Mutual Funds Holding Bharat Forge Limited

Consumer Discretionary142 fundsISIN INE465A01025

As of 31 August 2026, 142 Indian mutual funds hold Bharat Forge Limited (Consumer Discretionary), led by HDFC Defence Fund at 13.4% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 August 2026, 142 Indian mutual fund schemes disclose a holding in Bharat Forge Limited (Consumer Discretionary). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.

Holding Analysis

Across the 142 funds holding Bharat Forge Limited, the average position size is 1.29% of net assets. The highest-conviction holder is HDFC Defence Fund (Thematic), at 13.4%. Equity funds account for 77 of the 142 holders, with the rest spread across 2 other categories. Over the last month, 15 funds initiated a new position and 9 funds exited, with the largest weight change at HDFC Defence Fund (-1.42pp to 13.4%).

Fund Activity Last Month

How funds changed their Bharat Forge Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

15 started a position9 exited7 increased15 reduced

New Positions

Bandhan Multi-Factor Fund at 2.51%
ICICI Prudential Active Momentum Fund at 1.79%
Invesco India Large Mid Cap Fund at 1.49%
Groww Arbitrage Fund at 0.97%
The Wealth Company Flexi Cap Fund at 0.89%
CANARA ROBECO MID CAP FUND at 0.86%
TATA FLEXI CAP FUND at 0.74%
Union Arbitrage Fund at 0.66%
Groww Multicap Fund at 0.6%
Aditya Birla Sun Life Equity Savings Fund at 0.56%
Axis Large & Mid Cap Fund at 0.38%
DSP India T.I.G.E.R. Fund at 0.36%
Axis Multicap Fund at 0.13%
DSP Flexi Cap Fund at 0.12%
Unifi Dynamic Asset Allocation Fund at 0.12%

Complete Exits

LIC MF MID CAP FUND was 1.72%
LIC MF LARGE & MID CAP FUND was 1.55%
ITI Business Cycle Fund was 1.22%
TRUSTMF Flexi Cap Fund was 1.04%
TRUSTMF Mid Cap Fund was 0.99%
TRUSTMF Large & Mid Cap Fund was 0.85%
Edelweiss Balanced Advantage Fund was 0.27%
JioBlackRock Arbitrage Fund was 0.27%
ICICI Prudential Multi Asset Allocation Fund was 0.12%

Weight Increased

Fund	Weight	Change
Invesco India Midcap Fund	1.85% → 2.81%	▲ +0.96
ICICI Prudential Large & Mid Cap Fund	1.23% → 1.91%	▲ +0.68
ICICI Prudential Multicap Fund	1.7% → 2.04%	▲ +0.34
Axis Flexi Cap Fund	0.98% → 1.18%	▲ +0.2
Edelweiss Mid Cap Fund	1.44% → 1.63%	▲ +0.19
DSP ELSS Tax Saver Fund	0.93% → 1.09%	▲ +0.16
Samco Multi Cap Fund	0.96% → 1.07%	▲ +0.11

Weight Reduced

Fund	Weight	Change
HDFC Defence Fund	14.82% → 13.4%	▼ -1.42
Mirae Asset Large & Midcap Fund	1.66% → 1.04%	▼ -0.62
Mirae Asset Midcap Fund	2.75% → 2.28%	▼ -0.47
Mirae Asset ELSS Tax Saver Fund	1.04% → 0.58%	▼ -0.46
LIC MF VALUE FUND	2.06% → 1.62%	▼ -0.44
HSBC Midcap Fund	3.22% → 2.79%	▼ -0.43
HDFC Manufacturing Fund	2.03% → 1.64%	▼ -0.39
LIC MF FOCUSED FUND	4.04% → 3.66%	▼ -0.38
SBI Large and Midcap Fund	2.34% → 2.02%	▼ -0.32
Aditya Birla Sun Life Quant Fund	2.38% → 2.09%	▼ -0.29
Baroda BNP Paribas Manufacturing Fund	2.01% → 1.72%	▼ -0.29
LIC MF INFRASTRUCTURE FUND	2.62% → 2.33%	▼ -0.29
JM Midcap Fund	2.5% → 2.24%	▼ -0.26
Union Active Momentum Fund	2.58% → 2.33%	▼ -0.25
Mirae Asset Multicap Fund	0.73% → 0.53%	▼ -0.2

