LoadingMutual fund
Mirae Asset Mutual Fund · Equity
Added
Largest addition
Divi's Laboratories Ltd.
shares +132.2% · Healthcare
+₹235 cr
New position
Narayana Hrudayalaya Ltd.
1.1% of the portfolio
+₹291 cr
Reduced
Largest reduction
Wockhardt Ltd.
shares −69.4% · Healthcare
−₹119 cr
Exited
HDFC Asset Management Company Ltd.
was 0.6% of the portfolio
−₹146 cr
Divi's Laboratories Ltd.DIVISLAB
HealthcareHindalco Industries Ltd.HINDALCO
Metals & MiningKfin Technologies Ltd.KFINTECH
Financial ServicesApollo Hospitals Enterprise Ltd.APOLLOHOSP
HealthcareUpgrade the plan to view this stock.SKF India (Industrial) LimitedSKFINDUS
Capital GoodsTata Steel Ltd.TATASTEEL
Metals & MiningBharti Airtel Ltd.BHARTIARTL
TelecommunicationMaruti Suzuki India Ltd.MARUTI
Automobile and Auto ComponentsUpgrade the plan to view this stock.Equitas Small Finance Bank LimitedEQUITASBNK
Financial ServicesStocks 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.
HDFC Bank Ltd.HDFCBANK | Financial Services | −₹123 cr0.0% shares | 31.41M | 8.4% | +₹2,227 cr | Unchanged |
ICICI Bank Ltd.ICICIBANK | Financial Services | +₹18.0 cr0.0% shares | 9.67M | 5.3% | +₹1,406 cr | Unchanged |
Reliance Industries Ltd.RELIANCE | Oil Gas & Consumable Fuels | −₹27.8 cr0.0% shares | 9.01M | 4.4% | +₹1,151 cr | Unchanged |
Laurus Labs Ltd.LAURUSLABS | Healthcare | −₹62.1 cr−10.1% shares | 5.95M | 4.3% | +₹1,140 cr | Reduced |
| Financial Services | −₹18.6 cr−4.7% shares | 10.04M | 4.0% | +₹1,064 cr | Reduced | |
Axis Bank Ltd.AXISBANK | Financial Services | +₹51.9 cr0.0% shares | 7.36M | 3.6% | +₹956 cr | Unchanged |
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR | Financial Services | +₹126 cr0.0% shares | 4.61M | 3.3% | +₹865 cr | Unchanged |
Bharti Airtel Ltd.BHARTIARTL | Telecommunication | +₹23.4 cr+12.5% shares | 4.00M | 2.7% | +₹725 cr | Increased |
Sun Pharmaceutical Industries Ltd.SUNPHARMA | Healthcare | −₹1.8 cr0.0% shares | 3.17M | 2.4% | +₹629 cr | Unchanged |
Upgrade the plan to view this stock.Delhivery Ltd.DELHIVERY | Services | −₹34.2 cr0.0% shares | 13.29M | 2.3% | +₹606 cr | Unchanged |
Infosys Ltd.INFY | Information Technology | −₹64.2 cr−10.2% shares | 5.17M | 2.2% | +₹586 cr | Reduced |
Upgrade the plan to view this stock.Crompton Greaves Consumer Electricals Ltd.CROMPTON | Consumer Durables | −₹58.0 cr0.0% shares | 23.86M | 2.1% | +₹563 cr | Unchanged |
Upgrade the plan to view this stock.IndusInd Bank Ltd.INDUSINDBK | Financial Services | +₹2.3 cr0.0% shares | 5.46M | 2.1% | +₹555 cr | Unchanged |
Hindalco Industries Ltd.HINDALCO | Metals & Mining | +₹133 cr+29.2% shares | 5.10M | 2.0% | +₹518 cr | Increased |
| Financial Services | −₹69.9 cr−5.3% shares | 2.83M | 1.9% | +₹493 cr | Reduced | |
Upgrade the plan to view this stock.Steel Authority of India Ltd.SAIL | Metals & Mining | +₹64.7 cr0.0% shares | 24.92M | 1.8% | +₹486 cr | Unchanged |
Maruti Suzuki India Ltd.MARUTI | Automobile and Auto Components | +₹10.7 cr+7.4% shares | 357.53K | 1.8% | +₹484 cr | Increased |
