LoadingMutual fund
UTI Mutual Fund · Equity
Added
Largest addition
Trent Ltd.
shares +250.8% · Consumer Services
+₹92.8 cr
New position
JSW Steel Ltd.
Fund Quality
Weaknesses: Long-term returns behind most category peers; Trailed the category median in most rolling years.
Increasing Consumer Services exposure while reducing Consumer Durables.
Sector allocation, Feb 2026 → Aug 2026
1.0% of the portfolio
+₹125 cr
Reduced
Largest reduction
Infosys Ltd.
shares −20.3% · Information Technology
−₹107 cr
Exited
Asian Paints Ltd.
was 0.3% of the portfolio
−₹38.5 cr
Trent Ltd.TRENT
Consumer ServicesLTM Ltd.LTM
Information TechnologyAxis Bank Ltd.AXISBANK
Financial ServicesUpgrade the plan to view this stock.Vedanta Aluminium Metal LimitedVAML
Metals & MiningHDFC Bank Ltd.HDFCBANK
Financial ServicesUpgrade the plan to view this stock.Jubilant Foodworks Ltd.JUBLFOOD
Consumer ServicesMax Healthcare Institute Ltd.MAXHEALTH
HealthcareStocks 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 | −₹34.3 cr−4.2% shares | 7.77M | 9.3% | +₹1,130 cr | Reduced |
HDFC Bank Ltd.HDFCBANK | Financial Services | −₹38.7 cr+1.8% shares | 14.85M | 8.6% | +₹1,053 cr | Increased |
Reliance Industries Ltd.RELIANCE | Oil Gas & Consumable Fuels | −₹14.8 cr0.0% shares | 4.80M | 5.0% | +₹612 cr | Unchanged |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹40.8 cr0.0% shares | 14.03M | 4.8% | +₹589 cr | Unchanged |
Bharti Airtel Ltd.BHARTIARTL | Telecommunication | −₹42.6 cr0.0% shares | 2.66M | 4.0% | +₹482 cr | Unchanged |
| Construction | +₹12.5 cr0.0% shares | 1.18M | 3.9% | +₹476 cr | Unchanged | |
Eternal Ltd.ETERNAL | Consumer Services | +₹10.6 cr−5.5% shares | 12.98M | 3.5% | +₹426 cr | Reduced |
Infosys Ltd.INFY | Information Technology | −₹107 cr−20.3% shares | 3.76M | 3.5% | +₹426 cr | Reduced |
Bajaj Finance Ltd.BAJFINANCE | Financial Services | −₹52.2 cr−4.0% shares | 3.96M | 3.4% | +₹418 cr | Reduced |
Axis Bank Ltd.AXISBANK | Financial Services | +₹54.3 cr+10.3% shares | 2.93M | 3.1% | +₹380 cr | Increased |
UltraTech Cement Ltd.ULTRACEMCO | Construction Materials | −₹9.6 cr0.0% shares | 211.31K | 2.0% | +₹242 cr | Unchanged |
LTM Ltd.LTM | Information Technology | +₹67.8 cr+37.3% shares | 497.16K | 1.9% | +₹226 cr | Increased |
| Financial Services | +₹53.0 cr+27.9% shares | 2.06M | 1.8% | +₹219 cr | Increased | |
Maruti Suzuki India Ltd.MARUTI | Automobile and Auto Components | −₹10.0 cr0.0% shares | 145.49K | 1.6% | +₹197 cr | Unchanged |
| Capital Goods | −₹33.2 cr−18.2% shares | 378.45K | 1.5% | +₹182 cr | Reduced | |
| Automobile and Auto Components | −₹49.3 cr−18.6% shares | 552.73K | 1.5% | +₹181 cr | Reduced | |
| Information Technology | +₹2.5 cr0.0% shares | 744.60K | 1.5% | +₹179 cr | Unchanged | |
Titan Company Ltd.TITAN | Consumer Durables | +₹7.5 cr0.0% shares | 329.03K | 1.4% | +₹168 cr | Unchanged |
HDFC Life Insurance Company Ltd.HDFCLIFE | Financial Services | −₹1.5 cr0.0% shares | 2.84M | 1.3% | +₹154 cr | Unchanged |
Upgrade the plan to view this stock.Tata Consumer Products Ltd.TATACONSUM | Fast Moving Consumer Goods | −₹6.5 cr0.0% shares | 1.43M | 1.2% | +₹149 cr | Unchanged |
Hyundai Motor India Ltd.HYUNDAI | Automobile and Auto Components | +₹1.5 cr0.0% shares | 637.00K | 1.1% | +₹140 cr | Unchanged |
Trent Ltd.TRENT | Consumer Services | +₹92.8 cr+250.8% shares | 458.69K | 1.1% | +₹132 cr | Increased |
Upgrade the plan to view this stock.Jindal Stainless Ltd.JSL | Metals & Mining | −₹6.0 cr0.0% shares | 1.85M | 1.1% | +₹130 cr | Unchanged |