Funds Holding Bharat Forge Limited

#	Fund	AMC	Category	% to NAV
1	HDFC Defence Fund	HDFC Mutual Fund	Thematic	13.4%
2	SBI Automotive Opportunities Fund	SBI Mutual Fund	Equity	3.81%
3	LIC MF FOCUSED FUND	LIC Mutual Fund	Equity	3.66%
4	NJ Momentum Fund	NJ Mutual Fund	Equity	3.57%
5	Bank Of India Arbitrage Fund	Bank of India Mutual Fund	Hybrid	2.98%
6	Capitalmind Flexi Cap Fund	Capitalmind Mutual Fund	Equity	2.88%
7	Kotak Active Momentum Fund	Kotak Mahindra Mutual Fund	Equity	2.86%
8	ICICI Prudential Midcap Fund	ICICI Prudential Mutual Fund	Equity	2.84%
9	Invesco India Midcap Fund	Invesco Mutual Fund	Equity	2.81%
10	HSBC Midcap Fund	HSBC Mutual Fund	Equity	2.79%
11	TATA LARGE & MID CAP FUND	Tata Mutual Fund	Equity	2.75%
12	Samco ELSSTax Saver Fund	Samco Mutual Fund	Equity	2.65%
13	Baroda BNP Paribas Dividend Yield Fund	Baroda BNP Paribas Mutual Fund	Equity	2.61%
14	Bandhan Multi-Factor Fund	Bandhan Mutual Fund	Equity	2.51%
15	DSP Mid Cap Fund	DSP Mutual Fund	Equity	2.51%
16	Bank Of India Mid Cap Tax Fund Series 1	Bank of India Mutual Fund	Equity	2.5%
17	The Wealth Company Arbitrage Fund	The Wealth Company Mutual Fund	Hybrid	2.45%
18	Kotak Flexicap Fund	Kotak Mahindra Mutual Fund	Equity	2.39%
19	LIC MF INFRASTRUCTURE FUND	LIC Mutual Fund	Thematic	2.33%
20	Union Active Momentum Fund	Union Mutual Fund	Equity	2.33%
21	Mirae Asset Midcap Fund	Mirae Asset Mutual Fund	Equity	2.28%
22	JM Midcap Fund	JM Financial Mutual Fund	Equity	2.24%
23	HDFC Transportation and Logistics Fund	HDFC Mutual Fund	Thematic	2.23%
24	SBI Midcap Fund	SBI Mutual Fund	Equity	2.23%
25	Kotak Large & Midcap Fund	Kotak Mahindra Mutual Fund	Equity	2.14%
26	Aditya Birla Sun Life Quant Fund	Aditya Birla Sun Life Mutual Fund	Equity	2.09%
27	Samco Mid Cap Fund	Samco Mutual Fund	Equity	2.09%
28	Axis Momentum Fund	Axis Mutual Fund	Equity	2.06%
29	ICICI Prudential Multicap Fund	ICICI Prudential Mutual Fund	Equity	2.04%
30	SBI Large and Midcap Fund	SBI Mutual Fund	Equity	2.02%
31	Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	Equity	1.96%
32	Aditya Birla Sun Life Manufacturing Equity Fund	Aditya Birla Sun Life Mutual Fund	Thematic	1.94%
33	Aditya Birla Sun Life Flexi Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.93%
34	LIC MF MANUFACTURING FUND	LIC Mutual Fund	Thematic	1.93%
35	TATA BUSINESS CYCLE FUND	Tata Mutual Fund	Thematic	1.93%
36	ICICI Prudential Large & Mid Cap Fund	ICICI Prudential Mutual Fund	Equity	1.91%
37	Axis Midcap Fund	Axis Mutual Fund	Equity	1.88%
38	SBI MNC Fund	SBI Mutual Fund	Thematic	1.81%
39	TATA MID CAP FUND	Tata Mutual Fund	Equity	1.81%
40	ICICI Prudential Active Momentum Fund	ICICI Prudential Mutual Fund	Equity	1.79%
41	LIC MF ELSS TAX SAVER	LIC Mutual Fund	Equity	1.78%
42	Baroda BNP Paribas Manufacturing Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.72%
43	HDFC Manufacturing Fund	HDFC Mutual Fund	Thematic	1.64%
44	Edelweiss Mid Cap Fund	Edelweiss Mutual Fund	Equity	1.63%
45	LIC MF VALUE FUND	LIC Mutual Fund	Equity	1.62%
46	LIC MF MULTI CAP FUND	LIC Mutual Fund	Equity	1.56%
47	Samco Special Opportunities Fund	Samco Mutual Fund	Thematic	1.53%
48	Invesco India Large Mid Cap Fund	Invesco Mutual Fund	Equity	1.49%
