Which mutual funds hold Bharat Forge?
202 Direct Growth mutual fund schemes held Bharat Forge (Automobiles) at the end of Aug 2026, 1 fewer than in Jul 2026. The largest position was in Motilal Oswal Nifty India Defence Index Fund, at 13.93% of the scheme.
Portfolios as of Aug 2026 · ISIN INE465A01025
- Schemes holding
- 202
- New entries
- 8
- Fully exited
- 11
- Increased
- 70
- Decreased
- 29
- Average weight
- 1.82%
By fund type: Equity 91 · Index 70 · Hybrid 28 · Other 13
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (8)
- Bank of India Arbitrage Fund Arbitrage— → 2.98%
- Kotak Active Momentum Fund Sectoral / Thematic— → 2.93%
- TRUSTMF Large & Midcap Fund Large & Mid Cap— → 0.85%
- JioBlackRock Arbitrage Fund Arbitrage— → 0.27%
- HSBC Arbitrage Fund Arbitrage— → 0.10%
- JM Arbitrage Fund Arbitrage— → 0.04%
- Nippon India Arbitrage Fund Arbitrage— → 0.04%
- Motilal Oswal Arbitrage Fund Arbitrage— → 0.03%
Fully exited (11)
- Bandhan Multi-Factor Fund Sectoral / Thematic4.07%
- TRUSTMF Multi Cap Fund Multi Cap1.68%
- Sundaram Multi-Factor Fund Sectoral / Thematic1.42%
- JM Flexi Cap Fund Flexi Cap1.27%
- Tata Flexi Cap Fund Flexi Cap1.15%
- Aditya Birla Sun Life Business Cycle Fund Sectoral / Thematic0.98%
- Franklin India Multi-Factor Fund Sectoral / Thematic0.96%
- PGIM India Large and Midcap Fund Large & Mid Cap0.74%
- PGIM India Retirement Fund Other0.68%
- Edelweiss Flexi Cap Fund Flexi Cap0.48%
- Edelweiss Large & Mid Cap Fund Large & Mid Cap0.28%
Increased (70)
- Motilal Oswal Nifty India Defence Index Fund Equity Index15.16% → 13.93%
- Aditya Birla Sun Life Nifty India Defence Index Fund Equity Index15.15% → 13.92%
- Axis Nifty India Defence Index Fund Equity Index15.16% → 13.91%
- HDFC Defence Fund Sectoral / Thematic14.82% → 13.40%
- Mirae Asset BSE Midcap 150 Momentum 30 Etf Fof Other5.34% → 4.77%
- ICICI Prudential Nifty Auto Index Fund Equity Index4.56% → 4.36%
- Nippon India Nifty Auto Index Fund Equity Index4.57% → 4.36%
- Tata Nifty Auto Index Fund Equity Index4.56% → 4.36%
- LIC Mf Focused Fund Focused3.01% → 4.04%
- Edelweiss Nifty Midcap150 Momentum 50 Index Fund Equity Index4.31% → 3.97%
- Kotak Nifty Midcap 150 Momentum 50 Index Fund Equity Index4.31% → 3.97%
- SBI Nifty Midcap 150 Momentum 50 Etf Fof Other4.31% → 3.97%
- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Equity Index3.75% → 3.37%
- Kotak Nifty500 Momentum 50 Index Fund Equity Index3.41% → 3.13%
- Axis Nifty500 Momentum 50 Index Fund Equity Index3.42% → 3.11%
- Groww Nifty 500 Momentum 50 Etf Fof Other3.41% → 3.11%
- Nippon India Nifty 500 Momentum 50 Index Fund Equity Index3.41% → 3.11%
- Mirae Asset BSE India Defence Etf Fof Other3.41% → 3.06%
- Tata Nifty200 Alpha 30 Index Fund Equity Index3.24% → 3.00%
- Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Other3.11% → 2.89%
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Index3.11% → 2.89%
- LIC Mf Infrastructure Fund Sectoral / Thematic1.08% → 2.62%
- Union Active Momentum Fund Sectoral / Thematic2.55% → 2.58%
- Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund Other2.65% → 2.46%
- Axis Nifty Midcap 50 Index Fund Equity Index2.52% → 2.37%
- Kotak Nifty Midcap 50 Index Fund Equity Index2.52% → 2.37%
- HDFC Transportation and Logistics Fund Sectoral / Thematic2.25% → 2.23%
- LIC Mf Manufacturing Fund Sectoral / Thematic1.25% → 2.17%
- LIC Mf Value Fund Value1.23% → 2.06%
- Tata Business Cycle Fund Sectoral / Thematic1.44% → 1.96%
- Kotak Nifty Alpha 50 Index Fund Equity Index2.13% → 1.95%
- Bandhan Nifty Alpha 50 Index Fund Equity Index2.13% → 1.92%
- Invesco India Mid Cap Fund Mid Cap1.27% → 1.85%
- Groww Nifty Ev & New Age Automotive Etf Fof Other1.84% → 1.72%
- ICICI Prudential Nifty Ev & New Age Automotive Etf Fof Other1.84% → 1.72%
- Kotak Nifty Midcap 150 Index Fund Equity Index1.40% → 1.32%
- Nippon India Nifty Midcap 150 Index Fund Equity Index1.41% → 1.32%
- Tata Nifty Midcap 150 Index Fund Equity Index1.41% → 1.32%
- DSP Nifty Midcap 150 Index Fund Equity Index1.41% → 1.31%
- Groww Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- HDFC Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- ICICI Prudential Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- SBI Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- Mirae Asset Nifty India Manufacturing Etf Fof Other1.38% → 1.30%
- Navi Nifty India Manufacturing Index Fund Equity Index1.37% → 1.30%
- Nippon India Nifty India Manufacturing Index Fund Equity Index1.38% → 1.30%
- UTI Nifty India Manufacturing Index Fund Equity Index1.38% → 1.30%
- UTI Nifty Midcap 150 Index Fund Equity Index1.40% → 1.30%
- ICICI Prudential Large & Mid Cap Fund Large & Mid Cap0.13% → 1.23%
- Axis Business Cycles Fund Sectoral / Thematic0.69% → 0.94%
- WhiteOak Capital Arbitrage Fund Arbitrage1.02% → 0.91%
- Navi Nifty midsmallcap 400 Index Fund Equity Index0.92% → 0.86%
- Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.71% → 0.68%
- HDFC Nifty LargeMidcap 250 Index Fund Equity Index0.70% → 0.67%
- ICICI Prudential Nifty LargeMidcap 250 Index Fund Equity Index0.70% → 0.67%
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Equity Index0.70% → 0.67%
- Zerodha Nifty LargeMidcap 250 Index Fund Equity Index0.70% → 0.67%
- Bandhan Mid Cap Fund Mid Cap0.64% → 0.63%
- Zerodha Life Cycle Fund 2041 Other0.54% → 0.53%
- Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Debt Index0.50% → 0.48%
- Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Debt Index0.49% → 0.47%
- Zerodha Life Cycle Fund 2036 Other0.46% → 0.43%
- DSP Nifty 500 Index Fund Equity Index0.29% → 0.28%
- HDFC Arbitrage Fund Arbitrage0.14% → 0.28%
- HDFC BSE 500 Index Fund Equity Index0.30% → 0.28%
- ICICI Prudential Nifty 500 Index Fund Equity Index0.29% → 0.28%
- JioBlackRock Sector Rotation Fund Sectoral / Thematic0.25% → 0.24%
- Axis Arbitrage Fund Arbitrage0.02% → 0.23%
- Invesco India Arbitrage Fund Arbitrage0.05% → 0.21%
- Aditya Birla Sun Life Arbitrage Fund Arbitrage0.09% → 0.10%
Decreased (29)
- HDFC Nifty Auto Index Fund Equity Index4.49% → 4.36%
