← Mirae Asset Mutual Fund

Mirae Asset Multicap Fund - Direct Plan - Growth

Multi Cap Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
81
Aug 2026
Equity Holdings
₹5,563.70 Cr
Equity only, excl. debt & cash
AAUM
₹4,977.16 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.5%
Diversified
Top 10 Weight
28.2%
Diversified
Changes
87
14 new · 7 exits
Top Sector
Banks
17.8% of portfolio
Launch Date
28 Jul 2023
3 years old

AAUM (Average Assets Under Management) of ₹4,977.16 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 Multicap Fund made 14 new additions and exited 7 stocks this month. The biggest new buy was Arvind Limited (Textiles & Apparels) at 1.04% weight. Aditya Birla Capital Limited was the biggest exit (Finance), which was held at 1.35%. Among existing holdings, Persistent Systems Limited saw the biggest increase — now at 1.94% of the portfolio. State Bank of India was trimmed the most, now at 0.29%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 17.8%. ↓ 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 18.4% 19.2% +0.8%
Pharmaceuticals & Biotechnology 7.5% 8.4% +0.9%
Consumer Durables 5.8% 5.7% -0.1%
Transport Services 4.8% 4.8% 0.0%
Auto Components 4.9% 4.5% -0.5%
Automobiles 3.4% 4.3% +1.0%
Telecom - Services 4.3% 4.1% -0.1%
Finance 3.6% 4.1% +0.5%
Industrial Products 2.9% 3.3% +0.4%
Retailing 3.6% 3.3% -0.3%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 19.2% 17.8% -1.4%
Pharmaceuticals & Biotechnology 8.4% 7.8% -0.7%
Consumer Durables 5.7% 6.8% +1.1%
Auto Components 4.5% 4.9% +0.4%
Transport Services 4.8% 4.5% -0.4%
Industrial Products 3.3% 4.0% +0.7%
Telecom - Services 4.1% 3.8% -0.3%
Automobiles 4.3% 3.5% -0.8%
Retailing 3.3% 3.2% 0.0%
IT - Software 2.4% 3.2% +0.9%
🟢
Biggest New Buy
Arvind Limited
1.04% weight · Textiles & Apparels
🔴
Biggest Exit
Aditya Birla Capital Limited
1.35% was held · Finance
Biggest Add
Persistent Systems Limited
+1.07% · now 1.94%
Biggest Trim
State Bank of India
-1.12% · now 0.29%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
GSPL Transmission Limited 49 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
Hindalco Industries Limited 38 funds
Hindalco Industries Limited
DSP Natural Resources & New Energy Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Tenneco Clean Air India Limited 37 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Groww Multicap Fund - Direct - Growth
HDFC MNC Fund - Growth Option - Direct Plan + more
Milky Mist Dairy Food Limited 30 funds
Milky Mist Dairy Food Limited
Invesco India Consumption Fund
HSBC Consumption Fund - Direct Growth
Union Small Cap Fund - Direct Plan - Growth Option + more
HDFC Life Insurance Company Limited 28 funds
HDFC Life Insurance Company Limited
ICICI Prudential BSE Insurance ETF
Edel BSE Capital Markets & Insurance ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
👋 Other funds also exited
Bharat Heavy Electricals Limited 48 funds
Bharat Heavy Electricals Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Aditya Birla Capital Limited 39 funds
Aditya Birla Capital Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Mirae Asset Banking and Financial Services Fund + more
JSW Energy Limited 39 funds
JSW Energy Limited
Groww BSE Power ETF FOF
ITI Large Cap Fund - Direct Plan - Growth Option
Union Business Cycle Fund - Direct Plan - Growth Option + more
The Indian Hotels Company Limited 37 funds
The Indian Hotels Company Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
Kotak Nifty Next 50 ETF
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
Lodha Developers Limited 20 funds