Max Healthcare Institute Ltd.MAXHEALTH | Healthcare | +₹19.2 cr+24.2% shares | 1.22M | 1.0% | +₹127 cr | Increased |
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR | Financial Services | −₹4.0 cr−17.2% shares | 673.73K | 1.0% | +₹126 cr | Reduced |
Tech Mahindra Ltd.TECHM | Information Technology | −₹28.2 cr−17.1% shares | 775.60K | 1.0% | +₹126 cr | Reduced |
Upgrade the plan to view this stock.Info Edge (India) Ltd.NAUKRI | Consumer Services | −₹22.1 cr−20.6% shares | 957.47K | 1.0% | +₹126 cr | Reduced |
JSW Steel Ltd.JSWSTEEL | Metals & Mining | +₹125 cr— | 957.68K | 1.0% | +₹125 cr | New |
Upgrade the plan to view this stock.Jubilant Foodworks Ltd.JUBLFOOD | Consumer Services | +₹34.9 cr+22.4% shares | 2.53M | 1.0% | +₹126 cr | Increased |
| Automobile and Auto Components | −₹12.5 cr0.0% shares | 4.05M | 1.0% | +₹125 cr | Unchanged | |
Upgrade the plan to view this stock.IndusInd Bank Ltd.INDUSINDBK | Financial Services | +₹50.6 L0.0% shares | 1.22M | 1.0% | +₹124 cr | Unchanged |
ITC Ltd.ITC | Fast Moving Consumer Goods | −₹12.3 cr0.0% shares | 4.83M | 1.0% | +₹123 cr | Unchanged |
| Oil Gas & Consumable Fuels | −₹5.6 cr0.0% shares | 5.23M | 1.0% | +₹121 cr | Unchanged | |
| Financial Services | −₹9.8 cr0.0% shares | 692.45K | 1.0% | +₹121 cr | Unchanged | |
Upgrade the plan to view this stock.Mankind Pharma Ltd.MANKIND | Healthcare | −₹2.4 cr0.0% shares | 477.39K | 0.9% | +₹115 cr | Unchanged |
Upgrade the plan to view this stock.Balkrishna Industries Ltd.BALKRISIND | Automobile and Auto Components | −₹9.7 cr0.0% shares | 499.11K | 0.9% | +₹114 cr | Unchanged |
Coal India Ltd.COALINDIA | Oil Gas & Consumable Fuels | −₹3.4 cr0.0% shares | 2.76M | 0.9% | +₹111 cr | Unchanged |
Power Grid Corporation of India Ltd.POWERGRID | Power | −₹8.7 cr0.0% shares | 4.21M | 0.9% | +₹111 cr | Unchanged |
| Fast Moving Consumer Goods | −₹11.3 cr0.0% shares | 2.70M | 0.9% | +₹108 cr | Unchanged | |
LG Electronics India Ltd.LGEINDIA | Consumer Durables | +₹13.0 cr0.0% shares | 626.18K | 0.9% | +₹106 cr | Unchanged |
Upgrade the plan to view this stock.Astral Ltd.ASTRAL | Capital Goods | +₹4.9 cr0.0% shares | 668.67K | 0.8% | +₹102 cr | Unchanged |
Upgrade the plan to view this stock.Meesho Ltd.MEESHO | Consumer Services | +₹99.4 cr— | 4.84M | 0.8% | +₹99.4 cr | New |
Tata Motors Ltd.TMCV | Capital Goods | +₹7.3 cr0.0% shares | 2.11M | 0.8% | +₹99.6 cr | Unchanged |
Upgrade the plan to view this stock.Vedanta Aluminium Metal LimitedVAML | Metals & Mining | +₹48.8 cr+114.6% shares | 2.18M | 0.8% | +₹95.0 cr | Increased |
Upgrade the plan to view this stock.Metropolis Healthcare LimitedMETROPOLIS | Healthcare | −₹23.3 cr−20.2% shares | 1.58M | 0.8% | +₹92.1 cr | Reduced |
Bajaj Auto Ltd.BAJAJ-AUTO | Automobile and Auto Components | −₹56.9 cr−41.8% shares | 74.36K | 0.7% | +₹90.2 cr | Reduced |
DLF Ltd.DLF | Realty | −₹13.7 cr−17.2% shares | 1.30M | 0.7% | +₹89.7 cr | Reduced |
Adani Enterprises Ltd.ADANIENT | Metals & Mining | −₹4.4 cr0.0% shares | 293.16K | 0.7% | +₹83.8 cr | Unchanged |
Upgrade the plan to view this stock.Dixon Technologies (India) Ltd.DIXON | Consumer Durables | +₹4.3 cr0.0% shares | 53.69K | 0.7% | +₹79.7 cr | Unchanged |
| Services | −₹4.8 cr0.0% shares | 460.67K | 0.6% | +₹73.4 cr | Unchanged | |
| Consumer Services | −₹28.9 cr−28.2% shares | 184.58K | 0.6% | +₹72.0 cr | Reduced | |
| Capital Goods | +₹72.3 cr— | 1.74M | 0.6% | +₹72.3 cr | New | |
