← Bandhan Mutual Fund

Bandhan Large & Mid Cap Fund - Direct Plan - Growth

Mid Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
128
Jun 2026
Equity Holdings
₹17,963.65 Cr
Equity only, excl. debt & cash
Top 5 Weight
16.7%
Diversified
Top 10 Weight
26.7%
Diversified
Changes
150
25 new · 24 exits
Top Sector
Banks
19.5% of portfolio
📋 What Happened This Month Bandhan Large & Mid Cap Fund made 25 new additions and exited 24 stocks this month. The biggest new buy was Maruti Suzuki India Limited (Automobiles) at 1.38% weight. Adani Ports and Special Economic Zone Limited was the biggest exit (Transport Infrastructure), which was held at 1.12%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 4.72% of the portfolio. Tech Mahindra Limited was trimmed the most, now at 0.35%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 13.6% 15.0% +1.5%
Pharmaceuticals & Biotechnology 8.3% 9.4% +1.1%
IT - Software 3.1% 6.1% +3.0%
Finance 6.0% 5.9% -0.1%
Electrical Equipment 4.6% 4.6% -0.1%
Ferrous Metals 3.7% 4.2% +0.6%
Insurance 4.3% 4.1% -0.2%
Transport Services 4.8% 3.8% -1.0%
Financial Technology (Fintech) 3.6% 3.4% -0.2%
Capital Markets 4.1% 3.2% -0.9%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 15.0% 19.5% +4.5%
Pharmaceuticals & Biotechnology 9.4% 8.0% -1.3%
Finance 5.9% 7.0% +1.2%
Insurance 4.1% 5.6% +1.5%
Electrical Equipment 4.6% 3.8% -0.7%
Retailing 1.9% 3.6% +1.7%
Financial Technology (Fintech) 3.4% 3.6% +0.1%
Transport Services 3.8% 3.4% -0.4%
IT - Software 6.1% 3.2% -2.9%
Industrial Products 3.0% 3.2% +0.2%
🟢
Biggest New Buy
Maruti Suzuki India Limited
1.38% weight · Automobiles
🔴
Biggest Exit
Adani Ports and Special Economic Zone Limited
1.12% was held · Transport Infrastructure
Biggest Add
HDFC Bank Limited
+1.08% · now 4.72%
Biggest Trim
Tech Mahindra Limited
-0.95% · now 0.35%
🤝 Other funds also bought this month
JSW Infrastructure Ltd 54 funds
JSW Infrastructure Ltd
SBI Flexicap Fund - DIRECT PLAN - Growth Option
HDFC Transportation and Logistics Fund
HDFC Focused Fund - Growth Option - Direct Plan + more
Meesho Ltd 34 funds
Meesho Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Technology Fund
Motilal Oswal Focused Fund - Direct Plan Growth Option + more
Lenskart Solutions Limited 22 funds
Lenskart Solutions Limited
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
Motilal Oswal Consumption Fund-Direct-Growth
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option + more
TVS Motor Company Limited 21 funds
TVS Motor Company Limited
Invesco India Consumption Fund
IB23-GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND + more
Maruti Suzuki India Limited 19 funds
Maruti Suzuki India Limited
IB23-GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Kotak Dividend Yield Fund + more
Swiggy Limited 19 funds
Swiggy Limited
IB41-Groww Nifty India Internet ETF
Invesco India Technology Fund
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth + more
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
Vedanta Aluminium Metal Limited 95 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sunlife Nifty Next 50 ETF
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth + more
Muthoot Finance Limited 50 funds
Muthoot Finance Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
Vedanta Limited 45 funds
Vedanta Limited
ITI Focused Fund - Direct Plan - Growth
Choice Nifty Next 50 Index Fund
