← Bandhan Mutual Fund

Bandhan Innovation Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
83
Aug 2026
Equity Holdings
₹2,928.44 Cr
Equity only, excl. debt & cash
AAUM
₹2,146.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.1%
Diversified
Top 10 Weight
33.1%
Diversified
Changes
83
6 new · 4 exits
Top Sector
Retailing
12.2% 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 6 new additions and exited 4 stocks this month. The biggest new buy was TVS Motor Company Limited (Automobiles) at 1.13% weight. Bajaj Auto Limited was the biggest exit (Automobiles), which was held at 0.91%. Among existing holdings, Eternal Limited saw the biggest increase — now at 6.43% of the portfolio. AstraZeneca Pharma India Limited was trimmed the most, now at 2.72%. Eternal Limited remains the top holding with Retailing the dominant sector at 12.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 10.7% 12.2% +1.5%
Pharmaceuticals & Biotechnology 10.1% 9.4% -0.7%
Finance 7.3% 6.8% -0.5%
Financial Technology (Fintech) 4.3% 5.0% +0.7%
Consumer Durables 4.3% 4.9% +0.6%
Automobiles 5.4% 4.9% -0.5%
Banks 4.5% 4.0% -0.5%
IT - Software 3.8% 4.0% +0.3%
Aerospace & Defense 3.5% 3.9% +0.4%
Healthcare Services 3.3% 3.7% +0.4%
🟢
Biggest New Buy
TVS Motor Company Limited
1.13% weight · Automobiles
🔴
Biggest Exit
Bajaj Auto Limited
0.91% was held · Automobiles
Biggest Add
Eternal Limited
+1.04% · now 6.43%
Biggest Trim
AstraZeneca Pharma India Limited
-0.64% · now 2.72%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Shiprocket Limited 52 funds
Shiprocket Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Kotak Technology Fund - Direct Plan - Growth Option
Kotak Transportation & Logistics Fund-Direct Growth + more
Multi Commodity Exchange of India Limited 35 funds
Multi Commodity Exchange of India Limited
Motilal Oswal Financial Services Fund- Direct Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option + more
TVS Motor Company Limited 35 funds
TVS Motor Company Limited
ICICI Prudential Focused Fund
Mirae Asset Nifty Next 50 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Lalithaa Jewellery Mart Ltd 11 funds
Lalithaa Jewellery Mart Ltd
Samco Small Cap Fund
Samco Multi Cap Fund
Bank of India Business Cycle Fund - Direct Plan - Growth + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Bajaj Auto Limited 22 funds
Bajaj Auto Limited
Mirae Asset Nifty India New Age Consumption ETF
Mirae Asset Nifty India Manufacturing ETF
ITI Bharat Consumption Fund - Direct Plan - Growth + more
Jupiter Life Line Hospitals Limited 2 funds
Jupiter Life Line Hospitals Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
HDFC Flexi Cap Fund - Growth Option - Direct Plan

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 4 Exits ↑ 24 Increased ↓ 49 Decreased
#StockSectorWeight (Aug 2026)
1
TVS Motor Company Limited
₹33.46 Cr
Automobiles 1.13%
2
TD Power Systems Limited
₹30.60 Cr
Electrical Equipment 1.03%
3
Lalithaa Jewellery Mart Ltd
₹25.64 Cr
Consumer Durables 0.87%
4
Multi Commodity Exchange of India Limited
₹24.52 Cr
Capital Markets 0.83%
5
Shiprocket Limited
₹9.23 Cr
Transport Services 0.31%
6
Nephrocare Health Services Ltd
₹8.70 Cr
Healthcare Services 0.29%
#StockSectorLast Weight (Jul 2026)
1
Bajaj Auto Limited
₹24.11 Cr
Automobiles 0.91%
2
TD Power Systems Limited
₹19.75 Cr
Electrical Equipment 0.75%
3
Jupiter Life Line Hospitals Limited
₹11.52 Cr
Healthcare Services 0.44%
4
Novartis India Limited
₹3.23 Cr
Pharmaceuticals & Biotechnology 0.12%
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹190.25 Cr
Retailing 5.39% 6.43% +1.04%
2
One 97 Communications Limited
₹148.51 Cr
Financial Technology (Fintech) 4.32% 5.02% +0.70%
3
Meesho Ltd
₹82.94 Cr
Retailing 2.41% 2.80% +0.39%
4
Sterlite Technologies Limited
₹59.22 Cr
Telecom - Equipment & Accessories 1.62% 2.00% +0.38%
5
Bharat Electronics Limited
₹50.15 Cr
Aerospace & Defense 1.37% 1.70% +0.33%
6
HEG Limited
₹24.58 Cr
Industrial Products 0.51% 0.83% +0.32%
7
Dr Agarwals Health Care Limited
₹44.52 Cr
Healthcare Services 1.22% 1.51% +0.29%
8
Info Edge (India) Limited
₹40.63 Cr
Retailing 1.09% 1.37% +0.28%
9
Tech Mahindra Limited
₹26.54 Cr
IT - Software 0.64% 0.90% +0.26%
10
Divi's Laboratories Limited
₹53.07 Cr
Pharmaceuticals & Biotechnology 1.56% 1.79% +0.23%
#StockSectorJul 2026Aug 2026Change
1
AstraZeneca Pharma India Limited
₹80.52 Cr
Pharmaceuticals & Biotechnology 3.36% 2.72% -0.64%
2
Eicher Motors Limited
₹23.63 Cr
Automobiles 1.21% 0.80% -0.41%
3
Jubilant Ingrevia Limited
₹52.91 Cr
Chemicals & Petrochemicals 2.18% 1.79% -0.39%
4
Bajaj Finserv Limited
₹110.04 Cr
Finance 4.07% 3.72% -0.35%
5
ICICI Bank Limited
₹93.53 Cr
Banks 3.49% 3.16% -0.33%
6
Prestige Estates Projects Limited
₹31.62 Cr
Realty 1.40% 1.07% -0.33%
7
Varun Beverages Limited
₹39.57 Cr
Beverages 1.65% 1.34% -0.31%
8
AMAGI MEDIA LABS LTD
₹25.11 Cr
IT - Services 1.16% 0.85% -0.31%
9
Bluestone Jewellery And Lifestyle Ltd
₹28.12 Cr
Consumer Durables 1.22% 0.95% -0.27%
10
Reliance Industries Limited
₹65.83 Cr
Petroleum Products 2.47% 2.23% -0.24%

What Stocks Does This Fund Hold?

83 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹190.25 Cr
Retailing
6.43%
2
₹148.51 Cr
Financial Technology (Fintech)
5.02%
3
₹110.04 Cr
Finance
3.72%
4
₹93.53 Cr
Banks
3.16%
5
₹82.94 Cr
Retailing
2.80%
6
₹80.52 Cr
Pharmaceuticals & Biotechnology
2.72%
7
₹71.19 Cr
IT - Software
2.41%
8
₹68.83 Cr
Automobiles
2.33%
9
₹67.28 Cr
Personal Products
2.28%
10
₹65.83 Cr
Petroleum Products
2.23%
🏆 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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