← Mirae Asset Mutual Fund

Mirae Asset Banking and Financial Services Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
32
Jul 2026
Equity Holdings
₹2,264.11 Cr
Equity only, excl. debt & cash
AAUM
₹2,171.54 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
49.0%
High concentration
Top 10 Weight
65.0%
High concentration
Changes
28
0 new · 0 exits
Top Sector
Banks
59.7% of portfolio
Launch Date
25 Nov 2020
6 years old

AAUM (Average Assets Under Management) of ₹2,171.54 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 Among existing holdings, PB Fintech Limited saw the biggest increase — now at 2.43% of the portfolio. HDFC Bank Limited was trimmed the most, now at 14.51%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 59.7%. ↓ 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 59.4% 60.1% +0.8%
Finance 18.1% 19.8% +1.7%
Capital Markets 7.4% 7.4% 0.0%
Insurance 8.0% 7.4% -0.6%
Financial Technology (Fintech) 2.3% 2.8% +0.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 60.1% 59.7% -0.4%
Finance 19.8% 20.3% +0.4%
Insurance 7.4% 7.3% -0.1%
Capital Markets 7.4% 7.3% -0.1%
Financial Technology (Fintech) 2.8% 3.6% +0.8%
Biggest Add
PB Fintech Limited
+0.98% · now 2.43%
Biggest Trim
HDFC Bank Limited
-0.98% · now 14.51%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 15 Increased ↓ 13 Decreased
#StockSectorJun 2026Jul 2026Change
1
PB Fintech Limited
₹56.00 Cr
Financial Technology (Fintech) 1.45% 2.43% +0.98%
2
IndusInd Bank Limited
₹38.82 Cr
Banks 0.96% 1.68% +0.72%
3
ICICI Bank Limited
₹325.12 Cr
Banks 13.51% 14.10% +0.59%
4
Equitas Small Finance Bank Limited
₹48.11 Cr
Banks 1.51% 2.09% +0.58%
5
CRISIL Limited
₹41.50 Cr
Finance 1.25% 1.80% +0.55%
6
KFin Technologies Limited
₹45.99 Cr
Capital Markets 1.47% 1.99% +0.52%
7
Bajaj Finance Limited
₹87.36 Cr
Finance 3.34% 3.79% +0.45%
8
Karur Vysya Bank Limited
₹60.78 Cr
Banks 2.28% 2.64% +0.36%
9
SBI Life Insurance Company Limited
₹74.57 Cr
Insurance 3.04% 3.23% +0.19%
10
Aditya Birla Capital Limited
₹73.36 Cr
Finance 3.09% 3.18% +0.09%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹334.68 Cr
Banks 15.49% 14.51% -0.98%
2
Axis Bank Limited
₹175.27 Cr
Banks 8.32% 7.60% -0.72%
3
Kotak Mahindra Bank Limited
₹92.31 Cr
Banks 4.71% 4.00% -0.71%
4
Aadhar Housing Finance Limited
₹12.28 Cr
Finance 1.03% 0.53% -0.50%
5
Billionbrains Garage Ventures Ltd
₹23.32 Cr
Capital Markets 1.49% 1.01% -0.48%
6
Go Digit General Insurance Limited
₹26.91 Cr
Insurance 1.48% 1.17% -0.31%
7
The Federal Bank Limited
₹63.66 Cr
Banks 3.04% 2.76% -0.28%
8
Multi Commodity Exchange of India Limited
₹20.88 Cr
Capital Markets 1.14% 0.91% -0.23%
9
HDB Financial Services Limited
₹52.79 Cr
Finance 2.51% 2.29% -0.22%
10
Pine Labs Limited
₹27.94 Cr
Financial Technology (Fintech) 1.37% 1.21% -0.16%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹334.68 Cr
Banks
14.51%
2
₹325.12 Cr
Banks
14.10%
3
₹202.70 Cr
Banks
8.79%
4
₹175.27 Cr
Banks
7.60%
5
₹92.31 Cr
Banks
4.00%
6
₹87.36 Cr
Finance
3.79%
7
₹74.57 Cr
Insurance
3.23%
8
₹73.36 Cr
Finance
3.18%
9
₹69.41 Cr
Finance
3.01%
10
₹63.66 Cr
Banks
2.76%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Mirae Asset Mutual Fund — Portfolio & Holdings
See all funds managed by Mirae Asset 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.