Upgrade the plan to view this stock.Equitas Small Finance Bank LimitedEQUITASBNK | Financial Services | +₹2.8 cr+2.3% shares | 62.43M | 1.7% | +₹462 cr | Increased |
Upgrade the plan to view this stock.Vedanta Aluminium Metal LimitedVAML | Metals & Mining | −₹29.6 cr−2.1% shares | 10.29M | 1.7% | +₹448 cr | Reduced |
ITC Ltd.ITC | Fast Moving Consumer Goods | −₹88.9 cr−8.3% shares | 17.51M | 1.7% | +₹447 cr | Reduced |
Upgrade the plan to view this stock.Tata Communications Ltd.TATACOMM | Telecommunication | −₹8.4 cr0.0% shares | 2.53M | 1.7% | +₹436 cr | Unchanged |
InterGlobe Aviation Ltd.INDIGO | Services | +₹5.0 cr0.0% shares | 790.05K | 1.6% | +₹414 cr | Unchanged |
| Automobile and Auto Components | −₹14.2 cr0.0% shares | 1.22M | 1.5% | +₹401 cr | Unchanged | |
Upgrade the plan to view this stock.Swiggy Ltd.SWIGGY | Consumer Services | −₹4.2 cr0.0% shares | 14.05M | 1.5% | +₹396 cr | Unchanged |
Upgrade the plan to view this stock.Ceat Ltd.CEATLTD | Automobile and Auto Components | −₹1.2 cr0.0% shares | 1.13M | 1.5% | +₹388 cr | Unchanged |
| Information Technology | −₹117 cr−24.9% shares | 1.55M | 1.4% | +₹372 cr | Reduced | |
Divi's Laboratories Ltd.DIVISLAB | Healthcare | +₹235 cr+132.2% shares | 391.39K | 1.4% | +₹371 cr | Increased |
| Construction | +₹9.3 cr0.0% shares | 874.58K | 1.3% | +₹354 cr | Unchanged | |
Upgrade the plan to view this stock.FSN E-Commerce Ventures Ltd.NYKAA | Consumer Services | −₹39.9 cr−14.3% shares | 10.09M | 1.3% | +₹353 cr | Reduced |
Upgrade the plan to view this stock.Canara HSBC Life Insurance Company Ltd.CANHLIFE | Financial Services | +₹21.4 cr0.0% shares | 22.09M | 1.3% | +₹345 cr | Unchanged |
Upgrade the plan to view this stock.SKF India (Industrial) LimitedSKFINDUS | Capital Goods | +₹43.9 cr+5.6% shares | 1.13M | 1.3% | +₹337 cr | Increased |
Lenskart Solutions Ltd.LENSKART | Consumer Services | +₹37.1 cr−4.7% shares | 5.06M | 1.3% | +₹335 cr | Reduced |
Upgrade the plan to view this stock.Prestige Estates Projects Ltd.PRESTIGE | Realty | −₹21.3 cr−7.0% shares | 2.03M | 1.3% | +₹331 cr | Reduced |
Hero MotoCorp Ltd.HEROMOTOCO | Automobile and Auto Components | +₹3.8 cr0.0% shares | 588.75K | 1.2% | +₹321 cr | Unchanged |
Tata Power Co. Ltd.TATAPOWER | Power | −₹30.9 cr0.0% shares | 9.17M | 1.2% | +₹318 cr | Unchanged |
Upgrade the plan to view this stock.Go Digit General Insurance Ltd.GODIGIT | Financial Services | +₹3.8 cr0.0% shares | 12.32M | 1.2% | +₹317 cr | Unchanged |
Apollo Hospitals Enterprise Ltd.APOLLOHOSP | Healthcare | +₹56.4 cr+23.0% shares | 349.31K | 1.2% | +₹311 cr | Increased |
Upgrade the plan to view this stock.Narayana Hrudayalaya Ltd.NH | Healthcare | +₹291 cr— | 1.53M | 1.1% | +₹291 cr | New |
Upgrade the plan to view this stock.Bharat Forge Ltd.BHARATFORG | Automobile and Auto Components | −₹12.4 cr0.0% shares | 1.31M | 1.0% | +₹276 cr | Unchanged |
| Oil Gas & Consumable Fuels | +₹3.7 cr0.0% shares | 8.52M | 1.0% | +₹276 cr | Unchanged | |
Upgrade the plan to view this stock.Ambuja Cements Ltd.AMBUJACEM | Construction Materials | −₹19.2 cr0.0% shares | 6.19M | 0.9% | +₹248 cr | Unchanged |
