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Capitalmind Multi Asset Allocation Fund

Multi Asset Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
24
Jul 2026
Equity Holdings
₹24.79 Cr
Equity only, excl. debt & cash
AAUM
₹31.27 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.6%
Diversified
Top 10 Weight
30.0%
Diversified
Changes
32
3 new · 8 exits
Top Sector
Banks
20.9% of portfolio
Launch Date
23 Feb 2026
0 years old

AAUM (Average Assets Under Management) of ₹31.27 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 Multi Asset Allocation Fund made 3 new additions and exited 8 stocks this month. The biggest new buy was The Federal Bank Limited (Banks) at 3.10% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 3.21%. Among existing holdings, Bajaj Auto Limited saw the biggest increase — now at 3.46% of the portfolio. Indian Bank was trimmed the most, now at 2.56%. Bajaj Auto Limited remains the top holding with Banks the dominant sector at 20.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 16.8% 20.9% +4.0%
Pharmaceuticals & Biotechnology 11.6% 11.3% -0.2%
Automobiles 3.6% 6.3% +2.6%
Agricultural Food & other Products 2.1% 3.1% +1.0%
Gas 2.6% 3.1% +0.5%
Food Products 0.0% 3.0% +3.0%
Petroleum Products 0.0% 2.9% +2.9%
Non - Ferrous Metals 2.0% 2.8% +0.8%
Finance 2.8% 2.7% -0.1%
Ferrous Metals 4.1% 2.6% -1.5%
🟢
Biggest New Buy
The Federal Bank Limited
3.10% weight · Banks
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
3.21% was held · Pharmaceuticals & Biotechnology
Biggest Add
Bajaj Auto Limited
+1.50% · now 3.46%
Biggest Trim
Indian Bank
-0.37% · now 2.56%
🤝 Other funds also bought this month
The Federal Bank Limited 22 funds
The Federal Bank Limited
Kotak Nifty Private Bank ETF
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Bajaj Finserv BSE Top 10 Banks ETF + more
Nestle India Limited 20 funds
Nestle India Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Nippon India MNC Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Indian Oil Corporation Limited 12 funds
Indian Oil Corporation Limited
DSP Natural Resources & New Energy Fund
Axis Quant Fund - Direct Plan - Growth
ADITYA BIRLA SUN LIFE NIFTY NEXT 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
Infosys Limited 53 funds
Infosys Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + 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
Indus Towers Limited 35 funds
Indus Towers Limited
SBI Multicap Fund- Direct Plan- Growth option
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 8 Exits ↑ 16 Increased ↓ 5 Decreased
#StockSectorWeight (Jul 2026)
1
The Federal Bank Limited
₹1.20 Cr
Banks 3.10%
2
Nestle India Limited
₹1.15 Cr
Food Products 2.96%
3
Indian Oil Corporation Limited
₹1.12 Cr
Petroleum Products 2.88%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹1.20 Cr
Pharmaceuticals & Biotechnology 3.21%
2
Infosys Limited
₹73.07 L
IT - Software 1.96%
3
JSW Steel Limited
₹64.79 L
Ferrous Metals 1.74%
4
Indus Towers Limited
₹61.00 L
Telecom - Services 1.64%
5
Bank of Baroda
₹58.42 L
Banks 1.57%
6
Vedanta Aluminium Metal Limited
₹50.12 L
Metals & Minerals Trading 1.34%
7
Vedanta Limited
₹31.38 L
Diversified Metals 0.84%
8
Malco Energy Limited
₹3.60 L
Power 0.10%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Auto Limited
₹1.34 Cr
Automobiles 1.96% 3.46% +1.50%
2
Torrent Pharmaceuticals Limited
₹1.16 Cr
Pharmaceuticals & Biotechnology 1.81% 2.98% +1.17%
3
Hero MotoCorp Limited
₹1.09 Cr
Automobiles 1.67% 2.81% +1.14%
4
Union Bank of India
₹1.02 Cr
Banks 1.51% 2.63% +1.12%
5
Sun Pharmaceutical Industries Limited
₹1.11 Cr
Pharmaceuticals & Biotechnology 1.85% 2.87% +1.02%
6
Marico Limited
₹1.18 Cr
Agricultural Food & other Products 2.08% 3.05% +0.97%
7
State Bank of India
₹82.72 L
Banks 1.23% 2.13% +0.90%
8
Oil & Natural Gas Corporation Limited
₹70.29 L
Oil 0.94% 1.81% +0.87%
9
Hindalco Industries Limited
₹1.08 Cr
Non - Ferrous Metals 2.00% 2.79% +0.79%
10
Canara Bank
₹1.01 Cr
Banks 1.98% 2.60% +0.62%
#StockSectorJun 2026Jul 2026Change
1
Indian Bank
₹99.36 L
Banks 2.93% 2.56% -0.37%
2
Bank of India
₹1.04 Cr
Banks 2.84% 2.68% -0.16%
3
Bank of Maharashtra
₹94.69 L
Banks 2.60% 2.44% -0.16%
4
Power Finance Corporation Limited
₹1.05 Cr
Finance 2.82% 2.71% -0.11%
5
NMDC Limited
₹71.37 L
Minerals & Mining 1.92% 1.84% -0.08%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1.34 Cr
Automobiles
3.46%
2
₹1.20 Cr
Banks
3.10%
3
₹1.18 Cr
Gas
3.05%
4
₹1.18 Cr
Agricultural Food & other Products
3.05%
5
₹1.16 Cr
Pharmaceuticals & Biotechnology
2.98%
6
₹1.15 Cr
Food Products
2.96%
7
₹1.12 Cr
Petroleum Products
2.88%
8
₹1.11 Cr
Pharmaceuticals & Biotechnology
2.87%
9
₹1.09 Cr
Automobiles
2.81%
10
₹1.08 Cr
Non - Ferrous Metals
2.79%
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🏦 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.

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