Upgrade the plan to view this fund.HDFC Defence Fund
HDFC Mutual FundIncreased in 7 of 12 comparable transitions
Current holding: 42.00M shares6 consecutive increases
LoadingLoadingInstitutional ownership
BELCapital GoodsAerospace & Defense
More tracked funds increased than reduced their positions in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 141 · 21 increased · 16 reduced · 5 new · 15 exited, of 156 comparable. Index and arbitrage funds move with index flows and hedged spreads.
87 funds that held Bharat Electronics in one of these months have no usable disclosure for the other, usually because the August 2026 filing is not in yet. They are left out of the comparison, not counted as unchanged.
July 2026 → August 2026. Which mutual funds changed their disclosed position in this stock?
Direction comes from the disclosed share quantity, adjusted for splits and bonuses, never from portfolio weight: weight also moves with the price. A change under 0.5% of the existing holding counts as stable. Largest share changes first; new positions by size, exits by the size of the position closed.
Mutual funds showing persistent accumulation or reduction in this stock.
12 funds show persistent accumulation14 persistent reduction171 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.HDFC Defence Fund
HDFC Mutual FundIncreased in 7 of 12 comparable transitions
Current holding: 42.00M shares6 consecutive increases
Upgrade the plan to view this fund.Parag Parikh Large Cap Fund
Parag Parikh Mutual FundIncreased in 5 of 5 comparable transitions
Current holding: 227.28K shares5 consecutive increases
Motilal Oswal Infrastructure Fund
Motilal Oswal Mutual FundIncreased in 5 of 7 comparable transitions
Current holding: none5 consecutive increasesExited Apr 2026
Increased in 4 of 8 comparable transitions
Latest disclosed holding (Jul 2026): none3 consecutive increasesExited Jul 2026
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual FundIncreased in 4 of 8 comparable transitions
Current holding: none3 consecutive increasesExited May 2026
ICICI Prudential Equity Savings Fund
ICICI Prudential Mutual FundIncreased in 4 of 8 comparable transitions
Latest disclosed holding (Jul 2026): 2.98M shares
Reduced in 7 of 12 comparable transitions
Current holding: 3.93M shares5 consecutive reductions
Reduced in 6 of 10 comparable transitions
Current holding: 1.30M shares4 consecutive reductions
Upgrade the plan to view this fund.Sundaram Equity Savings Fund
Sundaram Mutual FundReduced in 6 of 11 comparable transitions
Current holding: none3 consecutive reductionsExited Aug 2026
Upgrade the plan to view this fund.LIC MF MANUFACTURING FUND
LIC Mutual FundReduced in 6 of 11 comparable transitions
Current holding: 248.53K shares
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual FundReduced in 6 of 12 comparable transitions
Current holding: 11.80M shares3 consecutive reductions
Upgrade the plan to view this fund.Samco Flexicap Fund
Samco Mutual FundReduced in 5 of 7 comparable transitions
Current holding: none3 consecutive reductionsExited Jun 2026
The same conviction engine as each fund page, run per fund on this stock: a transition counts only when the fund disclosed on both sides and its share quantity moved at least 0.5% of the existing holding. Missing months and corporate actions without a usable ratio break the sequence instead of being bridged. Funds rank by how many comparable transitions moved in the signal's direction, then consistency, then the longest streak, so steady building outranks one large jump. Bars show each fund's disclosed share quantity scaled to its own first holding in the range; hover for real quantities. 283 actively managed funds analysed; 226 index, ETF and arbitrage funds are excluded because index flows and hedged spreads move holdings without a view on the stock.
Last 1 Year. Is institutional ownership in this stock expanding or contracting over time?
Among funds that disclosed every month, tracked mutual-fund holdings increased by 12.2% between Aug 2025 and Aug 2026, while the number of fund holders fell from 144 to 129.
A constant panel of the 180 funds that held this stock at some point and filed a usable disclosure in every month of the window, so changes are not driven by which funds happened to file. Share counts are in each month's disclosed quantity. Months without comparable filings are left as gaps rather than filled in.
Is the latest ownership change broad across funds or concentrated among only a few institutions?
July 2026 → August 2026 · 323 comparable fund portfolios
87 funds held the stock in only one of the two filings on record and are excluded from the denominator rather than counted as stable.
Each month compares funds that filed both that month and the month before. The number of comparable funds changes with filing coverage, so the share view is the fairer month-to-month comparison.
