Mutual Funds Holding REC Limited

Financial Services82 fundsISIN INE020B01018

As of 30 June 2026, 82 Indian mutual funds hold REC Limited (Financial Services), led by Invesco India Psu Equity Fund at 4.21% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 30 June 2026, 82 Indian mutual fund schemes disclose a holding in REC Limited (Financial Services). 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 82 funds holding REC Limited, the average position size is 1% of net assets. The highest-conviction holder is Invesco India Psu Equity Fund (Thematic), at 4.21%. Hybrid funds account for 35 of the 82 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 8 funds exited, with the largest weight change at Kotak Energy Opportunities Fund (+1.24pp to 2.44%).

Fund Activity Last Month

How funds changed their REC 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 started a position8 exited5 increased8 reduced

New Positions

Complete Exits

ICICI PRUDENTIAL PSU EQUITY FUND was 2.15%
UTI - Banking and Financial Services Fund was 1.32%
LIC MF ELSS TAX SAVER was 1%
ICICI Prudential Equity & Debt Fund was 0.27%
HSBC Arbitrage Fund was 0.26%
ICICI Prudential Energy Opportunities Fund was 0.2%
Franklin India Arbitrage Fund was 0.05%
NIPPON INDIA ARBITRAGE FUND was 0.05%

Weight Increased

Fund	Weight	Change
Kotak Energy Opportunities Fund	1.2% → 2.44%	▲ +1.24
Nippon India Growth Mid Cap Fund	1.99% → 2.5%	▲ +0.51
Invesco India Psu Equity Fund	3.91% → 4.21%	▲ +0.3
Parag Parikh Large Cap Fund	0.34% → 0.55%	▲ +0.21
Franklin Build India Fund	3.46% → 3.61%	▲ +0.15

Weight Reduced

Fund	Weight	Change
Sundaram Arbitrage Fund	1.59% → 0.98%	▼ -0.61
UTI Large & Mid Cap Fund	1.52% → 1.12%	▼ -0.4
Aditya Birla Sun Life Arbitrage Fund	0.39% → 0.07%	▼ -0.32
UTI - Infrastructure Fund	0.4% → 0.15%	▼ -0.25
Shriram Aggressive Hybrid Fund	0.94% → 0.79%	▼ -0.15
Shriram Multi Asset Allocation	0.7% → 0.55%	▼ -0.15
Shriram Balanced Advantage Fund	0.68% → 0.54%	▼ -0.14
quant Equity Savings Fund	3.54% → 3.43%	▼ -0.11