Upgrade the plan to view this stock.Gland Pharma Ltd.GLAND | Healthcare | −₹104 cr−39.0% shares | 856.97K | 0.9% | +₹247 cr | Reduced |
Upgrade the plan to view this stock.SKF India LimitedSKFINDIA | Capital Goods | +₹11.7 cr0.0% shares | 1.58M | 0.9% | +₹245 cr | Unchanged |
Upgrade the plan to view this stock.Bata India Ltd.BATAINDIA | Consumer Durables | −₹4.9 cr0.0% shares | 3.59M | 0.9% | +₹245 cr | Unchanged |
Sapphire Foods India Ltd.SAPPHIRE | Consumer Services | +₹46.9 cr0.0% shares | 9.52M | 0.8% | +₹223 cr | Unchanged |
Upgrade the plan to view this stock.Greenply Industries LimitedGREENPLY | Chemicals | +₹4.1 cr0.0% shares | 7.45M | 0.8% | +₹216 cr | Unchanged |
Upgrade the plan to view this stock.GUJARAT ENERGY LIMITEDGUJENERGY | Power | −₹25.8 cr−1.2% shares | 8.58M | 0.8% | +₹212 cr | Reduced |
Upgrade the plan to view this stock.Gujarat Fluorochemicals Ltd.FLUOROCHEM | Chemicals | −₹23.2 cr−16.2% shares | 445.81K | 0.8% | +₹209 cr | Reduced |
Kfin Technologies Ltd.KFINTECH | Financial Services | +₹72.5 cr+48.6% shares | 2.14M | 0.8% | +₹207 cr | Increased |
Upgrade the plan to view this stock.Timken India Ltd.TIMKEN | Capital Goods | +₹21.5 L0.0% shares | 511.49K | 0.6% | +₹161 cr | Unchanged |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹10.2 cr0.0% shares | 3.51M | 0.6% | +₹147 cr | Unchanged |
Upgrade the plan to view this stock.Ola Electric Mobility Ltd.OLAELEC | Automobile and Auto Components | +₹8.6 cr0.0% shares | 34.88M | 0.5% | +₹143 cr | Unchanged |
| Oil Gas & Consumable Fuels | −₹6.1 cr0.0% shares | 5.72M | 0.5% | +₹133 cr | Unchanged | |
Upgrade the plan to view this stock.Godrej Consumer Products Ltd.GODREJCP | Fast Moving Consumer Goods | +₹119 cr— | 1.32M | 0.4% | +₹119 cr | New |
Upgrade the plan to view this stock.PI Industries Ltd.PIIND | Chemicals | +₹116 cr— | 487.52K | 0.4% | +₹116 cr | New |
Tata Steel Ltd.TATASTEEL | Metals & Mining | +₹25.4 cr+35.8% shares | 5.69M | 0.4% | +₹105 cr | Increased |
| Automobile and Auto Components | −₹114 cr−49.9% shares | 3.11M | 0.4% | +₹95.9 cr | Reduced | |
Eternal Ltd.ETERNAL | Consumer Services | +₹6.8 cr0.0% shares | 2.67M | 0.3% | +₹87.6 cr | Unchanged |
Upgrade the plan to view this stock.Prince Pipes And Fittings LimitedPRINCEPIPE | Construction | +₹6.4 cr0.0% shares | 2.14M | 0.2% | +₹63.0 cr | Unchanged |
Upgrade the plan to view this stock.Capillary Technologies India LimitedCAPILLARY | Information Technology | −₹7.5 cr−10.6% shares | 1.21M | 0.2% | +₹59.7 cr | Reduced |
Upgrade the plan to view this stock.Wockhardt Ltd.WOCKPHARMA | Healthcare | −₹119 cr−69.4% shares | 262.76K | 0.2% | +₹49.5 cr | Reduced |
Upgrade the plan to view this stock.Gateway Distriparks LimitedGATEWAY | Services | −₹6.2 cr−4.5% shares | 8.99M | 0.2% | +₹48.4 cr | Reduced |
Tata Motors Ltd.TMCV | Capital Goods | −₹11.7 cr−42.4% shares | 406.98K | 0.1% | +₹19.2 cr | Reduced |
Grasim Industries Ltd.GRASIM | Construction Materials | +₹1.4 cr0.0% shares | 51.79K | 0.1% | +₹17.5 cr | Unchanged |
