4 Largecap SBI Nifty 50 ETF Stocks to Watch for Future Multibagger Potential: HDFC Bank, TCS, Sun Pharma and Titan
- October 29, 2026
- Posted by: Manan Bisht
- Category: Best Stocks
HDFC Bank Rs 685.30. TCS Rs 2,460. Sun Pharma Rs 1,757.50. Titan Rs 4,337.90. Market caps from Rs 3.94 lakh crore to Rs 11.08 lakh crore. Data as of 28 Oct 2026.
Quick Answer
HDFC Bank, TCS, Sun Pharma and Titan are the 4 picks in this SBI Nifty 50 ETF stocks watchlist, with market caps between Rs 3.94 lakh crore and Rs 11.08 lakh crore. HDFC Bank stands out for the lowest PE of the group at 13.44, while TCS offers the highest return on equity at 43.37%. PE ratios run from 13.44 to 68.32, so compare each one with its industry PE before investing. All figures are as of 28 October 2026.
SBI Nifty 50 ETF stocks to watch for multibagger potential start with a simple filter: size, a clean financial record and earnings that keep growing. HDFC Bank, TCS, Sun Pharma and Titan meet that test, with market caps from Rs 3.94 lakh crore to Rs 11.08 lakh crore and HDFC Bank offering the lowest PE of the group at 13.44. Each of these companies has the SBI Nifty 50 ETF listed among its top domestic institutional holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, and net profit rose in FY26 and in the latest quarter.
This list covers companies with the SBI Nifty 50 ETF listed among its top domestic institutional holders, a return on equity of at least 10 per cent and profit growth in FY26 and in the latest quarter, rising profit in FY26 and the latest quarter, market capitalisation above Rs 1,00,000 crore, and complete, verifiable financials, ranked by market capitalisation. Each company has a market cap above Rs 1 lakh crore. Investors screening SBI Nifty 50 ETF stocks usually begin with size and balance sheet strength, and this list follows the same logic. All figures are as of 28 October 2026 and are drawn from NSE and BSE data and company filings.
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What Are SBI Nifty 50 ETF Stocks and Why Do They Attract Multibagger Interest?
SBI Nifty 50 ETF stocks are shares of large companies in which the SBI Nifty 50 ETF, one of the largest index funds in the country, is named among the top domestic institutional holders. The four here cover private banking, IT services, pharmaceuticals and jewellery and watches.
When a large index fund holds a big stake, it shows that the company is a core part of the market benchmark, which brings steady demand for the shares. For SBI Nifty 50 ETF stocks, both FY26 and the latest quarter showed growth. Investors researching SBI Nifty 50 ETF stocks get a fuller picture by reading growth and valuation together. The table below lines up SBI Nifty 50 ETF stocks on size, growth and valuation, using complete FY26 and latest quarter numbers. Past performance does not guarantee future returns, so use SBI Nifty 50 ETF stocks as a starting point for your own research.
SBI Nifty 50 ETF Stocks at a Glance: Price, Market Cap, PE, ROE and Price to Book
Prices are closing prices as of 28 October 2026. HDFC Bank has the lowest PE of the group at 13.44, while TCS posts the highest return on equity at 43.37%.
| Stock | CMP (Rs) | Market Cap (Rs Cr) | PE | Industry PE | ROE | Price to Book | 52-Week Range (Rs) |
|---|---|---|---|---|---|---|---|
| HDFC Bank | 685.30 | 11,08,475 | 13.44 | 11.94 | 13.14% | 1.85 | 680.20 to 1,020.50 |
| Tata Consultancy Services | 2,460 | 8,17,302 | 15.76 | 18.27 | 43.37% | 6.87 | 1,976.80 to 3,350.00 |
| Sun Pharmaceutical Industries | 1,757.50 | 4,22,307 | 34.85 | 36.42 | 13.74% | 5.05 | 1,583.70 to 2,046.90 |
| Titan Company | 4,337.90 | 3,93,523 | 68.32 | 46.75 | 32.31% | 25.06 | 3,506.50 to 5,186.70 |
HDFC Bank: 20.04% Profit CAGR Since FY22
HDFC Bank is India’s largest private sector bank by assets and serves retail, business and corporate customers through a wide branch and digital network. It reported FY26 total income of Rs 4,95,462.81 crore, up 5.21% year on year, and net profit of Rs 79,219.46 crore, up 7.87%. Net profit has compounded at 20.04% a year since FY22, while total income has grown 31.11% a year.
In the September 2026 quarter, total income rose 9.11% to Rs 1,29,358.69 crore and net profit grew 5.76% to Rs 21,537.09 crore. Domestic institutions raised their holding from 36.26% in September 2025 to 43.63% in September 2026. The stock trades at a PE of 13.44 against an industry PE of 11.94, with a return on equity of 13.14%. The dividend yield is 2.16%.