Which mutual funds increased or reduced their exposure to this stock over the selected period?
Feb 2026 → Aug 2026: 131 → 108 actively managed holders (-23) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Bharat Electronics; none joins two funds. The diagram shows that some holders reduced this stock while others increased it between Feb 2026 → Aug 2026, not that shares or money passed from one fund to another. Ribbon width is each fund's absolute change in disclosed shares, adjusted for splits and bonuses. Only funds that filed at both ends of the range are compared. The largest moves are drawn; smaller ones are grouped. 182 index, ETF and arbitrage funds are left out, as in Capital Rotation.
Which mutual funds held the largest disclosed positions in August 2026? The largest owner is not necessarily the strongest accumulator.
| Fund | Holding quantity | Disclosed valueas reported by the fund | Latest changevs Jul 2026 | Fund portfolio weight | Conviction trendLast 1 Year |
|---|---|---|---|---|---|
| Upgrade the plan to view this fund.CPSE ETFIndexNippon India Mutual Fund | 97.28M | ₹4,032 cr | Stable | 21.18% | Reducing |
| Kotak Flexicap FundKotak Mahindra Mutual Fund | 73.50M | ₹3,046 cr | Stable | 5.40% | Stable |
| Upgrade the plan to view this fund.SBI Nifty 50 ETFIndexSBI Mutual Fund | 69.47M | ₹2,879 cr | +0.5% | 1.35% | Accumulating |
| Upgrade the plan to view this fund.SBI BSE Sensex ETFIndexSBI Mutual Fund | 47.89M | ₹1,983 cr | +1.0% | 1.63% | Accumulating |
| Upgrade the plan to view this fund.HDFC Defence FundHDFC Mutual Fund | 42.00M | ₹1,741 cr | +3.7% | 15.17% | Accumulating |
| Kotak Mid Cap FundKotak Mahindra Mutual Fund | 33.59M | ₹1,392 cr | Stable | 1.95% | Stable |
| Kotak Large & Midcap FundKotak Mahindra Mutual Fund | 28.00M | ₹1,160 cr | Stable | 3.59% | Stable |
| Upgrade the plan to view this fund.Motilal Oswal Nifty India Defence Index FundIndexMotilal Oswal Mutual Fund | 26.05M | ₹1,080 cr | +2.6% | 19.53% | Accumulating |
| Upgrade the plan to view this fund.UTI Nifty 50 ETFIndexUTI Mutual Fund | 23.82M | ₹987 cr | +1.4% | 1.35% | Accumulating |
| Upgrade the plan to view this fund.UTI BSE Sensex ETFIndexUTI Mutual Fund | 22.42M | ₹928 cr | +1.6% | 1.63% | Accumulating |
| Upgrade the plan to view this fund.NIPPON INDIA ETF NIFTY 50 BEESIndexNippon India Mutual Fund | 21.80M | ₹904 cr | +2.1% | 1.35% | Accumulating |
| Upgrade the plan to view this fund.Motilal Oswal Midcap FundMotilal Oswal Mutual Fund | 19.60M | ₹812 cr | Stable | 1.90% | Mixed |
| HDFC Flexi Cap FundHDFC Mutual Fund | 17.07M | ₹707 cr | Stable | 0.62% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Arbitrage FundArbitrageICICI Prudential Mutual Fund | 15.82M | ₹656 cr | +1.6% | 1.88% | Accumulating |
| Upgrade the plan to view this fund.ICICI Prudential Nifty 50 ETFIndexICICI Prudential Mutual Fund | 14.46M | ₹599 cr | +2.5% | 1.35% | Accumulating |
Holding quantity is the fund's disclosed share count; value is the market value the fund reported for that line. Latest change uses the share quantity, not weight. Conviction trend is the fund's Institutional Conviction signal for this stock over the last 1 year.