- Bandhan NIFTY200 Momentum 30 Index Fund Equity Index3.52% → 3.29%
- ICICI Prudential Nifty 200 Momentum 30 Index Fund Equity Index3.52% → 3.29%
- UTI Nifty 200 Momentum 30 Index Fund Equity Index3.52% → 3.29%
- SBI Nifty200 Momentum 30 Index Fund Equity Index3.56% → 3.28%
- Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Equity Index3.51% → 3.24%
- Bandhan Nifty 500 Momentum 50 Index Fund Equity Index3.42% → 3.12%
- JM Mid Cap Fund Mid Cap3.56% → 2.50%
- Kotak Quant Fund Sectoral / Thematic2.32% → 2.16%
- Nippon India Growth Mid Cap Fund Mid Cap2.36% → 2.05%
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Equity Index2.07% → 2.01%
- HDFC Manufacturing fund Sectoral / Thematic2.03% → 1.64%
- Tata BSE Multicap Consumption 50:30:20 Index Fund Equity Index1.68% → 1.58%
- LIC Mf Large & Mid Cap Fund Large & Mid Cap3.30% → 1.55%
- LIC Mf ELSS Tax Saver Fund ELSS (Tax Saver)1.78% → 1.53%
- Axis India Manufacturing Fund Sectoral / Thematic1.78% → 1.47%
- Bandhan Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- JioBlackRock Nifty Midcap 150 Index Fund Equity Index1.40% → 1.31%
- Groww ELSS Tax Saver Fund ELSS (Tax Saver)1.57% → 1.13%
- Aditya Birla Sun Life Multi-Cap Fund Multi Cap1.30% → 1.12%
- Bank of India ELSS Tax Saver Fund ELSS (Tax Saver)1.73% → 1.04%
- ITI Large & Midcap Fund Large & Mid Cap1.19% → 0.97%
- Bank of India Flexi Cap Fund Flexi Cap1.38% → 0.89%
- Kotak Large Cap Fund Large Cap0.99% → 0.85%
- Bank of India Aggressive Hybrid Fund Aggressive Hybrid1.25% → 0.82%
- ITI Flexi Cap Fund Flexi Cap0.93% → 0.76%
- Union Midcap Fund Mid Cap1.62% → 0.76%
- Aditya Birla Sun Life Aggressive Hybrid Fund Aggressive Hybrid0.67% → 0.53%
- Mirae Asset Arbitrage Fund Arbitrage0.76% → 0.47%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 202 schemes holding Bharat Forge
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | Motilal Oswal Nifty India Defence Index Fund Motilal Oswal | Equity Index | 13.93% | 36,59,273 | Increased |
| 2 | Aditya Birla Sun Life Nifty India Defence Index Fund Aditya Birla Sun Life | Equity Index | 13.92% | 9,24,700 | Increased |
| 3 | Axis Nifty India Defence Index Fund Axis | Equity Index | 13.91% | 2,28,383 | Increased |
| 4 | HDFC Defence Fund HDFC | Sectoral / Thematic | 13.40% | 73,05,688 | Increased |
| 5 | Mirae Asset BSE Midcap 150 Momentum 30 Etf Fof Mirae Asset | Other | 4.77% | 18,078 | Increased |
| 6 | HDFC Nifty Auto Index Fund HDFC | Equity Index | 4.36% | 33,685 | Decreased |
| 7 | ICICI Prudential Nifty Auto Index Fund ICICI Prudential | Equity Index | 4.36% | 52,512 | Increased |
| 8 | Nippon India Nifty Auto Index Fund Nippon India | Equity Index | 4.36% | 10,452 | Increased |
| 9 | Tata Nifty Auto Index Fund Tata | Equity Index | 4.36% | 22,590 | Increased |
| 10 | LIC Mf Focused Fund LIC | Focused | 4.04% | 33,645 | Increased |
| 11 | SBI Automotive Opportunities Fund SBI | Sectoral / Thematic | 3.98% | 12,00,000 | Unchanged |
| 12 | Tata Nifty Midcap 150 Momentum 50 Index Fund Tata | Equity Index | 3.98% | 2,40,617 | Unchanged |
