Largest addition
PB Fintech Ltd.
shares +8.2% · Financial Services
+₹62.1 cr

LoadingMutual fund
HDFC Mutual Fund · Equity
Added
Largest addition
PB Fintech Ltd.
shares +8.2% · Financial Services
+₹62.1 cr
Fund Quality
Strengths: Less concentrated than most category peers.
Weaknesses: Trailed the category median in most rolling years; Long-term returns behind most category peers.
Change since 30 Jun 2026: Consistency −7.9, Performance −5.0, Downside protection −0.7 points.
Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.
Increasing Healthcare exposure while reducing Fast Moving Consumer Goods.
Sector allocation, Feb 2026 → Aug 2026
New position
Rubicon Research Limited
0.4% of the portfolio
+₹80.8 cr
Reduced
Largest reduction
Larsen & Toubro Ltd.
shares −43.3% · Construction
−₹138 cr
Exited
Page Industries Ltd.
was 0.6% of the portfolio
−₹131 cr
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR
Financial ServicesUpgrade the plan to view this stock.SBI Funds Management LimitedSBIFUNDS
Financial ServicesKotak Mahindra Bank Ltd.KOTAKBANK
Financial ServicesUpgrade the plan to view this stock.Honeywell Automation India Ltd.HONAUT
Capital GoodsUpgrade the plan to view this stock.Jupiter Life Line Hospitals LimitedJLHL
HealthcareJSW Dulux Ltd.JSWDULUX
Consumer DurablesHDFC Life Insurance Company Ltd.HDFCLIFE
Financial ServicesUpgrade the plan to view this stock.Metro Brands LimitedMETROBRAND
Consumer ServicesUpgrade the plan to view this stock.Blue Star Ltd.BLUESTARCO
Consumer DurablesUpgrade the plan to view this stock.Cholamandalam Financial Holdings Ltd.CHOLAHLDNG
Financial ServicesUpgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO
Consumer ServicesUpgrade the plan to view this stock.Whirlpool of India Ltd.WHIRLPOOL
Consumer DurablesStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
ICICI Bank Ltd.ICICIBANK | Financial Services | +₹10.0 cr0.0% shares | 5.40M | 3.8% | +₹785 cr | Unchanged |
HDFC Bank Ltd.HDFCBANK | Financial Services | −₹39.2 cr0.0% shares | 10.00M | 3.4% | +₹709 cr | Unchanged |
Axis Bank Ltd.AXISBANK | Financial Services | +₹27.4 cr0.0% shares | 3.88M | 2.5% | +₹505 cr | Unchanged |
Reliance Industries Ltd.RELIANCE | Oil Gas & Consumable Fuels | −₹12.2 cr0.0% shares | 3.95M | 2.4% | +₹504 cr | Unchanged |
Britannia Industries Ltd.BRITANNIA | Fast Moving Consumer Goods | −₹13.8 cr0.0% shares | 828.91K | 2.1% | +₹435 cr | Unchanged |
Eternal Ltd.ETERNAL | Consumer Services | +₹33.3 cr0.0% shares | 13.00M | 2.1% | +₹427 cr | Unchanged |
Bharti Airtel Ltd.BHARTIARTL | Telecommunication | −₹36.8 cr0.0% shares | 2.30M | 2.0% | +₹417 cr | Unchanged |
| Financial Services | +₹42.6 cr+9.1% shares | 3.60M | 1.9% | +₹382 cr | Increased | |
NTPC Ltd.NTPC | Power | −₹20.6 cr0.0% shares | 10.40M | 1.6% | +₹340 cr | Unchanged |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹51.1 cr+11.1% shares | 7.50M | 1.5% | +₹315 cr | Increased |
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR | Financial Services | +₹62.1 cr+8.2% shares | 1.57M | 1.4% | +₹295 cr | Increased |
