← Groww Mutual Fund

Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
56
Aug 2026
Equity Holdings
₹69.12 Cr
Equity only, excl. debt & cash
AAUM
₹66.81 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.6%
Moderate
Top 10 Weight
40.9%
Moderate
Changes
75
7 new · 21 exits
Top Sector
Banks
23.1% of portfolio
Launch Date
03 Sep 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹66.81 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 Value Fund (formerly known as Indiabulls Value Fund) made 7 new additions and exited 21 stocks this month. The biggest new buy was Indegene Limited (Healthcare Services) at 2.35% weight. Bank of Baroda was the biggest exit (Banks), which was held at 1.90%. Among existing holdings, Yatharth Hospital & Trauma Care Serv Ltd saw the biggest increase — now at 3.25% of the portfolio. SANOFI CONSUMER HEALTHCARE was trimmed the most, now at 1.25%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 23.1%. ↓ 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 25.6% 23.8% -1.8%
Pharmaceuticals & Biotechnology 9.6% 7.9% -1.7%
Automobiles 4.9% 5.1% +0.1%
Construction 5.4% 4.9% -0.5%
Consumer Durables 3.8% 4.7% +0.8%
IT - Software 4.1% 4.4% +0.4%
Telecom - Services 4.2% 4.3% +0.1%
Auto Components 4.7% 4.1% -0.6%
Petroleum Products 4.8% 4.0% -0.8%
Finance 2.9% 3.8% +0.9%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.8% 23.1% -0.7%
Healthcare Services 3.5% 8.3% +4.8%
Construction 4.9% 4.9% +0.1%
Insurance 2.8% 4.6% +1.8%
Consumer Durables 4.7% 4.6% -0.1%
Petroleum Products 4.0% 4.6% +0.6%
Telecom - Services 4.3% 4.5% +0.3%
Auto Components 4.1% 4.2% +0.2%
Finance 3.8% 4.0% +0.2%
IT - Software 4.4% 3.5% -0.9%
🟢
Biggest New Buy
Indegene Limited
2.35% weight · Healthcare Services
🔴
Biggest Exit
Bank of Baroda
1.90% was held · Banks
Biggest Add
Yatharth Hospital & Trauma Care Serv Ltd
+1.80% · now 3.25%
Biggest Trim
SANOFI CONSUMER HEALTHCARE
-0.15% · now 1.25%
🤝 Other funds also bought this month
Tenneco Clean Air India Limited 39 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Groww Multicap Fund - Direct - Growth + more
Vedanta Aluminium Metal Limited 16 funds
Vedanta Aluminium Metal Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Abakkus Large & Mid cap Fund
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option + more
Godrej Consumer Products Limited 15 funds
Godrej Consumer Products Limited
ICICI Prudential Focused Fund
Mirae Asset Nifty Next 50 ETF
ADITYA BIRLA SUN LIFE AGGRESSIVE HYBRID FUND + more
Indegene Limited 14 funds
Indegene Limited
Groww Small Cap Fund-Direct-Growth
ICICI Prudential Healthcare Fund
quant Small Cap Fund - Growth Option - Direct Plan + more
Narayana Hrudayalaya Limited 13 funds
Narayana Hrudayalaya Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth
Shriram Flexi Cap Fund + more
Alembic Pharmaceuticals Limited 5 funds
Alembic Pharmaceuticals Limited
ICICI Prudential Healthcare Fund
WCMC-The Wealth Company Mid cap fund
WCMA-THE WEALTH COMPANY MULTIASSET ALLOC FUND + more
👋 Other funds also exited
Maruti Suzuki India Limited 46 funds
Maruti Suzuki India Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Sun Pharmaceutical Industries Limited 42 funds
Sun Pharmaceutical Industries Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Mirae Asset Healthcare Fund Direct Growth + more
Mahindra & Mahindra Limited 41 funds
Mahindra & Mahindra Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
Mirae Asset Nifty India Manufacturing ETF + more
Kotak Mahindra Bank Limited 37 funds
Kotak Mahindra Bank Limited
quant Focused Fund - Growth Option-Direct Plan
