As of 30 September 2026, 14 Indian mutual funds hold Castrol India Limited (Energy), led by Samco Flexicap Fund at 4.27% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 14 Indian mutual fund schemes disclose a holding in Castrol India Limited (Energy). 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 14 funds holding Castrol India Limited, the average position size is 1.28% of net assets. The highest-conviction holder is Samco Flexicap Fund (Equity), at 4.27%. Equity funds account for 8 of the 14 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 1 fund exited, with the largest weight change at Quantum Ethical Fund (+0.77pp to 3.65%).
How funds changed their Castrol India 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 |
|---|---|---|
| Quantum Ethical Fund | 2.88% → 3.65% | ▲ +0.77 |
| Kotak Transportation & Logistics Fund | 0.82% → 1.22% | ▲ +0.4 |
| Quantum ESG Best In Class Strategy Fund | 1.39% → 1.62% | ▲ +0.23 |
| Sundaram Dividend Yield Fund | 1.32% → 1.52% | ▲ +0.2 |
| TATA RESOURCES & ENERGY FUND | 1.31% → 1.44% | ▲ +0.13 |
| NJ Flexi Cap Fund | 0.87% → 0.99% | ▲ +0.12 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Samco Flexicap Fund | Samco Mutual Fund | Equity | 4.27% |
| 2 | Quantum Ethical Fund | Quantum Mutual Fund | Equity | 3.65% |
| 3 | Quantum ESG Best In Class Strategy Fund | Quantum Mutual Fund | Thematic | 1.62% |
| 4 | Sundaram Dividend Yield Fund | Sundaram Mutual Fund | Equity | 1.52% |
| 5 | TATA RESOURCES & ENERGY FUND | Tata Mutual Fund | Thematic | 1.44% |
| 6 | Kotak Transportation & Logistics Fund | Kotak Mahindra Mutual Fund | Thematic | 1.22% |
| 7 | NJ Flexi Cap Fund | NJ Mutual Fund | Equity | 0.99% |
| 8 | SBI Energy Opportunities Fund | SBI Mutual Fund | Thematic | 0.88% |
| 9 | JioBlackRock Flexi Cap Fund | Jio BlackRock Mutual Fund | Equity | 0.69% |
| 10 | NJ Balanced Advantage Fund | NJ Mutual Fund | Hybrid | 0.64% |
| 11 | ICICI Prudential Equity Savings Fund | ICICI Prudential Mutual Fund | Hybrid | 0.41% |
| 12 | NIPPON INDIA SMALL CAP FUND | Nippon India Mutual Fund | Equity | 0.25% |
| 13 | HDFC Dividend Yield Fund | HDFC Mutual Fund | Equity | 0.2% |
| 14 | quant Small Cap Fund | quant Mutual Fund | Equity | 0.2% |
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.