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ITI Small Cap Fund - Direct Plan - Growth Option

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
80
Jul 2026
Equity Holdings
₹3,303.71 Cr
Equity only, excl. debt & cash
AAUM
₹2,969.99 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.4%
Diversified
Top 10 Weight
21.7%
Diversified
Changes
83
7 new · 6 exits
Top Sector
Pharmaceuticals & Biotechnology
12.2% of portfolio
Launch Date
27 Jan 2020
6 years old

AAUM (Average Assets Under Management) of ₹2,969.99 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 Small Cap Fund made 7 new additions and exited 6 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.40% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.31%. Among existing holdings, Thermax Limited saw the biggest increase — now at 1.31% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 1.69%. Acutaas Chemicals Ltd remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 12.2%. ↓ 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
Pharmaceuticals & Biotechnology 13.4% 12.8% -0.6%
Industrial Products 10.1% 10.5% +0.4%
Banks 9.5% 9.2% -0.3%
Auto Components 7.7% 7.8% +0.1%
Capital Markets 7.7% 6.9% -0.8%
Electrical Equipment 3.5% 4.8% +1.3%
Retailing 3.2% 3.9% +0.7%
Finance 3.6% 3.6% -0.1%
Chemicals & Petrochemicals 3.2% 3.1% -0.1%
Healthcare Services 3.0% 3.0% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 12.8% 12.2% -0.6%
Industrial Products 10.5% 11.4% +0.9%
Banks 9.2% 8.6% -0.6%
Auto Components 7.8% 8.0% +0.2%
Electrical Equipment 4.8% 5.9% +1.2%
Capital Markets 6.9% 5.8% -1.1%
Retailing 3.9% 3.9% +0.0%
Finance 3.6% 3.8% +0.3%
Consumer Durables 2.9% 3.0% +0.1%
Chemicals & Petrochemicals 3.1% 2.9% -0.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
1.40% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.31% was held · Pharmaceuticals & Biotechnology
Biggest Add
Thermax Limited
+0.28% · now 1.31%
Biggest Trim
Multi Commodity Exchange of India Limited
-0.97% · now 1.69%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + 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
TD Power Systems Limited 9 funds
TD Power Systems Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Axis Business Cycles Fund - Direct Plan - Growth
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option + more
Graphite India Limited 4 funds
Graphite India Limited
ITI Focused Equity Fund
JM Small Cap Fund (Direct) - Growth Option
Navi Nifty SmallCap250 Momentum Qlty 100 + more
Inventurus Knowledge Solutions Limited 4 funds
Inventurus Knowledge Solutions Limited
Edelweiss Technology Fund - Direct Plan - Growth
Union Multi Asset Allocation Fund- Direct Plan - Growth Option
THE WEALTH COMPANY SMALL CAP FUND + more
Borosil Renewables Limited 2 funds
Borosil Renewables Limited
ITI Value Fund - Direct Plan - Growth Option
ITI Business Cycle Fund- Direct Plan- Growth
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
ITC Limited 46 funds
ITC Limited
HDFC NIFTY 50 VALUE 20 ETF - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
KPIT Technologies Limited 22 funds
KPIT Technologies Limited
Groww Nifty EV & New Age Automotive ETF FOF
LIC MF Technology Fund-Direct Plan-Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Adani Energy Solutions Limited 16 funds
Adani Energy Solutions Limited
Groww Nifty 500 Momentum 50 ETF FOF