49	LIC MF ELSS Tax Saver Fund	LIC Mutual Fund	Equity	1.47%
50	Baroda BNP Paribas Mid Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	1.46%
51	Axis India Manufacturing Fund	Axis Mutual Fund	Thematic	1.44%
52	Aditya Birla Sun Life Conglomerate Fund	Aditya Birla Sun Life Mutual Fund	Thematic	1.42%
53	Kotak Dividend Yield Fund	Kotak Mahindra Mutual Fund	Equity	1.38%
54	DSP Large & Mid Cap Fund	DSP Mutual Fund	Equity	1.3%
55	Samco Large Mid Cap Fund	Samco Mutual Fund	Equity	1.27%
56	HDFC Mid Cap Fund	HDFC Mutual Fund	Equity	1.25%
57	ITI Mid Cap Fund	ITI Mutual Fund	Equity	1.25%
58	Edelweiss Business Cycle Fund	Edelweiss Mutual Fund	Thematic	1.24%
59	Mahindra Manulife Manufacturing Fund	Mahindra Manulife Mutual Fund	Thematic	1.23%
60	Kotak Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.22%
61	Axis Flexi Cap Fund	Axis Mutual Fund	Equity	1.18%
62	JM Aggressive Hybrid Fund	JM Financial Mutual Fund	Hybrid	1.18%
63	NIPPON INDIA POWER & INFRA FUND	Nippon India Mutual Fund	Thematic	1.16%
64	PGIM INDIA MIDCAP FUND	PGIM India Mutual Fund	Equity	1.12%
65	DSP ELSS Tax Saver Fund	DSP Mutual Fund	Equity	1.09%
66	Samco Multi Asset Allocation Fund	Samco Mutual Fund	Hybrid	1.08%
67	Aditya Birla Sun Life Multi-Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.07%
68	Samco Multi Cap Fund	Samco Mutual Fund	Equity	1.07%
69	Groww Multi Asset Allocation Fund	Groww Mutual Fund	Hybrid	1.05%
70	Bank of India ELSS Tax Saver Fund	Bank of India Mutual Fund	Equity	1.04%
71	Mirae Asset Large & Midcap Fund	Mirae Asset Mutual Fund	Equity	1.04%
72	Groww Arbitrage Fund	Groww Mutual Fund	Hybrid	0.97%
73	Groww ELSS Tax Saver Fund	Groww Mutual Fund	Equity	0.96%
74	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.94%
75	SBI ELSS Tax Saver Fund	SBI Mutual Fund	Equity	0.94%
76	ITI Large & Mid Cap Fund	ITI Mutual Fund	Equity	0.93%
77	PGIM INDIA MULTI ASSET ALLOCATION FUND	PGIM India Mutual Fund	Hybrid	0.93%
78	Axis Business Cycles Fund	Axis Mutual Fund	Thematic	0.92%
79	HDFC Innovation Fund	HDFC Mutual Fund	Thematic	0.92%
80	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.91%
81	Bank Of India Flexi Cap Fund	Bank of India Mutual Fund	Equity	0.89%
82	The Wealth Company Flexi Cap Fund	The Wealth Company Mutual Fund	Equity	0.89%
83	CANARA ROBECO MID CAP FUND	Canara Robeco Mutual Fund	Equity	0.86%
84	Groww Aggressive Hybrid Fund	Groww Mutual Fund	Hybrid	0.83%
85	Bank of India Aggressive Hybrid Fund	Bank of India Mutual Fund	Hybrid	0.82%
86	Kotak Large Cap Fund	Kotak Mahindra Mutual Fund	Equity	0.81%
87	Apex Hybrid Long-Short Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.79%
88	Samco Dynamic Asset Allocation Fund	Samco Mutual Fund	Hybrid	0.79%
89	Samco Active Momentum Fund	Samco Mutual Fund	Equity	0.78%
90	Kotak Quant Fund	Kotak Mahindra Mutual Fund	Equity	0.75%
91	TATA FLEXI CAP FUND	Tata Mutual Fund	Equity	0.74%
92	Union Midcap Fund	Union Mutual Fund	Equity	0.73%
93	PGIM INDIA MULTI CAP FUND	PGIM India Mutual Fund	Equity	0.72%
94	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	0.68%
95	Aditya Birla Sun Life Equity Hybrid '95 Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.67%
