LoadingMutual fund
Quant Mutual Fund · Equity
Added
Largest addition
Piramal Finance Ltd.
shares +7.6% · Financial Services
Fund Quality
Sector and thematic funds are not rated against diversified peers.
Increasing Information Technology exposure while reducing Financial Services.
Sector allocation, Feb 2026 → Aug 2026
+₹14.9 cr
New position
Life Insurance Corporation of India
9.2% of the portfolio
+₹84.5 cr
Reduced
Largest reduction
Capri Global Capital Ltd.
shares −4.7% · Financial Services
+₹4.6 cr
Exited
Manappuram Finance Ltd.
was 9.5% of the portfolio
−₹85.2 cr
Piramal Finance Ltd.PIRAMALFIN
Financial ServicesUpgrade the plan to view this stock.TSF INVESTMENTS LIMITEDTSFINV
Financial ServicesICICI Prudential Asset Management Company Ltd.ICICIAMC
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.
Upgrade the plan to view this stock.Capri Global Capital Ltd.CGCL | Financial Services | +₹4.6 cr−4.7% shares | 3.64M | 10.1% | +₹93.4 cr | Reduced |
Upgrade the plan to view this stock.IDBI Bank Ltd.IDBI | Financial Services | +₹7.2 cr0.0% shares | 10.15M | 10.0% | +₹92.2 cr | Unchanged |
Piramal Finance Ltd.PIRAMALFIN | Financial Services | +₹14.9 cr+7.6% shares | 381.88K | 9.5% | +₹87.8 cr | Increased |
| Financial Services | +₹84.5 cr— | 2.02M | 9.2% | +₹84.5 cr | New | |
| Financial Services | +₹3.1 cr+5.5% shares | 274.80K | 9.1% | +₹84.2 cr | Increased | |
Union Bank of IndiaUNIONBANK | Financial Services | +₹83.0 cr— | 4.40M | 9.0% | +₹83.0 cr | New |
Upgrade the plan to view this stock.OnEMI Technology Solutions LimitedKISSHT | Information Technology | −₹1.6 cr0.0% shares | 1.53M | 5.1% | +₹46.9 cr | Unchanged |
Upgrade the plan to view this stock.TSF INVESTMENTS LIMITEDTSFINV | Financial Services | −₹3.5 cr+2.8% shares | 886.04K | 3.9% | +₹35.5 cr | Increased |
Upgrade the plan to view this stock.The Karnataka Bank LimitedKTKBANK | Financial Services | +₹27.6 cr— | 824.86K | 3.0% | +₹27.6 cr | New |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹1.8 cr0.0% shares | 616.79K | 2.8% | +₹25.9 cr | Unchanged |
Upgrade the plan to view this stock.ICICI Prudential Life Insurance Company Ltd.ICICIPRULI | Financial Services | +₹12.1 cr— | 233.24K | 1.3% | +₹12.1 cr | New |
ICICI Bank Ltd.ICICIBANK | Financial Services | −₹34.1 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.LIC Housing Finance Ltd.LICHSGFIN | Financial Services | −₹73.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Manappuram Finance Ltd.MANAPPURAM | Financial Services | −₹85.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.SBI Funds Management LimitedSBIFUNDS | Financial Services | −₹36.4 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Yes Bank Ltd.YESBANK | Financial Services | −₹56.4 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 Information Technology (+5.1 pp), while Financial Services saw the largest allocation reduction (−10.9 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
See which holdings gained or lost exposure within the selected sector.
Within Financial Services, IDBI Bank Ltd. (new position) and Life Insurance Corporation of India (new position) saw the largest disclosed position increases, while Shriram Finance Ltd. (exit) and HDFC Asset Management Company 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. 2 smaller reductions not drawn.
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.
4 holdings show persistent accumulation0 show persistent reduction14 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.Manappuram Finance Ltd.MANAPPURAM
Financial ServicesIncreased in 3 of 5 comparable transitions
Entered Feb 2026Exited Aug 2026
HDFC Asset Management Company Ltd.HDFCAMC
Financial ServicesIncreased in 2 of 3 comparable transitions
Entered Dec 2025Exited Apr 2026
HDFC Bank Ltd.HDFCBANK
Financial ServicesIncreased in 2 of 3 comparable transitions
Entered Jun 2026Exited Jul 2026
Upgrade the plan to view this stock.Nippon Life India Asset Management Ltd.NAM-INDIA
Financial ServicesIncreased in 2 of 4 comparable transitions
Entered Jan 2026Exited Jun 2026
No persistent reductions met the conviction threshold during this period.
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.