← Shriram Mutual Fund

Shriram Flexi Cap Fund

Flexi Cap Data as of Aug 2026 Comparing May 2026 → Aug 2026
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Stocks Held
70
Aug 2026
Equity Holdings
₹129.90 Cr
Equity only, excl. debt & cash
AAUM
₹127.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.5%
Moderate
Top 10 Weight
38.1%
Diversified
Changes
75
5 new · 8 exits
Top Sector
Banks
22.5% of portfolio
Launch Date
07 Sep 2018
8 years old

AAUM (Average Assets Under Management) of ₹127.78 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 Shriram Flexi Cap Fund made 5 new additions and exited 8 stocks this month. The biggest new buy was Coal India Limited (Consumable Fuels) at 0.48% weight. Bank of Maharashtra was the biggest exit (Banks), which was held at 0.70%. Among existing holdings, KFin Technologies Limited saw the biggest increase — now at 1.67% of the portfolio. Larsen & Toubro Limited was trimmed the most, now at 1.50%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 22.5%. ↓ 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 23.0% 22.1% -0.9%
IT - Software 7.0% 6.8% -0.2%
Petroleum Products 6.7% 6.3% -0.5%
Healthcare Services 5.0% 5.6% +0.7%
Automobiles 5.4% 5.3% -0.1%
Telecom - Services 4.0% 3.8% -0.2%
Capital Markets 3.3% 3.7% +0.4%
Construction 3.6% 3.6% +0.0%
Pharmaceuticals & Biotechnology 3.4% 3.5% +0.1%
Power 3.4% 3.2% -0.2%
May 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.1% 22.5% +0.5%
IT - Software 6.8% 7.0% +0.1%
Automobiles 5.3% 5.8% +0.5%
Healthcare Services 5.6% 5.3% -0.3%
Petroleum Products 6.3% 5.2% -1.1%
Capital Markets 3.7% 4.5% +0.8%
Pharmaceuticals & Biotechnology 3.5% 4.5% +1.0%
Telecom - Services 3.8% 3.7% -0.1%
Leisure Services 2.8% 3.2% +0.4%
Industrial Products 3.1% 3.0% -0.2%
🟢
Biggest New Buy
Coal India Limited
0.48% weight · Consumable Fuels
🔴
Biggest Exit
Bank of Maharashtra
0.70% was held · Banks
Biggest Add
KFin Technologies Limited
+1.41% · now 1.67%
Biggest Trim
Larsen & Toubro Limited
-1.05% · now 1.50%
🤝 Other funds also bought this month
Coal India Limited 60 funds
Coal India Limited
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Sun Pharmaceutical Industries Limited 57 funds
Sun Pharmaceutical Industries Limited
ICICI Prudential Healthcare Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Divi's Laboratories Limited 50 funds
Divi's Laboratories Limited
WhiteOak Capital Pharma and Healthcare Fund
quant Focused Fund - Growth Option-Direct Plan
ICICI Prudential Healthcare Fund + more
PB Fintech Limited 50 funds
PB Fintech Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth
Invesco India Technology Fund + more
Emami Limited 14 funds
Emami Limited
DSP Multi Cap Fund
DSP Value Fund - Direct Plan - Growth
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
Cummins India Limited 58 funds
Cummins India Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
Hindustan Petroleum Corporation Limited 57 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Motilal Oswal Quant Fund - Direct - Growth
Sundaram Large and Midcap Fund Direct Plan - Growth + more
ICICI Prudential Asset Management Company Limited 42 funds
ICICI Prudential Asset Management Company Limited
quant Dynamic Asset Allocation Fund
quant Business Cycle Fund - Growth Option - Direct Plan
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Hitachi Energy India Limited 39 funds
Hitachi Energy India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
ITI Multi Cap Fund - Direct Plan - Growth Option
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option + more
Polycab India Limited 37 funds
Polycab India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
JM ELSS Tax Saver Fund (Direct) - Growth Option + more
Bank of Maharashtra 30 funds
Bank of Maharashtra
SBI BSE PSU BANK ETF
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Mirae Asset Nifty PSU Bank ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Aug 2026