TCS: Return on Equity of 43.37%
TCS is India’s largest IT services company by market capitalisation and runs large AI and data practices for global clients. It reported FY26 revenue of Rs 2,71,423 crore, up 4.68% year on year, and net profit of Rs 49,454 crore, up 1.35%. Net profit has compounded at 6.49% a year since FY22, while revenue has grown 8.51% a year. Operating margin was 27.07% in FY26. The debt-to-equity ratio is 0.10, which keeps interest costs low.
The stock trades at a PE of 15.76 against an industry PE of 18.27, below the sector average, with a return on equity of 43.37%. The dividend yield is 4.87%. In the September 2026 quarter, revenue rose 11.79% to Rs 74,525 crore and net profit grew 14.86% to Rs 13,934 crore. Domestic institutions raised their holding from 12.01% in June 2025 to 13.47% in June 2026.
Sun Pharma: 35.75% Profit CAGR Since FY22
Sun Pharmaceutical Industries is one of India’s largest drugmakers and sells generic and specialty medicines in India and overseas. It reported FY26 revenue of Rs 61,673.94 crore, up 12.69% year on year, and net profit of Rs 11,564.52 crore, up 5.32%. Net profit has compounded at 35.75% a year since FY22, while revenue has grown 11.62% a year. Operating margin was 31.47% in FY26. The debt-to-equity ratio is 0.06, which keeps interest costs low.
In the June 2026 quarter, revenue rose 11.93% to Rs 16,023.50 crore and net profit grew 26.41% to Rs 2,910.80 crore. The share price has gained 110.81% over five years. Domestic institutions raised their holding from 20.23% in September 2025 to 22.27% in September 2026. The stock trades at a PE of 34.85 against an industry PE of 36.42, below the sector average, with a return on equity of 13.74%.
Titan: 23.26% Profit CAGR Since FY22
Titan Company runs the jewellery (Tanishq), watches (Titan), eyewear and fragrances businesses. It reported FY26 revenue of Rs 88,136 crore, up 44.62% year on year, and net profit of Rs 5,073 crore, up 52.02%. Net profit has compounded at 23.26% a year since FY22, while revenue has grown 32.00% a year. Operating margin was 10.06% in FY26.
The stock trades at a PE of 68.32 against an industry PE of 46.75, with a return on equity of 32.31%. In the June 2026 quarter, revenue rose 29.31% to Rs 21,502 crore and net profit grew 62.88% to Rs 1,777 crore. The share price has gained 72.39% over five years and 22.47% over the past year. Domestic institutions raised their holding from 12.78% in June 2025 to 15.34% in June 2026.
SBI Nifty 50 ETF Stocks: Financial Comparison on Growth and Margins
The table compares scale and growth across these SBI Nifty 50 ETF stocks. Latest quarter means the most recent reported quarter for each company, and only metrics that are positive for every company are shown.
| Stock | Total Income (Rs Cr) | Net Profit (Rs Cr) | Income Growth (YoY) | 4-Year Income CAGR | 4-Year Net Profit CAGR |
|---|---|---|---|---|---|
| HDFC Bank | 4,95,462.81 | 79,219.46 | 5.21% | 31.11% | 20.04% |
| TCS | 2,71,423 | 49,454 | 4.68% | 8.51% | 6.49% |
| Sun Pharma | 61,673.94 | 11,564.52 | 12.69% | 11.62% | 35.75% |
| Titan | 88,136 | 5,073 | 44.62% | 32.00% | 23.26% |
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Institutional Holding in HDFC Bank, TCS, Sun Pharma and Titan
Institutional holding shows who is backing these SBI Nifty 50 ETF stocks alongside the promoter. The table uses the latest reported quarter for each. HDFC Bank has the deepest institutional backing, with FII and DII together holding 83.03% as of September 2026. Domestic institutions increased their holding over the past year in HDFC Bank (from 36.26% to 43.63%), TCS (from 12.01% to 13.47%), Sun Pharma (from 20.23% to 22.27%) and Titan (from 12.78% to 15.34%).
| Stock | Promoter | FII | DII | Public | Quarter |
|---|---|---|---|---|---|
| HDFC Bank | Nil | 39.40% | 43.63% | 16.97% | September 2026 |
| TCS | 71.77% | 9.06% | 13.47% | 5.70% | June 2026 |
| Sun Pharma | 52.68% | 14.36% | 22.27% | 10.70% | September 2026 |
| Titan | 52.90% | 15.38% | 15.34% | 16.38% | June 2026 |
Risks to Weigh in SBI Nifty 50 ETF Stocks
Being careful with SBI Nifty 50 ETF stocks means looking at what can slow the story as well as what can speed it up. Four points matter most:
- Past growth may not repeat.
- Share prices can move sharply in either direction.
- Valuation: Titan trades at a PE of 68.32 against an industry PE of 46.75, so earnings need to keep growing to support the price.
