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Mirae Asset Focused Fund Direct Plan Growth

Focused Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
29
Apr 2026
Equity Holdings
₹6,388.08 Cr
Equity only, excl. debt & cash
Top 5 Weight
32.1%
Moderate
Top 10 Weight
50.9%
Moderate
Changes
29
2 new · 1 exits
Top Sector
Banks
21.3% of portfolio
📋 What Happened This Month Mirae Asset Focused Fund Direct Plan Growth made 2 new additions and exited 1 stock this month. The biggest new buy was Bharat Petroleum Corporation Limited (Petroleum Products) at 0.93% weight. Mphasis Limited was the biggest exit (IT - Software), which was held at 1.84%. Among existing holdings, Sapphire Foods India Limited saw the biggest increase — now at 2.61% of the portfolio. Infosys Limited was trimmed the most, now at 4.67%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 21.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 21.9% 21.3% -0.6%
Retailing 9.8% 9.6% -0.3%
IT - Software 9.3% 6.9% -2.4%
Industrial Products 6.0% 5.9% -0.1%
Telecom - Services 5.9% 5.9% +0.0%
Financial Technology (Fintech) 5.9% 5.8% -0.1%
Auto Components 3.7% 3.8% +0.1%
Automobiles 3.5% 3.7% +0.3%
Construction 3.2% 3.4% +0.2%
Chemicals & Petrochemicals 2.9% 3.2% +0.3%
🟢
Biggest New Buy
Bharat Petroleum Corporation Limited
0.93% weight · Petroleum Products
🔴
Biggest Exit
Mphasis Limited
1.84% was held · IT - Software
Biggest Add
Sapphire Foods India Limited
+0.38% · now 2.61%
Biggest Trim
Infosys Limited
-0.72% · now 4.67%
🤝 Other funds also bought this month
BSE Limited 38 funds
BSE Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 ETF - Growth Option + more
Bharat Petroleum Corporation Limited 37 funds
Bharat Petroleum Corporation Limited
Invesco India PSU Equity Fund
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF + more
👋 Other funds also exited
Mphasis Limited 13 funds
Mphasis Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
LIC MF Flexi Cap Fund-Direct Plan-Growth
Union Large & Midcap Fund - Direct Plan - Growth Option + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries 🔴 1 Exit ↑ 15 Increased ↓ 11 Decreased
#StockSectorWeight (Apr 2026)
1
Bharat Petroleum Corporation Limited
₹61.34 Cr
Petroleum Products 0.93%
2
BSE Limited
₹39.14 Cr
Capital Markets 0.59%
#StockSectorLast Weight (Mar 2026)
1
Mphasis Limited
₹111.08 Cr
IT - Software 1.84%
#StockSectorMar 2026Apr 2026Change
1
Sapphire Foods India Limited
₹171.86 Cr
Leisure Services 2.23% 2.61% +0.38%
2
Gujarat Fluorochemicals Limited
₹211.16 Cr
Chemicals & Petrochemicals 2.90% 3.20% +0.30%
3
Sobha Limited
₹154.45 Cr
Realty 2.07% 2.34% +0.27%
4
Maruti Suzuki India Limited
₹244.36 Cr
Automobiles 3.45% 3.70% +0.25%
5
Kalpataru Projects International Limited
₹223.34 Cr
Construction 3.17% 3.39% +0.22%
6
KPIT Technologies Limited
₹149.45 Cr
IT - Software 2.07% 2.27% +0.20%
7
Orient Electric Limited
₹156.17 Cr
Consumer Durables 2.19% 2.37% +0.18%
8
Syngene International Limited
₹187.15 Cr
Healthcare Services 2.71% 2.84% +0.13%
9
Sona BLW Precision Forgings Limited
₹249.40 Cr
Auto Components 3.67% 3.78% +0.11%
10
Ambuja Cements Limited
₹161.63 Cr
Cement & Cement Products 2.35% 2.45% +0.10%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹307.98 Cr
IT - Software 5.39% 4.67% -0.72%
2
ICICI Bank Limited
₹531.09 Cr
Banks 8.68% 8.05% -0.63%
3
ITC Limited
₹198.43 Cr
Diversified FMCG 3.57% 3.01% -0.56%
4
Siemens Energy India Limited
₹157.04 Cr
Electrical Equipment 2.94% 2.38% -0.56%
5
Eternal Limited
₹251.21 Cr
Retailing 4.20% 3.81% -0.39%
6
Gland Pharma Limited
₹192.10 Cr
Pharmaceuticals & Biotechnology 3.08% 2.91% -0.17%
7
PB Fintech Limited
₹96.23 Cr
Financial Technology (Fintech) 1.60% 1.46% -0.14%
8
SKF INDIA INDUSTRIAL LTD
₹191.44 Cr
Industrial Products 3.00% 2.90% -0.10%
9
Godrej Consumer Products Limited
₹209.75 Cr
Personal Products 3.20% 3.18% -0.02%
10
HDFC Bank Limited
₹601.53 Cr
Banks 9.13% 9.12% -0.01%

Full Portfolio

29 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹601.53 Cr
Banks
9.12%
2
₹531.09 Cr
Banks
8.05%
3
₹388.83 Cr
Telecom - Services
5.89%
4
₹307.98 Cr
IT - Software
4.67%
5
₹287.30 Cr
Financial Technology (Fintech)
4.36%
6
₹270.28 Cr
Banks
4.10%
7
₹251.21 Cr
Retailing
3.81%
8
₹249.40 Cr
Auto Components
3.78%
9
₹244.36 Cr
Automobiles
3.70%
10
₹223.34 Cr
Construction
3.39%
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🏦 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.

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