← Capitalmind Mutual Fund

Capitalmind Multi Asset Allocation Fund

Multi Asset Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
25
Aug 2026
Equity Holdings
₹25.57 Cr
Equity only, excl. debt & cash
AAUM
₹31.27 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.1%
Diversified
Top 10 Weight
30.3%
Diversified
Changes
28
6 new · 5 exits
Top Sector
Banks
18.5% 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 6 new additions and exited 5 stocks this month. The biggest new buy was Glenmark Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 3.16% weight. Torrent Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.98%. Among existing holdings, Union Bank of India saw the biggest increase — now at 2.86% of the portfolio. Power Finance Corporation Limited was trimmed the most, now at 2.12%. Bajaj Auto Limited remains the top holding with Banks the dominant sector at 18.5%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 20.9% 18.5% -2.4%
Pharmaceuticals & Biotechnology 11.3% 11.2% -0.1%
Automobiles 6.3% 6.4% +0.1%
Non - Ferrous Metals 2.8% 5.0% +2.2%
Gas 3.1% 3.2% +0.2%
Cement & Cement Products 0.0% 3.1% +3.1%
Agricultural Food & other Products 3.1% 2.8% -0.2%
Telecom - Services 0.0% 2.5% +2.5%
Ferrous Metals 2.6% 2.5% -0.1%
Power 0.0% 2.4% +2.4%
🟢
Biggest New Buy
Glenmark Pharmaceuticals Limited
3.16% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Torrent Pharmaceuticals Limited
2.98% was held · Pharmaceuticals & Biotechnology
Biggest Add
Union Bank of India
+0.23% · now 2.86%
Biggest Trim
Power Finance Corporation Limited
-0.59% · now 2.12%
🤝 Other funds also bought this month
NTPC Limited 39 funds
NTPC Limited
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Grasim Industries Limited 26 funds
Grasim Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
National Aluminium Company Limited 24 funds
National Aluminium Company Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Quant Fund - Direct - Growth
Invesco India PSU Equity Fund + more
Glenmark Pharmaceuticals Limited 18 funds
Glenmark Pharmaceuticals Limited
Motilal Oswal Quant Fund - Direct - Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Punjab National Bank 15 funds
Punjab National Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty 500 Value 50 ETF + more
Indus Towers Limited 13 funds
Indus Towers Limited
quant Quantamental Fund
SBI Dividend Yield Fund - Direct Plan - Growth
Mirae Asset Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Torrent Pharmaceuticals Limited 38 funds
Torrent Pharmaceuticals Limited
Mirae Asset Healthcare Fund Direct Growth
Kotak Healthcare Fund - Direct Plan - Growth Option
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option + more
Indian Bank 31 funds
Indian Bank
Kotak Nifty PSU Bank ETF
Kotak Midcap Fund - Direct Plan - Growth
Mirae Asset Nifty 200 Alpha 30 ETF + more
Nestle India Limited 31 funds
Nestle India Limited
Kotak Nifty MNC ETF
WhiteOak Capital Quality Equity Fund Direct Plan Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Indian Oil Corporation Limited 18 funds
Indian Oil Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE PSU Index Fund - Direct Plan - Growth + more
Bank of India 14 funds
Bank of India
Kotak Nifty PSU Bank ETF
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Sundaram Multi-Factor Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 5 Exits ↑ 9 Increased ↓ 8 Decreased
#StockSectorWeight (Aug 2026)
1
Glenmark Pharmaceuticals Limited
₹1.24 Cr
Pharmaceuticals & Biotechnology 3.16%
2
Grasim Industries Limited
₹1.20 Cr
Cement & Cement Products 3.06%
3
Indus Towers Limited
₹99.73 L
Telecom - Services 2.54%
4
Punjab National Bank
₹97.53 L
Banks 2.48%
5
NTPC Limited
₹93.60 L
Power 2.38%
6
National Aluminium Company Limited
₹84.57 L
Non - Ferrous Metals 2.15%
#StockSectorLast Weight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹1.16 Cr
Pharmaceuticals & Biotechnology 2.98%
2
Nestle India Limited
₹1.15 Cr
Food Products 2.96%
3
Indian Oil Corporation Limited
₹1.12 Cr
Petroleum Products 2.88%
4
Bank of India
₹1.04 Cr
Banks 2.68%
5
Indian Bank
₹99.36 L
Banks 2.56%
#StockSectorJul 2026Aug 2026Change
1
Union Bank of India
₹1.12 Cr
Banks 2.63% 2.86% +0.23%
2
Petronet LNG Limited
₹1.27 Cr
Gas 3.05% 3.22% +0.17%
3
Bajaj Auto Limited
₹1.41 Cr
Automobiles 3.46% 3.59% +0.13%
4
Axis Bank Limited
₹1.12 Cr
Banks 2.72% 2.84% +0.12%
5
Hindalco Industries Limited
₹1.13 Cr
Non - Ferrous Metals 2.79% 2.87% +0.08%
6
Bank of Maharashtra
₹97.97 L
Banks 2.44% 2.49% +0.05%
7
Zydus Lifesciences Limited
₹1.08 Cr
Pharmaceuticals & Biotechnology 2.70% 2.74% +0.04%
8
State Bank of India
₹85.34 L
Banks 2.13% 2.17% +0.04%
9
NMDC Limited
₹74.02 L
Minerals & Mining 1.84% 1.88% +0.04%
#StockSectorJul 2026Aug 2026Change
1
Power Finance Corporation Limited
₹83.50 L
Finance 2.71% 2.12% -0.59%
2
Lupin Limited
₹97.78 L
Pharmaceuticals & Biotechnology 2.78% 2.49% -0.29%
3
Marico Limited
₹1.11 Cr
Agricultural Food & other Products 3.05% 2.83% -0.22%
4
Tata Steel Limited
₹96.65 L
Ferrous Metals 2.56% 2.46% -0.10%
5
Oil & Natural Gas Corporation Limited
₹67.18 L
Oil 1.81% 1.71% -0.10%
6
Coal India Limited
₹67.19 L
Consumable Fuels 1.78% 1.71% -0.07%
7
The Federal Bank Limited
₹1.20 Cr
Banks 3.10% 3.04% -0.06%
8
Sun Pharmaceutical Industries Limited
₹1.11 Cr
Pharmaceuticals & Biotechnology 2.87% 2.82% -0.05%

What Stocks Does This Fund Hold?

25 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1.41 Cr
Automobiles
3.59%
2
₹1.27 Cr
Gas
3.22%
3
₹1.24 Cr
Pharmaceuticals & Biotechnology
3.16%
4
₹1.20 Cr
Cement & Cement Products
3.06%
5
₹1.20 Cr
Banks
3.04%
6
₹1.13 Cr
Non - Ferrous Metals
2.87%
7
₹1.12 Cr
Banks
2.86%
8
₹1.12 Cr
Banks
2.84%
9
₹1.11 Cr
Agricultural Food & other Products
2.83%
10
₹1.11 Cr
Pharmaceuticals & Biotechnology
2.82%
🏆 Top stocks held by Multi Asset funds
See which stocks all active Multi Asset 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.