Mutual Funds Holding Bharat Forge Limited

Consumer Discretionary109 fundsISIN INE465A01025

As of 31 July 2026, 109 Indian mutual funds hold Bharat Forge Limited (Consumer Discretionary), led by HDFC Defence Fund at 14.82% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 July 2026, 109 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 109 funds holding Bharat Forge Limited, the average position size is 1.55% of net assets. The highest-conviction holder is HDFC Defence Fund (Thematic), at 14.82%. Equity funds account for 63 of the 109 holders, with the rest spread across 2 other categories. Over the last month, 13 funds initiated a new position and 7 funds exited, with the largest weight change at LIC MF CONSERVATIVE HYBRID FUND (-1.86pp to 0.7%).

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.

13 started a position7 exited4 increased9 reduced

New Positions

Samco ELSSTax Saver Fund at 2.98%
The Wealth Company Arbitrage Fund at 2.52%
Samco Special Opportunities Fund at 1.79%
Axis Momentum Fund at 1.57%
WhiteOak Capital Arbitrage Fund at 1.02%
HSBC Multi Cap Fund at 0.76%
Mirae Asset Arbitrage Fund at 0.76%
Invesco India Midcap Fund at 0.27%
ICICI Prudential Large & Mid Cap Fund at 0.13%
Aditya Birla Sun Life Arbitrage Fund at 0.09%
Kotak Arbitrage Fund at 0%
TATA ARBITRAGE FUND at 0%
UTI - Arbitrage Fund at 0%

Complete Exits

Nippon India Active Momentum Fund was 1.88%
ICICI Prudential Manufacturing Fund was 1.86%
The Wealth Company Large & Mid Cap Fund was 1.48%
Kotak ESG Exclusionary Strategy Fund was 1.29%
UTI - Mid Cap Fund was 1.2%
TRUSTMF Arbitrage Fund was 0.45%
Axis Arbitrage Fund was 0.03%

Weight Increased

Fund	Weight	Change
HSBC Midcap Fund	2.6% → 3.19%	▲ +0.59
HDFC Defence Fund	14.56% → 14.82%	▲ +0.26
Capitalmind Flexi Cap Fund	3.13% → 3.33%	▲ +0.2
LIC MF FOCUSED FUND	2.87% → 3.01%	▲ +0.14

Weight Reduced

Fund	Weight	Change
LIC MF CONSERVATIVE HYBRID FUND	2.56% → 0.7%	▼ -1.86
Aditya Birla Sun Life Business Cycle Fund	2.15% → 0.98%	▼ -1.17
HDFC Innovation Fund	1.86% → 1.03%	▼ -0.83
Samco Multi Asset Allocation Fund	1.97% → 1.19%	▼ -0.78
SBI MNC Fund	2.39% → 2.04%	▼ -0.35
HDFC Manufacturing Fund	2.28% → 2.03%	▼ -0.25
UTI - Infrastructure Fund	0.86% → 0.62%	▼ -0.24
NIPPON INDIA POWER & INFRA FUND	1.49% → 1.3%	▼ -0.19
SBI Automotive Opportunities Fund	4.78% → 4.59%	▼ -0.19

