Mutual Funds Holding Bosch Limited

Consumer Discretionary97 fundsISIN INE323A01026

As of 31 August 2026, 97 Indian mutual funds hold Bosch Limited (Consumer Discretionary), led by HDFC Transportation and Logistics Fund at 7.8% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 August 2026, 97 Indian mutual fund schemes disclose a holding in Bosch 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 97 funds holding Bosch Limited, the average position size is 1.77% of net assets. The highest-conviction holder is HDFC Transportation and Logistics Fund (Thematic), at 7.8%. Equity funds account for 45 of the 97 holders, with the rest spread across 2 other categories. Over the last month, 6 funds initiated a new position and 5 funds exited, with the largest weight change at HDFC Transportation and Logistics Fund (+1.08pp to 7.8%).

Fund Activity Last Month

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

6 started a position5 exited15 increased8 reduced

New Positions

Capitalmind Flexi Cap Fund at 3.06%
Samco Large Cap Fund at 2.35%
Kotak Quant Fund at 1.98%
Samco Large Mid Cap Fund at 1.66%
Samco Multi Asset Allocation Fund at 0.62%
WhiteOak Capital Arbitrage Fund at 0.03%

Complete Exits

Weight Increased

Fund	Weight	Change
HDFC Transportation and Logistics Fund	6.72% → 7.8%	▲ +1.08
HDFC Defence Fund	3.06% → 4.01%	▲ +0.95
Helios Mid Cap Fund	0.77% → 1.59%	▲ +0.82
SBI Balanced Hybrid Fund	0.55% → 1.19%	▲ +0.64
HDFC MNC Fund	3.32% → 3.94%	▲ +0.62
Quantum ESG Best In Class Strategy Fund	2.41% → 3.02%	▲ +0.61
Groww Large Cap Fund	0.26% → 0.72%	▲ +0.46
HDFC Focused Fund	2.08% → 2.51%	▲ +0.43
UTI - Transportation and Logistics Fund	2.36% → 2.69%	▲ +0.33
HDFC Value Fund	1.5% → 1.75%	▲ +0.25
HDFC Mid Cap Fund	1.22% → 1.44%	▲ +0.22
Helios Large & Mid Cap Fund	0.77% → 0.99%	▲ +0.22
HDFC Business Cycle Fund	1.05% → 1.26%	▲ +0.21
HDFC Flexi Cap Fund	1.13% → 1.34%	▲ +0.21
SBI ELSS Tax Saver Fund	0.7% → 0.87%	▲ +0.17

Weight Reduced

Fund	Weight	Change
Kotak ELSS Tax Saver Fund	2.74% → 1.94%	▼ -0.8
DSP Quant Fund	2.61% → 2.24%	▼ -0.37
Kotak Infrastructure and Economic Reform Fund	1.81% → 1.45%	▼ -0.36
ICICI Prudential Transportation and Logistics Fund	1.06% → 0.75%	▼ -0.31
JM ELSS Tax Saver Fund	1.81% → 1.57%	▼ -0.24
NJ Balanced Advantage Fund	3.77% → 3.55%	▼ -0.22
HDFC ELSS Tax saver	1.27% → 1.15%	▼ -0.12
NJ Flexi Cap Fund	5.29% → 5.18%	▼ -0.11