May 2026 Aug 2026
🟢 5 New Entries 🔴 8 Exits ↑ 36 Increased ↓ 26 Decreased
#StockSectorWeight (Aug 2026)
1
Coal India Limited
₹62.87 L
Consumable Fuels 0.48%
2
Emami Limited
₹60.57 L
Personal Products 0.46%
3
Divi's Laboratories Limited
₹43.55 L
Pharmaceuticals & Biotechnology 0.33%
4
Sun Pharmaceutical Industries Limited
₹41.28 L
Pharmaceuticals & Biotechnology 0.32%
5
PB Fintech Limited
₹40.13 L
Financial Technology (Fintech) 0.31%
#StockSectorLast Weight (May 2026)
1
Bank of Maharashtra
₹90.02 L
Banks 0.70%
2
ICICI Prudential Asset Management Company Limited
₹83.54 L
Capital Markets 0.65%
3
Hindustan Petroleum Corporation Limited
₹82.83 L
Petroleum Products 0.64%
4
Lloyds Metals And Energy Limited
₹70.46 L
Minerals & Mining 0.55%
5
Hitachi Energy India Limited
₹46.13 L
Electrical Equipment 0.36%
6
Polycab India Limited
₹15.16 L
Industrial Products 0.12%
7
Godfrey Phillips India Limited
₹14.15 L
Cigarettes & Tobacco Products 0.11%
8
Cummins India Limited
₹12.94 L
Industrial Products 0.10%
#StockSectorMay 2026Aug 2026Change
1
KFin Technologies Limited
₹2.19 Cr
Capital Markets 0.26% 1.67% +1.41%
2
ICICI Bank Limited
₹7.39 Cr
Banks 4.59% 5.65% +1.06%
3
Sagility Limited
₹1.48 Cr
IT - Services 0.38% 1.13% +0.75%
4
S.J.S. Enterprises Limited
₹2.42 Cr
Auto Components 1.15% 1.85% +0.70%
5
Canara Robeco Asset Management Co Ltd/India
₹1.81 Cr
Capital Markets 0.80% 1.38% +0.58%
6
Apollo Hospitals Enterprise Limited
₹1.46 Cr
Healthcare Services 0.58% 1.12% +0.54%
7
Coforge Limited
₹1.24 Cr
IT - Software 0.49% 0.95% +0.46%
8
Deepak Fertilizers and Petrochemicals Corporation Limited
₹94.41 L
Chemicals & Petrochemicals 0.27% 0.72% +0.45%
9
Eternal Limited
₹2.36 Cr
Retailing 1.39% 1.80% +0.41%
10
State Bank of India
₹5.51 Cr
Banks 3.88% 4.22% +0.34%
#StockSectorMay 2026Aug 2026Change
1
Larsen & Toubro Limited
₹1.96 Cr
Construction 2.55% 1.50% -1.05%
2
NTPC Limited
₹2.15 Cr
Power 2.26% 1.65% -0.61%
3
National Aluminium Company Limited
₹1.11 Cr
Non - Ferrous Metals 1.46% 0.85% -0.61%
4
Infosys Limited
₹2.54 Cr
IT - Software 2.54% 1.94% -0.60%
5
Adani Ports and Special Economic Zone Limited
₹1.68 Cr
Transport Infrastructure 1.88% 1.28% -0.60%
6
Computer Age Management Services Limited
₹1.90 Cr
Capital Markets 2.00% 1.45% -0.55%
7
Thyrocare Technologies Limited
₹1.37 Cr
Healthcare Services 1.59% 1.05% -0.54%
8
HDFC Bank Limited
₹9.08 Cr
Banks 7.38% 6.94% -0.44%
9
Krishna Institute Of Medical Sciences Limited
₹1.23 Cr
Healthcare Services 1.23% 0.94% -0.29%
10
InterGlobe Aviation Limited
₹2.23 Cr
Transport Services 1.96% 1.71% -0.25%

What Stocks Does This Fund Hold?

70 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹9.08 Cr
Banks
6.94%
2
₹7.39 Cr
Banks
5.65%
3
₹6.27 Cr
Petroleum Products
4.79%
4
₹5.51 Cr
Banks
4.22%
5
₹5.11 Cr
Banks
3.91%
6
₹4.86 Cr
Telecom - Services
3.71%
7
₹3.04 Cr
Insurance
2.33%
8
₹2.97 Cr
Leisure Services
2.27%
9
₹2.80 Cr
Automobiles
2.14%
10
₹2.73 Cr
Diversified FMCG
2.09%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Shriram Mutual Fund — Portfolio & Holdings
See all funds managed by Shriram 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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