Funds Holding Bharat Forge Limited

#	Fund	AMC	Category	% to NAV
1	HDFC Defence Fund	HDFC Mutual Fund	Thematic	14.82%
2	SBI Automotive Opportunities Fund	SBI Mutual Fund	Equity	4.59%
3	JM Midcap Fund	JM Financial Mutual Fund	Equity	3.53%
4	Capitalmind Flexi Cap Fund	Capitalmind Mutual Fund	Equity	3.33%
5	LIC MF LARGE & MID CAP FUND	LIC Mutual Fund	Equity	3.3%
6	ICICI Prudential Midcap Fund	ICICI Prudential Mutual Fund	Equity	3.25%
7	HSBC Midcap Fund	HSBC Mutual Fund	Equity	3.19%
8	LIC MF FOCUSED FUND	LIC Mutual Fund	Equity	3.01%
9	Samco ELSSTax Saver Fund	Samco Mutual Fund	Equity	2.98%
10	Mirae Asset Midcap Fund	Mirae Asset Mutual Fund	Equity	2.96%
11	TATA LARGE & MID CAP FUND	Tata Mutual Fund	Equity	2.88%
12	Samco Mid Cap Fund	Samco Mutual Fund	Equity	2.82%
13	Baroda BNP Paribas Dividend Yield Fund	Baroda BNP Paribas Mutual Fund	Equity	2.63%
14	DSP Mid Cap Fund	DSP Mutual Fund	Equity	2.59%
15	Kotak Flexicap Fund	Kotak Mahindra Mutual Fund	Equity	2.59%
16	The Wealth Company Arbitrage Fund	The Wealth Company Mutual Fund	Hybrid	2.52%
17	Aditya Birla Sun Life Quant Fund	Aditya Birla Sun Life Mutual Fund	Equity	2.49%
18	SBI Large and Midcap Fund	SBI Mutual Fund	Equity	2.44%
19	SBI Midcap Fund	SBI Mutual Fund	Equity	2.44%
20	Aditya Birla Sun Life Manufacturing Equity Fund	Aditya Birla Sun Life Mutual Fund	Thematic	2.38%
21	Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	Equity	2.36%
22	Kotak Large & Midcap Fund	Kotak Mahindra Mutual Fund	Equity	2.33%
23	Kotak Quant Fund	Kotak Mahindra Mutual Fund	Equity	2.32%
24	HDFC Transportation and Logistics Fund	HDFC Mutual Fund	Thematic	2.25%
25	Aditya Birla Sun Life Flexi Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	2.19%
26	Baroda BNP Paribas Manufacturing Fund	Baroda BNP Paribas Mutual Fund	Thematic	2.11%
27	SBI MNC Fund	SBI Mutual Fund	Thematic	2.04%
28	HDFC Manufacturing Fund	HDFC Mutual Fund	Thematic	2.03%
29	TATA MID CAP FUND	Tata Mutual Fund	Equity	2%
30	Axis Midcap Fund	Axis Mutual Fund	Equity	1.88%
31	LIC MF MID CAP FUND	LIC Mutual Fund	Equity	1.88%
32	ICICI Prudential Multicap Fund	ICICI Prudential Mutual Fund	Equity	1.85%
33	LIC MF MULTI CAP FUND	LIC Mutual Fund	Equity	1.83%
34	Samco Special Opportunities Fund	Samco Mutual Fund	Thematic	1.79%
35	Kotak Dividend Yield Fund	Kotak Mahindra Mutual Fund	Equity	1.78%
36	LIC MF ELSS TAX SAVER	LIC Mutual Fund	Equity	1.78%
37	Axis India Manufacturing Fund	Axis Mutual Fund	Thematic	1.77%
38	Mirae Asset Large & Midcap Fund	Mirae Asset Mutual Fund	Equity	1.75%
39	JM Flexicap Fund	JM Financial Mutual Fund	Equity	1.68%
40	TRUSTMF Multi Cap Fund	Trust Mutual Fund	Equity	1.68%
41	Baroda BNP Paribas Mid Cap Fund	Baroda BNP Paribas Mutual Fund	Equity	1.62%
42	Axis Momentum Fund	Axis Mutual Fund	Equity	1.57%
43	Groww ELSS Tax Saver Fund	Groww Mutual Fund	Equity	1.57%
44	Aditya Birla Sun Life Conglomerate Fund	Aditya Birla Sun Life Mutual Fund	Thematic	1.47%
45	TATA BUSINESS CYCLE FUND	Tata Mutual Fund	Thematic	1.44%
46	Sundaram Multi-Factor Fund	Sundaram Mutual Fund	Equity	1.42%
47	TRUSTMF Mid Cap Fund	Trust Mutual Fund	Equity	1.42%
48	HDFC Mid Cap Fund	HDFC Mutual Fund	Equity	1.35%
49	Kotak Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.34%
50	Mahindra Manulife Manufacturing Fund	Mahindra Manulife Mutual Fund	Thematic	1.31%
51	Aditya Birla Sun Life Multi-Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	1.3%
52	NIPPON INDIA POWER & INFRA FUND	Nippon India Mutual Fund	Thematic	1.3%
53	Samco Large Mid Cap Fund	Samco Mutual Fund	Equity	1.3%
54	DSP Large & Mid Cap Fund	DSP Mutual Fund	Equity	1.27%
