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ITI Value Fund - Direct Plan - Growth Option

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
72
Jul 2026
Equity Holdings
₹347.01 Cr
Equity only, excl. debt & cash
AAUM
₹347.06 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.5%
Diversified
Top 10 Weight
24.4%
Diversified
Changes
82
12 new · 11 exits
Top Sector
Banks
21.0% of portfolio
Launch Date
25 May 2021
5 years old

AAUM (Average Assets Under Management) of ₹347.06 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 Value Fund made 12 new additions and exited 11 stocks this month. The biggest new buy was ICICI Bank Limited (Banks) at 2.04% weight. Bandhan Bank Limited was the biggest exit (Banks), which was held at 1.19%. Among existing holdings, Ujjivan Small Finance Bank Limited saw the biggest increase — now at 1.74% of the portfolio. State Bank of India was trimmed the most, now at 1.20%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 21.0%. ↓ 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 17.4% 23.1% +5.6%
Finance 9.1% 9.9% +0.8%
Healthcare Services 5.5% 5.8% +0.3%
Electrical Equipment 4.5% 5.7% +1.2%
Auto Components 5.6% 4.6% -1.0%
Petroleum Products 5.1% 3.9% -1.3%
Construction 2.8% 3.8% +1.0%
Pharmaceuticals & Biotechnology 3.3% 3.4% +0.1%
Chemicals & Petrochemicals 3.8% 2.8% -1.0%
Textiles & Apparels 0.9% 2.4% +1.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 23.1% 21.0% -2.1%
Finance 9.9% 11.9% +2.0%
Healthcare Services 5.8% 6.1% +0.3%
Pharmaceuticals & Biotechnology 3.4% 6.0% +2.6%
Auto Components 4.6% 5.1% +0.5%
Electrical Equipment 5.7% 4.5% -1.2%
Chemicals & Petrochemicals 2.8% 4.1% +1.3%
Petroleum Products 3.9% 3.9% +0.1%
Agricultural Food & other Products 1.4% 2.8% +1.4%
Construction 3.8% 2.6% -1.2%
🟢
Biggest New Buy
ICICI Bank Limited
2.04% weight · Banks
🔴
Biggest Exit
Bandhan Bank Limited
1.19% was held · Banks
Biggest Add
Ujjivan Small Finance Bank Limited
+0.31% · now 1.74%
Biggest Trim
State Bank of India
-0.99% · now 1.20%
🤝 Other funds also bought this month
ICICI Bank Limited 34 funds
ICICI Bank Limited
Kotak Nifty Private Bank ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
Eternal Limited 32 funds
Eternal Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty Top 20 Equal Weight ETF
Motilal Oswal Asset Management Company Limited + more
Divi's Laboratories Limited 29 funds
Divi's Laboratories Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
WhiteOak Capital Pharma and Healthcare Fund + 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
TVS Motor Company Limited 20 funds
TVS Motor Company Limited
HDFC Nifty Auto Index Fund
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
Invesco India Focused Fund + more
Gujarat Fluorochemicals Limited 19 funds
Gujarat Fluorochemicals Limited
ITI Focused Equity Fund
Nippon India MNC Fund
LIC MF Mid Cap Fund-Direct Plan-Growth + more
👋 Other funds also exited
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more
Tata Motors Ltd 28 funds
Tata Motors Ltd
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
Groww Nifty EV & New Age Automotive ETF FOF + more
Bandhan Bank Limited 26 funds
Bandhan Bank Limited
Groww Nifty Smallcap250 ETF
Invesco India Transportation and Logistics Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option + more
JSW Energy Limited 26 funds
JSW Energy Limited
Groww BSE Power ETF FOF
Union Business Cycle Fund - Direct Plan - Growth Option
Union Consumption Fund - Direct Plan - Growth Option + more
Union Bank of India 26 funds
Union Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Mirae Asset Nifty Bank ETF + 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

