← Bandhan Mutual Fund

Bandhan Multi-Factor Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
34
Aug 2026
Equity Holdings
₹637.33 Cr
Equity only, excl. debt & cash
AAUM
₹668.84 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
40.1%
Moderate
Changes
57
23 new · 23 exits
Top Sector
Automobiles
11.2% of portfolio
Launch Date
10 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹668.84 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 Multi-Factor Fund made 23 new additions and exited 23 stocks this month. The biggest new buy was Suzlon Energy Limited (Electrical Equipment) at 4.07% weight. Bharat Forge Limited was the biggest exit (Auto Components), which was held at 4.01%. Among existing holdings, Polycab India Limited saw the biggest increase — now at 4.09% of the portfolio. Indian Bank was trimmed the most, now at 2.11%. Axis Bank Limited remains the top holding with Automobiles the dominant sector at 11.2%. ↓ 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
Banks 15.2% 19.6% +4.4%
Pharmaceuticals & Biotechnology 10.3% 10.7% +0.4%
Automobiles 11.2% 8.8% -2.4%
Finance 7.3% 5.1% -2.2%
Industrial Products 3.9% 4.6% +0.7%
Petroleum Products 2.6% 4.1% +1.5%
Auto Components 2.9% 4.0% +1.2%
Retailing 1.8% 4.0% +2.2%
Transport Infrastructure 0.0% 3.9% +3.9%
Power 5.1% 3.9% -1.2%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 8.8% 11.2% +2.4%
Industrial Products 4.6% 9.8% +5.2%
Banks 19.6% 8.9% -10.6%
Ferrous Metals 3.9% 8.0% +4.2%
Finance 5.1% 4.9% -0.2%
IT - Software 1.3% 4.8% +3.5%
Capital Markets 0.0% 4.5% +4.5%
Insurance 2.3% 4.4% +2.2%
Consumer Durables 0.0% 4.3% +4.3%
Electrical Equipment 2.4% 4.1% +1.7%
🟢
Biggest New Buy
Suzlon Energy Limited
4.07% weight · Electrical Equipment
🔴
Biggest Exit
Bharat Forge Limited
4.01% was held · Auto Components
Biggest Add
Polycab India Limited
+2.27% · now 4.09%
Biggest Trim
Indian Bank
-0.85% · now 2.11%
🤝 Other funds also bought this month
Bharti Airtel Limited 49 funds
Bharti Airtel Limited
quant Teck Fund
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Edelweiss BSE LargeMid 60 40 Stable Dividend 50 ETF + more
PB Fintech Limited 48 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Baroda BNP Paribas Banking & Financial Services Fund + more
360 One WAM Limited 43 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
Canara Robeco Focused Fund - Direct Plan - Growth Option
WCMC-The Wealth Company Mid cap fund + more
Bajaj Finance Limited 40 funds
Bajaj Finance Limited
Baroda BNP Paribas Banking & Financial Services Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Motilal Oswal Contra Fund + more
Titan Company Limited 40 funds
Titan Company Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Edel Nifty Alpha Low Volatility 30 Index Fund + more
JSW Steel Limited 34 funds
JSW Steel Limited
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI Resurgent India Opportunities Scheme + more
👋 Other funds also exited
State Bank of India 106 funds
State Bank of India
Kotak Nifty PSU Bank ETF
SBI BSE PSU BANK ETF
Kotak BSE PSU Index Fund - Direct Plan - Growth + more
NTPC Limited 97 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Kotak Energy Opportunities Fund-Direct-Growth + more
