Bharat Forge Ltd
BHARATFORGSector: Infrastructure· ISIN:
INE465A01025· Source: AMFI & PMS DisclosuresInstitutional Holders
36
35 Mutual Funds · 1 PMS
Total Disclosed Value
₹10.4k Cr
Across mutual fund portfolios
Average Portfolio Weight
2.36%
Mean weight across all holders
Highest Allocation
14.48%
Holders Category DistributionTop categories holding BHARATFORG
Equity Schemes - Thematic Fund (5)
Equity Scheme - Mid Cap Fund (5)
Equity Scheme - Sectoral/ Thematic (5)
Equity Scheme - Large & Mid Cap Fund (4)
Equity Scheme - Flexi Cap Fund (4)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Nifty India Defence Index Fund | MF | Index Funds - Equity Funds | Aditya Birla Sun Life Mutual Fund | 14.48% | ₹183.8 Cr | |
| HDFC Defence Fund | MF | Equity Schemes - Thematic Fund | HDFC Mutual Fund | 13.40% | ₹1,537.8 Cr | |
| Bandhan Multi-Factor Fund | MF | Equity Schemes - Thematic Fund | Bandhan Mutual Fund | 4.01% | ₹27.2 Cr | |
| NJ Momentum Fund | MF | Equity Schemes - Thematic Fund | NJ Mutual Fund | 3.75% | ₹12.9 Cr | |
| ICICI Prudential Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | ICICI Prudential Mutual Fund | 3.25% | ₹258.5 Cr | |
| — | ICICI Prudential PMS Emerging Leaders Strategy | PMS | PMS Strategy | PMS Provider | 3.23% | — |
| HSBC Midcap Fund | MF | Equity Schemes - Mid Cap Fund | HSBC Mutual Fund | 2.79% | ₹480.1 Cr | |
| SBI LARGE & MIDCAP FUND | MF | Equity Scheme - Large & Mid Cap Fund | SBI Mutual Fund | 2.47% | ₹1,007.7 Cr | |
| SBI MIDCAP FUND | MF | Equity Scheme - Mid Cap Fund | SBI Mutual Fund | 2.40% | ₹578.9 Cr | |
| SBI MNC FUND | MF | Equity Scheme - Sectoral/ Thematic | SBI Mutual Fund | 2.39% | ₹150.1 Cr | |
| Nippon India Growth Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Nippon India Mutual Fund | 2.36% | ₹1,197.6 Cr | |
| Aditya Birla Sun Life Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Aditya Birla Sun Life Mutual Fund | 2.31% | ₹618.3 Cr | |
| HDFC Transportation and Logistics Fund | MF | Equity Scheme - Sectoral/ Thematic | HDFC Mutual Fund | 2.23% | ₹47.2 Cr | |
| HDFC Manufacturing Fund | MF | Equity Scheme - Sectoral/ Thematic | HDFC Mutual Fund | 2.03% | ₹214.5 Cr | |
| Tata Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Tata Mutual Fund | 2.00% | ₹121 Cr | |
| Invesco India Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | Invesco Mutual Fund | 1.85% | ₹294.4 Cr | |
| JM Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | JM Financial Mutual Fund | 1.80% | ₹93.3 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.60% | ₹299.5 Cr | |
| Nippon India Power & Infra Fund | MF | Equity Schemes - Sectoral Fund | Nippon India Mutual Fund | 1.49% | ₹120.1 Cr | |
| LIC MF Value Fund | MF | Equity Scheme - Value Fund | LIC Mutual Fund | 1.33% | ₹3.1 Cr | |
| Tata Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | Tata Mutual Fund | 1.29% | ₹34.3 Cr | |
| DSP Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | DSP Mutual Fund | 1.26% | ₹226.3 Cr | |
| HDFC Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | HDFC Mutual Fund | 1.25% | ₹1,354.8 Cr | |
| LIC MF Manufacturing Fund | MF | Equity Scheme - Sectoral/ Thematic | LIC Mutual Fund | 1.22% | ₹9.6 Cr | |
| Samco Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Samco Mutual Fund | 1.13% | ₹1.3 Cr | |
| Mirae Asset ELSS Tax Saver Fund | MF | Equity Schemes - ELSS- Tax Saver Fund | Mirae Asset Mutual Fund | 1.09% | ₹288.6 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.99% | ₹289.5 Cr | |
| SBI ELSS Tax Saver Fund | MF | Equity Scheme - ELSS | SBI Mutual Fund | 0.99% | ₹315 Cr | |
| Samco Active Momentum Fund | MF | Equity Schemes - Thematic Fund | Samco Mutual Fund | 0.95% | ₹6.8 Cr | |
| ITI Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | ITI Mutual Fund | 0.93% | ₹13.7 Cr | |
| BANK OF INDIA FLEXI CAP FUND | MF | Equity Scheme - Flexi Cap Fund | Bank of India Mutual Fund | 0.89% | ₹26.3 Cr | |
| UTI - Transportation and Logistics Fund | MF | Equity Schemes - Thematic Fund | UTI Mutual Fund | 0.61% | ₹26 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 0.48% | ₹16.7 Cr | |
| HDFC Balanced Advantage Fund | MF | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | HDFC Mutual Fund | 0.38% | ₹400.8 Cr | |
| ICICI Prudential Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | ICICI Prudential Mutual Fund | 0.13% | ₹42.3 Cr | |
| ICICI Prudential Multi Asset Allocation Fund | MF | Hybrid Schemes - Multi Asset Allocation Fund | ICICI Prudential Mutual Fund | 0.13% | ₹114.5 Cr |
Institutional Holding Data Source: Compiled from publicly disclosed monthly mutual fund portfolio statements and PMS factsheets in accordance with SEBI disclosure guidelines. For informational and analytical purposes only; does not constitute investment advice, equity research, or a recommendation to buy, sell, or hold any security.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.