Which mutual funds hold Fusion Finance?
20 Direct Growth mutual fund schemes held Fusion Finance (Financial Services) at the end of Aug 2026, 1 more than in Jul 2026. The largest position was in JM Small Cap Fund, at 2.67% of the scheme.
- Schemes holding
- 20
- New entries
- 1
- Fully exited
- 0
- Increased
- 5
- Decreased
- 2
- Average weight
- 0.76%
By fund type: Equity 17 · Hybrid 2 · Index 1
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (1)
- WhiteOak Capital Special Opportunities Fund Sectoral / Thematic— → 0.59%
Increased (5)
- Union Business Cycle Fund Sectoral / Thematic0.99% → 1.17%
- WhiteOak Capital Banking & Financial Services Fund Sectoral / Thematic0.79% → 0.97%
- Nippon India Value Fund Value0.81% → 0.80%
- ITI Large & Midcap Fund Large & Mid Cap0.46% → 0.55%
- Bandhan Balanced Advantage Fund Balanced Advantage0.08% → 0.17%
Decreased (2)
- Bandhan Business Cycle Fund Sectoral / Thematic1.19% → 1.19%
- ITI Banking and Financial Services Fund Sectoral / Thematic1.32% → 1.02%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 20 schemes holding Fusion Finance
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | JM Small Cap Fund JM Financial | Small Cap | 2.67% | 12,36,593 | Unchanged |
| 2 | ITI ELSS Tax Saver Fund ITI | ELSS (Tax Saver) | 1.24% | 2,87,489 | Unchanged |
| 3 | HDFC Banking & Financial Services Fund HDFC | Sectoral / Thematic | 1.21% | 28,32,089 | Unchanged |
| 4 | Bandhan Business Cycle Fund Bandhan | Sectoral / Thematic | 1.19% | 6,54,295 | Decreased |
| 5 | Union Business Cycle Fund Union | Sectoral / Thematic | 1.17% | 3,02,804 | Increased |
| 6 | Bandhan Financial Services Fund Bandhan | Sectoral / Thematic | 1.06% | 5,95,040 | Unchanged |
| 7 | ITI Banking and Financial Services Fund ITI | Sectoral / Thematic | 1.02% | 1,97,953 | Decreased |
| 8 | WhiteOak Capital Banking & Financial Services Fund WhiteOak Capital | Sectoral / Thematic | 0.97% | 3,23,422 | Increased |
| 9 | Nippon India Value Fund Nippon India | Value | 0.80% | 36,32,811 | Increased |
| 10 | HDFC Dividend Yield Fund HDFC | Dividend Yield | 0.71% | 19,93,530 | Unchanged |
| 11 | WhiteOak Capital Special Opportunities Fund WhiteOak Capital | Sectoral / Thematic | 0.59% | 5,76,130 | New entry |
| 12 | Aditya Birla Sun Life Banking and Financial Services Fund Aditya Birla Sun Life | Sectoral / Thematic | 0.55% | 10,08,352 | Unchanged |
| 13 | ITI Large & Midcap Fund ITI | Large & Mid Cap | 0.55% | 2,01,312 | Increased |
| 14 | Union Value Fund Union | Value | 0.47% | 94,371 | Unchanged |
| 15 | ICICI Prudential Banking and Financial Services Fund ICICI Prudential | Sectoral / Thematic | 0.44% | 24,62,887 | Unchanged |
| 16 | Aditya Birla Sun Life Small Cap Fund Aditya Birla Sun Life | Small Cap | 0.33% | 10,35,263 | Unchanged |
| 17 | Bandhan Balanced Advantage Fund Bandhan | Balanced Advantage | 0.17% | 1,91,257 | Increased |
| 18 | HDFC | Large & Mid Cap | 0.03% | 5,00,862 | Unchanged |
| 19 | HDFC | Balanced Advantage | 0.02% | 9,12,850 | Unchanged |
| 20 | Motilal Oswal BSE 1000 Index Fund Motilal Oswal | Equity Index | 0.01% | 216 | Unchanged |
Explore Fusion Finance changes →What funds bought and sold this month →All stocks A–Z →
Want to know what this means for your portfolio?
Owning Fusion Finance 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.