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ITI Mid Cap Fund - Direct Plan - Growth Option

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
89
Jul 2026
Equity Holdings
₹1,429.41 Cr
Equity only, excl. debt & cash
AAUM
₹1,366.87 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
11.2%
Diversified
Top 10 Weight
19.6%
Diversified
Changes
90
6 new · 4 exits
Top Sector
Banks
14.0% of portfolio
Launch Date
15 Feb 2021
5 years old

AAUM (Average Assets Under Management) of ₹1,366.87 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 ITI Mid Cap Fund made 6 new additions and exited 4 stocks this month. The biggest new buy was Swiggy Limited (Retailing) at 0.73% weight. Escorts Kubota Limited was the biggest exit (Agricultural, Commercial & Construction Vehicles), which was held at 1.13%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 2.04% of the portfolio. SRF Limited was trimmed the most, now at 0.93%. The Federal Bank Limited remains the top holding with Banks the dominant sector at 14.0%. ↓ 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 12.6% 13.7% +1.1%
Pharmaceuticals & Biotechnology 8.3% 7.5% -0.8%
Auto Components 6.5% 6.4% -0.1%
Finance 6.0% 6.2% +0.2%
Electrical Equipment 5.5% 5.7% +0.3%
Industrial Products 5.9% 5.7% -0.2%
Capital Markets 3.9% 4.6% +0.7%
Consumer Durables 4.4% 4.3% 0.0%
Chemicals & Petrochemicals 4.2% 4.1% -0.1%
Healthcare Services 2.4% 3.5% +1.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 13.7% 14.0% +0.2%
Pharmaceuticals & Biotechnology 7.5% 7.6% +0.1%
Finance 6.2% 6.6% +0.4%
Auto Components 6.4% 6.3% -0.1%
Industrial Products 5.7% 5.5% -0.2%
Electrical Equipment 5.7% 5.4% -0.4%
Consumer Durables 4.3% 4.6% +0.2%
Capital Markets 4.6% 4.3% -0.3%
Healthcare Services 3.5% 3.9% +0.3%
Financial Technology (Fintech) 2.9% 3.4% +0.6%
🟢
Biggest New Buy
Swiggy Limited
0.73% weight · Retailing
🔴
Biggest Exit
Escorts Kubota Limited
1.13% was held · Agricultural, Commercial & Construction Vehicles
Biggest Add
One 97 Communications Limited
+0.63% · now 2.04%
Biggest Trim
SRF Limited
-0.65% · now 0.93%
🤝 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
Swiggy Limited 33 funds
Swiggy Limited
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Shadowfax Technologies Ltd. 19 funds
Shadowfax Technologies Ltd.
LIC MF Technology Fund-Direct Plan-Growth
Union Consumption Fund - Direct Plan - Growth Option
Union Flexi Cap Fund - Direct Plan - Growth Option + more
KEI Industries Limited 15 funds
KEI Industries Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Smartworks Coworking Spaces Ltd. 2 funds
Smartworks Coworking Spaces Ltd.
Baroda BNP Paribas Large & Mid Cap Fund
ITI Small Cap Fund - Direct Plan - Growth Option
👋 Other funds also exited
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Bank of India 21 funds
Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
DSP Midcap Fund - Direct Plan - Growth + more
Escorts Kubota Limited 15 funds
Escorts Kubota Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Invesco India Manufacturing Fund - Direct Plan - Growth