Upgrade the plan to view this stock.PNB Housing Finance Ltd.PNBHOUSING | Financial Services | +₹22.9 cr0.0% shares | 2.40M | 1.3% | +₹276 cr | Unchanged |
| Automobile and Auto Components | −₹9.7 cr0.0% shares | 830.65K | 1.3% | +₹273 cr | Unchanged | |
Maruti Suzuki India Ltd.MARUTI | Automobile and Auto Components | −₹12.6 cr0.0% shares | 182.99K | 1.2% | +₹248 cr | Unchanged |
Shriram Finance Ltd.SHRIRAMFIN | Financial Services | −₹22.3 cr−13.5% shares | 2.23M | 1.2% | +₹247 cr | Reduced |
Upgrade the plan to view this stock.ICICI Lombard General Insurance Company Ltd.ICICIGI | Financial Services | −₹8.9 cr0.0% shares | 1.57M | 1.2% | +₹247 cr | Unchanged |
Upgrade the plan to view this stock.Sona BLW Precision Forgings Ltd.SONACOMS | Automobile and Auto Components | +₹10.5 cr−1.1% shares | 2.96M | 1.2% | +₹241 cr | Reduced |
Upgrade the plan to view this stock.Alkem Laboratories Ltd.ALKEM | Healthcare | −₹19.0 cr0.0% shares | 450.00K | 1.2% | +₹240 cr | Unchanged |
Coforge Ltd.COFORGE | Information Technology | +₹31.7 cr0.0% shares | 1.20M | 1.1% | +₹238 cr | Unchanged |
Upgrade the plan to view this stock.Tata Communications Ltd.TATACOMM | Telecommunication | −₹4.5 cr0.0% shares | 1.35M | 1.1% | +₹233 cr | Unchanged |
Upgrade the plan to view this stock.Balkrishna Industries Ltd.BALKRISIND | Automobile and Auto Components | −₹19.2 cr0.0% shares | 985.76K | 1.1% | +₹225 cr | Unchanged |
Five-Star Business Finance Ltd.FIVESTAR | Financial Services | −₹5.4 cr0.0% shares | 4.20M | 1.1% | +₹225 cr | Unchanged |
HCL Technologies Ltd.HCLTECH | Information Technology | −₹5.9 cr0.0% shares | 1.71M | 1.1% | +₹224 cr | Unchanged |
InterGlobe Aviation Ltd.INDIGO | Services | +₹2.6 cr0.0% shares | 412.50K | 1.1% | +₹216 cr | Unchanged |
Upgrade the plan to view this stock.AU Small Finance Bank Ltd.AUBANK | Financial Services | +₹7.6 cr0.0% shares | 1.95M | 1.0% | +₹212 cr | Unchanged |
Upgrade the plan to view this stock.Jubilant Foodworks Ltd.JUBLFOOD | Consumer Services | +₹24.7 cr0.0% shares | 4.29M | 1.0% | +₹213 cr | Unchanged |
Tata Capital Ltd.TATACAP | Financial Services | +₹1.5 cr0.0% shares | 5.80M | 1.0% | +₹213 cr | Unchanged |
Tata Steel Ltd.TATASTEEL | Metals & Mining | −₹6.1 cr0.0% shares | 11.50M | 1.0% | +₹212 cr | Unchanged |
Max Healthcare Institute Ltd.MAXHEALTH | Healthcare | −₹11.3 cr0.0% shares | 2.00M | 1.0% | +₹208 cr | Unchanged |
Upgrade the plan to view this stock.Prestige Estates Projects Ltd.PRESTIGE | Realty | +₹2.1 cr0.0% shares | 1.25M | 1.0% | +₹204 cr | Unchanged |
| Capital Goods | +₹9.2 cr0.0% shares | 260.00K | 1.0% | +₹199 cr | Unchanged | |
Upgrade the plan to view this stock.Endurance Technologies Ltd.ENDURANCE | Automobile and Auto Components | +₹7.7 cr0.0% shares | 681.90K | 0.9% | +₹196 cr | Unchanged |
Upgrade the plan to view this stock.Timken India Ltd.TIMKEN | Capital Goods | +₹26.0 L0.0% shares | 619.96K | 0.9% | +₹195 cr | Unchanged |