Sun Pharmaceutical Industries Ltd.SUNPHARMA | Healthcare | −₹18.7 L0.0% shares | 328.50K | 0.5% | +₹65.2 cr | Unchanged |
Upgrade the plan to view this stock.Metro Brands LimitedMETROBRAND | Consumer Services | −₹7.6 cr0.0% shares | 650.51K | 0.5% | +₹59.8 cr | Unchanged |
Upgrade the plan to view this stock.MRF Ltd.MRF | Automobile and Auto Components | +₹60.1 cr— | 4.49K | 0.5% | +₹60.1 cr | New |
Upgrade the plan to view this stock.SRF Ltd.SRF | Chemicals | −₹1.3 cr0.0% shares | 206.41K | 0.4% | +₹52.8 cr | Unchanged |
| Oil Gas & Consumable Fuels | +₹61.2 L0.0% shares | 1.42M | 0.4% | +₹46.1 cr | Unchanged | |
Persistent Systems Ltd.PERSISTENT | Information Technology | +₹44.8 cr— | 80.00K | 0.4% | +₹44.8 cr | New |
Upgrade the plan to view this stock.Lupin Ltd.LUPIN | Healthcare | −₹4.2 cr0.0% shares | 186.58K | 0.3% | +₹40.8 cr | Unchanged |
Upgrade the plan to view this stock.Dr. Reddy's Laboratories Ltd.DRREDDY | Healthcare | +₹20.6 L0.0% shares | 326.54K | 0.3% | +₹37.7 cr | Unchanged |
HCL Technologies Ltd.HCLTECH | Information Technology | −₹26.3 cr−46.6% shares | 217.88K | 0.2% | +₹28.6 cr | Reduced |
| Automobile and Auto Components | +₹3.2 cr0.0% shares | 1.60M | 0.2% | +₹27.3 cr | Unchanged | |
InterGlobe Aviation Ltd.INDIGO | Services | +₹31.4 L0.0% shares | 49.86K | 0.2% | +₹26.1 cr | Unchanged |
Tata Capital Ltd.TATACAP | Financial Services | +₹18.9 cr— | 514.36K | 0.2% | +₹18.9 cr | New |
Polycab India Ltd.POLYCAB | Capital Goods | +₹35.6 L0.0% shares | 10.51K | 0.1% | +₹9.9 cr | Unchanged |
Upgrade the plan to view this stock.Vedanta Oil and Gas LimitedVOGL | Oil Gas & Consumable Fuels | +₹32.2 L0.0% shares | 1.02M | 0.0% | +₹3.9 cr | Unchanged |
Asian Paints Ltd.ASIANPAINT | Consumer Durables | −₹38.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Tata Steel Ltd.TATASTEEL | Metals & Mining | −₹30.6 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 Consumer Services (+1.5 pp), while Consumer Durables saw the largest allocation reduction (−2.3 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Power +0.6 pp · Oil Gas & Consumable Fuels +0.5 pp · Telecommunication +0.4 pp · Construction Materials +0.3 pp · Chemicals +0.2 pp · Services +0.1 pp
Stable: Capital Goods +0.1 pp · Metals & Mining −0.1 pp
See which holdings gained or lost exposure within the selected sector.
Within Consumer Durables, Asian Paints Ltd. (exit) and Havells India 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.
3 holdings show persistent accumulation6 show persistent reduction56 are mixed or stableOct 2025 – Aug 2026 · 10 comparable transitions
HDFC Bank Ltd.HDFCBANK
Financial ServicesIncreased in 7 of 10 comparable transitions
6 consecutive increasesPortfolio weight 8.6%
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR
Financial ServicesIncreased in 4 of 8 comparable transitions
Entered Dec 2025Portfolio weight 1.0%
SBI Life Insurance Company Ltd.SBILIFE
Financial ServicesIncreased in 2 of 4 comparable transitions
Entered Apr 2026Portfolio weight 1.0%
Reduced in 7 of 10 comparable transitions
4 consecutive reductionsPortfolio weight 0.6%
Reduced in 6 of 10 comparable transitions
6 consecutive reductionsPortfolio weight 1.8%
Polycab India Ltd.POLYCAB
Capital GoodsReduced in 6 of 10 comparable transitions
4 consecutive reductionsPortfolio weight 0.1%
Vedanta Ltd.VEDL
Metals & MiningReduced in 4 of 5 comparable transitions
Exited Apr 2026
NTPC Ltd.NTPC
PowerReduced in 3 of 4 comparable transitions
3 consecutive reductionsExited Mar 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.