← Capitalmind Mutual Fund

CAPITALMIND FLEXI CAP FUND DIRECT GROWTH

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
32
Jul 2026
Equity Holdings
₹446.15 Cr
Equity only, excl. debt & cash
AAUM
₹425.56 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.8%
Diversified
Top 10 Weight
37.5%
Diversified
Changes
43
8 new · 11 exits
Top Sector
Pharmaceuticals & Biotechnology
21.9% of portfolio
Launch Date
18 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹425.56 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 CAPITALMIND FLEXI CAP FUND DIRECT GROWTH made 8 new additions and exited 11 stocks this month. The biggest new buy was Titan Company Limited (Consumer Durables) at 3.29% weight. Coal India Limited was the biggest exit (Consumable Fuels), which was held at 3.14%. Among existing holdings, Karur Vysya Bank Limited saw the biggest increase — now at 3.59% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 1.36%. The Federal Bank Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 21.9%. ↓ 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
Pharmaceuticals & Biotechnology 17.4% 19.8% +2.4%
Industrial Products 11.1% 15.8% +4.7%
Banks 7.8% 11.1% +3.2%
Non - Ferrous Metals 7.3% 5.9% -1.4%
Capital Markets 4.9% 5.1% +0.2%
Ferrous Metals 2.9% 4.8% +2.0%
Auto Components 3.1% 3.3% +0.2%
Consumable Fuels 3.4% 3.1% -0.2%
Transport Services 2.9% 3.0% +0.1%
Minerals & Mining 3.0% 2.8% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 19.8% 21.9% +2.1%
Industrial Products 15.8% 16.9% +1.1%
Banks 11.1% 14.4% +3.4%
Chemicals & Petrochemicals 2.5% 6.1% +3.6%
Capital Markets 5.1% 4.6% -0.5%
Non - Ferrous Metals 5.9% 3.5% -2.4%
Auto Components 3.3% 3.4% +0.0%
Consumer Durables 0.0% 3.3% +3.3%
Beverages 0.0% 3.3% +3.3%
Retailing 0.0% 3.1% +3.1%
🟢
Biggest New Buy
Titan Company Limited
3.29% weight · Consumer Durables
🔴
Biggest Exit
Coal India Limited
3.14% was held · Consumable Fuels
Biggest Add
Karur Vysya Bank Limited
+1.93% · now 3.59%
Biggest Trim
MTAR Technologies Limited
-0.81% · now 1.36%
🤝 Other funds also bought this month
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Titan Company Limited 25 funds
Titan Company Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Edel Nifty Alpha Low Volatility 30 Index Fund + more
Oracle Financial Services Software Limited 20 funds
Oracle Financial Services Software Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
FSN E-Commerce Ventures Limited 16 funds
FSN E-Commerce Ventures Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Aditya Birla Sun Life Quant Fund - Direct Growth + more
The Phoenix Mills Limited 16 funds
The Phoenix Mills Limited
LIC MF Focused Fund-Direct Plan-Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
Invesco India Focused Fund + more
Radico Khaitan Limited 14 funds
Radico Khaitan Limited
Baroda BNP Paribas Large & Mid Cap Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Coal India Limited 42 funds
Coal India Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Energy ETF
Groww Nifty PSE ETF FOF + more
Vedanta Limited 39 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Tata Resources & Energy Fund-Direct Plan-Growth + more
Malco Energy Limited 38 funds
Malco Energy Limited
