Free: check your portfolio overlap & returns vs Nifty →
Home / Stocks / Angel One

Which mutual funds hold Angel One?

111 Direct Growth mutual fund schemes held Angel One (Financial Services) at the end of Aug 2026, the same number as in Jul 2026. The largest position was in Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv, at 4.70% of the scheme.

Portfolios as of Aug 2026 · ISIN INE732I01021
Schemes holding
111
New entries
3
Fully exited
4
Increased
38
Decreased
14
Average weight
1.11%

By fund type: Equity 56 · Index 36 · Hybrid 14 · Other 5

What changed in Aug 2026

vs Jul 2026 · by number of shares

New entries (3)

  • Motilal Oswal Quant Fund Sectoral / Thematic— → 3.74%
  • Templeton India Value Fund Value— → 0.97%
  • ICICI Prudential ESG Exclusionary Strategy Fund Sectoral / Thematic— → 0.53%

Fully exited (4)

  • Samco Flexi Cap Fund Sectoral / Thematic3.07%
  • Aditya Birla Sun Life Small Cap Fund Small Cap0.66%
  • ICICI Prudential Long Term Wealth Enhancement Fund ELSS (Tax Saver)0.55%
  • Invesco India Arbitrage Fund Arbitrage0.02%

Increased (38)

  • Tata Nifty Capital Markets Index Fund Equity Index4.55% → 4.24%
  • Motilal Oswal Nifty Capital Market Index Fund Equity Index4.53% → 4.23%
  • Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Equity Index2.41% → 2.26%
  • Axis Nifty Smallcap 50 Index Fund Equity Index2.42% → 2.26%
  • Kotak Nifty Smallcap 50 Index Fund Equity Index2.41% → 2.26%
  • Edelweiss BSE Internet Economy Index Fund Equity Index2.17% → 1.95%
  • Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Equity Index2.10% → 1.88%
  • Motilal Oswal Nifty MidSmall Financial Services Index Fund Equity Index1.75% → 1.59%
  • Franklin India Dividend Yield Fund Dividend Yield0.91% → 1.51%
  • Invesco India Small Cap Fund Small Cap0.84% → 1.47%
  • ICICI Prudential Small Cap Fund Small Cap1.20% → 1.21%
  • ICICI Prudential Innovation Fund Sectoral / Thematic0.69% → 1.17%
  • Union Retirement Fund Other0.71% → 1.06%
  • Franklin India Aggressive Hybrid Fund Aggressive Hybrid0.50% → 1.01%
  • ICICI Prudential Banking and Financial Services Fund Sectoral / Thematic0.43% → 0.91%
  • Franklin India Balanced Advantage Fund Balanced Advantage0.42% → 0.86%
  • HDFC Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.85%
  • Kotak Nifty SmallCap 250 Index Fund Equity Index0.90% → 0.85%
  • DSP Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.84%
  • Edelweiss Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.84%
  • ICICI Prudential Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.84%
  • Nippon India Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.84%
  • SBI Nifty Smallcap 250 Index Fund Equity Index0.90% → 0.84%
  • UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Index0.77% → 0.72%
  • Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Other0.77% → 0.71%
  • Groww Small Cap Fund Small Cap0.69% → 0.69%
  • WhiteOak Capital Arbitrage Fund Arbitrage0.52% → 0.66%
  • JM Small Cap Fund Small Cap0.69% → 0.65%
  • Bandhan Small Cap Fund Small Cap0.70% → 0.62%
  • Franklin India Retirement Fund Other0.09% → 0.58%
  • Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.45% → 0.43%
  • Franklin India Conservative Hybrid Fund Conservative Hybrid0.09% → 0.34%
  • Navi Nifty midsmallcap 400 Index Fund Equity Index0.30% → 0.29%
  • DSP Nifty 500 Index Fund Equity Index0.10% → 0.09%
  • ICICI Prudential Nifty 500 Index Fund Equity Index0.10% → 0.09%
  • JioBlackRock Sector Rotation Fund Sectoral / Thematic0.09% → 0.09%
  • HDFC BSE 500 Index Fund Equity Index0.08% → 0.08%
  • Nippon India Arbitrage Fund Arbitrage0.02% → 0.07%

Decreased (14)

  • HSBC Value Fund Value1.95% → 1.26%
  • Kotak Nifty Financial Services Ex-Bank Index Fund Equity Index1.08% → 1.03%
  • Aditya Birla Sun Life Value Fund Value1.08% → 0.90%
  • Nippon India Growth Mid Cap Fund Mid Cap0.91% → 0.80%
  • Mirae Asset Nifty India New Age Consumption Etf Fund of Fund Other0.76% → 0.72%
  • Mahindra Manulife Banking & Financial Services Fund Sectoral / Thematic1.38% → 0.64%
  • Aditya Birla Sun Life Dividend Yield Fund Dividend Yield1.38% → 0.58%
  • Aditya Birla Sun Life Digital India Fund Sectoral / Thematic0.65% → 0.46%
  • HSBC Small Cap Fund Small Cap0.79% → 0.46%
  • WhiteOak Capital Equity Savings Fund Equity Savings0.44% → 0.37%
  • Bandhan Business Cycle Fund Sectoral / Thematic0.31% → 0.31%
  • Mirae Asset Arbitrage Fund Arbitrage0.63% → 0.28%
  • Aditya Birla Sun Life Arbitrage Fund Arbitrage0.21% → 0.01%
  • HDFC Arbitrage Fund Arbitrage0.01% → 0.01%

Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.