96	Union Arbitrage Fund	Union Mutual Fund	Hybrid	0.66%
97	ITI Flexi Cap Fund	ITI Mutual Fund	Equity	0.65%
98	LIC MF CONSERVATIVE HYBRID FUND	LIC Mutual Fund	Hybrid	0.63%
99	Nippon India MNC Fund	Nippon India Mutual Fund	Thematic	0.62%
100	Aditya Birla Sun Life Midcap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.61%
101	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.6%
102	Aditya Birla Sun Life Large Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.6%
103	Bandhan Mid Cap Fund	Bandhan Mutual Fund	Equity	0.6%
104	Groww Multicap Fund	Groww Mutual Fund	Equity	0.6%
105	UTI Multi Asset Allocation Fund	UTI Mutual Fund	Hybrid	0.6%
106	Mirae Asset ELSS Tax Saver Fund	Mirae Asset Mutual Fund	Equity	0.58%
107	UTI - Infrastructure Fund	UTI Mutual Fund	Thematic	0.58%
108	Aditya Birla Sun Life Equity Savings Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.56%
109	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.55%
110	HDFC Multi Cap Fund	HDFC Mutual Fund	Equity	0.54%
111	Mirae Asset Multicap Fund	Mirae Asset Mutual Fund	Equity	0.53%
112	Aditya Birla Sun Life Aggressive Hybrid Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.51%
113	Zerodha Life Cycle Fund 2041	Zerodha Mutual Fund	Hybrid	0.5%
114	UTI - Transportation and Logistics Fund	UTI Mutual Fund	Thematic	0.44%
115	Zerodha Life Cycle Fund 2036	Zerodha Mutual Fund	Hybrid	0.42%
116	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	0.41%
117	Axis Large & Mid Cap Fund	Axis Mutual Fund	Equity	0.38%
118	HDFC Balanced Advantage Fund	HDFC Mutual Fund	Hybrid	0.37%
119	DSP India T.I.G.E.R. Fund	DSP Mutual Fund	Thematic	0.36%
120	Zerodha Life Cycle Fund 2031	Zerodha Mutual Fund	Hybrid	0.31%
121	Bandhan Arbitrage Fund	Bandhan Mutual Fund	Hybrid	0.3%
122	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.28%
123	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.23%
124	Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	Hybrid	0.17%
125	Axis Multicap Fund	Axis Mutual Fund	Equity	0.13%
126	ICICI Prudential Multi-Asset Fund	ICICI Prudential Mutual Fund	Hybrid	0.13%
127	DSP Flexi Cap Fund	DSP Mutual Fund	Equity	0.12%
128	Unifi Dynamic Asset Allocation Fund	Unifi Mutual Fund	Hybrid	0.12%
129	SBI Arbitrage Fund	SBI Mutual Fund	Hybrid	0.11%
130	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.1%
131	CANARA ROBECO FLEXICAP FUND	Canara Robeco Mutual Fund	Equity	0.1%
132	HSBC Arbitrage Fund	HSBC Mutual Fund	Hybrid	0.1%
133	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.08%
134	JM Arbitrage Fund	JM Financial Mutual Fund	Hybrid	0.06%
135	Nippon India Arbitrage Fund	Nippon India Mutual Fund	Hybrid	0.05%
136	Motilal Oswal Arbitrage Fund	Motilal Oswal Mutual Fund	Hybrid	0.03%
137	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.03%
138	Edelweiss Arbitrage Fund	Edelweiss Mutual Fund	Hybrid	0.02%
139	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0.01%
140	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
141	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
142	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	0%

Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.

Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.