Mutual Funds Holding HEG Limited

Industrials4 fundsISIN INE545A01024

As of 31 July 2026, 4 Indian mutual funds hold HEG Limited (Industrials), led by SBI Energy Opportunities Fund at 4.96% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 July 2026, 4 Indian mutual fund schemes disclose a holding in HEG Limited (Industrials). 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 4 funds holding HEG Limited, the average position size is 2.73% of net assets. The highest-conviction holder is SBI Energy Opportunities Fund (Thematic), at 4.96%. Equity funds account for 3 of the 4 holders, with the rest spread across 1 other category. Over the last month, 0 funds initiated a new position and 0 funds exited, with the largest weight change at SBI Energy Opportunities Fund (+1.09pp to 4.96%).

Fund Activity Last Month

How funds changed their HEG Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 increased

Weight Increased

FundWeightChange
SBI Energy Opportunities Fund3.87% → 4.96%▲ +1.09
Bajaj Finserv Flexi Cap Fund1.71% → 2.08%▲ +0.37
Bajaj Finserv Multi Cap Fund1.61% → 1.84%▲ +0.23

Funds Holding HEG Limited

#FundAMCCategory% to NAV
1SBI Energy Opportunities FundSBI Mutual FundThematic4.96%
2Bajaj Finserv Flexi Cap FundBajaj Finserv Mutual FundEquity2.08%
3Bajaj Finserv Small Cap FundBajaj Finserv Mutual FundEquity2.04%
4Bajaj Finserv Multi Cap FundBajaj Finserv Mutual FundEquity1.84%

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.