| Construction | −₹138 cr−43.3% shares | 475.00K | 0.9% | +₹192 cr | Reduced | |
Trent Ltd.TRENT | Consumer Services | −₹27.7 cr−8.8% shares | 666.37K | 0.9% | +₹192 cr | Reduced |
Upgrade the plan to view this stock.MphasiS Ltd.MPHASIS | Information Technology | +₹6.7 cr0.0% shares | 782.67K | 0.9% | +₹190 cr | Unchanged |
| Financial Services | −₹48.0 cr0.0% shares | 5.45M | 0.9% | +₹183 cr | Unchanged | |
UltraTech Cement Ltd.ULTRACEMCO | Construction Materials | −₹7.2 cr0.0% shares | 160.00K | 0.9% | +₹183 cr | Unchanged |
Infosys Ltd.INFY | Information Technology | −₹44.6 cr−20.0% shares | 1.60M | 0.9% | +₹181 cr | Reduced |
JSW Dulux Ltd.JSWDULUX | Consumer Durables | +₹20.3 cr+4.5% shares | 575.00K | 0.9% | +₹182 cr | Increased |
Aster DM Quality Care Ltd.ASTERDM | Healthcare | −₹15.5 cr0.0% shares | 2.34M | 0.9% | +₹177 cr | Unchanged |
| Capital Goods | +₹11.4 cr0.0% shares | 4.30M | 0.9% | +₹178 cr | Unchanged | |
Divi's Laboratories Ltd.DIVISLAB | Healthcare | +₹26.5 cr0.0% shares | 188.00K | 0.9% | +₹178 cr | Unchanged |
Upgrade the plan to view this stock.Chalet Hotels Ltd.CHALET | Consumer Services | +₹17.9 cr0.0% shares | 1.94M | 0.8% | +₹175 cr | Unchanged |
Hindustan Petroleum Corporation Ltd.HINDPETRO | Oil Gas & Consumable Fuels | −₹11.4 cr0.0% shares | 4.76M | 0.8% | +₹174 cr | Unchanged |
Upgrade the plan to view this stock.Mahanagar Gas Ltd.MGL | Oil Gas & Consumable Fuels | −₹8.4 cr−0.0% shares | 1.62M | 0.8% | +₹174 cr | Reduced |
Upgrade the plan to view this stock.Lupin Ltd.LUPIN | Healthcare | −₹17.6 cr0.0% shares | 775.00K | 0.8% | +₹170 cr | Unchanged |
Upgrade the plan to view this stock.Prudent Corporate Advisory Services LimitedPRUDENT | Financial Services | +₹17.6 cr0.0% shares | 460.00K | 0.8% | +₹169 cr | Unchanged |
Upgrade the plan to view this stock.Tube Investments of India Ltd.TIINDIA | Automobile and Auto Components | +₹1.6 cr0.0% shares | 608.05K | 0.8% | +₹169 cr | Unchanged |
Upgrade the plan to view this stock.Global Health Ltd.MEDANTA | Healthcare | +₹8.3 cr0.0% shares | 1.13M | 0.8% | +₹166 cr | Unchanged |
Upgrade the plan to view this stock.Havells India Ltd.HAVELLS | Consumer Durables | −₹2.2 cr0.0% shares | 1.34M | 0.8% | +₹167 cr | Unchanged |
Hindustan Unilever Ltd.HINDUNILVR | Fast Moving Consumer Goods | −₹11.4 cr0.0% shares | 850.00K | 0.8% | +₹167 cr | Unchanged |
Upgrade the plan to view this stock.Aadhar Housing Finance Ltd.AADHARHFC | Financial Services | −₹10.0 cr0.0% shares | 3.50M | 0.8% | +₹164 cr | Unchanged |
Upgrade the plan to view this stock.Devyani International Ltd.DEVYANI | Consumer Services | +₹27.9 cr0.0% shares | 11.34M | 0.8% | +₹157 cr | Unchanged |
Upgrade the plan to view this stock.Max Financial Services Ltd.MFSL | Financial Services | +₹7.4 cr0.0% shares | 1.00M | 0.8% | +₹157 cr | Unchanged |
Upgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO | Consumer Services | −₹3.2 cr+18.8% shares | 9.50M | 0.8% | +₹155 cr | Increased |
Upgrade the plan to view this stock.Supreme Industries Ltd.SUPREMEIND | Capital Goods | +₹4.1 cr0.0% shares | 435.49K | 0.8% | +₹155 cr | Unchanged |