All 111 schemes holding Angel One

Sorted by weight in the scheme
#SchemeCategoryWeightSharesThis month
1
Sundaram Long Term Micro Cap Tax Advantage Fund Series Iv
Sundaram
ELSS (Tax Saver)4.70%60,883Unchanged
2
Tata Nifty Capital Markets Index Fund
Tata
Equity Index4.24%14,47,277Increased
3
Motilal Oswal Nifty Capital Market Index Fund
Motilal Oswal
Equity Index4.23%10,01,398Increased
4
Sundaram Long Term Micro Cap Tax Advantage Fund Series III
Sundaram
ELSS (Tax Saver)3.97%1,07,991Unchanged
5
Motilal Oswal Quant Fund
Motilal Oswal
Sectoral / Thematic3.74%3,33,690New entry
6
Sundaram Long Term Micro Cap Tax Advantage Fund Series Vi
Sundaram
ELSS (Tax Saver)3.51%45,169Unchanged
7
Sundaram Long Term Tax Advantage Fund Series III
Sundaram
ELSS (Tax Saver)3.01%36,720Unchanged
8
Sundaram Long Term Micro Cap Tax Advantage Fund Series V
Sundaram
ELSS (Tax Saver)2.99%33,265Unchanged
9
DSP Nifty500 Flexicap Quality 30 Index Fund
DSP
Equity Index2.77%1,96,037Unchanged
10
ICICI Prudential Exports & Services Fund
ICICI Prudential
Sectoral / Thematic2.67%14,40,330Unchanged
11
Sundaram Long Term Tax Advantage Fund Series Iv
Sundaram
ELSS (Tax Saver)2.52%19,880Unchanged
12
Bank of India Banking & Financial Services Fund
Bank of India
Sectoral / Thematic2.41%2,29,703Unchanged
13
Bandhan Focused Fund
Bandhan
Focused2.33%17,00,460Unchanged
14
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
Aditya Birla Sun Life
Equity Index2.26%2,88,846Increased
15
Axis Nifty Smallcap 50 Index Fund
Axis
Equity Index2.26%6,17,135Increased
16
Kotak Nifty Smallcap 50 Index Fund
Kotak Mahindra
Equity Index2.26%1,97,575Increased
17
Bank of India Midcap Tax Fund Series 2
Bank of India
ELSS (Tax Saver)1.96%23,120Unchanged
18
Edelweiss BSE Internet Economy Index Fund
Edelweiss
Equity Index1.95%27,625Increased
19
DSP Nifty Smallcap250 Quality 50 Index Fund
DSP
Equity Index1.94%2,14,062Unchanged
20
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund
Groww
Equity Index1.88%5,674Increased
21
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 Etf Fund of Fund
Mirae Asset
Other1.87%6,44,457Unchanged
22
HDFC Banking & Financial Services Fund
HDFC
Sectoral / Thematic1.65%27,00,000Unchanged
23
Franklin India Small Cap Fund
Franklin Templeton
Small Cap1.63%83,89,640Unchanged
24
Groww Banking & Financial Services Fund
Groww
Sectoral / Thematic1.61%50,755Unchanged
25
Motilal Oswal Nifty MidSmall Financial Services Index Fund
Motilal Oswal
Equity Index1.59%69,320Increased
26
Canara Robeco Consumption Fund
Canara Robeco
Sectoral / Thematic1.52%10,50,000Unchanged
27
Franklin India Dividend Yield Fund
Franklin Templeton
Dividend Yield1.51%12,00,000Increased
28
Invesco
Small Cap1.47%80,62,721Increased
29
Sundaram
Small Cap1.46%21,09,680Unchanged
30
Nippon India Banking & Financial Services Fund
Nippon India
Sectoral / Thematic1.42%39,13,700Unchanged
31
Bank of India Mid Cap Tax Fund Series 1
Bank of India
ELSS (Tax Saver)1.33%31,500Unchanged
32
HSBC Value Fund
HSBC
Value1.26%67,33,115Decreased
33
Unifi Flexi Cap Fund
Unifi
Flexi Cap1.22%1,00,000Unchanged
34
ICICI Prudential Small Cap Fund
ICICI Prudential
Small Cap1.21%41,33,143Increased
35
Bandhan Financial Services Fund
Bandhan
Sectoral / Thematic1.19%4,64,426Unchanged
36
ICICI Prudential Innovation Fund
ICICI Prudential
Sectoral / Thematic1.17%32,66,954Increased
37
Canara Robeco Small Cap Fund
Canara Robeco
Small Cap1.13%57,77,535Unchanged
38
Kotak Services Fund
Kotak Mahindra
Sectoral / Thematic1.12%2,94,910Unchanged
39
Sundaram Services Fund
Sundaram
Sectoral / Thematic1.12%20,47,480Unchanged
40
Union Retirement Fund
Union
Other1.06%80,000Increased

Want to know what this means for your portfolio?

Owning Angel One through several funds at once is common — and easy to miss. Sulekha Sen can check what your funds really hold and whether it fits your goals.

Book a free 30-min call →

Or read more about Sulekha · try a related calculator

Data: each AMC’s SEBI-mandated monthly portfolio disclosure, Aug 2026 (compared with Jul 2026). Holdings change after month-end. Direct Plan – Growth schemes only; one row per scheme. Changes are measured by number of shares or units, not portfolio weight. Not investment advice, and not a recommendation to buy, sell or hold any security or scheme. Mutual fund investments are subject to market risks, read all scheme related documents carefully.