Funds Holding Bosch Limited

#	Fund	AMC	Category	% to NAV
1	HDFC Transportation and Logistics Fund	HDFC Mutual Fund	Thematic	7.8%
2	NJ ELSS Tax Saver Fund	NJ Mutual Fund	Equity	6.55%
3	UTI - MNC Fund	UTI Mutual Fund	Thematic	5.76%
4	NJ ELSS Tax Saver Scheme	NJ Mutual Fund	Equity	5.42%
5	Bandhan Transportation and Logistics Fund	Bandhan Mutual Fund	Thematic	5.25%
6	NJ Flexi Cap Fund	NJ Mutual Fund	Equity	5.18%
7	Motilal Oswal Manufacturing Fund	Motilal Oswal Mutual Fund	Thematic	5.12%
8	Motilal Oswal Contra Fund	Motilal Oswal Mutual Fund	Equity	4.76%
9	Kotak ESG Exclusionary Strategy Fund	Kotak Mahindra Mutual Fund	Thematic	4.13%
10	SBI MNC Fund	SBI Mutual Fund	Thematic	4.13%
11	HDFC Defence Fund	HDFC Mutual Fund	Thematic	4.01%
12	HDFC MNC Fund	HDFC Mutual Fund	Thematic	3.94%
13	NJ Balanced Advantage Fund	NJ Mutual Fund	Hybrid	3.55%
14	SBI Automotive Opportunities Fund	SBI Mutual Fund	Equity	3.49%
15	Aditya Birla Sun Life Mnc Fund	Aditya Birla Sun Life Mutual Fund	Thematic	3.39%
16	Baroda BNP Paribas Innovation Fund	Baroda BNP Paribas Mutual Fund	Thematic	3.29%
17	Aditya Birla Sun Life Transportation And Logistics Fund	Aditya Birla Sun Life Mutual Fund	Thematic	3.27%
18	Franklin India Multi Cap Fund	Franklin Templeton Mutual Fund	Equity	3.13%
19	Capitalmind Flexi Cap Fund	Capitalmind Mutual Fund	Equity	3.06%
20	Quantum ESG Best In Class Strategy Fund	Quantum Mutual Fund	Thematic	3.02%
21	Quantum Ethical Fund	Quantum Mutual Fund	Equity	2.97%
22	Sundaram Multi-Factor Fund	Sundaram Mutual Fund	Equity	2.71%
23	UTI - Transportation and Logistics Fund	UTI Mutual Fund	Thematic	2.69%
24	Baroda BNP Paribas ESG Best-in-Class Strategy Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.67%
25	HDFC Focused Fund	HDFC Mutual Fund	Equity	2.51%
26	Baroda BNP Paribas Manufacturing Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.44%
27	Samco Large Cap Fund	Samco Mutual Fund	Equity	2.35%
28	Kotak Transportation & Logistics Fund	Kotak Mahindra Mutual Fund	Thematic	2.34%
29	DSP Quant Fund	DSP Mutual Fund	Equity	2.24%
30	Baroda BNP Paribas Dividend Yield Fund	Baroda BNP Paribas Mutual Fund	Equity	1.99%
31	Kotak Quant Fund	Kotak Mahindra Mutual Fund	Equity	1.98%
32	Kotak ELSS Tax Saver Fund	Kotak Mahindra Mutual Fund	Equity	1.94%
33	Mahindra Manulife Manufacturing Fund	Mahindra Manulife Mutual Fund	Thematic	1.9%
34	Aditya Birla Sun Life Elss Tax Saver Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.88%
35	Baroda BNP Paribas Large Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	1.86%
36	Baroda BNP Paribas Aggressive Hybrid Fund	Baroda BNP Paribas Mutual Fund	Hybrid	1.84%
37	HDFC Value Fund	HDFC Mutual Fund	Equity	1.75%
38	Mahindra Manulife Large & Mid Cap Fund	Mahindra Manulife Mutual Fund	Equity	1.71%
39	Samco Large Mid Cap Fund	Samco Mutual Fund	Equity	1.66%
40	NJ Value Fund	NJ Mutual Fund	Equity	1.64%
41	Helios Mid Cap Fund	Helios Mutual Fund	Equity	1.59%
42	Motilal Oswal Balanced Advantage Fund	Motilal Oswal Mutual Fund	Hybrid	1.59%
43	Baroda BNP Paribas Multi Asset Fund	Baroda BNP Paribas Mutual Fund	Hybrid	1.58%
44	JM ELSS Tax Saver Fund	JM Financial Mutual Fund	Equity	1.57%
45	Kotak Manufacture In India Fund	Kotak Mahindra Mutual Fund	Thematic	1.5%
46	Kotak Infrastructure and Economic Reform Fund	Kotak Mahindra Mutual Fund	Thematic	1.45%