How have important mutual-fund holders behaved across reporting periods?
| Fund | Mar | Apr | May | Jun | Jul | Aug |
|---|---|---|---|---|---|---|
| Kotak Flexicap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.HDFC Defence FundLargest active holder | ||||||
| Kotak Mid Cap FundLargest active holder | ||||||
| Kotak Large & Midcap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Motilal Oswal Midcap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.Parag Parikh Large Cap FundPersistent accumulator | ||||||
| Motilal Oswal Infrastructure FundPersistent accumulator | ||||||
| Hsbc Midcap FundPersistent accumulator | ||||||
| Axis Large Cap FundPersistent reducer | ||||||
| UTI Quant FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.Sundaram Equity Savings FundPersistent reducer | ||||||
| HDFC Large Cap FundRecent new holder | ||||||
| UTI - Large Cap FundRecent new holder | ||||||
| Upgrade the plan to view this fund.Franklin India Focused Equity FundRecent new holder |
Featured funds: the largest actively managed holders, the strongest persistent accumulators and reducers, and the largest recent new holders. More funds, including index funds, are listed by their largest disclosed position in the year. Shading deepens with the size of the move, up to 25%. A change under 0.5% of the existing holding counts as stable; a month without a filing is never treated as unchanged.
Funds that opened or fully closed a position between July 2026 and August 2026.
HDFC Large Cap FundHDFC Mutual Fund
4.49M sharesNew position · 0.47% of fund portfolio
August 2026
UTI - Large Cap FundUTI Mutual Fund
1.74M sharesNew position · 0.59% of fund portfolio
August 2026
Upgrade the plan to view this fund.Franklin India Focused Equity FundFranklin Templeton Mutual Fund
1.70M sharesNew position · 0.61% of fund portfolio
August 2026
Upgrade the plan to view this fund.UTI - Master Equity Plan Unit SchemeUTI Mutual Fund
407.05K sharesNew position · 0.60% of fund portfolio
August 2026
Upgrade the plan to view this fund.JM Arbitrage FundArbitrageJM Financial Mutual Fund
8.55K sharesNew position · 0.07% of fund portfolio
August 2026
Upgrade the plan to view this fund.Edelweiss BSE LargeMid 60 40 Stable Dividend 50 ETFIndexEdelweiss Mutual Fund
8.31K sharesNew position · 1.73% of fund portfolio
August 2026
Upgrade the plan to view this fund.Groww ELSS Tax Saver FundGroww Mutual Fund
6.18K sharesNew position · 0.50% of fund portfolio
August 2026
New holders are ranked by the size of the position opened and exits by the size of the position closed, so small residual lines do not lead the list. Only funds that filed in both months are included. Holding history counts consecutive monthly filings with a position, within the months Stake Trace tracks.
How much of the tracked mutual-fund position sits with the largest holders?
The share held by the five largest tracked holders was broadly unchanged.
Share of the total disclosed shares held by tracked mutual funds that filed in each month. Index funds are included, as they are real holders. Filing coverage differs between months, which affects both figures.
More tracked funds increased than reduced their positions in the latest disclosure: 103 of 323 comparable fund portfolios increased their disclosed holdings while 44 reduced them.
Among actively managed funds alone, 21 increased and 16 reduced their positions, out of 156 comparable.
HDFC Defence Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 7 of 12 comparable transitions over the last year.
Axis Large Cap Fund shows the strongest persistent reduction, lowering its disclosed position in 7 of 12 comparable transitions.
7 funds initiated new positions in the latest disclosure, while 17 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings increased by 12.2% between Aug 2025 and Aug 2026, while the number of fund holders fell from 144 to 129.
The share held by the five largest tracked holders was broadly unchanged.
Written from the figures on this page by fixed rules. It describes disclosed holdings only: it is not investment advice, a rating or a forecast, and it does not explain why any fund acted.
Query the same filings from an agent through the Stake Trace MCP.
ownership_shift({ stock: "BEL", from_period: "2026-07", to_period: "2026-08" })Returns the same comparison across all mutual funds: share-count changes, increases, reductions, entries and exits, adjusted for corporate actions. Add fund to read one scheme.
Query the same filings from an agent through the Stake Trace MCP.
institutional_conviction({ stock: "BEL", periods: 12 })Returns the stock-level persistence pattern across the trailing periods: how many funds increased, reduced, entered or exited in each transition. The per-fund ranking above uses the same conviction rules.
Named investors and institutions in exchange-reported bulk and block deals. A separate ownership class from the mutual-fund holdings above.
No bulk or block deals in the last 12 months. The most recent deals are shown.
Bulk and block deals are single trades the exchanges publish with the counterparty's name. Both sides of a block deal are often listed; a deal does not show the investor's total holding.
Disclosed trades and pledges by promoters, directors and designated persons, by filing date.
Promoter/insider event data is not currently available for this stock.