← Groww Mutual Fund

Groww Banking & Financial Services Fund - Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
34
Apr 2026
Equity Holdings
₹66.56 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.7%
Moderate
Top 10 Weight
45.5%
Moderate
Changes
35
2 new · 1 exits
Top Sector
Banks
36.4% of portfolio
📋 What Happened This Month Groww Banking & Financial Services Fund made 2 new additions and exited 1 stock this month. The biggest new buy was Kotak Mahindra Bank Limited (Banks) at 2.93% weight. Niva Bupa Health Insurance Company Limited was the biggest exit (Insurance), which was held at 0.79%. Among existing holdings, Shriram Finance Limited saw the biggest increase — now at 2.71% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 4.13%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 36.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Finance 35.7% 33.5% -2.2%
Banks 38.3% 32.2% -6.1%
Capital Markets 11.1% 14.9% +3.8%
Insurance 7.8% 6.5% -1.2%
Financial Technology (Fintech) 1.5% 3.0% +1.5%
Leisure Services 0.0% 1.0% +1.0%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 32.2% 36.4% +4.1%
Finance 33.5% 33.6% +0.1%
Capital Markets 14.9% 17.8% +2.9%
Insurance 6.5% 5.4% -1.1%
Financial Technology (Fintech) 3.0% 2.5% -0.5%
Leisure Services 1.0% 1.5% +0.5%
🟢
Biggest New Buy
Kotak Mahindra Bank Limited
2.93% weight · Banks
🔴
Biggest Exit
Niva Bupa Health Insurance Company Limited
0.79% was held · Insurance
Biggest Add
Shriram Finance Limited
+1.73% · now 2.71%
Biggest Trim
Bajaj Finance Limited
-1.62% · now 4.13%
🤝 Other funds also bought this month
Kotak Mahindra Bank Limited 88 funds
Kotak Mahindra Bank Limited
ICICI Prudential Nifty Private Bank ETF
HDFC NIFTY Private Bank ETF - Growth Option
TATA NIFTY PRIVATE BANK EXCHANGE TRADED FUND + more
The Jammu & Kashmir Bank Limited 12 funds
The Jammu & Kashmir Bank Limited
Groww Multicap Fund - Direct - Growth
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Kotak Contra Fund - Direct Plan - Growth + more
👋 Other funds also exited
Niva Bupa Health Insurance Company Limited 2 funds
Niva Bupa Health Insurance Company Limited
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries 🔴 1 Exit ↑ 16 Increased ↓ 16 Decreased
#StockSectorWeight (Apr 2026)
1
Kotak Mahindra Bank Limited
₹2.01 Cr
Banks 2.93%
2
The Jammu & Kashmir Bank Limited
₹67.77 L
Banks 0.99%
#StockSectorLast Weight (Mar 2026)
1
Niva Bupa Health Insurance Company Limited
₹45.36 L
Insurance 0.79%
#StockSectorMar 2026Apr 2026Change
1
Shriram Finance Limited
₹1.85 Cr
Finance 0.98% 2.71% +1.73%
2
ICICI Bank Limited
₹5.14 Cr
Banks 5.85% 7.50% +1.65%
3
Angel One Limited
₹1.52 Cr
Capital Markets 1.01% 2.22% +1.21%
4
BSE Limited
₹3.64 Cr
Capital Markets 4.65% 5.31% +0.66%
5
Prudent Corporate Advisory Services Limited
₹2.03 Cr
Capital Markets 2.29% 2.95% +0.66%
6
State Bank of India
₹3.95 Cr
Banks 5.19% 5.76% +0.57%
7
TBO Tek Limited
₹1.03 Cr
Leisure Services 1.00% 1.51% +0.51%
8
Ujjivan Small Finance Bank Limited
₹2.57 Cr
Banks 3.27% 3.75% +0.48%
9
Aditya Birla Capital Limited
₹2.17 Cr
Finance 2.87% 3.16% +0.29%
10
Multi Commodity Exchange of India Limited
₹3.42 Cr
Capital Markets 4.76% 4.99% +0.23%
#StockSectorMar 2026Apr 2026Change
1
Bajaj Finance Limited
₹2.83 Cr
Finance 5.75% 4.13% -1.62%
2
Axis Bank Limited
₹2.85 Cr
Banks 5.60% 4.16% -1.44%
3
PB Fintech Limited
₹1.71 Cr
Financial Technology (Fintech) 2.95% 2.49% -0.46%
4
Union Bank of India
₹1.71 Cr
Banks 2.92% 2.49% -0.43%
5
Karur Vysya Bank Limited
₹1.44 Cr
Banks 2.46% 2.10% -0.36%
6
India Shelter Finance Corporation Limited
₹2.16 Cr
Finance 3.49% 3.15% -0.34%
7
SBI Life Insurance Company Limited
₹1.46 Cr
Insurance 2.46% 2.12% -0.34%
8
Bank of Baroda
₹1.40 Cr
Banks 2.28% 2.04% -0.24%
9
SBFC Finance Limited
₹2.44 Cr
Finance 3.70% 3.55% -0.15%
10
Muthoot Microfin Limited
₹1.11 Cr
Finance 1.74% 1.62% -0.12%

Full Portfolio

34 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹5.14 Cr
Banks
7.50%
2
₹3.95 Cr
Banks
5.76%
3
₹3.64 Cr
Capital Markets
5.31%
4
₹3.42 Cr
Capital Markets
4.99%
5
₹2.85 Cr
Banks
4.16%
6
₹2.83 Cr
Finance
4.13%
7
₹2.57 Cr
Banks
3.75%
8
₹2.44 Cr
Finance
3.55%
9
₹2.17 Cr
Finance
3.17%
10
₹2.17 Cr
Finance
3.16%
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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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