Hindalco Industries Limited 76 funds
Hindalco Industries Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Tech Mahindra Limited 73 funds
Tech Mahindra Limited
Kotak Nifty IT ETF
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth + more
The Federal Bank Limited 60 funds
The Federal Bank Limited
Kotak Nifty Bank ETF
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
TVS Motor Company Limited 60 funds
TVS Motor Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 23 New Entries 🔴 23 Exits ↑ 5 Increased ↓ 6 Decreased
#StockSectorWeight (Aug 2026)
1
Suzlon Energy Limited
₹26.35 Cr
Electrical Equipment 4.07%
2
Power Grid Corporation of India Limited
₹25.93 Cr
Power 4.01%
3
UltraTech Cement Limited
₹25.82 Cr
Cement & Cement Products 3.99%
4
JSW Steel Limited
₹25.52 Cr
Ferrous Metals 3.95%
5
Hero MotoCorp Limited
₹24.78 Cr
Automobiles 3.83%
6
Bharti Airtel Limited
₹23.92 Cr
Telecom - Services 3.70%
7
HDFC Asset Management Company Limited
₹21.84 Cr
Capital Markets 3.38%
8
Titan Company Limited
₹21.64 Cr
Consumer Durables 3.35%
9
Marico Limited
₹20.39 Cr
Agricultural Food & other Products 3.15%
10
PB Fintech Limited
₹18.04 Cr
Financial Technology (Fintech) 2.79%
#StockSectorLast Weight (Jun 2026)
1
Bharat Forge Limited
₹27.24 Cr
Auto Components 4.01%
2
FSN E-Commerce Ventures Limited
₹27.18 Cr
Retailing 4.00%
3
The Federal Bank Limited
₹26.90 Cr
Banks 3.96%
4
Aurobindo Pharma Limited
₹26.87 Cr
Pharmaceuticals & Biotechnology 3.96%
5
GMR Airports Limited
₹26.72 Cr
Transport Infrastructure 3.94%
6
NTPC Limited
₹26.62 Cr
Power 3.92%
7
Hindalco Industries Limited
₹26.56 Cr
Non - Ferrous Metals 3.91%
8
State Bank of India
₹26.15 Cr
Banks 3.85%
9
NMDC Limited
₹23.96 Cr
Minerals & Mining 3.53%
10
Oil & Natural Gas Corporation Limited
₹22.51 Cr
Oil 3.32%
#StockSectorJun 2026Aug 2026Change
1
Polycab India Limited
₹26.48 Cr
Industrial Products 1.82% 4.09% +2.27%
2
Axis Bank Limited
₹27.99 Cr
Banks 2.15% 4.33% +2.18%
3
Cummins India Limited
₹23.29 Cr
Industrial Products 2.78% 3.60% +0.82%
4
Lupin Limited
₹25.51 Cr
Pharmaceuticals & Biotechnology 3.68% 3.95% +0.27%
5
Tata Steel Limited
₹26.33 Cr
Ferrous Metals 3.87% 4.07% +0.20%
#StockSectorJun 2026Aug 2026Change
1
Indian Bank
₹13.65 Cr
Banks 2.96% 2.11% -0.85%
2
Coal India Limited
₹20.59 Cr
Consumable Fuels 3.85% 3.18% -0.67%
3
Power Finance Corporation Limited
₹10.83 Cr
Finance 2.24% 1.68% -0.56%
4
Nestle India Limited
₹21.39 Cr
Food Products 3.63% 3.31% -0.32%
5
Eicher Motors Limited
₹22.73 Cr
Automobiles 3.72% 3.52% -0.20%
6
Bajaj Auto Limited
₹24.71 Cr
Automobiles 3.94% 3.82% -0.12%

What Stocks Does This Fund Hold?

34 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹27.99 Cr
Banks
4.33%
2
₹26.48 Cr
Industrial Products
4.09%
3
₹26.35 Cr
Electrical Equipment
4.07%
4
₹26.33 Cr
Ferrous Metals
4.07%
5
₹25.93 Cr
Power
4.01%
6
₹25.82 Cr
Cement & Cement Products
3.99%
7
₹25.52 Cr
Ferrous Metals
3.95%
8
₹25.51 Cr
Pharmaceuticals & Biotechnology
3.95%
9
₹24.78 Cr
Automobiles
3.83%
10
₹24.71 Cr
Automobiles
3.82%
🏆 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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