Union Active Momentum Fund - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF + more
The Jammu & Kashmir Bank Limited 9 funds
The Jammu & Kashmir Bank Limited
Groww Nifty Smallcap250 ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Groww Multicap Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 6 Exits ↑ 32 Increased ↓ 38 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹48.30 Cr
Pharmaceuticals & Biotechnology 1.40%
2
Borosil Renewables Limited
₹35.29 Cr
Industrial Products 1.02%
3
TD Power Systems Limited
₹34.58 Cr
Electrical Equipment 1.00%
4
Inventurus Knowledge Solutions Limited
₹29.54 Cr
IT - Services 0.86%
5
Shadowfax Technologies Ltd.
₹29.05 Cr
Transport Services 0.84%
6
Smartworks Coworking Spaces Ltd.
₹24.56 Cr
Commercial Services & Supplies 0.71%
7
Graphite India Limited
₹23.73 Cr
Industrial Products 0.69%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹43.38 Cr
Pharmaceuticals & Biotechnology 1.31%
2
The Jammu & Kashmir Bank Limited
₹27.85 Cr
Banks 0.84%
3
ITC Limited
₹24.11 Cr
Diversified FMCG 0.73%
4
Bharat Coking Coal Ltd.
₹23.77 Cr
Consumable Fuels 0.72%
5
Adani Energy Solutions Limited
₹21.71 Cr
Power 0.65%
6
KPIT Technologies Limited
₹14.50 Cr
IT - Software 0.44%
#StockSectorJun 2026Jul 2026Change
1
Thermax Limited
₹45.31 Cr
Electrical Equipment 1.03% 1.31% +0.28%
2
Sona BLW Precision Forgings Limited
₹56.39 Cr
Auto Components 1.37% 1.63% +0.26%
3
Gabriel India Limited
₹47.82 Cr
Auto Components 1.13% 1.38% +0.25%
4
Manappuram Finance Limited
₹39.40 Cr
Finance 0.89% 1.14% +0.25%
5
Laurus Labs Limited
₹82.45 Cr
Pharmaceuticals & Biotechnology 2.15% 2.39% +0.24%
6
Eternal Limited
₹38.77 Cr
Retailing 0.91% 1.12% +0.21%
7
Karur Vysya Bank Limited
₹78.32 Cr
Banks 2.07% 2.27% +0.20%
8
Ujjivan Small Finance Bank Limited
₹38.30 Cr
Banks 0.91% 1.11% +0.20%
9
Jyoti CNC Automation Ltd
₹36.01 Cr
Industrial Manufacturing 0.84% 1.04% +0.20%
10
Anant Raj Limited
₹38.22 Cr
Realty 0.92% 1.11% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹58.22 Cr
Capital Markets 2.66% 1.69% -0.97%
2
Acutaas Chemicals Ltd
₹123.14 Cr
Pharmaceuticals & Biotechnology 4.51% 3.57% -0.94%
3
ITD Cementation India Limited
₹37.05 Cr
Construction 1.69% 1.07% -0.62%
4
Shakti Pumps (India) Ltd
₹2.54 Cr
Industrial Products 0.49% 0.07% -0.42%
5
Kirloskar Oil Engines Limited
₹67.08 Cr
Industrial Products 2.24% 1.94% -0.30%
6
Arvind Limited
₹54.32 Cr
Textiles & Apparels 1.87% 1.57% -0.30%
7
Apar Industries Limited
₹49.97 Cr
Electrical Equipment 1.68% 1.45% -0.23%
8
GNG Electronics Ltd.
₹49.62 Cr
IT - Hardware 1.65% 1.44% -0.21%
9
Delhivery Limited
₹27.64 Cr
Transport Services 1.00% 0.80% -0.20%
10
KSB Limited
₹38.59 Cr
Industrial Products 1.30% 1.12% -0.18%

What Stocks Does This Fund Hold?

80 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹123.14 Cr
Pharmaceuticals & Biotechnology
3.57%
2
₹82.45 Cr
Pharmaceuticals & Biotechnology
2.39%
3
₹78.32 Cr
Banks
2.27%
4
₹73.29 Cr
Other Utilities
2.12%
5
₹69.91 Cr
Industrial Products
2.02%
6
₹67.32 Cr
Beverages
1.95%
7
₹67.08 Cr
Industrial Products
1.94%
8
₹64.86 Cr
Retailing
1.88%
9
₹61.77 Cr
Pharmaceuticals & Biotechnology
1.79%
10
₹59.58 Cr
Healthcare Services
1.72%
🏆 Top stocks held by Small Cap funds
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🏦 ITI Mutual Fund — Portfolio & Holdings
See all funds managed by ITI 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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