- Concentration: Holding all 4 names puts the allocation in one sector, so size each position to match your risk appetite.
How to Choose Between SBI Nifty 50 ETF Stocks
Picking from SBI Nifty 50 ETF stocks comes down to four checks, applied in order.
- Check asset quality and net interest margin first, then return on equity and price to book. Debt-to-equity does not apply to lenders.
- Compare each PE with the industry PE (11.94 to 46.75) and ask whether the growth rate justifies any gap.
- Track net profit growth, the operating margin and the return on equity in every quarterly result.
- Stagger entries across quarters and review institutional holding every reporting season.
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Conclusion
Among SBI Nifty 50 ETF stocks, HDFC Bank stands out for the lowest PE of the group at 13.44, TCS for the highest return on equity at 43.37%, Sun Pharma for the fastest profit growth, 35.75% a year since FY22 and Titan for the strongest latest-quarter profit growth at 62.88%. Which one suits a portfolio depends on how much valuation risk it can carry, so staggering entries and reviewing each quarterly result is a sound habit. Investors comparing SBI Nifty 50 ETF stocks should rank them on growth, financial strength and the price paid, and anyone who wants personalised guidance can consult a SEBI-registered advisor before acting.
Disclaimer: Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).
Frequently Asked Questions on SBI Nifty 50 ETF Stocks to Watch
Which are the best SBI Nifty 50 ETF stocks to watch for multibagger potential?
Ans. HDFC Bank, TCS, Sun Pharma and Titan are the 4 names this list highlights, with market caps of Rs 11,08,475 crore, Rs 8,17,302 crore, Rs 4,22,307 crore and Rs 3,93,523 crore respectively. HDFC Bank is notable for the lowest PE of the group at 13.44. TCS stands out for the highest return on equity at 43.37%. Sun Pharma offers the fastest profit growth, 35.75% a year since FY22. Titan brings the strongest latest-quarter profit growth at 62.88%. These are watchlist names for SBI Nifty 50 ETF stocks, not recommendations, so match each one to your own risk profile and time horizon.
Is TCS a good stock for long-term investors?
Ans. TCS has a return on equity of 43.37%, a PE of 15.76 against an industry PE of 18.27 and a market cap of Rs 8,17,302 crore. Net profit has compounded at 6.49% a year since FY22, and FY26 revenue rose 4.68% while September 2026 quarter net profit grew 14.86%. Long-term returns in SBI Nifty 50 ETF stocks depend on earnings growth and the price paid at entry, so staggering purchases and consulting a SEBI-registered advisor is sensible.
Can Sun Pharma become a multibagger from here?
Ans. Sun Pharma has already gained 110.81% in five years, so another multi-fold move would need sustained earnings growth. A multibagger outcome in SBI Nifty 50 ETF stocks requires earnings to keep growing faster than the market for several years. Net profit has compounded at 35.75% a year since FY22, and FY26 revenue rose 12.69%. At a PE of 34.85 against an industry PE of 36.42, valuation should be checked against that growth before investing.
What is the market cap of HDFC Bank, TCS, Sun Pharma and Titan?
Ans. As of 28 October 2026, HDFC Bank has a market cap of Rs 11,08,475 crore, TCS has a market cap of Rs 8,17,302 crore, Sun Pharma has a market cap of Rs 4,22,307 crore and Titan has a market cap of Rs 3,93,523 crore. All of them qualify as largecaps. Market cap changes daily with the share price, so check the latest figure on the Univest Screener or on NSE before taking a decision on SBI Nifty 50 ETF stocks.
What are the risks of investing in SBI Nifty 50 ETF stocks?
Ans. The main risks are market swings, slower growth than expected and valuations that already reflect good news. Companies with strong balance sheets and steady earnings handle these better. Titan trades at a PE of 68.32 against an industry PE of 46.75, so earnings growth needs to hold up.
Why is Titan trading at a PE of 68.32?
Ans. Titan’s PE of 68.32 compares with an industry PE of 46.75. The market is paying a premium for a return on equity of 32.31%, profit growth of 23.26% a year since FY22 and latest-quarter profit growth of 62.88%, which also means the stock is more sensitive if growth slows. Investors in SBI Nifty 50 ETF stocks who are comfortable with higher valuation risk may prefer to stagger purchases instead of investing in one go.
How much do institutions hold in HDFC Bank, TCS, Sun Pharma and Titan?
Ans. As of the latest reported quarter, FII and DII together hold 83.03% of HDFC Bank (39.40% and 43.63%), 22.53% of TCS (9.06% and 13.47%), 36.63% of Sun Pharma (14.36% and 22.27%) and 30.72% of Titan (15.38% and 15.34%). Rising institutional holding is a useful signal in SBI Nifty 50 ETF stocks, though it should be read with earnings trends rather than on its own.
