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Mirae Asset Focused Fund Direct Plan Growth

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹6,310.74 Cr
Equity only, excl. debt & cash
AAUM
₹6,447.24 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.6%
Moderate
Top 10 Weight
51.9%
Moderate
Changes
32
2 new · 2 exits
Top Sector
Banks
19.1% of portfolio
Launch Date
23 Apr 2019
7 years old

AAUM (Average Assets Under Management) of ₹6,447.24 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 Mirae Asset Focused Fund Direct Plan Growth made 2 new additions and exited 2 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 4.31% weight. PB Fintech Limited was the biggest exit (Financial Technology (Fintech)), which was held at 2.11%. Among existing holdings, Manipal Health Enterprises Ltd saw the biggest increase — now at 2.78% of the portfolio. HDFC Bank Limited was trimmed the most, now at 8.12%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 19.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.4% 19.2% -0.2%
Retailing 9.5% 8.8% -0.7%
Financial Technology (Fintech) 6.7% 6.8% +0.2%
Petroleum Products 6.1% 6.3% +0.2%
IT - Software 6.0% 6.1% +0.1%
Telecom - Services 5.6% 5.9% +0.3%
Industrial Products 6.6% 5.7% -0.9%
Automobiles 4.1% 4.1% 0.0%
Finance 3.1% 3.2% +0.1%
Auto Components 3.1% 3.1% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 19.2% 19.1% -0.2%
Retailing 8.8% 7.9% -0.9%
Petroleum Products 6.3% 6.4% +0.2%
Insurance 2.3% 6.3% +4.0%
Industrial Products 5.7% 6.1% +0.5%
Financial Technology (Fintech) 6.8% 5.5% -1.3%
IT - Software 6.1% 5.4% -0.7%
Telecom - Services 5.9% 5.3% -0.6%
Healthcare Services 3.0% 4.7% +1.7%
Automobiles 4.1% 3.8% -0.3%
🟢
Biggest New Buy
Life Insurance Corporation Of India
4.31% weight · Insurance
🔴
Biggest Exit
PB Fintech Limited
2.11% was held · Financial Technology (Fintech)
Biggest Add
Manipal Health Enterprises Ltd
+1.62% · now 2.78%
Biggest Trim
HDFC Bank Limited
-0.67% · now 8.12%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
👋 Other funds also exited
Godrej Consumer Products Limited 40 funds
Godrej Consumer Products Limited
Motilal Oswal Contra Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
CANARA ROBECO CONSUMPTION FUND + more
PB Fintech Limited 31 funds
PB Fintech Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Kotak Pioneer Fund- Direct Plan- Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 2 Exits ↑ 12 Increased ↓ 16 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹291.02 Cr
Insurance 4.31%
2
Dhoot Transmission Ltd
₹76.19 Cr
Automobile and Auto Components 1.13%
#StockSectorLast Weight (Jul 2026)
1
PB Fintech Limited
₹139.82 Cr
Financial Technology (Fintech) 2.11%
2
Godrej Consumer Products Limited
₹5.74 Cr
Personal Products 0.09%
#StockSectorJul 2026Aug 2026Change
1
Manipal Health Enterprises Ltd
₹187.64 Cr
Healthcare Services 1.16% 2.78% +1.62%
2
One 97 Communications Limited
₹374.26 Cr
Financial Technology (Fintech) 4.71% 5.54% +0.83%
3
Equitas Small Finance Bank Limited
₹126.68 Cr
Banks 1.33% 1.88% +0.55%
4
Sapphire Foods India Limited
₹192.37 Cr
Leisure Services 2.33% 2.85% +0.52%
5
Siemens Energy India Limited
₹204.62 Cr
Electrical Equipment 2.72% 3.03% +0.31%
6
Ratnamani Metals & Tubes Ltd.
₹201.29 Cr
Industrial Products 2.70% 2.98% +0.28%
7
Kalpataru Projects International Limited
₹203.97 Cr
Construction 2.83% 3.02% +0.19%
8
SKF INDIA INDUSTRIAL LTD
₹211.68 Cr
Industrial Products 2.96% 3.14% +0.18%
9
Reliance Industries Limited
₹309.72 Cr
Petroleum Products 4.43% 4.59% +0.16%
10
Syngene International Limited
₹129.13 Cr
Healthcare Services 1.87% 1.91% +0.04%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹548.36 Cr
Banks 8.79% 8.12% -0.67%
2
FSN E-Commerce Ventures Limited
₹90.08 Cr
Retailing 1.99% 1.33% -0.66%
3
KPIT Technologies Limited
₹68.73 Cr
IT - Software 1.64% 1.02% -0.62%
4
Bharti Airtel Limited
₹360.78 Cr
Telecom - Services 5.92% 5.34% -0.58%
5
Indo-MIM Limited
₹40.61 Cr
Industrial Manufacturing 0.94% 0.60% -0.34%
6
SBI Life Insurance Company Limited
₹135.98 Cr
Insurance 2.33% 2.01% -0.32%
7
Bajaj Finance Limited
₹197.74 Cr
Finance 3.22% 2.93% -0.29%
8
Sona BLW Precision Forgings Limited
₹189.94 Cr
Auto Components 3.09% 2.81% -0.28%
9
Maruti Suzuki India Limited
₹258.84 Cr
Automobiles 4.10% 3.83% -0.27%
10
Sobha Limited
₹129.17 Cr
Realty 2.13% 1.91% -0.22%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹611.22 Cr
Banks
9.05%
2
₹548.36 Cr
Banks
8.12%
3
₹374.26 Cr
Financial Technology (Fintech)
5.54%
4
₹360.78 Cr
Telecom - Services
5.34%
5
₹309.72 Cr
Petroleum Products
4.59%
6
₹295.47 Cr
IT - Software
4.38%
7
₹291.02 Cr
Insurance
4.31%
8
₹258.84 Cr
Automobiles
3.83%
9
₹241.21 Cr
Retailing
3.57%
10
₹211.68 Cr
Industrial Products
3.14%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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.

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