Upgrade the plan to view this stock.Gland Pharma Ltd.GLAND | Healthcare | +₹19.8 cr0.0% shares | 517.49K | 0.7% | +₹149 cr | Unchanged |
Tata Motors Ltd.TMCV | Capital Goods | +₹10.8 cr0.0% shares | 3.15M | 0.7% | +₹148 cr | Unchanged |
Indian Hotels Co. Ltd.INDHOTEL | Consumer Services | −₹12.9 L0.0% shares | 1.98M | 0.7% | +₹146 cr | Unchanged |
Eicher Motors Ltd.EICHERMOT | Automobile and Auto Components | +₹2.2 cr0.0% shares | 180.00K | 0.7% | +₹143 cr | Unchanged |
Upgrade the plan to view this stock.Delhivery Ltd.DELHIVERY | Services | −₹7.9 cr0.0% shares | 3.07M | 0.7% | +₹140 cr | Unchanged |
Persistent Systems Ltd.PERSISTENT | Information Technology | +₹1.1 cr0.0% shares | 250.01K | 0.7% | +₹140 cr | Unchanged |
Upgrade the plan to view this stock.Cholamandalam Financial Holdings Ltd.CHOLAHLDNG | Financial Services | +₹7.6 cr+9.3% shares | 928.70K | 0.7% | +₹138 cr | Increased |
Upgrade the plan to view this stock.Praj Industries LimitedPRAJIND | Construction | +₹12.8 cr0.0% shares | 4.00M | 0.7% | +₹138 cr | Unchanged |
Upgrade the plan to view this stock.Blue Star Ltd.BLUESTARCO | Consumer Durables | +₹8.3 cr+22.4% shares | 929.91K | 0.7% | +₹136 cr | Increased |
Upgrade the plan to view this stock.Bandhan Bank Ltd.BANDHANBNK | Financial Services | −₹8.8 cr0.0% shares | 8.26M | 0.7% | +₹135 cr | Unchanged |
Gabriel India Ltd.GABRIEL | Automobile and Auto Components | −₹35.9 L0.0% shares | 919.71K | 0.6% | +₹132 cr | Unchanged |
Upgrade the plan to view this stock.Brigade Enterprises Ltd.BRIGADE | Realty | +₹15.1 cr0.0% shares | 2.00M | 0.6% | +₹131 cr | Unchanged |
Upgrade the plan to view this stock.DOMS Industries Ltd.DOMS | Fast Moving Consumer Goods | −₹1.6 cr0.0% shares | 585.05K | 0.6% | +₹131 cr | Unchanged |
Upgrade the plan to view this stock.Ajanta Pharmaceuticals Ltd.AJANTPHARM | Healthcare | +₹4.8 cr0.0% shares | 350.00K | 0.6% | +₹126 cr | Unchanged |
Upgrade the plan to view this stock.Jupiter Life Line Hospitals LimitedJLHL | Healthcare | +₹27.6 cr+43.6% shares | 4.26M | 0.6% | +₹126 cr | Increased |
Upgrade the plan to view this stock.360 ONE WAM Ltd.360ONE | Financial Services | +₹4.2 cr0.0% shares | 1.05M | 0.6% | +₹123 cr | Unchanged |
Apar Industries Ltd.APARINDS | Capital Goods | +₹23.5 cr0.0% shares | 70.00K | 0.6% | +₹124 cr | Unchanged |
Upgrade the plan to view this stock.ACME Solar Holdings Ltd.ACMESOLAR | Power | +₹12.0 cr0.0% shares | 3.04M | 0.6% | +₹122 cr | Unchanged |
HDFC Life Insurance Company Ltd.HDFCLIFE | Financial Services | +₹10.5 cr+10.6% shares | 2.21M | 0.6% | +₹120 cr | Increased |
Upgrade the plan to view this stock.Ipca Laboratories Ltd.IPCALAB | Healthcare | +₹13.6 cr0.0% shares | 598.33K | 0.6% | +₹118 cr | Unchanged |
Upgrade the plan to view this stock.Apollo Tyres Ltd.APOLLOTYRE | Automobile and Auto Components | +₹2.8 cr0.0% shares | 2.63M | 0.6% | +₹115 cr | Unchanged |
