← Bandhan Mutual Fund

Bandhan Innovation Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
81
Jul 2026
Equity Holdings
₹2,589.23 Cr
Equity only, excl. debt & cash
AAUM
₹2,146.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
32.7%
Diversified
Changes
85
5 new · 4 exits
Top Sector
Retailing
10.7% of portfolio
Launch Date
10 Apr 2024
2 years old

AAUM (Average Assets Under Management) of ₹2,146.66 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Bandhan Innovation Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was Biocon Limited (Pharmaceuticals & Biotechnology) at 0.84% weight. ABB India Limited was the biggest exit (Electrical Equipment), which was held at 0.83%. Among existing holdings, Craftsman Automation Limited saw the biggest increase — now at 0.95% of the portfolio. Tube Investments of India Limited was trimmed the most, now at 0.37%. Eternal Limited remains the top holding with Retailing the dominant sector at 10.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Retailing 9.0% 10.6% +1.7%
Pharmaceuticals & Biotechnology 9.8% 9.1% -0.7%
Finance 6.6% 7.0% +0.3%
Automobiles 5.0% 5.1% +0.1%
Banks 4.6% 4.8% +0.3%
Consumer Durables 4.3% 4.6% +0.3%
Financial Technology (Fintech) 4.2% 4.2% +0.0%
Auto Components 3.5% 3.7% +0.2%
IT - Services 3.6% 3.5% -0.1%
Aerospace & Defense 3.3% 3.5% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Retailing 10.6% 10.7% +0.0%
Pharmaceuticals & Biotechnology 9.1% 10.1% +1.0%
Finance 7.0% 7.3% +0.3%
Automobiles 5.1% 5.4% +0.3%
Banks 4.8% 4.5% -0.4%
Financial Technology (Fintech) 4.2% 4.3% +0.1%
Consumer Durables 4.6% 4.3% -0.3%
IT - Software 3.4% 3.8% +0.4%
IT - Services 3.5% 3.7% +0.2%
Aerospace & Defense 3.5% 3.5% +0.0%
🟢
Biggest New Buy
Biocon Limited
0.84% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
ABB India Limited
0.83% was held · Electrical Equipment
Biggest Add
Craftsman Automation Limited
+0.47% · now 0.95%
Biggest Trim
Tube Investments of India Limited
-0.86% · now 0.37%
🤝 Other funds also bought this month
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Jupiter Life Line Hospitals Limited 32 funds
Jupiter Life Line Hospitals Limited
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI Multicap Fund- Direct Plan- Growth option
THE WEALTH COMPANY SMALL CAP FUND + more
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
TD Power Systems Limited 9 funds
TD Power Systems Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
ITI Small Cap Fund - Direct Plan - Growth Option
Axis Business Cycles Fund - Direct Plan - Growth + more
👋 Other funds also exited
ABB India Limited 35 funds
ABB India Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Groww BSE Power ETF FOF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more
Jupiter Life Line Hospitals Ltd 32 funds
Jupiter Life Line Hospitals Ltd
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI Multicap Fund- Direct Plan- Growth option
Groww BSE Hospitals ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 4 Exits ↑ 33 Increased ↓ 43 Decreased
#StockSectorWeight (Jul 2026)
1
Biocon Limited
₹22.19 Cr
Pharmaceuticals & Biotechnology 0.84%
2
Kusumgar Limited
₹20.00 Cr
Textiles & Apparels 0.76%
3
TD Power Systems Limited
₹19.75 Cr
Electrical Equipment 0.75%
4
Manipal Health Enterprises Ltd
₹12.50 Cr
Healthcare Services 0.47%
5
Jupiter Life Line Hospitals Limited
₹11.52 Cr
Healthcare Services 0.44%
#StockSectorLast Weight (Jun 2026)
1
ABB India Limited
₹19.96 Cr
Electrical Equipment 0.83%
2
Avenue Supermarts Limited
₹11.77 Cr
Retailing 0.49%
3
Jupiter Life Line Hospitals Ltd
₹9.88 Cr
Healthcare Services 0.41%
4
Amir Chand Jagdish Kumar (Exports) Ltd
₹4.18 Cr
Agricultural Food & other Products 0.17%
#StockSectorJun 2026Jul 2026Change
1
Craftsman Automation Limited
₹25.17 Cr
Auto Components 0.48% 0.95% +0.47%
2
Bajaj Finserv Limited
₹107.53 Cr
Finance 3.69% 4.07% +0.38%
3
Ideaforge Technology Limited
₹15.80 Cr
Aerospace & Defense 0.25% 0.60% +0.35%
4
Eternal Limited
₹142.63 Cr
Retailing 5.07% 5.39% +0.32%
5
Meesho Ltd
₹63.86 Cr
Retailing 2.11% 2.41% +0.30%
6
Divi's Laboratories Limited
₹41.22 Cr
Pharmaceuticals & Biotechnology 1.27% 1.56% +0.29%
7
Bajaj Auto Limited
₹24.11 Cr
Automobiles 0.63% 0.91% +0.28%
8
Bluestone Jewellery And Lifestyle Ltd
₹32.32 Cr
Consumer Durables 1.00% 1.22% +0.22%
9
Jubilant Ingrevia Limited
₹57.67 Cr
Chemicals & Petrochemicals 1.99% 2.18% +0.19%
10
Mahindra & Mahindra Limited
₹67.41 Cr
Automobiles 2.37% 2.55% +0.18%
#StockSectorJun 2026Jul 2026Change
1
Tube Investments of India Limited
₹9.90 Cr
Auto Components 1.23% 0.37% -0.86%
2
Varun Beverages Limited
₹43.70 Cr
Beverages 2.05% 1.65% -0.40%
3
MTAR Technologies Limited
₹40.15 Cr
Aerospace & Defense 1.86% 1.52% -0.34%
4
GE Vernova T&D India Limited
₹34.30 Cr
Electrical Equipment 1.64% 1.30% -0.34%
5
Honasa Consumer Limited
₹61.85 Cr
Personal Products 2.63% 2.34% -0.29%
6
Trent Limited
₹32.64 Cr
Retailing 1.49% 1.23% -0.26%
7
Thangamayil Jewellery Limited
₹22.29 Cr
Consumer Durables 1.10% 0.84% -0.26%
8
ICICI Bank Limited
₹92.34 Cr
Banks 3.70% 3.49% -0.21%
9
Adani Ports and Special Economic Zone Limited
₹29.72 Cr
Transport Infrastructure 1.33% 1.12% -0.21%
10
ZF Commercial Vehicle Control Systems India Limited
₹28.42 Cr
Auto Components 1.26% 1.07% -0.19%

What Stocks Does This Fund Hold?

81 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹142.63 Cr
Retailing
5.39%
2
₹114.27 Cr
Financial Technology (Fintech)
4.32%
3
₹107.53 Cr
Finance
4.07%
4
₹92.34 Cr
Banks
3.49%
5
₹88.84 Cr
Pharmaceuticals & Biotechnology
3.36%
6
₹67.41 Cr
Automobiles
2.55%
7
₹65.27 Cr
Petroleum Products
2.47%
8
₹63.86 Cr
Retailing
2.41%
9
₹61.85 Cr
Personal Products
2.34%
10
₹61.71 Cr
IT - Software
2.33%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Bandhan Mutual Fund — Portfolio & Holdings
See all funds managed by Bandhan Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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