | 3.12% | Mar 2022 | ₹1,121.45 | +54% | -0.15% | added |
| UTI BSE Low Volatility Index Fund Equity Funds · held 2.5 yrs | 3.11% | Mar 2022 | ₹1,121.45 | +54% | -0.15% | trimmed |
| Aditya Birla Sun Life Value Fund Value · held 5.6 yrs | 1.11% | Apr 2020 | ₹726.85 | +138% | -0.16% | trimmed |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan Retirement · held 1.6 yrs | 1.05% | Feb 2025 | ₹1,430.50 | +21% | -0.16% | held |
| ICICI Prudential Value Fund (erstwhile Value Discovery Fund) Value · held 8.0 yrs | 2.26% | Sep 2017 | — | — | -0.16% | held |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) Large Cap · held 8.1 yrs | 0.93% | Apr 2018 | ₹743.10 | +133% | -0.16% | trimmed |
| ICICI Prudential ELSS - Tax Saver Fund ELSS · held 8.7 yrs | 1.74% | Sep 2017 | — | — | -0.18% | held |
| Groww Large Cap Fund Large Cap · held 1.0 yrs | 1.66% | Jun 2025 | ₹1,838.30 | −6% | -0.19% | held |
| ICICI Prudential ESG Exclusionary Strategy Fund Sectoral/ Thematic · held 5.7 yrs | 2.38% | Jan 2021 | ₹864.45 | +100% | -0.19% | held |
| WhiteOak Capital Equity Savings Fund Equity Savings · held 11 mo | 1.63% | Oct 2025 | ₹1,955.70 | −11% | -0.20% | trimmed |
| Motilal Oswal BSE Low Volatility Index Fund Index Funds · held 2.5 yrs | 3.06% | Mar 2022 | ₹1,121.45 | +54% | -0.21% | trimmed |
| ICICI Prudential Exports & Services Fund Sectoral/ Thematic · held 7.0 yrs | 1.15% | Apr 2018 | ₹743.10 | +133% | -0.22% | held |
| BANDHAN LARGE CAP FUND Large Cap · held 2.6 yrs | 1.18% | May 2022 | ₹1,174.15 | +47% | -0.22% | trimmed |
| Axis Multi Asset Allocation Fund Multi Asset Allocation · held 1.2 yrs | 1.16% | Jan 2024 | ₹1,401.15 | +24% | -0.23% | held |
| LIC MF Large Cap Fund Large Cap · held 5.0 yrs | 2.52% | Sep 2021 | ₹1,215.10 | +42% | -0.24% | held |
| Tata Nifty Financial Services Index Fund Index Funds · held 2.4 yrs | 2.48% | Apr 2024 | ₹1,436.55 | +20% | -0.24% | trimmed |
| Aditya Birla Sun Life Flexi Cap Fund Flexi Cap · held 6.3 yrs | 1.44% | Sep 2017 | — | — | -0.25% | held |
| DSP BSE SENSEX Next 30 Index Fund Index Funds · held 1.7 yrs | 2.93% | Jan 2025 | ₹1,483.60 | +17% | -0.26% | added |
| Nippon India BSE Sensex Next 30 Index Fund Index Funds · held 1.3 yrs | 2.94% | Jun 2025 | ₹1,838.30 | −6% | -0.26% | added |
| UTI Quant Fund Sectoral/ Thematic · held 1.1 yrs | 0.45% | Aug 2025 | ₹1,805.50 | −4% | -0.26% | trimmed |
| Aditya Birla Sun Life Focused Fund Focused · held 8.3 yrs | 3.13% | Sep 2017 | — | — | -0.26% | held |
| DSP BSE SENSEX Next 30 ETF Other ETFs · held 1.7 yrs | 2.93% | Jan 2025 | ₹1,483.60 | +17% | -0.27% | trimmed |
| Nippon India BSE Sensex Next 30 ETF Other ETFs · held 1.3 yrs | 2.93% | Jun 2025 | ₹1,838.30 | −6% | -0.27% | added |
A holder disclosed the stock in the latest month or the one before; an exit is listed for three disclosures. Entry close is the split- and bonus-adjusted close at the end of the month the fund first disclosed the position; “now vs entry” is price only, not the fund's return on the position. Estimated cost basis per fund from monthly unit deltas is not computed in this build.
Three-month flow
−0.55 pp
net change in Σ fund weight over the last three disclosures (percentage points summed across funds) · 161 added or entered, 102 trimmed or exited
Crowding
302 funds hold it, at an average weight of 1.3% each (381.2% summed across holders). At a fifth of average daily volume (9,58,858 shares), the aggregate fund position would take about 798 trading days to exit.