Upgrade the plan to view this stock.Dixon Technologies (India) Ltd.DIXON | Consumer Durables | −₹25.1 cr−22.2% shares | 78.47K | 0.6% | +₹117 cr | Reduced |
Upgrade the plan to view this stock.Escorts Kubota Ltd.ESCORTS | Capital Goods | −₹3.5 cr0.0% shares | 386.64K | 0.6% | +₹116 cr | Unchanged |
Upgrade the plan to view this stock.Wheels India LimitedWHEELS | Automobile and Auto Components | −₹5.2 cr−12.8% shares | 738.78K | 0.6% | +₹114 cr | Reduced |
Upgrade the plan to view this stock.Bharat Forge Ltd.BHARATFORG | Automobile and Auto Components | −₹5.0 cr0.0% shares | 525.00K | 0.5% | +₹111 cr | Unchanged |
Upgrade the plan to view this stock.Canara HSBC Life Insurance Company Ltd.CANHLIFE | Financial Services | +₹6.9 cr0.0% shares | 7.10M | 0.5% | +₹111 cr | Unchanged |
Upgrade the plan to view this stock.Oil India Ltd.OIL | Oil Gas & Consumable Fuels | +₹5.6 cr0.0% shares | 2.30M | 0.5% | +₹111 cr | Unchanged |
| Capital Goods | +₹3.6 cr0.0% shares | 229.53K | 0.5% | +₹110 cr | Unchanged | |
| Financial Services | +₹21.2 cr0.0% shares | 299.62K | 0.5% | +₹102 cr | Unchanged | |
Upgrade the plan to view this stock.Sai Life Sciences Ltd.SAILIFE | Healthcare | +₹9.9 cr0.0% shares | 682.77K | 0.5% | +₹99.7 cr | Unchanged |
Upgrade the plan to view this stock.Vesuvius India LimitedVESUVIUS | Capital Goods | −₹8.6 cr0.0% shares | 2.40M | 0.5% | +₹97.9 cr | Unchanged |
Upgrade the plan to view this stock.Whirlpool of India Ltd.WHIRLPOOL | Consumer Durables | +₹85.7 L+0.9% shares | 1.17M | 0.5% | +₹94.1 cr | Increased |
Upgrade the plan to view this stock.Bajaj Consumer Care LimitedBAJAJCON | Fast Moving Consumer Goods | −₹52.7 cr−29.9% shares | 1.93M | 0.4% | +₹91.3 cr | Reduced |
Upgrade the plan to view this stock.Centum Electronics LimitedCENTUM | Information Technology | −₹2.6 cr0.0% shares | 261.33K | 0.4% | +₹90.0 cr | Unchanged |
Upgrade the plan to view this stock.L&T Technology Services Ltd.LTTS | Information Technology | +₹1.3 cr0.0% shares | 254.30K | 0.4% | +₹91.8 cr | Unchanged |
Upgrade the plan to view this stock.Eris Lifesciences Ltd.ERIS | Healthcare | −₹3.9 cr0.0% shares | 678.36K | 0.4% | +₹88.0 cr | Unchanged |
| Automobile and Auto Components | −₹4.9 cr0.0% shares | 2.35M | 0.4% | +₹89.0 cr | Unchanged | |
Upgrade the plan to view this stock.Vishal Mega Mart Ltd.VMM | Consumer Services | +₹2.8 cr0.0% shares | 7.94M | 0.4% | +₹87.8 cr | Unchanged |
Upgrade the plan to view this stock.Archean Chemical Industries LimitedACI | Chemicals | −₹7.2 cr0.0% shares | 1.80M | 0.4% | +₹87.4 cr | Unchanged |
Upgrade the plan to view this stock.Birla Corporation LimitedBIRLACORPN | Construction Materials | −₹1.7 cr0.0% shares | 976.52K | 0.4% | +₹85.2 cr | Unchanged |
Upgrade the plan to view this stock.Metro Brands LimitedMETROBRAND | Consumer Services | −₹9.9 cr+0.9% shares | 923.08K | 0.4% | +₹84.9 cr | Increased |
Upgrade the plan to view this stock.EIH Ltd.EIHOTEL | Consumer Services | −₹22.9 cr−9.3% shares | 2.92M | 0.4% | +₹82.5 cr | Reduced |
