Aarti Industries
AARTIINDSector: Diversified· ISIN:
INE769A01020· Source: AMFI & PMS DisclosuresInstitutional Holders
15
12 Mutual Funds · 3 PMS
Total Disclosed Value
₹1,045.3 Cr
Across mutual fund portfolios
Average Portfolio Weight
1.12%
Mean weight across all holders
Highest Allocation
5.70%
Holders Category DistributionTop categories holding AARTIIND
PMS Strategy (3)
Equity Scheme - Small Cap Fund (3)
Equity Schemes - Small Cap Fund (2)
Solution Oriented Scheme - Children’s Fund (1)
Equity Scheme - Sectoral/ Thematic (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | Contra Portfolio Strategy | PMS | PMS Strategy | PMS Provider | 5.70% | — |
| — | ICICI Prudential PMS Emerging Leaders Strategy | PMS | PMS Strategy | PMS Provider | 2.94% | — |
| — | ICICI Prudential PMS Value Strategy | PMS | PMS Strategy | PMS Provider | 2.93% | — |
| Union Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Union Mutual Fund | 0.83% | ₹19.9 Cr | |
| Mahindra Manulife Small Cap Fund | MF | Equity Schemes - Small Cap Fund | Mahindra Manulife Mutual Fund | 0.75% | ₹38 Cr | |
| ICICI Prudential Children's Fund | MF | Solution Oriented Scheme - Children’s Fund | ICICI Prudential Mutual Fund | 0.58% | ₹8.2 Cr | |
| ICICI Prudential Small Cap Fund | MF | Equity Schemes - Small Cap Fund | ICICI Prudential Mutual Fund | 0.51% | ₹48.9 Cr | |
| ICICI Prudential Business Cycle Fund | MF | Equity Scheme - Sectoral/ Thematic | ICICI Prudential Mutual Fund | 0.43% | ₹69.9 Cr | |
| ICICI Prudential Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | ICICI Prudential Mutual Fund | 0.43% | ₹34.2 Cr | |
| JM Flexi Cap Fund | MF | Equity Schemes - Flexi Cap Fund | JM Financial Mutual Fund | 0.43% | ₹22.1 Cr | |
| HDFC Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | HDFC Mutual Fund | 0.37% | ₹405.4 Cr | |
| Nippon India Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Nippon India Mutual Fund | 0.35% | ₹277 Cr | |
| ICICI Prudential ELSS - Tax Saver Fund | MF | Equity Schemes - ELSS- Tax Saver Fund | ICICI Prudential Mutual Fund | 0.18% | ₹25.9 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.16% | ₹46.8 Cr | |
| BANDHAN Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Bandhan Mutual Fund | 0.16% | ₹48.9 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.