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty Top 20 Equal Weight ETF + more
TVS Motor Company Limited 28 funds
TVS Motor Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis Quant Fund - Direct Plan - Growth
HDFC Nifty Growth Sectors 15 ETF + more
Apollo Hospitals Enterprise Limited 26 funds
Apollo Hospitals Enterprise Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries 🔴 21 Exits ↑ 26 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Indegene Limited
₹1.75 Cr
Healthcare Services 2.35%
2
Vedanta Aluminium Metal Limited
₹1.45 Cr
Metals & Minerals Trading 1.94%
3
Godrej Consumer Products Limited
₹1.43 Cr
Personal Products 1.92%
4
Narayana Hrudayalaya Limited
₹1.10 Cr
Healthcare Services 1.48%
5
Gujarat Industries Power Company Limited
₹1.07 Cr
Power 1.44%
6
Alembic Pharmaceuticals Limited
₹55.80 L
Pharmaceuticals & Biotechnology 0.75%
7
Tenneco Clean Air India Limited
₹43.33 L
Auto Components 0.58%
#StockSectorLast Weight (Jul 2026)
1
Bank of Baroda
₹1.40 Cr
Banks 1.90%
2
Blue Jet Healthcare Ltd
₹1.11 Cr
Pharmaceuticals & Biotechnology 1.50%
3
RBL Bank Limited
₹93.42 L
Banks 1.26%
4
Britannia Industries Limited
₹92.30 L
Food Products 1.25%
5
TVS Motor Company Limited
₹85.31 L
Automobiles 1.15%
6
Concord Biotech Limited
₹82.49 L
Pharmaceuticals & Biotechnology 1.12%
7
Maruti Suzuki India Limited
₹77.01 L
Automobiles 1.04%
8
GNA Axles Ltd
₹76.17 L
Auto Components 1.03%
9
Adani Ports and Special Economic Zone Limited
₹74.00 L
Transport Infrastructure 1.00%
10
Mahindra & Mahindra Limited
₹73.48 L
Automobiles 0.99%
#StockSectorJul 2026Aug 2026Change
1
Yatharth Hospital & Trauma Care Serv Ltd
₹2.42 Cr
Healthcare Services 1.45% 3.25% +1.80%
2
Max Financial Services Limited
₹2.00 Cr
Insurance 1.10% 2.68% +1.58%
3
Sagility Limited
₹1.54 Cr
IT - Services 0.71% 2.06% +1.35%
4
State Bank of India
₹3.30 Cr
Banks 3.16% 4.43% +1.27%
5
Hyundai Motor India Ltd
₹1.11 Cr
Automobiles 0.43% 1.49% +1.06%
6
Ujjivan Small Finance Bank Limited
₹2.18 Cr
Banks 2.11% 2.92% +0.81%
7
Sharda Motor Industries Ltd.
₹1.11 Cr
Auto Components 0.69% 1.49% +0.80%
8
HDFC Bank Limited
₹5.03 Cr
Banks 6.02% 6.75% +0.73%
9
Reliance Industries Limited
₹3.42 Cr
Petroleum Products 3.95% 4.59% +0.64%
10
Galaxy Surfactants Limited
₹1.25 Cr
Chemicals & Petrochemicals 1.04% 1.68% +0.64%
#StockSectorJul 2026Aug 2026Change
1
SANOFI CONSUMER HEALTHCARE
₹92.99 L
Pharmaceuticals & Biotechnology 1.40% 1.25% -0.15%
2
Tata Motors Passenger Vehicles Limited
₹96.59 L
Automobiles 1.44% 1.30% -0.14%
3
Sobha Limited
₹1.00 Cr
Realty 1.48% 1.35% -0.13%
4
Hawkins Cookers Limited
₹91.31 L
Consumer Durables 1.30% 1.23% -0.07%
5
NTPC Limited
₹77.21 L
Power 1.11% 1.04% -0.07%
6
Alkem Laboratories Limited
₹57.93 L
Pharmaceuticals & Biotechnology 0.85% 0.78% -0.07%
7
Home First Finance Company India Limited
₹80.74 L
Finance 1.12% 1.08% -0.04%
8
Angel One Limited
₹59.18 L
Capital Markets 0.83% 0.79% -0.04%
9
JK Lakshmi Cement Limited
₹46.10 L
Cement & Cement Products 0.66% 0.62% -0.04%
10
Tata Steel Limited
₹74.18 L
Ferrous Metals 1.03% 1.00% -0.03%

What Stocks Does This Fund Hold?

56 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹5.03 Cr
Banks
6.75%
2
₹3.93 Cr
Banks
5.28%
3
₹3.42 Cr
Petroleum Products
4.59%
4
₹3.38 Cr
Telecom - Services
4.54%
5
₹3.30 Cr
Banks
4.43%
6
₹2.46 Cr
Construction
3.30%
7
₹2.42 Cr
Healthcare Services
3.25%
8
₹2.37 Cr
Banks
3.18%
9
₹2.18 Cr
Banks
2.92%
10
₹2.00 Cr
Insurance
2.68%
🏆 Top stocks held by Value/Contra funds
See which stocks all active Value/Contra fund managers are buying — ranked by total value invested
🏦 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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