Lodha Developers Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Mirae Asset Nifty India New Age Consumption ETF
Kotak Nifty Next 50 ETF + more
Gujarat Fluorochemicals Limited 17 funds
Gujarat Fluorochemicals Limited
Kotak Nifty Chemicals ETF
Groww Nifty EV & New Age Automotive ETF FOF
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 14 New Entries 🔴 7 Exits ↑ 30 Increased ↓ 36 Decreased
#StockSectorWeight (Aug 2026)
1
Arvind Limited
₹58.32 Cr
Textiles & Apparels 1.04%
2
Hindalco Industries Limited
₹53.82 Cr
Non - Ferrous Metals 0.96%
3
Milky Mist Dairy Food Limited
₹53.77 Cr
Food Products 0.96%
4
Syngene International Limited
₹41.07 Cr
Healthcare Services 0.73%
5
Foseco India Limited
₹41.01 Cr
Chemicals & Petrochemicals 0.73%
6
TD Power Systems Limited
₹38.85 Cr
Electrical Equipment 0.69%
7
Rolex Rings Limited
₹37.65 Cr
Auto Components 0.67%
8
Tenneco Clean Air India Limited
₹34.45 Cr
Auto Components 0.61%
9
Sagility Limited
₹28.50 Cr
IT - Services 0.51%
10
Jyoti CNC Automation Ltd
₹27.62 Cr
Industrial Manufacturing 0.49%
#StockSectorLast Weight (Jun 2026)
1
Aditya Birla Capital Limited
₹71.24 Cr
Finance 1.35%
2
Gujarat Fluorochemicals Limited
₹59.11 Cr
Chemicals & Petrochemicals 1.12%
3
Honasa Consumer Limited
₹54.95 Cr
Personal Products 1.04%
4
Bharat Heavy Electricals Limited
₹53.83 Cr
Electrical Equipment 1.02%
5
The Indian Hotels Company Limited
₹39.98 Cr
Leisure Services 0.76%
6
Lodha Developers Limited
₹30.57 Cr
Realty 0.58%
7
JSW Energy Limited
₹29.16 Cr
Power 0.55%
#StockSectorJun 2026Aug 2026Change
1
Persistent Systems Limited
₹108.81 Cr
IT - Software 0.87% 1.94% +1.07%
2
Steel Authority of India Limited
₹108.47 Cr
Ferrous Metals 1.15% 1.93% +0.78%
3
Dixon Technologies (India) Limited
₹93.93 Cr
Consumer Durables 1.13% 1.67% +0.54%
4
Maruti Suzuki India Limited
₹68.31 Cr
Automobiles 0.70% 1.22% +0.52%
5
Vedanta Aluminium Metal Limited
₹115.36 Cr
Metals & Minerals Trading 1.56% 2.05% +0.49%
6
Axis Bank Limited
₹191.07 Cr
Banks 2.97% 3.40% +0.43%
7
Tata Steel Limited
₹55.04 Cr
Ferrous Metals 0.56% 0.98% +0.42%
8
Bharti Airtel Limited
₹126.78 Cr
Telecom - Services 1.87% 2.26% +0.39%
9
Usha Martin Limited
₹44.15 Cr
Industrial Products 0.43% 0.79% +0.36%
10
Divi's Laboratories Limited
₹73.39 Cr
Pharmaceuticals & Biotechnology 0.97% 1.31% +0.34%
#StockSectorJun 2026Aug 2026Change
1
State Bank of India
₹16.42 Cr
Banks 1.41% 0.29% -1.12%
2
Tata Motors Passenger Vehicles Limited
₹18.50 Cr
Automobiles 1.10% 0.33% -0.77%
3
Tata Communications Limited
₹86.29 Cr
Telecom - Services 2.26% 1.54% -0.72%
4
Sun Pharmaceutical Industries Limited
₹44.66 Cr
Pharmaceuticals & Biotechnology 1.39% 0.79% -0.60%
5
Hero MotoCorp Limited
₹109.40 Cr
Automobiles 2.52% 1.95% -0.57%
6
HDFC Bank Limited
₹296.43 Cr
Banks 5.79% 5.28% -0.51%
7
TeamLease Services Limited
₹42.72 Cr
Commercial Services & Supplies 1.25% 0.76% -0.49%
8
SKF India Limited
₹25.45 Cr
Auto Components 0.89% 0.45% -0.44%
9
Reliance Industries Limited
₹123.38 Cr
Petroleum Products 2.61% 2.20% -0.41%
10
Multi Commodity Exchange of India Limited
₹30.60 Cr
Capital Markets 0.94% 0.54% -0.40%

What Stocks Does This Fund Hold?

81 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹296.43 Cr
Banks
5.28%
2
₹213.01 Cr
Banks
3.79%
3
₹191.07 Cr
Banks
3.40%
4
₹152.54 Cr
Transport Services
2.71%
5
₹128.01 Cr
Pharmaceuticals & Biotechnology
2.28%
6
₹126.78 Cr
Telecom - Services
2.26%
7
₹125.43 Cr
Cement & Cement Products
2.23%
8
₹123.38 Cr
Petroleum Products
2.20%
9
₹115.36 Cr
Metals & Minerals Trading
2.05%
10
₹112.26 Cr
Finance
2.00%
🏆 Top stocks held by Multi Cap 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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