Motilal Oswal Quant Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 25 New Entries 🔴 24 Exits ↑ 38 Increased ↓ 63 Decreased
#StockSectorWeight (Jun 2026)
1
Maruti Suzuki India Limited
₹259.15 Cr
Automobiles 1.38%
2
AU Small Finance Bank Limited
₹152.96 Cr
Banks 0.81%
3
Godrej Consumer Products Limited
₹127.86 Cr
Personal Products 0.68%
4
Meesho Ltd
₹117.15 Cr
Retailing 0.62%
5
Indraprastha Gas Limited
₹112.08 Cr
Gas 0.60%
6
Avenue Supermarts Limited
₹111.71 Cr
Retailing 0.59%
7
United Spirits Limited
₹111.24 Cr
Beverages 0.59%
8
ICICI Prudential Life Insurance Company Limited
₹105.39 Cr
Insurance 0.56%
9
Shaily Engineering Plastics Ltd
₹94.85 Cr
Industrial Products 0.50%
10
Honasa Consumer Limited
₹91.58 Cr
Personal Products 0.49%
#StockSectorLast Weight (May 2026)
1
Adani Ports and Special Economic Zone Limited
₹194.78 Cr
Transport Infrastructure 1.12%
2
Cipla Limited
₹174.42 Cr
Pharmaceuticals & Biotechnology 1.00%
3
Tata Steel Limited
₹166.42 Cr
Ferrous Metals 0.95%
4
Mankind Pharma Limited
₹144.92 Cr
Pharmaceuticals & Biotechnology 0.83%
5
E2E Networks Limited
₹122.92 Cr
IT - Services 0.70%
6
Tube Investments of India Limited
₹116.88 Cr
Auto Components 0.67%
7
Muthoot Finance Limited
₹115.34 Cr
Finance 0.66%
8
Vedanta Limited
₹98.63 Cr
Diversified Metals 0.56%
9
AIA Engineering Limited
₹94.83 Cr
Industrial Products 0.54%
10
Mahindra & Mahindra Limited
₹77.66 Cr
Automobiles 0.44%
#StockSectorMay 2026Jun 2026Change
1
HDFC Bank Limited
₹887.36 Cr
Banks 3.64% 4.72% +1.08%
2
Kotak Mahindra Bank Limited
₹582.15 Cr
Banks 2.04% 3.10% +1.06%
3
Max Financial Services Limited
₹226.81 Cr
Insurance 0.52% 1.21% +0.69%
4
ICICI Bank Limited
₹631.52 Cr
Banks 2.69% 3.36% +0.67%
5
ITC Limited
₹157.56 Cr
Diversified FMCG 0.33% 0.84% +0.51%
6
IndusInd Bank Limited
₹222.80 Cr
Banks 0.69% 1.19% +0.50%
7
GE Vernova T&D India Limited
₹164.25 Cr
Electrical Equipment 0.42% 0.87% +0.45%
8
Mahindra & Mahindra Financial Services Limited
₹123.16 Cr
Finance 0.30% 0.66% +0.36%
9
LIC Housing Finance Limited
₹385.78 Cr
Finance 1.73% 2.05% +0.32%
10
General Insurance Corporation of India
₹307.77 Cr
Insurance 1.36% 1.64% +0.28%
#StockSectorMay 2026Jun 2026Change
1
Tech Mahindra Limited
₹66.18 Cr
IT - Software 1.30% 0.35% -0.95%
2
Steel Authority of India Limited
₹54.38 Cr
Ferrous Metals 1.11% 0.29% -0.82%
3
HDFC Asset Management Company Limited
₹229.28 Cr
Capital Markets 1.94% 1.22% -0.72%
4
Infosys Limited
₹191.09 Cr
IT - Software 1.64% 1.02% -0.62%
5
Tata Consultancy Services Limited
₹60.95 Cr
IT - Software 0.91% 0.32% -0.59%
6
Multi Commodity Exchange of India Limited
₹132.82 Cr
Capital Markets 1.24% 0.71% -0.53%
7
Bharat Heavy Electricals Limited
₹168.48 Cr
Electrical Equipment 1.41% 0.90% -0.51%
8
Larsen & Toubro Limited
₹224.01 Cr
Construction 1.68% 1.19% -0.49%
9
Tata Communications Limited
₹29.42 Cr
Telecom - Services 0.55% 0.16% -0.39%
10
Thermax Limited
₹162.76 Cr
Electrical Equipment 1.18% 0.87% -0.31%

What Stocks Does This Fund Hold?

128 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹887.36 Cr
Banks
4.72%
2
₹631.52 Cr
Banks
3.36%
3
₹582.15 Cr
Banks
3.10%
4
₹521.17 Cr
Financial Technology (Fintech)
2.77%
5
₹517.70 Cr
Banks
2.76%
6
₹511.76 Cr
Banks
2.72%
7
₹385.78 Cr
Finance
2.05%
8
₹366.51 Cr
Insurance
1.95%
9
₹308.32 Cr
Power
1.64%
10
₹307.77 Cr
Insurance
1.64%
🏆 Top stocks held by Mid Cap funds
See which stocks all active Mid Cap 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.