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TRUSTMF MID CAP FUND -DIRECT -GROWTH

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
69
Jul 2026
Equity Holdings
₹414.74 Cr
Equity only, excl. debt & cash
AAUM
₹221.86 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.6%
Diversified
Top 10 Weight
27.5%
Diversified
Changes
86
17 new · 18 exits
Top Sector
Banks
10.3% of portfolio
Launch Date
27 Feb 2026
0 years old

AAUM (Average Assets Under Management) of ₹221.86 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 MID CAP FUND made 17 new additions and exited 18 stocks this month. The biggest new buy was Lodha Developers Limited (Realty) at 1.83% weight. GNG Electronics Ltd. was the biggest exit (IT - Hardware), which was held at 1.82%. Among existing holdings, Shadowfax Technologies Ltd. saw the biggest increase — now at 2.02% of the portfolio. BSE Limited was trimmed the most, now at 1.77%. One 97 Communications Limited remains the top holding with Banks the dominant sector at 10.3%. ↓ 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
Capital Markets 11.3% 9.6% -1.7%
Banks 9.0% 9.4% +0.4%
Pharmaceuticals & Biotechnology 8.9% 8.7% -0.3%
Industrial Products 4.4% 4.7% +0.4%
Auto Components 5.4% 4.7% -0.7%
Finance 3.3% 4.6% +1.4%
IT - Software 7.4% 4.5% -2.8%
Electrical Equipment 4.4% 4.5% +0.1%
Retailing 4.7% 4.2% -0.5%
Aerospace & Defense 0.0% 4.0% +4.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 9.4% 10.3% +0.8%
Pharmaceuticals & Biotechnology 8.7% 9.3% +0.6%
Retailing 4.2% 7.5% +3.3%
Capital Markets 9.6% 7.1% -2.5%
Auto Components 4.7% 6.3% +1.7%
Consumer Durables 2.5% 5.4% +2.9%
Aerospace & Defense 4.0% 5.0% +1.1%
Electrical Equipment 4.5% 4.8% +0.3%
IT - Software 4.5% 4.3% -0.2%
Financial Technology (Fintech) 3.6% 4.2% +0.6%
🟢
Biggest New Buy
Lodha Developers Limited
1.83% weight · Realty
🔴
Biggest Exit
GNG Electronics Ltd.
1.82% was held · IT - Hardware
Biggest Add
Shadowfax Technologies Ltd.
+1.17% · now 2.02%
Biggest Trim
BSE Limited
-0.88% · now 1.77%
🤝 Other funds also bought this month
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Swiggy Limited 33 funds
Swiggy Limited
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Bharat Heavy Electricals Limited 31 funds
Bharat Heavy Electricals Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
Samco Mid Cap Fund + more
National Aluminium Company Limited 24 funds
National Aluminium Company Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Natural Resources & New Energy Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Balanced Advantage Fund-Direct Plan-Growth + more
Thermax Limited 21 funds
Thermax Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Samco Multi Cap Fund + more
👋 Other funds also exited
Hitachi Energy India Limited 36 funds
Hitachi Energy India Limited
Groww BSE Power ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Invesco India Technology Fund - Direct Plan - Growth + more
KEI Industries Limited 30 funds
KEI Industries Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Active Momentum Fund- Direct-Growth
Samco Special Opportunities Fund + more
Varun Beverages Limited 30 funds
Varun Beverages Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
ITI Focused Fund - Direct Plan - Growth + more
Mphasis Limited 26 funds
Mphasis Limited
Invesco India Technology Fund - Direct Plan - Growth
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth + more
Solar Industries India Limited 24 funds
Solar Industries India Limited
Groww Nifty India Defence ETF FOF
ITI Focused Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Bank of Maharashtra 22 funds