47	HDFC Mid Cap Fund	HDFC Mutual Fund	Equity	1.44%
48	Baroda BNP Paribas Business Cycle Fund	Baroda BNP Paribas Mutual Fund	Thematic	1.43%
49	HDFC ELSS - Tax Saver Fund	HDFC Mutual Fund	Equity	1.41%
50	Baroda BNP Paribas Mid Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	1.36%
51	HDFC Flexi Cap Fund	HDFC Mutual Fund	Equity	1.34%
52	Axis Business Cycles Fund	Axis Mutual Fund	Thematic	1.27%
53	HDFC Business Cycle Fund	HDFC Mutual Fund	Thematic	1.26%
54	ITI Flexi Cap Fund	ITI Mutual Fund	Equity	1.2%
55	SBI Balanced Hybrid Fund	SBI Mutual Fund	Hybrid	1.19%
56	TATA MID CAP FUND	Tata Mutual Fund	Equity	1.19%
57	HDFC ELSS Tax saver	HDFC Mutual Fund	Equity	1.15%
58	ITI Multi Cap Fund	ITI Mutual Fund	Equity	1.11%
59	JM Flexicap Fund	JM Financial Mutual Fund	Equity	1.03%
60	Kotak Large Cap Fund	Kotak Mahindra Mutual Fund	Equity	1.01%
61	Helios Large & Mid Cap Fund	Helios Mutual Fund	Equity	0.99%
62	SBI MultiCap Fund	SBI Mutual Fund	Equity	0.99%
63	Mahindra Manulife Balanced Advantage Fund	Mahindra Manulife Mutual Fund	Hybrid	0.96%
64	Axis Innovation Fund	Axis Mutual Fund	Thematic	0.95%
65	HDFC Manufacturing Fund	HDFC Mutual Fund	Thematic	0.93%
66	SBI ELSS Tax Saver Fund	SBI Mutual Fund	Equity	0.87%
67	ICICI Prudential Transportation and Logistics Fund	ICICI Prudential Mutual Fund	Thematic	0.75%
68	Axis Midcap Fund	Axis Mutual Fund	Equity	0.72%
69	Groww Large Cap Fund	Groww Mutual Fund	Equity	0.72%
70	HDFC Dividend Yield Fund	HDFC Mutual Fund	Equity	0.71%
71	Samco Multi Asset Allocation Fund	Samco Mutual Fund	Hybrid	0.62%
72	Kotak Balanced Advantage Fund	Kotak Mahindra Mutual Fund	Hybrid	0.58%
73	Axis India Manufacturing Fund	Axis Mutual Fund	Thematic	0.53%
74	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.5%
75	PGIM INDIA MIDCAP FUND	PGIM India Mutual Fund	Equity	0.41%
76	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.39%
77	HDFC Balanced Advantage Fund	HDFC Mutual Fund	Hybrid	0.31%
78	Parag Parikh Large Cap Fund	PPFAS Mutual Fund	Equity	0.31%
79	Nippon India Arbitrage Fund	Nippon India Mutual Fund	Hybrid	0.23%
80	Edelweiss Arbitrage Fund	Edelweiss Mutual Fund	Hybrid	0.21%
81	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.18%
82	SBI Dividend Yield Fund	SBI Mutual Fund	Equity	0.18%
83	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.16%
84	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.16%
85	ICICI Prudential Flexicap Fund	ICICI Prudential Mutual Fund	Equity	0.15%
86	ICICI Prudential Large & Mid Cap Fund	ICICI Prudential Mutual Fund	Equity	0.12%
87	Zerodha Life Cycle Fund 2041	Zerodha Mutual Fund	Hybrid	0.11%
88	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.1%
89	SBI Equity Savings Fund	SBI Mutual Fund	Hybrid	0.1%
90	Zerodha Life Cycle Fund 2036	Zerodha Mutual Fund	Hybrid	0.09%
91	SBI Arbitrage Fund	SBI Mutual Fund	Hybrid	0.06%
92	Zerodha Life Cycle Fund 2031	Zerodha Mutual Fund	Hybrid	0.05%
93	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.03%
94	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.02%
95	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
96	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	0%
97	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	-0.01%

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.