55	JM Aggressive Hybrid Fund	JM Financial Mutual Fund	Hybrid	1.25%
56	LIC MF MANUFACTURING FUND	LIC Mutual Fund	Thematic	1.25%
57	LIC MF VALUE FUND	LIC Mutual Fund	Equity	1.23%
58	PGIM INDIA MIDCAP FUND	PGIM India Mutual Fund	Equity	1.22%
59	Samco Multi Asset Allocation Fund	Samco Mutual Fund	Hybrid	1.19%
60	Groww Multi Asset Allocation Fund	Groww Mutual Fund	Hybrid	1.16%
61	TATA FLEXI CAP FUND	Tata Mutual Fund	Equity	1.15%
62	TRUSTMF Flexi Cap Fund	Trust Mutual Fund	Equity	1.13%
63	Mirae Asset ELSS Tax Saver Fund	Mirae Asset Mutual Fund	Equity	1.09%
64	LIC MF INFRASTRUCTURE FUND	LIC Mutual Fund	Thematic	1.08%
65	PGIM INDIA MULTI ASSET ALLOCATION FUND	PGIM India Mutual Fund	Hybrid	1.05%
66	Axis Flexi Cap Fund	Axis Mutual Fund	Equity	1.04%
67	HDFC Innovation Fund	HDFC Mutual Fund	Thematic	1.03%
68	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	1.02%
69	Samco Active Momentum Fund	Samco Mutual Fund	Equity	1.01%
70	Samco Multi Cap Fund	Samco Mutual Fund	Equity	1.01%
71	SBI ELSS Tax Saver Fund	SBI Mutual Fund	Equity	1%
72	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.99%
73	Kotak Large Cap Fund	Kotak Mahindra Mutual Fund	Equity	0.99%
74	Aditya Birla Sun Life Business Cycle Fund	Aditya Birla Sun Life Mutual Fund	Thematic	0.98%
75	DSP ELSS Tax Saver Fund	DSP Mutual Fund	Equity	0.97%
76	Franklin India Multi-Factor Fund	Franklin Templeton Mutual Fund	Equity	0.96%
77	Groww Aggressive Hybrid Fund	Groww Mutual Fund	Hybrid	0.93%
78	Samco Dynamic Asset Allocation Fund	Samco Mutual Fund	Hybrid	0.86%
79	PGIM INDIA MULTI CAP FUND	PGIM India Mutual Fund	Equity	0.84%
80	Apex Hybrid Long-Short Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.79%
81	Mirae Asset Multicap Fund	Mirae Asset Mutual Fund	Equity	0.78%
82	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	0.76%
83	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.76%
84	PGIM INDIA LARGE AND MIDCAP FUND	PGIM India Mutual Fund	Equity	0.74%
85	LIC MF CONSERVATIVE HYBRID FUND	LIC Mutual Fund	Hybrid	0.7%
86	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.69%
87	Axis Business Cycles Fund	Axis Mutual Fund	Thematic	0.69%
88	Aditya Birla Sun Life Equity Hybrid '95 Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.67%
89	Aditya Birla Sun Life Midcap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.67%
90	UTI Multi Asset Allocation Fund	UTI Mutual Fund	Hybrid	0.67%
91	Aditya Birla Sun Life Large Cap Fund	Aditya Birla Sun Life Mutual Fund	Equity	0.64%
92	Nippon India MNC Fund	Nippon India Mutual Fund	Thematic	0.64%
93	UTI - Infrastructure Fund	UTI Mutual Fund	Thematic	0.62%
94	UTI - Transportation and Logistics Fund	UTI Mutual Fund	Thematic	0.61%
95	HDFC Multi Cap Fund	HDFC Mutual Fund	Equity	0.56%
96	HDFC Balanced Advantage Fund	HDFC Mutual Fund	Hybrid	0.38%
97	Invesco India Midcap Fund	Invesco Mutual Fund	Equity	0.27%
98	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.25%
99	Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	Hybrid	0.2%
100	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.14%
101	ICICI Prudential Large & Mid Cap Fund	ICICI Prudential Mutual Fund	Equity	0.13%
102	ICICI Prudential Multi-Asset Fund	ICICI Prudential Mutual Fund	Hybrid	0.13%
103	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.09%
104	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.03%
105	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.02%
106	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0%
107	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
108	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
109	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.