| Financial Services | −₹2.2 cr0.0% shares | 245.55K | 0.0% | +₹8.3 cr | Unchanged | |
| Financial Services | −₹66.7 cr−93.2% shares | 18.49K | 0.0% | +₹6.3 cr | Reduced | |
Titan Company Ltd.TITAN | Consumer Durables | +₹23.2 L0.0% shares | 10.22K | 0.0% | +₹5.2 cr | Unchanged |
| Financial Services | −₹146 cr−100.0% shares | 0 | — | ₹0 | Exited |
Increasing Metals & Mining exposure while reducing Construction Materials.
Sector allocation, May 2026 → Aug 2026
Allocation change, May 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Between May 2026 and Aug 2026, the fund's largest allocation increase was in Metals & Mining (+3.8 pp), while Construction Materials saw the largest allocation reduction (−1.0 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Consumer Services −0.7 pp · Realty −0.5 pp · Fast Moving Consumer Goods −0.4 pp · Financial Services −0.3 pp · Services −0.1 pp
Stable: Construction +0.1 pp · Capital Goods −0.1 pp · Chemicals +0.0 pp
See which holdings gained or lost exposure within the selected sector.
Within Metals & Mining, Hindalco Industries Ltd. and Vedanta Aluminium Metal Limited saw the largest disclosed position increases, while Vedanta Iron and Steel Limited (exit) was the largest position reduction.
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.
6 holdings show persistent accumulation15 show persistent reduction42 are mixed or stableMay 2026 – Aug 2026 · 3 comparable transitions
Maruti Suzuki India Ltd.MARUTI
Automobile and Auto ComponentsIncreased in 3 of 3 comparable transitions
3 consecutive increasesPortfolio weight 1.8%
Divi's Laboratories Ltd.DIVISLAB
HealthcareIncreased in 3 of 3 comparable transitions
3 consecutive increasesPortfolio weight 1.4%
Upgrade the plan to view this stock.Equitas Small Finance Bank LimitedEQUITASBNK
Financial ServicesIncreased in 3 of 3 comparable transitions
3 consecutive increasesPortfolio weight 1.7%
Hindalco Industries Ltd.HINDALCO
Metals & MiningIncreased in 2 of 3 comparable transitions
Portfolio weight 2.0%
Tata Steel Ltd.TATASTEEL
Metals & MiningIncreased in 2 of 3 comparable transitions
Portfolio weight 0.4%
Upgrade the plan to view this stock.Capillary Technologies India LimitedCAPILLARY
Information TechnologyReduced in 3 of 3 comparable transitions
3 consecutive reductionsPortfolio weight 0.2%
Upgrade the plan to view this stock.Gland Pharma Ltd.GLAND
HealthcareReduced in 3 of 3 comparable transitions
3 consecutive reductionsPortfolio weight 0.9%
Upgrade the plan to view this stock.Gujarat Fluorochemicals Ltd.FLUOROCHEM
ChemicalsReduced in 3 of 3 comparable transitions
3 consecutive reductionsPortfolio weight 0.8%
Upgrade the plan to view this stock.Prestige Estates Projects Ltd.PRESTIGE
RealtyReduced in 3 of 3 comparable transitions
3 consecutive reductionsPortfolio weight 1.3%
Eternal Ltd.ETERNAL
Consumer ServicesReduced in 2 of 3 comparable transitions
Portfolio weight 0.3%
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.
Fund Quality
Strengths: Fell less than most peers in market declines.