Funds Holding REC Limited

#	Fund	AMC	Category	% to NAV
1	Invesco India Psu Equity Fund	Invesco Mutual Fund	Thematic	4.21%
2	Franklin Build India Fund	Franklin Templeton Mutual Fund	Thematic	3.61%
3	Taurus Mid Cap Fund	Taurus Mutual Fund	Equity	3.48%
4	quant Equity Savings Fund	quant Mutual Fund	Hybrid	3.43%
5	Quant Fund	360 ONE Mutual Fund	Equity	2.8%
6	Axis ESG Integration Strategy Fund	Axis Mutual Fund	Thematic	2.6%
7	JM Value Fund	JM Financial Mutual Fund	Equity	2.56%
8	Templeton India Value Fund	Franklin Templeton Mutual Fund	Equity	2.54%
9	Nippon India Growth Mid Cap Fund	Nippon India Mutual Fund	Equity	2.5%
10	Sundaram Multi-Factor Fund	Sundaram Mutual Fund	Equity	2.49%
11	Kotak Energy Opportunities Fund	Kotak Mahindra Mutual Fund	Thematic	2.44%
12	Shriram Multi Sector Rotation	Shriram Mutual Fund	Thematic	2.19%
13	ICICI Prudential Dividend Yield Equity Fund	ICICI Prudential Mutual Fund	Equity	1.95%
14	SBI Energy Opportunities Fund	SBI Mutual Fund	Thematic	1.87%
15	ICICI Prudential ESG Exclusionary Strategy Fund	ICICI Prudential Mutual Fund	Thematic	1.84%
16	Mahindra Manulife Business Cycle Fund	Mahindra Manulife Mutual Fund	Thematic	1.69%
17	Nippon India ELSS Tax Saver Fund	Nippon India Mutual Fund	Equity	1.55%
18	Mahindra Manulife Value Fund	Mahindra Manulife Mutual Fund	Equity	1.4%
19	LIC MF INFRASTRUCTURE FUND	LIC Mutual Fund	Thematic	1.34%
20	TATA MULTICAP FUND	Tata Mutual Fund	Equity	1.32%
21	ICICI Prudential Quant Fund	ICICI Prudential Mutual Fund	Equity	1.31%
22	WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	1.25%
23	ICICI Prudential ELSS Tax Saver Fund	ICICI Prudential Mutual Fund	Equity	1.2%
24	Kotak Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.17%
25	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	1.15%
26	Parag Parikh Dynamic Asset Allocation Fund	PPFAS Mutual Fund	Hybrid	1.13%
27	UTI Large & Mid Cap Fund	UTI Mutual Fund	Equity	1.12%
28	Sundaram Value Fund	Sundaram Mutual Fund	Equity	1.1%
29	Sundaram Financial Services Opportunities Fund	Sundaram Mutual Fund	Thematic	1.08%
30	Navi Aggressive Hybrid Fund	Navi Mutual Fund	Hybrid	1.03%
31	Parag Parikh Conservative Hybrid Fund	PPFAS Mutual Fund	Hybrid	1.01%
32	Sundaram Arbitrage Fund	Sundaram Mutual Fund	Hybrid	0.98%
33	Shriram Flexi Cap Fund	Shriram Mutual Fund	Equity	0.94%
34	Navi Flexi Cap Fund	Navi Mutual Fund	Equity	0.93%
35	Shriram ELSS Tax Saver Fund	Shriram Mutual Fund	Equity	0.93%
36	WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	Hybrid	0.92%
37	Franklin India Multi-Factor Fund	Franklin Templeton Mutual Fund	Equity	0.87%
38	Kotak Aggressive Hybrid Fund	Kotak Mahindra Mutual Fund	Hybrid	0.87%
39	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.85%
40	Shriram Aggressive Hybrid Fund	Shriram Mutual Fund	Hybrid	0.79%
41	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.79%
42	UTI - Equity Savings Fund	UTI Mutual Fund	Hybrid	0.77%
43	Navi Large & Midcap Fund	Navi Mutual Fund	Equity	0.69%
44	Sundaram Dividend Yield Fund	Sundaram Mutual Fund	Equity	0.67%
45	HDFC Dividend Yield Fund	HDFC Mutual Fund	Equity	0.65%
46	UTI Aggressive Hybrid Fund	UTI Mutual Fund	Hybrid	0.63%
47	Groww Aggressive Hybrid Fund	Groww Mutual Fund	Hybrid	0.62%
48	UTI Multi Cap Fund	UTI Mutual Fund	Equity	0.61%
49	HDFC Balanced Advantage Fund	HDFC Mutual Fund	Hybrid	0.59%
50	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.58%
51	Parag Parikh Large Cap Fund	PPFAS Mutual Fund	Equity	0.55%
52	Shriram Multi Asset Allocation	Shriram Mutual Fund	Hybrid	0.55%
53	NIPPON INDIA SMALL CAP FUND	Nippon India Mutual Fund	Equity	0.54%
54	Shriram Balanced Advantage Fund	Shriram Mutual Fund	Hybrid	0.54%
55	Sundaram Services Fund	Sundaram Mutual Fund	Thematic	0.52%
56	Axis Aggressive Hybrid Fund	Axis Mutual Fund	Hybrid	0.44%
57	PGIM INDIA MIDCAP FUND	PGIM India Mutual Fund	Equity	0.4%
58	Axis Balanced Advantage Fund	Axis Mutual Fund	Hybrid	0.36%
59	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0.35%
60	Bajaj Finserv Arbitrage Fund	Bajaj Finserv Mutual Fund	Hybrid	0.28%
61	SBI Equity Savings Fund	SBI Mutual Fund	Hybrid	0.28%
62	TATA EQUITY SAVINGS FUND	Tata Mutual Fund	Hybrid	0.25%
63	WhiteOak Capital Flexi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.25%
64	WhiteOak Capital ELSS Tax Saver Fund	WhiteOak Capital Mutual Fund	Equity	0.23%
65	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.21%
66	HDFC Hybrid Debt Fund	HDFC Mutual Fund	Hybrid	0.17%
67	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.17%
68	UTI - Infrastructure Fund	UTI Mutual Fund	Thematic	0.15%
69	JioBlackRock Large Cap Fund	Jio BlackRock Mutual Fund	Equity	0.14%
70	DSP Flexi Cap Fund	DSP Mutual Fund	Equity	0.13%
71	JM Arbitrage Fund	JM Financial Mutual Fund	Hybrid	0.09%
72	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.09%
73	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.07%
74	NJ Balanced Advantage Fund	NJ Mutual Fund	Hybrid	0.06%
75	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	0.03%
76	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.02%
77	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
78	Kotak Equity Savings Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
79	Kotak Multi Asset Allocation Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
80	TATA ARBITRAGE FUND	Tata Mutual Fund	Hybrid	0%
81	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	0%
82	WhiteOak Capital Multi Asset Allocation Fund	WhiteOak Capital 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.