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TRUSTMF Flexi Cap Fund-Direct Plan- Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
66
Aug 2026
Equity Holdings
₹1,013.54 Cr
Equity only, excl. debt & cash
AAUM
₹1,042.27 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.9%
Diversified
Top 10 Weight
31.0%
Diversified
Changes
76
11 new · 10 exits
Top Sector
Banks
13.6% of portfolio
Launch Date
05 Apr 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,042.27 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 TRUSTMF Flexi Cap Fund made 11 new additions and exited 10 stocks this month. The biggest new buy was Milky Mist Dairy Food Limited (Food Products) at 1.46% weight. Coforge Limited was the biggest exit (IT - Software), which was held at 1.82%. Among existing holdings, State Bank of India saw the biggest increase — now at 2.17% of the portfolio. Diamond Power Infrastructure Limited was trimmed the most, now at 1.80%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 13.6%. ↓ 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 19.0% 13.6% -5.5%
Finance 7.8% 9.8% +2.0%
Consumer Durables 4.4% 7.8% +3.4%
Aerospace & Defense 4.5% 7.1% +2.6%
Retailing 3.4% 6.3% +2.9%
Pharmaceuticals & Biotechnology 4.1% 6.1% +2.0%
Auto Components 5.7% 5.7% 0.0%
Capital Markets 6.7% 5.2% -1.5%
Electrical Equipment 0.6% 4.7% +4.1%
Automobiles 3.9% 3.7% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 13.6% 13.6% 0.0%
Finance 9.8% 9.4% -0.4%
Consumer Durables 7.8% 8.5% +0.7%
Capital Markets 5.2% 7.1% +1.9%
Pharmaceuticals & Biotechnology 6.1% 7.0% +0.9%
Retailing 6.3% 6.8% +0.5%
Aerospace & Defense 7.1% 5.6% -1.5%
Non - Ferrous Metals 2.3% 5.0% +2.7%
Auto Components 5.7% 4.3% -1.3%
Electrical Equipment 4.7% 4.3% -0.4%
🟢
Biggest New Buy
Milky Mist Dairy Food Limited
1.46% weight · Food Products
🔴
Biggest Exit
Coforge Limited
1.82% was held · IT - Software
Biggest Add
State Bank of India
+1.04% · now 2.17%
Biggest Trim
Diamond Power Infrastructure Limited
-1.05% · now 1.80%
🤝 Other funds also bought this month
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
Hindustan Copper Limited 29 funds
Hindustan Copper Limited
THE WEALTH COMPANY FLEXI CAP FUND
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Apollo Hospitals Enterprise Limited 28 funds
Apollo Hospitals Enterprise Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy) + more
Aditya Infotech Limited 25 funds
Aditya Infotech Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Samco Small Cap Fund
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Samvardhana Motherson International Limited 22 funds
Samvardhana Motherson International Limited
Mirae Asset Nifty Next 50 ETF
Groww Large Cap Fund
CANARA ROBECO AGGRESSIVE HYBRID FUND + more
Navin Fluorine International Limited 21 funds
Navin Fluorine International Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
JM Large & Mid Cap Fund (Direct) - Growth Option
Mirae Asset Nifty Smallcap 250 ETF + more
👋 Other funds also exited
Axis Bank Limited 65 funds
Axis Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty Bank ETF + more
Fortis Healthcare Limited 39 funds
Fortis Healthcare Limited
Kotak Midcap Fund - Direct Plan - Growth
Kotak Focused Fund- Direct Plan- Growth option
ITI Focused Equity Fund + more
Coforge Limited 26 funds
Coforge Limited
Kotak Nifty IT ETF
Kotak Technology Fund - Direct Plan - Growth Option
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option + more
Dalmia Bharat Limited 16 funds
Dalmia Bharat Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Mirae Asset Large & Midcap Fund - Direct Plan - Growth
Kotak Rural Opportunities Fund - Direct Plan - Growth + more
Bharat Dynamics Limited 15 funds
Bharat Dynamics Limited
ITI Multi Cap Fund - Direct Plan - Growth Option
Invesco India ELSS Tax Saver Fund
