As of 31 July 2026, 75 Indian mutual funds hold Bosch Limited (Consumer Discretionary), led by HDFC Transportation and Logistics Fund at 6.72% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 75 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.
Across the 75 funds holding Bosch Limited, the average position size is 1.55% of net assets. The highest-conviction holder is HDFC Transportation and Logistics Fund (Thematic), at 6.72%. Equity funds account for 31 of the 75 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 3 funds exited, with the largest weight change at UTI - MNC Fund (+1.62pp to 3.39%).
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.
| Fund | Weight | Change |
|---|---|---|
| UTI - MNC Fund | 1.77% → 3.39% | ▲ +1.62 |
| SBI MNC Fund | 1.72% → 3.17% | ▲ +1.45 |
| Kotak ESG Exclusionary Strategy Fund | 2.41% → 3.26% | ▲ +0.85 |
| SBI Automotive Opportunities Fund | 2.07% → 2.86% | ▲ +0.79 |
| SBI ELSS Tax Saver Fund | 0.21% → 0.57% | ▲ +0.36 |
| Kotak MNC Fund | 1.69% → 2.02% | ▲ +0.33 |
| SBI MultiCap Fund | 0.54% → 0.84% | ▲ +0.3 |
| Axis Quant Fund | 3.23% → 3.52% | ▲ +0.29 |
| JM ELSS Tax Saver Fund | 1.39% → 1.64% | ▲ +0.25 |
| HDFC Defence Fund | 2.84% → 3.06% | ▲ +0.22 |
| UTI - Transportation and Logistics Fund | 1.35% → 1.55% | ▲ +0.2 |
| Motilal Oswal Special Opportunities Fund | 2.77% → 2.88% | ▲ +0.11 |
| Mahindra Manulife Manufacturing Fund | 1.44% → 1.54% | ▲ +0.1 |
| Fund | Weight | Change |
|---|---|---|
| HDFC Manufacturing Fund | 1.31% → 0.78% | ▼ -0.53 |
| HDFC Transportation and Logistics Fund | 7.12% → 6.72% | ▼ -0.4 |
| Baroda BNP Paribas ESG Best-in-Class Strategy Fund | 2.59% → 2.21% | ▼ -0.38 |
| HDFC ELSS Tax saver | 1.27% → 1.15% | ▼ -0.12 |
| NJ Balanced Advantage Fund | 3.18% → 3.08% | ▼ -0.1 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | HDFC Transportation and Logistics Fund | HDFC Mutual Fund | Thematic | 6.72% |
| 2 | NJ ELSS Tax Saver Scheme | NJ Mutual Fund | Equity | 5.42% |
| 3 | NJ Flexi Cap Fund | NJ Mutual Fund | Equity | 4.31% |
| 4 | Axis Quant Fund | Axis Mutual Fund | Equity | 3.52% |
| 5 | UTI - MNC Fund | UTI Mutual Fund | Thematic | 3.39% |
| 6 | HDFC MNC Fund | HDFC Mutual Fund | Thematic | 3.32% |
| 7 | Kotak ESG Exclusionary Strategy Fund | Kotak Mahindra Mutual Fund | Thematic | 3.26% |
| 8 | SBI MNC Fund | SBI Mutual Fund | Thematic | 3.17% |
| 9 | NJ Balanced Advantage Fund | NJ Mutual Fund | Hybrid | 3.08% |
| 10 | HDFC Defence Fund | HDFC Mutual Fund | Thematic | 3.06% |
| 11 | Motilal Oswal Contra Fund | Motilal Oswal Mutual Fund | Equity | 3.04% |
| 12 | Aditya Birla Sun Life Transportation And Logistics Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 2.92% |
| 13 | Motilal Oswal Special Opportunities Fund | Motilal Oswal Mutual Fund | Thematic | 2.88% |
| 14 | SBI Automotive Opportunities Fund | SBI Mutual Fund | Equity | 2.86% |
| 15 | Baroda BNP Paribas Innovation Fund | Baroda BNP Paribas Mutual Fund | Thematic | 2.76% |
| 16 | Quantum Ethical Fund | Quantum Mutual Fund | Equity | 2.68% |
| 17 | Aditya Birla Sun Life Mnc Fund | Aditya Birla Sun Life Mutual Fund | Thematic | 2.65% |
| 18 | Quantum ESG Best In Class Strategy Fund | Quantum Mutual Fund | Thematic | 2.41% |
| 19 | Kotak ELSS Tax Saver Fund | Kotak Mahindra Mutual Fund | Equity | 2.27% |
| 20 | Baroda BNP Paribas ESG Best-in-Class Strategy Fund | Baroda BNP Paribas Mutual Fund | Thematic | 2.21% |
| 21 | Kotak Infrastructure and Economic Reform Fund | Kotak Mahindra Mutual Fund | Thematic | 2.13% |
| 22 | DSP Quant Fund | DSP Mutual Fund | Equity | 2.12% |
| 23 | Kotak Transportation & Logistics Fund | Kotak Mahindra Mutual Fund | Thematic | 2.09% |
| 24 | HDFC Focused Fund | HDFC Mutual Fund | Equity | 2.08% |
| 25 | Kotak MNC Fund | Kotak Mahindra Mutual Fund | Thematic | 2.02% |
| 26 | Baroda BNP Paribas Manufacturing Fund | Baroda BNP Paribas Mutual Fund | Thematic | 1.97% |