Upgrade the plan to view this stock.Godrej Consumer Products Ltd.GODREJCP | Fast Moving Consumer Goods | −₹15.4 cr0.0% shares | 912.79K | 0.4% | +₹82.3 cr | Unchanged |
Upgrade the plan to view this stock.Honeywell Automation India Ltd.HONAUT | Capital Goods | +₹28.5 cr+62.9% shares | 23.52K | 0.4% | +₹83.6 cr | Increased |
Upgrade the plan to view this stock.Rubicon Research LimitedRUBICON | Healthcare | +₹80.8 cr— | 444.26K | 0.4% | +₹80.8 cr | New |
Upgrade the plan to view this stock.JSW Infrastructure Ltd.JSWINFRA | Services | +₹6.4 cr0.0% shares | 2.30M | 0.4% | +₹78.3 cr | Unchanged |
Upgrade the plan to view this stock.Jubilant Ingrevia Ltd.JUBLINGREA | Chemicals | −₹6.7 cr0.0% shares | 1.10M | 0.4% | +₹74.2 cr | Unchanged |
Upgrade the plan to view this stock.Carborundum Universal Ltd.CARBORUNIV | Capital Goods | +₹2.8 cr0.0% shares | 643.77K | 0.3% | +₹71.2 cr | Unchanged |
Upgrade the plan to view this stock.Kalpataru Projects International Ltd.KPIL | Construction | +₹5.6 cr0.0% shares | 501.36K | 0.3% | +₹70.2 cr | Unchanged |
LTM Ltd.LTM | Information Technology | +₹2.7 cr0.0% shares | 150.00K | 0.3% | +₹68.1 cr | Unchanged |
Upgrade the plan to view this stock.Zensar Technolgies Ltd.ZENSARTECH | Information Technology | −₹7.0 cr0.0% shares | 1.48M | 0.3% | +₹68.1 cr | Unchanged |
Upgrade the plan to view this stock.SBI Funds Management LimitedSBIFUNDS | Financial Services | +₹54.5 cr+468.4% shares | 1.15M | 0.3% | +₹66.4 cr | Increased |
Upgrade the plan to view this stock.BEML Ltd.BEML | Capital Goods | +₹5.8 cr0.0% shares | 310.57K | 0.3% | +₹60.1 cr | Unchanged |
Upgrade the plan to view this stock.Gulf Oil Lubricants India LimitedGULFOILLUB | Oil Gas & Consumable Fuels | +₹2.6 cr0.0% shares | 490.00K | 0.3% | +₹55.0 cr | Unchanged |
Upgrade the plan to view this stock.Shiprocket LimitedSHIPROCKET | Information Technology | +₹55.6 cr— | 4.00M | 0.3% | +₹55.6 cr | New |
TVS Motor Company Ltd.TVSMOTOR | Automobile and Auto Components | +₹33.5 L0.0% shares | 118.77K | 0.3% | +₹51.6 cr | Unchanged |
Upgrade the plan to view this stock.Cera Sanitaryware LimitedCERA | Construction | −₹2.5 cr0.0% shares | 64.30K | 0.2% | +₹36.8 cr | Unchanged |
Upgrade the plan to view this stock.Sonata Software Ltd.SONATSOFTW | Information Technology | −₹3.9 cr0.0% shares | 1.27M | 0.2% | +₹37.2 cr | Unchanged |
Upgrade the plan to view this stock.Greenply Industries LimitedGREENPLY | Chemicals | +₹67.2 L0.0% shares | 1.23M | 0.2% | +₹35.8 cr | Unchanged |
Lenskart Solutions Ltd.LENSKART | Consumer Services | +₹33.1 cr— | 500.00K | 0.2% | +₹33.1 cr | New |
Upgrade the plan to view this stock.INDO-MIM LimitedINDOMIM | Capital Goods | +₹3.3 cr0.0% shares | 331.63K | 0.1% | +₹29.0 cr | Unchanged |
Upgrade the plan to view this stock.Symphony LimitedSYMPHONY | Consumer Durables | −₹6.6 cr−8.7% shares | 396.09K | 0.1% | +₹23.2 cr | Reduced |
Upgrade the plan to view this stock.Sagar Cements LimitedSAGCEM | Construction | −₹1.9 cr−0.2% shares | 1.29M | 0.1% | +₹20.6 cr | Reduced |