Kotak MNC Fund-Direct Plan-Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Bajaj Auto Limited 36 funds
Bajaj Auto Limited
Groww Nifty 50 ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 11 Exits ↑ 19 Increased ↓ 5 Decreased
#StockSectorWeight (Jul 2026)
1
Titan Company Limited
₹14.85 Cr
Consumer Durables 3.29%
2
Radico Khaitan Limited
₹14.71 Cr
Beverages 3.26%
3
Sun Pharmaceutical Industries Limited
₹14.19 Cr
Pharmaceuticals & Biotechnology 3.14%
4
FSN E-Commerce Ventures Limited
₹13.91 Cr
Retailing 3.08%
5
Navin Fluorine International Limited
₹13.55 Cr
Chemicals & Petrochemicals 3.00%
6
Oracle Financial Services Software Limited
₹13.25 Cr
IT - Software 2.93%
7
Capri Global Capital Limited
₹12.72 Cr
Finance 2.81%
8
The Phoenix Mills Limited
₹12.19 Cr
Realty 2.70%
#StockSectorLast Weight (Jun 2026)
1
Coal India Limited
₹13.93 Cr
Consumable Fuels 3.14%
2
JB Chemicals & Pharmaceuticals Limited
₹13.51 Cr
Pharmaceuticals & Biotechnology 3.05%
3
The Great Eastern Shipping Company Limited
₹13.27 Cr
Transport Services 2.99%
4
NMDC Limited
₹12.58 Cr
Minerals & Mining 2.84%
5
National Aluminium Company Limited
₹12.50 Cr
Non - Ferrous Metals 2.82%
6
Tata Steel Limited
₹11.13 Cr
Ferrous Metals 2.51%
7
Bajaj Auto Limited
₹10.58 Cr
Automobiles 2.39%
8
JSW Steel Limited
₹10.27 Cr
Ferrous Metals 2.32%
9
Vedanta Aluminium Metal Limited
₹8.72 Cr
Metals & Minerals Trading 1.97%
10
Vedanta Limited
₹5.46 Cr
Diversified Metals 1.23%
#StockSectorJun 2026Jul 2026Change
1
Karur Vysya Bank Limited
₹16.20 Cr
Banks 1.66% 3.59% +1.93%
2
R R Kabel Limited
₹16.88 Cr
Industrial Products 2.86% 3.74% +0.88%
3
Bank of Maharashtra
₹17.49 Cr
Banks 3.02% 3.87% +0.85%
4
Laurus Labs Limited
₹16.25 Cr
Pharmaceuticals & Biotechnology 2.79% 3.60% +0.81%
5
Himadri Speciality Chemical Limited
₹14.17 Cr
Chemicals & Petrochemicals 2.54% 3.14% +0.60%
6
Welspun Corp Limited
₹17.69 Cr
Industrial Products 3.46% 3.91% +0.45%
7
Hindalco Industries Limited
₹15.65 Cr
Non - Ferrous Metals 3.04% 3.46% +0.42%
8
Torrent Pharmaceuticals Limited
₹17.12 Cr
Pharmaceuticals & Biotechnology 3.39% 3.79% +0.40%
9
Nestle India Limited
₹12.91 Cr
Food Products 2.48% 2.86% +0.38%
10
The Federal Bank Limited
₹19.08 Cr
Banks 3.86% 4.22% +0.36%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹6.16 Cr
Aerospace & Defense 2.17% 1.36% -0.81%
2
Anand Rathi Wealth Limited
₹12.04 Cr
Capital Markets 2.97% 2.66% -0.31%
3
Polycab India Limited
₹12.18 Cr
Industrial Products 3.00% 2.70% -0.30%
4
Kirloskar Oil Engines Limited
₹11.56 Cr
Industrial Products 2.81% 2.56% -0.25%
5
Multi Commodity Exchange of India Limited
₹8.79 Cr
Capital Markets 2.09% 1.95% -0.14%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹19.08 Cr
Banks
4.22%
2
₹18.01 Cr
Industrial Products
3.99%
3
₹17.69 Cr
Industrial Products
3.91%
4
₹17.49 Cr
Banks
3.87%
5
₹17.12 Cr
Pharmaceuticals & Biotechnology
3.79%
6
₹16.88 Cr
Industrial Products
3.74%
7
₹16.25 Cr
Pharmaceuticals & Biotechnology
3.60%
8
₹16.20 Cr
Banks
3.59%
9
₹15.65 Cr
Non - Ferrous Metals
3.46%
10
₹15.17 Cr
Auto Components
3.36%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Capitalmind Mutual Fund — Portfolio & Holdings
See all funds managed by Capitalmind 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.