← Groww Mutual Fund

Groww Banking & Financial Services Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
34
Jul 2026
Equity Holdings
₹79.20 Cr
Equity only, excl. debt & cash
AAUM
₹69.24 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.4%
Moderate
Top 10 Weight
45.9%
Moderate
Changes
34
3 new · 1 exits
Top Sector
Banks
34.1% of portfolio
Launch Date
17 Jan 2024
2 years old

AAUM (Average Assets Under Management) of ₹69.24 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 Groww Banking & Financial Services Fund made 3 new additions and exited 1 stock this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 3.62% weight. Arman Financial Services Limited was the biggest exit (Finance), which was held at 0.89%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 10.80% of the portfolio. BSE Limited was trimmed the most, now at 3.03%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 34.1%. ↓ 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 44.6% 32.2% -12.4%
Finance 25.3% 27.0% +1.7%
Capital Markets 17.1% 23.3% +6.1%
Retailing 0.0% 4.3% +4.3%
Insurance 4.5% 4.0% -0.5%
N.A. 2.8% 3.1% +0.4%
Financial Technology (Fintech) 2.5% 2.2% -0.3%
Industrial Products 0.0% 1.5% +1.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 32.2% 34.1% +1.9%
Finance 27.0% 23.8% -3.2%
Capital Markets 23.3% 20.0% -3.2%
Financial Technology (Fintech) 2.2% 4.7% +2.5%
Retailing 4.3% 4.4% +0.1%
Insurance 4.0% 3.7% -0.4%
N.A. 3.1% 3.2% +0.1%
Industrial Products 1.5% 1.4% -0.2%
🟢
Biggest New Buy
One 97 Communications Limited
3.62% weight · Financial Technology (Fintech)
🔴
Biggest Exit
Arman Financial Services Limited
0.89% was held · Finance
Biggest Add
ICICI Bank Limited
+2.89% · now 10.80%
Biggest Trim
BSE Limited
-2.09% · now 3.03%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
One 97 Communications Limited 35 funds
One 97 Communications Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Baroda BNP Paribas Banking & Financial Services Fund + more
FSN E-Commerce Ventures Limited 16 funds
FSN E-Commerce Ventures Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 1 Exit ↑ 6 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
One 97 Communications Limited
₹3.01 Cr
Financial Technology (Fintech) 3.62%
2
SBI Funds Management Limited
₹1.05 Cr
Capital Markets 1.26%
3
FSN E-Commerce Ventures Limited
₹40.73 L
Retailing 0.49%
#StockSectorLast Weight (Jun 2026)
1
Arman Financial Services Limited
₹67.05 L
Finance 0.89%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹8.98 Cr
Banks 7.91% 10.80% +2.89%
2
Ujjivan Small Finance Bank Limited
₹3.42 Cr
Banks 3.73% 4.11% +0.38%
3
OnEMI Technology Solutions Limited
₹2.67 Cr
N.A. 3.10% 3.20% +0.10%
4
Karur Vysya Bank Limited
₹1.68 Cr
Banks 1.92% 2.02% +0.10%
5
Tamilnad Mercantile Bank Limited
₹1.32 Cr
Banks 1.51% 1.59% +0.08%
6
RBL Bank Limited
₹3.07 Cr
Banks 3.66% 3.69% +0.03%
#StockSectorJun 2026Jul 2026Change
1
BSE Limited
₹2.52 Cr
Capital Markets 5.12% 3.03% -2.09%
2
Axis Bank Limited
₹4.76 Cr
Banks 6.91% 5.73% -1.18%
3
PB Fintech Limited
₹86.16 L
Financial Technology (Fintech) 2.21% 1.04% -1.17%
4
Nippon Life India Asset Management Limited
₹1.47 Cr
Capital Markets 2.38% 1.76% -0.62%
5
Multi Commodity Exchange of India Limited
₹3.10 Cr
Capital Markets 4.33% 3.73% -0.60%
6
ICICI Prudential Asset Management Company Limited
₹2.68 Cr
Capital Markets 3.77% 3.22% -0.55%
7
Piramal Finance Ltd
₹2.53 Cr
Finance 3.53% 3.04% -0.49%
8
Angel One Limited
₹1.51 Cr
Capital Markets 2.22% 1.82% -0.40%
9
India Shelter Finance Corporation Limited
₹1.94 Cr
Finance 2.72% 2.33% -0.39%
10
CarTrade Tech Limited
₹3.27 Cr
Retailing 4.28% 3.93% -0.35%

What Stocks Does This Fund Hold?

34 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹8.98 Cr
Banks
10.80%
2
₹4.76 Cr
Banks
5.73%
3
₹3.42 Cr
Banks
4.11%
4
₹3.27 Cr
Retailing
3.93%
5
₹3.19 Cr
Finance
3.83%
6
₹3.10 Cr
Capital Markets
3.73%
7
₹3.07 Cr
Banks
3.69%
8
₹3.01 Cr
Financial Technology (Fintech)
3.62%
9
₹2.68 Cr
Capital Markets
3.22%
10
₹2.67 Cr
N.A.
3.20%
🏆 Top stocks held by Equity funds
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🏦 Groww Mutual Fund — Portfolio & Holdings
See all funds managed by Groww 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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