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Kirloskar Oil Engines Limited 15 funds
Kirloskar Oil Engines Limited
DSP Multicap Fund - Direct - Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth
Union Active Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 11 New Entries 🔴 10 Exits ↑ 28 Increased ↓ 27 Decreased
#StockSectorWeight (Aug 2026)
1
Milky Mist Dairy Food Limited
₹15.22 Cr
Food Products 1.46%
2
Gaja Alternative AMC Limited
₹14.38 Cr
Capital Markets 1.38%
3
AUGMONT ENTERPRISES LIMITED
₹11.58 Cr
Non - Ferrous Metals 1.11%
4
Hindustan Copper Limited
₹11.00 Cr
Non - Ferrous Metals 1.06%
5
Samvardhana Motherson International Limited
₹10.60 Cr
Auto Components 1.02%
6
Apollo Hospitals Enterprise Limited
₹10.28 Cr
Healthcare Services 0.99%
7
Motilal Oswal Financial Services Limited
₹9.50 Cr
Capital Markets 0.91%
8
Welspun Corp Limited
₹9.47 Cr
Industrial Products 0.91%
9
Navin Fluorine International Limited
₹9.02 Cr
Chemicals & Petrochemicals 0.87%
10
Aditya Infotech Limited
₹8.65 Cr
Industrial Manufacturing 0.83%
#StockSectorLast Weight (Jul 2026)
1
Coforge Limited
₹18.17 Cr
IT - Software 1.82%
2
Bharat Dynamics Limited
₹12.20 Cr
Aerospace & Defense 1.22%
3
Gabriel India Limited
₹10.67 Cr
Auto Components 1.07%
4
Dalmia Bharat Limited
₹10.54 Cr
Cement & Cement Products 1.05%
5
Minda Corporation Limited
₹10.11 Cr
Auto Components 1.01%
6
Lodha Developers Limited
₹9.77 Cr
Realty 0.98%
7
Fortis Healthcare Limited
₹9.55 Cr
Healthcare Services 0.95%
8
Kirloskar Oil Engines Limited
₹8.92 Cr
Industrial Products 0.89%
9
MTAR Technologies Limited
₹6.92 Cr
Aerospace & Defense 0.69%
10
Axis Bank Limited
₹2.47 L
Banks 0.00%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹22.60 Cr
Banks 1.13% 2.17% +1.04%
2
Bharti Airtel Limited
₹29.33 Cr
Telecom - Services 1.93% 2.82% +0.89%
3
Kotak Mahindra Bank Limited
₹16.90 Cr
Banks 0.86% 1.62% +0.76%
4
One 97 Communications Limited
₹16.72 Cr
Financial Technology (Fintech) 1.00% 1.60% +0.60%
5
Multi Commodity Exchange of India Limited
₹18.36 Cr
Capital Markets 1.17% 1.76% +0.59%
6
Hitachi Energy India Limited
₹15.17 Cr
Electrical Equipment 0.89% 1.46% +0.57%
7
Aurobindo Pharma Limited
₹15.91 Cr
Pharmaceuticals & Biotechnology 0.97% 1.53% +0.56%
8
Hindustan Zinc Limited
₹17.99 Cr
Non - Ferrous Metals 1.25% 1.73% +0.48%
9
Titan Company Limited
₹36.57 Cr
Consumer Durables 3.05% 3.51% +0.46%
10
Paras Defence & Space Technologies Ltd
₹12.17 Cr
Aerospace & Defense 0.85% 1.17% +0.32%
#StockSectorJul 2026Aug 2026Change
1
Diamond Power Infrastructure Limited
₹18.75 Cr
Electrical Equipment 2.85% 1.80% -1.05%
2
ICICI Bank Limited
₹60.72 Cr
Banks 6.61% 5.83% -0.78%
3
Billionbrains Garage Ventures Ltd
₹9.55 Cr
Capital Markets 1.65% 0.92% -0.73%
4
Bajaj Finance Limited
₹29.60 Cr
Finance 3.55% 2.84% -0.71%
5
Infosys Limited
₹8.82 Cr
IT - Software 1.50% 0.85% -0.65%
6
The Federal Bank Limited
₹13.80 Cr
Banks 1.92% 1.33% -0.59%
7
Clean Max Enviro Energy Solutions Limited #
₹14.26 Cr
Power 1.84% 1.37% -0.47%
8
HDFC Bank Limited
₹15.30 Cr
Banks 1.88% 1.47% -0.41%
9
Physicswallah Ltd
₹13.92 Cr
Other Consumer Services 1.70% 1.34% -0.36%
10
Radico Khaitan Limited
₹12.95 Cr
Beverages 1.50% 1.24% -0.26%

What Stocks Does This Fund Hold?

66 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹60.72 Cr
Banks
5.83%
2
₹36.57 Cr
Consumer Durables
3.51%
3
₹35.58 Cr
Finance
3.42%
4
₹34.34 Cr
Retailing
3.30%
5
₹29.60 Cr
Finance
2.84%
6
₹29.33 Cr
Telecom - Services
2.82%
7
₹25.65 Cr
Retailing
2.46%
8
₹24.20 Cr
Construction
2.32%
9
₹23.63 Cr
Finance
2.27%
10
₹22.83 Cr
Consumer Durables
2.19%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Trust Mutual Fund — Portfolio & Holdings
See all funds managed by Trust 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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