UTI - MNC Fund - Growth Option - Direct + more
Nuvama Wealth Management Limited 10 funds
Nuvama Wealth Management Limited
Groww Nifty Smallcap250 ETF
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Groww Nifty Capital Markets ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 4 Exits ↑ 36 Increased ↓ 44 Decreased
#StockSectorWeight (Jul 2026)
1
Swiggy Limited
₹10.74 Cr
Retailing 0.73%
2
L&T Finance Limited
₹10.18 Cr
Finance 0.69%
3
Smartworks Coworking Spaces Ltd.
₹8.59 Cr
Commercial Services & Supplies 0.58%
4
SBI Funds Management Limited
₹7.40 Cr
Capital Markets 0.50%
5
KEI Industries Limited
₹6.90 Cr
Industrial Products 0.47%
6
Shadowfax Technologies Ltd.
₹5.70 Cr
Transport Services 0.39%
#StockSectorLast Weight (Jun 2026)
1
Escorts Kubota Limited
₹16.40 Cr
Agricultural, Commercial & Construction Vehicles 1.13%
2
Nuvama Wealth Management Limited
₹9.00 Cr
Capital Markets 0.62%
3
Tata Motors Passenger Vehicles Limited
₹7.27 Cr
Automobiles 0.50%
4
Bank of India
₹5.49 Cr
Banks 0.38%
#StockSectorJun 2026Jul 2026Change
1
One 97 Communications Limited
₹30.15 Cr
Financial Technology (Fintech) 1.41% 2.04% +0.63%
2
Fortis Healthcare Limited
₹25.61 Cr
Healthcare Services 1.29% 1.73% +0.44%
3
Yes Bank Limited
₹13.40 Cr
Banks 0.48% 0.91% +0.43%
4
TVS Motor Company Limited
₹25.24 Cr
Automobiles 1.40% 1.71% +0.31%
5
National Aluminium Company Limited
₹15.30 Cr
Non - Ferrous Metals 0.74% 1.03% +0.29%
6
Sona BLW Precision Forgings Limited
₹21.03 Cr
Auto Components 1.17% 1.42% +0.25%
7
Thermax Limited
₹9.57 Cr
Electrical Equipment 0.40% 0.65% +0.25%
8
JSW Energy Limited
₹19.20 Cr
Power 1.09% 1.30% +0.21%
9
Info Edge (India) Limited
₹16.87 Cr
Retailing 0.93% 1.14% +0.21%
10
The Federal Bank Limited
₹47.24 Cr
Banks 3.01% 3.19% +0.18%
#StockSectorJun 2026Jul 2026Change
1
SRF Limited
₹13.83 Cr
Chemicals & Petrochemicals 1.58% 0.93% -0.65%
2
Polycab India Limited
₹14.31 Cr
Industrial Products 1.60% 0.97% -0.63%
3
NTPC Limited
₹8.43 Cr
Power 1.10% 0.57% -0.53%
4
Persistent Systems Limited
₹9.32 Cr
IT - Software 0.95% 0.63% -0.32%
5
Coforge Limited
₹9.16 Cr
IT - Software 0.89% 0.62% -0.27%
6
Bank of Maharashtra
₹16.99 Cr
Banks 1.35% 1.15% -0.20%
7
Tube Investments of India Limited
₹22.58 Cr
Auto Components 1.72% 1.53% -0.19%
8
GE Vernova T&D India Limited
₹15.75 Cr
Electrical Equipment 1.25% 1.06% -0.19%
9
Mahindra & Mahindra Financial Services Limited
₹10.59 Cr
Finance 0.88% 0.72% -0.16%
10
BSE Limited
₹25.06 Cr
Capital Markets 1.84% 1.69% -0.15%

What Stocks Does This Fund Hold?

89 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹47.24 Cr
Banks
3.19%
2
₹36.02 Cr
Chemicals & Petrochemicals
2.43%
3
₹30.15 Cr
Financial Technology (Fintech)
2.04%
4
₹26.27 Cr
Beverages
1.78%
5
₹25.61 Cr
Healthcare Services
1.73%
6
₹25.24 Cr
Automobiles
1.71%
7
₹25.06 Cr
Capital Markets
1.69%
8
₹24.97 Cr
Agricultural Food & other Products
1.69%
9
₹24.37 Cr
Banks
1.65%
10
₹24.33 Cr
Banks
1.64%
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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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