Bharat Heavy Electricals Ltd.
BHELSector: Energy· ISIN:
INE257A01026· Source: AMFI & PMS DisclosuresInstitutional Holders
35
29 Mutual Funds · 6 PMS
Total Disclosed Value
₹5,594.4 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.93%
Mean weight across all holders
Highest Allocation
5.20%
Holders Category DistributionTop categories holding BHEL
PMS Strategy (6)
Equity Scheme - Sectoral/ Thematic (4)
Equity Scheme - Mid Cap Fund (4)
Equity Scheme - Flexi Cap Fund (3)
Equity Scheme - Value Fund (2)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | Motilal Oswal Ethical Strategy | PMS | PMS Strategy | PMS Provider | 5.20% | — |
| — | Shift Strategy | PMS | PMS Strategy | PMS Provider | 5.20% | — |
| Quant Infrastructure Fund | MF | Equity Scheme - Sectoral/ Thematic | quant Mutual Fund | 4.65% | ₹146.2 Cr | |
| Quant Value Fund | MF | Equity Scheme - Value Fund | quant Mutual Fund | 4.58% | ₹89.5 Cr | |
| Samco Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Samco Mutual Fund | 4.23% | ₹4.8 Cr | |
| — | Compounder Strategy | PMS | PMS Strategy | PMS Provider | 4.20% | — |
| Quant ELSS Tax Saver Fund | MF | Equity Scheme - ELSS | quant Mutual Fund | 3.58% | ₹479 Cr | |
| Nippon India Power & Infra Fund | MF | Equity Schemes - Sectoral Fund | Nippon India Mutual Fund | 3.14% | ₹252.6 Cr | |
| Tata Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Tata Mutual Fund | 3.04% | ₹183.9 Cr | |
| SBI MIDCAP FUND | MF | Equity Scheme - Mid Cap Fund | SBI Mutual Fund | 2.92% | ₹704 Cr | |
| Axis Value Fund | MF | Equity Schemes - Value Fund | Axis Mutual Fund | 2.15% | ₹35.8 Cr | |
| The Wealth Company Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | The Wealth Company Mutual Fund | 1.96% | ₹4.7 Cr | |
| JM Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | JM Financial Mutual Fund | 1.84% | ₹95.2 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 1.80% | ₹124.9 Cr | |
| Nippon India Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Nippon India Mutual Fund | 1.78% | ₹1,404.5 Cr | |
| Nippon India Vision Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | Nippon India Mutual Fund | 1.74% | ₹134.3 Cr | |
| Samco Active Momentum Fund | MF | Equity Schemes - Thematic Fund | Samco Mutual Fund | 1.62% | ₹11.5 Cr | |
| — | Motilal Oswal Multifactor Equity Strategy | PMS | PMS Strategy | PMS Provider | 1.60% | — |
| ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND | MF | Equity Scheme - Sectoral/ Thematic | ICICI Prudential Mutual Fund | 1.39% | ₹114.3 Cr | |
| Nippon India Growth Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Nippon India Mutual Fund | 1.36% | ₹691.9 Cr | |
| Edelweiss Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Edelweiss Mutual Fund | 1.32% | ₹246.6 Cr | |
| Edelweiss Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | Edelweiss Mutual Fund | 1.32% | ₹46.1 Cr | |
| SBI ELSS Tax Saver Fund | MF | Equity Scheme - ELSS | SBI Mutual Fund | 1.30% | ₹414.1 Cr | |
| Quant Flexi Cap Fund | MF | Equity Scheme - Flexi Cap Fund | quant Mutual Fund | 1.13% | ₹83.5 Cr | |
| JioBlackRock Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | Jio BlackRock Mutual Fund | 0.98% | ₹32.1 Cr | |
| Tata Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | Tata Mutual Fund | 0.85% | ₹22.8 Cr | |
| Bandhan Value Fund | MF | Equity Scheme - Value Fund | Bandhan Mutual Fund | 0.71% | ₹70.4 Cr | |
| Nippon India Arbitrage Fund | MF | Hybrid Scheme - Arbitrage Fund | Nippon India Mutual Fund | 0.65% | ₹107.6 Cr | |
| HSBC Equity Savings Fund | MF | Hybrid Schemes - Equity Savings Fund | HSBC Mutual Fund | 0.47% | ₹7 Cr | |
| ICICI PRUDENTIAL PSU EQUITY FUND | MF | Equity Scheme - Sectoral/ Thematic | ICICI Prudential Mutual Fund | 0.28% | ₹5.2 Cr | |
| Edelweiss Equity Savings Fund | MF | Hybrid Scheme - Equity Savings | Edelweiss Mutual Fund | 0.24% | ₹3.7 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.17% | ₹50.2 Cr | |
| Quant Small Cap Fund | MF | Equity Scheme - Small Cap Fund | quant Mutual Fund | 0.08% | ₹28 Cr | |
| — | S.E.L.F | PMS | PMS Strategy | PMS Provider | 0.00% | — |
| — | VOYAGER | PMS | PMS Strategy | PMS Provider | 0.00% | — |
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.