As of 30 September 2026, 21 Indian mutual funds hold LUMINO INDUSTRIES LTD (Industrials), led by Motilal Oswal Special Opportunities Fund at 5.75% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 21 Indian mutual fund schemes disclose a holding in LUMINO INDUSTRIES LTD (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.
Across the 21 funds holding LUMINO INDUSTRIES LTD, the average position size is 0.93% of net assets. The highest-conviction holder is Motilal Oswal Special Opportunities Fund (Thematic), at 5.75%. Thematic funds account for 10 of the 21 holders, with the rest spread across 2 other categories. Over the last month, 7 funds initiated a new position and 0 funds exited, with the largest weight change at Kotak Special Opportunities Fund (+1.13pp to 1.72%).
How funds changed their LUMINO INDUSTRIES LTD 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 |
|---|---|---|
| Kotak Special Opportunities Fund | 0.59% → 1.72% | ▲ +1.13 |
| Kotak Manufacture In India Fund | 0.32% → 0.98% | ▲ +0.66 |
| Kotak Energy Opportunities Fund | 1.82% → 2.36% | ▲ +0.54 |
| Motilal Oswal Contra Fund | 1.12% → 1.58% | ▲ +0.46 |
| Kotak Rural Opportunities Fund | 1.32% → 1.76% | ▲ +0.44 |
| Motilal Oswal Special Opportunities Fund | 5.41% → 5.75% | ▲ +0.34 |
| Kotak Contra Fund | 0.18% → 0.44% | ▲ +0.26 |
| JM Value Fund | 0.31% → 0.53% | ▲ +0.22 |
| JM Large and Midcap Fund | 0.54% → 0.7% | ▲ +0.16 |
| Bandhan Balanced Advantage Fund | 0.44% → 0.56% | ▲ +0.12 |
| Motilal Oswal Innovation Opportunities Fund | 0.63% → 0.73% | ▲ +0.1 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Motilal Oswal Special Opportunities Fund | Motilal Oswal Mutual Fund | Thematic | 5.75% |
| 2 | Kotak Energy Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 2.36% |
| 3 | Kotak Rural Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 1.76% |
| 4 | Kotak Special Opportunities Fund | Kotak Mahindra Mutual Fund | Thematic | 1.72% |
| 5 | Motilal Oswal Contra Fund | Motilal Oswal Mutual Fund | Equity | 1.58% |
| 6 | Kotak Manufacture In India Fund | Kotak Mahindra Mutual Fund | Thematic | 0.98% |
| 7 | Bank of India Mid Cap Fund | Bank of India Mutual Fund | Equity | 0.78% |
| 8 | Motilal Oswal Innovation Opportunities Fund | Motilal Oswal Mutual Fund | Thematic | 0.73% |
| 9 | JM Large and Midcap Fund | JM Financial Mutual Fund | Equity | 0.7% |
| 10 | HDFC Infrastructure Fund | HDFC Mutual Fund | Thematic | 0.64% |
| 11 | Bandhan Balanced Advantage Fund | Bandhan Mutual Fund | Hybrid | 0.56% |
| 12 | JM Value Fund | JM Financial Mutual Fund | Equity | 0.53% |
| 13 | Kotak Contra Fund | Kotak Mahindra Mutual Fund | Equity | 0.44% |
| 14 | Edelweiss Equity Savings Fund | Edelweiss Mutual Fund | Hybrid | 0.27% |
| 15 | Motilal Oswal Large Cap Fund | Motilal Oswal Mutual Fund | Equity | 0.21% |
| 16 | HDFC Business Cycle Fund | HDFC Mutual Fund | Thematic | 0.19% |
| 17 | HDFC Innovation Fund | HDFC Mutual Fund | Thematic | 0.17% |
| 18 | HDFC Manufacturing Fund | HDFC Mutual Fund | Thematic | 0.08% |
| 19 | HDFC Value Fund | HDFC Mutual Fund | Equity | 0.07% |
| 20 | Bandhan Small Cap Fund | Bandhan Mutual Fund | Equity | 0.06% |
| 21 | HDFC Large and Mid Cap Fund | HDFC Mutual Fund | Equity | 0.02% |
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.