Bank of Maharashtra
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 17 New Entries 🔴 18 Exits ↑ 24 Increased ↓ 27 Decreased
#StockSectorWeight (Jul 2026)
1
Lodha Developers Limited
₹7.86 Cr
Realty 1.83%
2
Bharat Heavy Electricals Limited
₹7.71 Cr
Electrical Equipment 1.80%
3
Kalyan Jewellers India Limited
₹6.61 Cr
Consumer Durables 1.54%
4
Info Edge (India) Limited
₹6.44 Cr
Retailing 1.50%
5
Dalmia Bharat Limited
₹5.53 Cr
Cement & Cement Products 1.29%
6
National Aluminium Company Limited
₹4.87 Cr
Non - Ferrous Metals 1.13%
7
Swiggy Limited
₹4.74 Cr
Retailing 1.10%
8
Thermax Limited
₹4.43 Cr
Electrical Equipment 1.03%
9
Bharti Hexacom Limited
₹4.32 Cr
Telecom - Services 1.01%
10
Hero MotoCorp Limited
₹4.22 Cr
Automobiles 0.98%
#StockSectorLast Weight (Jun 2026)
1
GNG Electronics Ltd.
₹5.68 Cr
IT - Hardware 1.82%
2
ITC Hotels Limited
₹5.44 Cr
Leisure Services 1.74%
3
K.P.R. Mill Limited
₹5.11 Cr
Textiles & Apparels 1.64%
4
ITD Cementation India Limited
₹4.10 Cr
Construction 1.31%
5
Solar Industries India Limited
₹3.48 Cr
Chemicals & Petrochemicals 1.11%
6
IPCA Laboratories Limited
₹3.44 Cr
Pharmaceuticals & Biotechnology 1.10%
7
Hitachi Energy India Limited
₹3.25 Cr
Electrical Equipment 1.04%
8
PNB Housing Finance Limited
₹2.44 Cr
Finance 0.78%
9
Mphasis Limited
₹2.38 Cr
IT - Software 0.76%
10
Fractal Analytics Ltd
₹2.36 Cr
IT - Software 0.76%
#StockSectorJun 2026Jul 2026Change
1
Shadowfax Technologies Ltd.
₹8.65 Cr
Transport Services 0.85% 2.02% +1.17%
2
One 97 Communications Limited
₹14.11 Cr
Financial Technology (Fintech) 2.28% 3.29% +1.01%
3
Aurobindo Pharma Limited
₹7.96 Cr
Pharmaceuticals & Biotechnology 0.99% 1.85% +0.86%
4
Laurus Labs Limited
₹11.30 Cr
Pharmaceuticals & Biotechnology 1.94% 2.63% +0.69%
5
Persistent Systems Limited
₹7.49 Cr
IT - Software 1.09% 1.75% +0.66%
6
Coforge Limited
₹10.93 Cr
IT - Software 1.92% 2.55% +0.63%
7
FSN E-Commerce Ventures Limited
₹7.13 Cr
Retailing 1.04% 1.66% +0.62%
8
RBL Bank Limited
₹6.29 Cr
Banks 1.01% 1.47% +0.46%
9
Shaily Engineering Plastics Ltd
₹5.10 Cr
Industrial Products 0.74% 1.19% +0.45%
10
The Phoenix Mills Limited
₹6.63 Cr
Realty 1.10% 1.54% +0.44%
#StockSectorJun 2026Jul 2026Change
1
BSE Limited
₹7.59 Cr
Capital Markets 2.65% 1.77% -0.88%
2
Ashok Leyland Limited
₹4.93 Cr
Agricultural, Commercial & Construction Vehicles 1.97% 1.15% -0.82%
3
Bharat Dynamics Limited
₹3.83 Cr
Aerospace & Defense 1.67% 0.89% -0.78%
4
Ajanta Pharma Limited
₹2.84 Cr
Pharmaceuticals & Biotechnology 1.30% 0.66% -0.64%
5
Apar Industries Limited
₹3.28 Cr
Electrical Equipment 1.40% 0.77% -0.63%
6
Billionbrains Garage Ventures Ltd
₹6.01 Cr
Capital Markets 2.00% 1.40% -0.60%
7
City Union Bank Limited
₹2.71 Cr
Banks 1.18% 0.63% -0.55%
8
Kirloskar Oil Engines Limited
₹4.49 Cr
Industrial Products 1.55% 1.05% -0.50%
9
Zen Technologies Limited
₹4.16 Cr
Aerospace & Defense 1.45% 0.97% -0.48%
10
Fortis Healthcare Limited
₹8.11 Cr
Healthcare Services 2.32% 1.89% -0.43%

What Stocks Does This Fund Hold?

69 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹14.11 Cr
Financial Technology (Fintech)
3.29%
2
₹13.98 Cr
Retailing
3.26%
3
₹13.39 Cr
Banks
3.12%
4
₹12.78 Cr
Capital Markets
2.98%
5
₹12.60 Cr
Consumer Durables
2.93%
6
₹11.62 Cr
Banks
2.71%
7
₹11.30 Cr
Pharmaceuticals & Biotechnology
2.63%
8
₹10.93 Cr
IT - Software
2.55%
9
₹8.65 Cr
Transport Services
2.02%
10
₹8.53 Cr
Beverages
1.99%
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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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