| 27 | JM ELSS Tax Saver Fund | JM Financial Mutual Fund | Equity | 1.64% |
| 28 | UTI - Transportation and Logistics Fund | UTI Mutual Fund | Thematic | 1.55% |
| 29 | Baroda BNP Paribas Aggressive Hybrid Fund | Baroda BNP Paribas Mutual Fund | Hybrid | 1.54% |
| 30 | Mahindra Manulife Manufacturing Fund | Mahindra Manulife Mutual Fund | Thematic | 1.54% |
| 31 | Baroda BNP Paribas Dividend Yield Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.53% |
| 32 | Aditya Birla Sun Life Elss Tax Saver Fund | Aditya Birla Sun Life Mutual Fund | Equity | 1.52% |
| 33 | Baroda BNP Paribas Large Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.52% |
| 34 | HDFC Value Fund | HDFC Mutual Fund | Equity | 1.5% |
| 35 | Mahindra Manulife Large & Mid Cap Fund | Mahindra Manulife Mutual Fund | Equity | 1.44% |
| 36 | Kotak Manufacture In India Fund | Kotak Mahindra Mutual Fund | Thematic | 1.39% |
| 37 | Baroda BNP Paribas Multi Asset Fund | Baroda BNP Paribas Mutual Fund | Hybrid | 1.31% |
| 38 | HDFC Mid Cap Fund | HDFC Mutual Fund | Equity | 1.22% |
| 39 | ICICI Prudential Transportation and Logistics Fund | ICICI Prudential Mutual Fund | Thematic | 1.22% |
| 40 | Baroda BNP Paribas Business Cycle Fund | Baroda BNP Paribas Mutual Fund | Thematic | 1.18% |
| 41 | HDFC ELSS Tax saver | HDFC Mutual Fund | Equity | 1.15% |
| 42 | Baroda BNP Paribas Mid Cap Fund | Baroda BNP Paribas Mutual Fund | Equity | 1.14% |
| 43 | HDFC Flexi Cap Fund | HDFC Mutual Fund | Equity | 1.13% |
| 44 | JM Flexicap Fund | JM Financial Mutual Fund | Equity | 1.07% |
| 45 | Axis Business Cycles Fund | Axis Mutual Fund | Thematic | 1.05% |
| 46 | HDFC Business Cycle Fund | HDFC Mutual Fund | Thematic | 1.05% |
| 47 | TATA MID CAP FUND | Tata Mutual Fund | Equity | 1% |
| 48 | Axis Innovation Fund | Axis Mutual Fund | Thematic | 0.91% |
| 49 | Axis India Manufacturing Fund | Axis Mutual Fund | Thematic | 0.89% |
| 50 | Sundaram Multi-Factor Fund | Sundaram Mutual Fund | Equity | 0.86% |
| 51 | SBI MultiCap Fund | SBI Mutual Fund | Equity | 0.84% |
| 52 | Kotak Large Cap Fund | Kotak Mahindra Mutual Fund | Equity | 0.79% |
| 53 | Mahindra Manulife Balanced Advantage Fund | Mahindra Manulife Mutual Fund | Hybrid | 0.79% |
| 54 | HDFC Manufacturing Fund | HDFC Mutual Fund | Thematic | 0.78% |
| 55 | HDFC Dividend Yield Fund | HDFC Mutual Fund | Equity | 0.57% |
| 56 | SBI ELSS Tax Saver Fund | SBI Mutual Fund | Equity | 0.57% |
| 57 | Kotak Balanced Advantage Fund | Kotak Mahindra Mutual Fund | Hybrid | 0.49% |
| 58 | HDFC Large and Mid Cap Fund | HDFC Mutual Fund | Equity | 0.41% |
| 59 | PGIM INDIA MIDCAP FUND | PGIM India Mutual Fund | Equity | 0.34% |
| 60 | Parag Parikh Large Cap Fund | PPFAS Mutual Fund | Equity | 0.26% |
| 61 | HDFC Balanced Advantage Fund | HDFC Mutual Fund | Hybrid | 0.25% |
| 62 | Mirae Asset Arbitrage Fund | Mirae Asset Mutual Fund | Hybrid | 0.24% |
| 63 | NIPPON INDIA ARBITRAGE FUND | Nippon India Mutual Fund | Hybrid | 0.19% |
| 64 | Axis Arbitrage Fund | Axis Mutual Fund | Hybrid | 0.18% |
| 65 | SBI Arbitrage Opportunities Fund | SBI Mutual Fund | Hybrid | 0.16% |
| 66 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.15% |
| 67 | HDFC Arbitrage Fund | HDFC Mutual Fund | Hybrid | 0.13% |
| 68 | ICICI Prudential Large & Mid Cap Fund | ICICI Prudential Mutual Fund | Equity | 0.1% |
| 69 | Aditya Birla Sun Life Arbitrage Fund | Aditya Birla Sun Life Mutual Fund | Hybrid | 0.08% |
| 70 | SBI Equity Savings Fund | SBI Mutual Fund | Hybrid | 0.08% |
| 71 | HSBC Arbitrage Fund | HSBC Mutual Fund | Hybrid | 0.03% |
| 72 | Axis Midcap Fund | Axis Mutual Fund | Equity | 0.02% |
| 73 | Kotak Arbitrage Fund | Kotak Mahindra Mutual Fund | Hybrid | 0% |
| 74 | TATA ARBITRAGE FUND | Tata Mutual Fund | Hybrid | 0% |
| 75 | 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.