Who moved last quarter
the three-month flow, fund by fund — largest move first
Exited: funds that held it three disclosures ago and no longer do.
| Fund | 3-mo change | Weight now | Since | Now vs entry |
|---|---|---|---|---|
| Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Equity Funds | -3.51% | 0 · left May 2026 | Dec 2025 | −15% |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX FUND Index Funds | -3.50% | 0 · left May 2026 | Jun 2025 | −6% |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Index Funds | -3.50% | 0 · left May 2026 | Jun 2025 | −6% |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Index Funds | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Other ETFs | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| Aditya Birla Sun Life Nifty 200 Momentum 30 ETF Other ETFs | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| UTI Nifty 200 Momentum 30 Index Fund Equity Funds | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| Motilal Oswal Nifty 200 Momentum 30 Index Fund Index Funds | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| Motilal Oswal Nifty 200 Momentum 30 ETF Other ETFs | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| HDFC NIFTY200 MOMENTUM 30 ETF Other ETFs | -3.49% | 0 · left May 2026 | Jun 2025 | −6% |
| SBI Nifty200 Momentum 30 Index Fund Index Funds | -3.49% | 0 · left May 2026 | Jul 2025 | −6% |
| Baroda BNP Paribas Health and Wellness Fund Sectoral/ Thematic | -3.36% | 0 · left Jun 2026 | Jan 2026 | −13% |
| Baroda BNP Paribas Focused Fund Focused | -2.83% | 0 · left Jul 2026 | May 2026 | −5% |
| SBI BANKING & FINANCIAL SERVICES FUND Sectoral/ Thematic | -2.74% | 0 · left May 2026 | Jan 2023 | +42% |
| Canara Robeco Focused Fund Focused | -2.41% | 0 · left Jun 2026 | Sep 2021 | +42% |
| SBI Long Term Advantage Fund - Series VI ELSS | -2.20% | 0 · left May 2026 | Dec 2025 | −15% |
| ITI Banking and Financial Services Fund Sectoral/ Thematic | -2.18% | 0 · left Jun 2026 | Dec 2021 | +45% |
| Groww Banking & Financial Services Fund Sectoral/ Thematic | -2.12% | 0 · left Jul 2026 | Apr 2025 | −2% |
| SBI Long Term Advantage Fund - Series V ELSS | -2.07% | 0 · left May 2026 | Dec 2025 | −15% |
| LIC MF Banking and Financial Services Fund Sectoral/ Thematic | -2.04% | 0 · left Jul 2026 | Oct 2018 | +209% |
| SBI PSU FUND Sectoral/ Thematic | -1.92% | 0 · left Jul 2026 | Aug 2019 | +106% |
| SBI Long Term Advantage Fund - Series IV ELSS | -1.91% | 0 · left May 2026 | Dec 2025 | −15% |
| Nippon India Retirement Fund- Wealth Creation Scheme Retirement | -1.81% | 0 · left Jun 2026 | Oct 2018 | +209% |
| Canara Robeco Banking and Financial Services Fund Sectoral/ Thematic | -1.73% | 0 · left Jun 2026 | Mar 2026 | −3% |
| Nippon India Quant Fund Sectoral/ Thematic | -1.65% | 0 · left May 2026 | Apr 2020 | +138% |
| Canara Robeco Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -1.50% | 0 · left May 2026 | Aug 2024 | −6% |
| Axis Momentum Fund Sectoral/ Thematic | -1.26% | 0 · left May 2026 | Jul 2025 | −6% |
| ITI Pharma and Healthcare Fund Sectoral/ Thematic | -1.22% | 0 · left May 2026 | Nov 2021 | +49% |
| ITI Balanced Advantage Fund Dynamic Asset Allocation or Balanced Advantage | -1.13% | 0 · left May 2026 | Dec 2019 | +80% |
| Bandhan Nifty Alpha 50 Index Fund Index Funds | -1.00% | 0 · left May 2026 | Dec 2025 | −15% |
| Motilal Oswal Nifty Alpha 50 ETF Other ETFs | -1.00% | 0 · left May 2026 | Dec 2025 | −15% |
| ITI Value Fund Value | -0.98% | 0 · left May 2026 | Aug 2025 | −4% |
| JioBlackRock Large Cap Fund Large Cap | -0.94% | 0 · left Jun 2026 | Apr 2026 | −5% |
| Union Business Cycle Fund Sectoral/ Thematic | -0.73% | 0 · left May 2026 | Jun 2025 | −6% |
| HDFC Multi Cap Fund Multi Cap | -0.60% | 0 · left Jun 2026 | Apr 2024 | +20% |
| JioBlackRock Flexi Cap Fund Flexi Cap | -0.51% | 0 · left Jun 2026 | Apr 2026 | −5% |
| Baroda BNP Paribas Equity Savings Fund Equity Savings | -0.50% | 0 · left Jun 2026 | May 2023 | +40% |
| Union Largecap Fund Large Cap | -0.46% | 0 · left Jun 2026 | Jul 2024 | −1% |
| WhiteOak Capital Quality Equity Fund Sectoral/ Thematic | -0.43% | 0 · left Jun 2026 | Oct 2025 | −11% |
| Nippon India Vision Large & Mid Cap Fund Large & Mid Cap | -0.25% | 0 · left May 2026 | Oct 2017 | +161% |
| Nippon India Multi Asset Allocation Fund Multi Asset Allocation | -0.22% | 0 · left Jul 2026 | Feb 2023 | +54% |
One year, adjusted
daily close, split- and bonus-adjusted
Prices are the NSE close — the company quotes on both exchanges and the NSE carries the liquidity for almost every dual listing, so one series is shown rather than two that would mostly agree. The series is adjusted for splits and bonuses so a 1:1 bonus does not read as a 50% fall. A dated corporate-action timeline (rights, demergers) is not loaded in this build and is not shown rather than guessed.