Upgrade the plan to view this stock.Glenmark Pharmaceuticals Ltd.GLENMARK | Healthcare | −₹83.8 cr−92.3% shares | 31.60K | 0.0% | +₹7.8 cr | Reduced |
Upgrade the plan to view this stock.Medi Assist Healthcare Services LimitedMEDIASSIST | Healthcare | −₹8.5 cr−51.3% shares | 209.37K | 0.0% | +₹6.9 cr | Reduced |
Upgrade the plan to view this stock.Crompton Greaves Consumer Electricals Ltd.CROMPTON | Consumer Durables | −₹44.6 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Page Industries Ltd.PAGEIND | Textiles | −₹131 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Healthcare (+1.9 pp), while Fast Moving Consumer Goods saw the largest allocation reduction (−1.9 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Construction −0.5 pp · Capital Goods +0.4 pp · Chemicals +0.3 pp · Telecommunication +0.2 pp · Consumer Durables −0.2 pp · Services +0.1 pp · Automobile and Auto Components −0.1 pp
Stable: Metals & Mining −0.1 pp
See which holdings gained or lost exposure within the selected sector.
Within Fast Moving Consumer Goods, DOMS Industries Ltd. and Hindustan Unilever Ltd. saw the largest disclosed position increases, while ITC Ltd. (exit) and Bikaji Foods International Ltd. (exit) were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
23 holdings show persistent accumulation5 show persistent reduction141 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
NTPC Ltd.NTPC
PowerIncreased in 8 of 12 comparable transitions
6 consecutive increasesPortfolio weight 1.6%
Upgrade the plan to view this stock.Aadhar Housing Finance Ltd.AADHARHFC
Financial ServicesIncreased in 8 of 12 comparable transitions
4 consecutive increasesPortfolio weight 0.8%
Upgrade the plan to view this stock.Tube Investments of India Ltd.TIINDIA
Automobile and Auto ComponentsIncreased in 7 of 12 comparable transitions
7 consecutive increasesPortfolio weight 0.8%
Upgrade the plan to view this stock.Mahanagar Gas Ltd.MGL
Oil Gas & Consumable FuelsIncreased in 7 of 12 comparable transitions
7 consecutive increasesPortfolio weight 0.8%
Upgrade the plan to view this stock.Havells India Ltd.HAVELLS
Consumer DurablesIncreased in 7 of 12 comparable transitions
5 consecutive increasesPortfolio weight 0.8%
Upgrade the plan to view this stock.Nilkamal LimitedNILKAMAL
Consumer DurablesReduced in 7 of 10 comparable transitions
5 consecutive reductionsExited Jul 2026
Upgrade the plan to view this stock.Delta Corp LimitedDELTACORP
Consumer ServicesReduced in 3 of 3 comparable transitions
3 consecutive reductionsExited Dec 2025
Upgrade the plan to view this stock.Gandhar Oil Refinery (India) LimitedGANDHAR
Oil Gas & Consumable FuelsReduced in 2 of 3 comparable transitions
Exited Dec 2025
Upgrade the plan to view this stock.Sharda Motor Industries LimitedSHARDAMOTR
Automobile and Auto ComponentsReduced in 2 of 4 comparable transitions
Exited Jan 2026
Upgrade the plan to view this stock.Voltas Ltd.VOLTAS
Consumer DurablesReduced in 2 of 4 comparable transitions
Exited Jan 2026
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.