Healthcare Global Enterprises Ltd.
HCGSector: Diversified· ISIN:
INE075I01017· Source: AMFI & PMS DisclosuresInstitutional Holders
8
6 Mutual Funds · 2 PMS
Total Disclosed Value
₹654.9 Cr
Across mutual fund portfolios
Average Portfolio Weight
3.30%
Mean weight across all holders
Highest Allocation
14.60%
Holders Category DistributionTop categories holding HCG
PMS Strategy (2)
Equity Scheme - Sectoral/ Thematic (2)
Equity Schemes - Sectoral Fund (1)
Equity Schemes - ELSS- Tax Saver Fund (1)
Equity Schemes - Value Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| — | InCred Healthcare Portfolio | PMS | PMS Strategy | PMS Provider | 14.60% | — |
| Motilal Oswal Consumption Fund | MF | Equity Scheme - Sectoral/ Thematic | Motilal Oswal Mutual Fund | 5.05% | ₹57.1 Cr | |
| Bandhan Healthcare Fund | MF | Equity Schemes - Sectoral Fund | Bandhan Mutual Fund | 1.94% | ₹6.3 Cr | |
| — | Next Trillion Dollar Opportunity Strategy | PMS | PMS Strategy | PMS Provider | 1.70% | — |
| Nippon India ELSS Tax Saver Fund | MF | Equity Schemes - ELSS- Tax Saver Fund | Nippon India Mutual Fund | 1.56% | ₹232.4 Cr | |
| SBI HEALTHCARE OPPORTUNITIES FUND | MF | Equity Scheme - Sectoral/ Thematic | SBI Mutual Fund | 0.73% | ₹39.5 Cr | |
| Axis Value Fund | MF | Equity Schemes - Value Fund | Axis Mutual Fund | 0.41% | ₹6.9 Cr | |
| Nippon India Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Nippon India Mutual Fund | 0.40% | ₹312.7 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.