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 12 New Entries 🔴 11 Exits ↑ 31 Increased ↓ 28 Decreased
#StockSectorWeight (Jul 2026)
1
ICICI Bank Limited
₹7.33 Cr
Banks 2.04%
2
Redington Limited
₹5.13 Cr
Commercial Services & Supplies 1.43%
3
Gujarat Fluorochemicals Limited
₹4.95 Cr
Chemicals & Petrochemicals 1.38%
4
Divi's Laboratories Limited
₹4.89 Cr
Pharmaceuticals & Biotechnology 1.36%
5
TVS Motor Company Limited
₹4.79 Cr
Automobiles 1.33%
6
Eternal Limited
₹4.75 Cr
Retailing 1.32%
7
Balrampur Chini Mills Limited
₹4.68 Cr
Agricultural Food & other Products 1.30%
8
Lupin Limited
₹4.49 Cr
Pharmaceuticals & Biotechnology 1.25%
9
L&T Finance Limited
₹4.47 Cr
Finance 1.25%
10
Affle 3i Limited
₹4.31 Cr
IT - Services 1.20%
#StockSectorLast Weight (Jun 2026)
1
Bandhan Bank Limited
₹4.27 Cr
Banks 1.19%
2
JSW Energy Limited
₹4.07 Cr
Power 1.13%
3
Angel One Limited
₹4.04 Cr
Capital Markets 1.12%
4
Tata Motors Ltd
₹3.98 Cr
Agricultural, Commercial & Construction Vehicles 1.11%
5
Siemens Limited
₹3.98 Cr
Electrical Equipment 1.11%
6
Bank of India
₹3.89 Cr
Banks 1.08%
7
Shipping Corporation Of India Limited
₹3.73 Cr
Transport Services 1.04%
8
Akzo Nobel India Limited
₹3.70 Cr
Consumer Durables 1.03%
9
NBCC (India) Limited
₹3.68 Cr
Construction 1.02%
10
Hindustan Copper Limited
₹3.57 Cr
Non - Ferrous Metals 0.99%
#StockSectorJun 2026Jul 2026Change
1
Ujjivan Small Finance Bank Limited
₹6.26 Cr
Banks 1.43% 1.74% +0.31%
2
IIFL Finance Limited
₹4.29 Cr
Finance 0.99% 1.19% +0.20%
3
Manappuram Finance Limited
₹4.83 Cr
Finance 1.17% 1.35% +0.18%
4
Bajaj Finance Limited
₹5.09 Cr
Finance 1.25% 1.42% +0.17%
5
Dr. Lal Path Labs Limited
₹4.33 Cr
Healthcare Services 1.04% 1.21% +0.17%
6
The Federal Bank Limited
₹7.18 Cr
Banks 1.84% 2.00% +0.16%
7
Bharti Airtel Limited
₹6.47 Cr
Telecom - Services 1.69% 1.80% +0.11%
8
IndusInd Bank Limited
₹4.48 Cr
Banks 1.14% 1.25% +0.11%
9
Infosys Limited
₹2.75 Cr
IT - Software 0.68% 0.77% +0.09%
10
Craftsman Automation Limited
₹7.04 Cr
Auto Components 1.88% 1.96% +0.08%
#StockSectorJun 2026Jul 2026Change
1
State Bank of India
₹4.30 Cr
Banks 2.19% 1.20% -0.99%
2
HDFC Bank Limited
₹14.24 Cr
Banks 4.23% 3.97% -0.26%
3
Turtlemint Fintech Solutions Limited
₹6.38 Cr
Financial Technology (Fintech) 2.02% 1.78% -0.24%
4
Axis Bank Limited
₹7.40 Cr
Banks 2.25% 2.06% -0.19%
5
Motilal Oswal Financial Services Limited
₹3.95 Cr
Capital Markets 1.23% 1.10% -0.13%
6
Adani Ports and Special Economic Zone Limited
₹5.46 Cr
Transport Infrastructure 1.62% 1.52% -0.10%
7
Gokaldas Exports Limited
₹4.69 Cr
Textiles & Apparels 1.40% 1.31% -0.09%
8
Coal India Limited
₹4.91 Cr
Consumable Fuels 1.45% 1.37% -0.08%
9
Vardhman Textiles Limited
₹3.36 Cr
Textiles & Apparels 1.02% 0.94% -0.08%
10
Yes Bank Limited
₹4.13 Cr
Banks 1.22% 1.15% -0.07%

What Stocks Does This Fund Hold?

72 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹14.24 Cr
Banks
3.97%
2
₹14.07 Cr
Petroleum Products
3.92%
3
₹8.41 Cr
Diversified FMCG
2.34%
4
₹7.95 Cr
Finance
2.21%
5
₹7.50 Cr
Electrical Equipment
2.09%
6
₹7.40 Cr
Banks
2.06%
7
₹7.33 Cr
Banks
2.04%
8
₹7.18 Cr
Banks
2.00%
9
₹7.04 Cr
Auto Components
1.96%
10
₹6.47 Cr
Telecom - Services
1.80%
🏆 Top stocks held by Value/Contra 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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