| 13 | Edelweiss Nifty Midcap150 Momentum 50 Index Fund Edelweiss | Equity Index | 3.97% | 3,46,068 | Increased |
| 14 | Kotak Nifty Midcap 150 Momentum 50 Index Fund Kotak Mahindra | Equity Index | 3.97% | 89,367 | Increased |
| 15 | SBI Nifty Midcap 150 Momentum 50 Etf Fof SBI | Other | 3.97% | 24,710 | Increased |
| 16 | NJ Momentum Fund NJ | Sectoral / Thematic | 3.75% | 61,049 | New scheme |
| 17 | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Aditya Birla Sun Life | Equity Index | 3.37% | 13,307 | Increased |
| 18 | Bandhan NIFTY200 Momentum 30 Index Fund Bandhan | Equity Index | 3.29% | 19,285 | Decreased |
| 19 | ICICI Prudential Nifty 200 Momentum 30 Index Fund ICICI Prudential | Equity Index | 3.29% | 86,917 | Decreased |
| 20 | Kotak Nifty 200 Momentum 30 Index Fund Kotak Mahindra | Equity Index | 3.29% | 93,924 | Unchanged |
| 21 | UTI Nifty 200 Momentum 30 Index Fund UTI | Equity Index | 3.29% | 13,29,250 | Decreased |
| 22 | SBI Nifty200 Momentum 30 Index Fund SBI | Equity Index | 3.28% | 18,479 | Decreased |
| 23 | Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Baroda BNP Paribas | Equity Index | 3.24% | 3,406 | Decreased |
| 24 | Kotak Nifty500 Momentum 50 Index Fund Kotak Mahindra | Equity Index | 3.13% | 3,904 | Increased |
| 25 | Bandhan Nifty 500 Momentum 50 Index Fund Bandhan | Equity Index | 3.12% | 5,562 | Decreased |
| 26 | Axis Nifty500 Momentum 50 Index Fund Axis | Equity Index | 3.11% | 26,507 | Increased |
| 27 | Groww Nifty 500 Momentum 50 Etf Fof Groww | Other | 3.11% | 4,424 | Increased |
| 28 | Motilal Oswal Nifty 500 Momentum 50 Index Fund Motilal Oswal | Equity Index | 3.11% | 1,22,143 | Unchanged |
| 29 | Nippon India Nifty 500 Momentum 50 Index Fund Nippon India | Equity Index | 3.11% | 1,95,981 | Increased |
| 30 | Mirae Asset BSE India Defence Etf Fof Mirae Asset | Other | 3.06% | 26,089 | Increased |
| 31 | Capitalmind Flexi Cap Fund Capitalmind | Flexi Cap | 3.05% | 68,976 | Unchanged |
| 32 | Tata Nifty200 Alpha 30 Index Fund Tata | Equity Index | 3.00% | 30,350 | Increased |
| 33 | Bank of India Arbitrage Fund Bank of India | Arbitrage | 2.98% | 19,000 | New entry |
| 34 | ICICI Prudential | Mid Cap | 2.94% | 11,74,895 | Unchanged |
| 35 | Kotak Active Momentum Fund Kotak Mahindra | Sectoral / Thematic | 2.93% | 2,30,939 | New entry |
| 36 | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Mirae Asset | Other | 2.89% | 67,821 | Increased |
| 37 | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI | Equity Index | 2.89% | 18,380 | Increased |
| 38 | Tata Large & MId Cap Fund Tata | Large & Mid Cap | 2.84% | 10,34,389 | Unchanged |
| 39 | HSBC Midcap Fund HSBC | Mid Cap | 2.79% | 22,80,871 | Unchanged |
| 40 | Samco ELSS Tax Saver Fund Samco | ELSS (Tax Saver) | 2.76% | 14,282 | Unchanged |
Explore Bharat Forge changes →What funds bought and sold this month →All stocks A–Z →
Want to know what this means for your portfolio?
Owning Bharat Forge 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 →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.