← Mirae Asset Mutual Fund

Mirae Asset Focused Fund Direct Plan Growth

Focused Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
30
Jun 2026
Equity Holdings
₹6,412.81 Cr
Equity only, excl. debt & cash
Top 5 Weight
32.8%
Moderate
Top 10 Weight
51.6%
Moderate
Changes
33
3 new · 3 exits
Top Sector
Banks
19.4% of portfolio
📋 What Happened This Month Mirae Asset Focused Fund Direct Plan Growth made 3 new additions and exited 3 stocks this month. The biggest new buy was Reliance Industries Limited (Petroleum Products) at 4.42% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 4.58%. Among existing holdings, SKF INDIA INDUSTRIAL LTD saw the biggest increase — now at 3.70% of the portfolio. Infosys Limited was trimmed the most, now at 3.96%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 21.3% 21.6% +0.3%
Retailing 9.6% 9.4% -0.2%
IT - Software 6.9% 7.0% +0.0%
Telecom - Services 5.9% 6.6% +0.7%
Financial Technology (Fintech) 5.8% 6.0% +0.2%
Industrial Products 5.9% 5.7% -0.2%
Automobiles 3.7% 3.7% 0.0%
Auto Components 3.8% 3.3% -0.5%
Construction 3.4% 3.1% -0.3%
Pharmaceuticals & Biotechnology 2.9% 2.8% -0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 21.6% 19.4% -2.2%
Retailing 9.4% 9.5% +0.1%
Financial Technology (Fintech) 6.0% 6.7% +0.7%
Industrial Products 5.7% 6.6% +0.9%
Petroleum Products 1.4% 6.1% +4.7%
IT - Software 7.0% 6.0% -1.0%
Telecom - Services 6.6% 5.6% -1.0%
Automobiles 3.7% 4.1% +0.4%
Auto Components 3.3% 3.1% -0.1%
Finance 0.0% 3.1% +3.1%
🟢
Biggest New Buy
Reliance Industries Limited
4.42% weight · Petroleum Products
🔴
Biggest Exit
Axis Bank Limited
4.58% was held · Banks
Biggest Add
SKF INDIA INDUSTRIAL LTD
+0.81% · now 3.70%
Biggest Trim
Infosys Limited
-0.68% · now 3.96%
🤝 Other funds also bought this month
Reliance Industries Limited 26 funds
Reliance Industries Limited
Nippon India Nifty 50 Value 20 Index Fund - Direct Plan - Growth Option
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
HDFC NIFTY 50 VALUE 20 ETF - Growth Option + more
Bajaj Finance Limited 22 funds
Bajaj Finance Limited
Sundaram Arbitrage Fund
Nippon India Active Momentum Fund-Direct Plan - Growth Option
The Wealth Company Large & Mid Cap Fund + more
👋 Other funds also exited
Ambuja Cements Limited 23 funds
Ambuja Cements Limited
BANK OF INDIA Large Cap Fund Direct Plan Growth
Bank of India Business Cycle Fund - Direct Plan - Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
Axis Bank Limited 22 funds
Axis Bank Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
Shriram ELSS Tax Saver Fund
Mirae Asset Nifty 100 ESG Sector Leaders ETF + more
Tata Communications Limited 5 funds
Tata Communications Limited
LIC MF Balanced Advantage Fund-Direct Plan-Growth
Bandhan Innovation Fund - Direct Plan - Growth
Groww Nifty 200 ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 3 New Entries 🔴 3 Exits ↑ 14 Increased ↓ 13 Decreased
#StockSectorWeight (Jun 2026)
1
Reliance Industries Limited
₹290.72 Cr
Petroleum Products 4.42%
2
Bajaj Finance Limited
₹206.05 Cr
Finance 3.13%
3
Equitas Small Finance Bank Limited
₹74.94 Cr
Banks 1.14%
#StockSectorLast Weight (May 2026)
1
Axis Bank Limited
₹298.49 Cr
Banks 4.58%
2
Ambuja Cements Limited
₹128.95 Cr
Cement & Cement Products 1.98%
3
Tata Communications Limited
₹65.90 Cr
Telecom - Services 1.01%
#StockSectorMay 2026Jun 2026Change
1
SKF INDIA INDUSTRIAL LTD
₹242.98 Cr
Industrial Products 2.89% 3.70% +0.81%
2
ICICI Bank Limited
₹578.09 Cr
Banks 8.10% 8.79% +0.69%
3
PB Fintech Limited
₹139.52 Cr
Financial Technology (Fintech) 1.51% 2.12% +0.61%
4
HDFC Bank Limited
₹621.99 Cr
Banks 8.90% 9.46% +0.56%
5
Maruti Suzuki India Limited
₹269.69 Cr
Automobiles 3.69% 4.10% +0.41%
6
Bharat Petroleum Corporation Limited
₹109.86 Cr
Petroleum Products 1.40% 1.67% +0.27%
7
FSN E-Commerce Ventures Limited
₹166.72 Cr
Retailing 2.29% 2.54% +0.25%
8
Gujarat Fluorochemicals Limited
₹162.50 Cr
Chemicals & Petrochemicals 2.31% 2.47% +0.16%
9
Billionbrains Garage Ventures Ltd
₹136.38 Cr
Capital Markets 1.91% 2.07% +0.16%
10
SBI Life Insurance Company Limited
₹144.12 Cr
Insurance 2.04% 2.19% +0.15%
#StockSectorMay 2026Jun 2026Change
1
Infosys Limited
₹260.70 Cr
IT - Software 4.64% 3.96% -0.68%
2
Godrej Consumer Products Limited
₹154.57 Cr
Personal Products 2.72% 2.35% -0.37%
3
Syngene International Limited
₹151.03 Cr
Healthcare Services 2.67% 2.30% -0.37%
4
Gujarat Gas Limited
₹102.14 Cr
Gas 1.92% 1.55% -0.37%
5
Orient Electric Limited
₹128.37 Cr
Consumer Durables 2.31% 1.95% -0.36%
6
KPIT Technologies Limited
₹132.23 Cr
IT - Software 2.33% 2.01% -0.32%
7
Eternal Limited
₹245.86 Cr
Retailing 3.91% 3.74% -0.17%
8
Siemens Energy India Limited
₹144.16 Cr
Electrical Equipment 2.32% 2.19% -0.13%
9
Sona BLW Precision Forgings Limited
₹206.47 Cr
Auto Components 3.25% 3.14% -0.11%
10
Kalpataru Projects International Limited
₹199.48 Cr
Construction 3.14% 3.03% -0.11%

What Stocks Does This Fund Hold?

30 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹621.99 Cr
Banks
9.46%
2
₹578.09 Cr
Banks
8.79%
3
₹368.76 Cr
Telecom - Services
5.61%
4
₹299.29 Cr
Financial Technology (Fintech)
4.55%
5
₹290.72 Cr
Petroleum Products
4.42%
6
₹269.69 Cr
Automobiles
4.10%
7
₹260.70 Cr
IT - Software
3.96%
8
₹245.86 Cr
Retailing
3.74%
9
₹242.98 Cr
Industrial Products
3.70%
10
₹211.45 Cr
Retailing
3.22%
🏆 Top stocks held by Focused funds
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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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