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TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH

Multi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
72
Aug 2026
Equity Holdings
₹772.47 Cr
Equity only, excl. debt & cash
AAUM
₹504.93 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.1%
Diversified
Top 10 Weight
24.1%
Diversified
Changes
76
9 new · 6 exits
Top Sector
Banks
10.0% of portfolio
Launch Date
30 Jun 2025
1 years old

AAUM (Average Assets Under Management) of ₹504.93 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 MULTI CAP FUND made 9 new additions and exited 6 stocks this month. The biggest new buy was Shadowfax Technologies Ltd. (Transport Services) at 1.24% weight. Bharat Forge Limited was the biggest exit (Auto Components), which was held at 1.68%. Among existing holdings, Eternal Limited saw the biggest increase — now at 2.11% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 1.44%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 10.0%. ↓ 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 17.5% 12.6% -4.9%
Finance 6.9% 10.7% +3.8%
Industrial Products 7.1% 8.6% +1.5%
Pharmaceuticals & Biotechnology 4.7% 7.7% +3.0%
Auto Components 6.0% 7.2% +1.2%
Retailing 5.2% 6.8% +1.7%
Consumer Durables 2.9% 5.6% +2.7%
Automobiles 3.9% 5.4% +1.5%
Capital Markets 5.8% 5.4% -0.4%
IT - Software 3.1% 5.3% +2.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.6% 10.0% -2.6%
Finance 10.7% 8.6% -2.1%
Retailing 6.8% 8.5% +1.6%
Pharmaceuticals & Biotechnology 7.7% 8.1% +0.4%
Industrial Products 8.6% 7.7% -0.9%
Electrical Equipment 4.6% 6.6% +2.0%
Capital Markets 5.4% 6.4% +1.0%
Auto Components 7.2% 6.3% -0.9%
Consumer Durables 5.6% 5.6% +0.0%
Automobiles 5.4% 4.5% -0.9%
🟢
Biggest New Buy
Shadowfax Technologies Ltd.
1.24% weight · Transport Services
🔴
Biggest Exit
Bharat Forge Limited
1.68% was held · Auto Components
Biggest Add
Eternal Limited
+1.09% · now 2.11%
Biggest Trim
Bajaj Finance Limited
-1.08% · now 1.44%
🤝 Other funds also bought this month
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + 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
Aster DM Healthcare Limited 29 funds
Aster DM Healthcare Limited
HDFC Focused Fund - Growth Option - Direct Plan
SAMCO ELSS TAX SAVER FUND
Bandhan Nifty 500 Value 50 Index Fund + more
Swiggy Limited 26 funds
Swiggy Limited
WCMC-The Wealth Company Mid cap fund
ICICI Prudential Focused Fund
Mirae Asset BSE Select IPO ETF + more
Hindustan Zinc Limited 22 funds
Hindustan Zinc Limited
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth
Mahindra Manulife Value Fund - Direct Plan - Growth
JM Large & Mid Cap Fund (Direct) - Growth Option + 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
👋 Other funds also exited
Mahindra & Mahindra Limited 61 funds
Mahindra & Mahindra Limited
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF
Kotak Rural Opportunities Fund - Direct Plan - Growth + more
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + 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
City Union Bank Limited 17 funds
City Union Bank Limited
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more
Lodha Developers Limited 10 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
Physicswallah Ltd 7 funds
Physicswallah Ltd
DSP Multicap Fund - Direct - Growth
Kotak Pioneer Fund- Direct Plan- Growth Option
IB52-Groww Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 9 New Entries 🔴 6 Exits ↑ 29 Increased ↓ 32 Decreased
#StockSectorWeight (Aug 2026)
1
Shadowfax Technologies Ltd.
₹10.07 Cr
Transport Services 1.24%
2
Aster DM Healthcare Limited
₹8.93 Cr
Healthcare Services 1.10%
3
Jyoti CNC Automation Ltd
₹8.89 Cr
Industrial Manufacturing 1.10%
4
Samvardhana Motherson International Limited
₹6.52 Cr
Auto Components 0.81%
5
Swiggy Limited
₹6.44 Cr
Retailing 0.80%
6
Hindustan Zinc Limited
₹5.63 Cr
Non - Ferrous Metals 0.69%
7
Gaja Alternative AMC Limited
₹5.51 Cr
Capital Markets 0.68%
8
Symbiotec Pharmalab Limited
₹5.00 Cr
Pharmaceuticals & Biotechnology 0.62%
9
Milky Mist Dairy Food Limited
₹7.36 L
Food Products 0.01%
#StockSectorLast Weight (Jul 2026)
1
Bharat Forge Limited
₹11.43 Cr
Auto Components 1.68%
2
Lodha Developers Limited
₹7.82 Cr
Realty 1.15%
3
City Union Bank Limited
₹7.74 Cr
Banks 1.14%
4
Mahindra & Mahindra Limited
₹7.68 Cr
Automobiles 1.13%
5
Fortis Healthcare Limited
₹7.14 Cr
Healthcare Services 1.05%
6
Physicswallah Ltd
₹2.83 Cr
Other Consumer Services 0.42%
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹17.10 Cr
Retailing 1.02% 2.11% +1.09%
2
GE Vernova T&D India Limited
₹14.04 Cr
Electrical Equipment 0.76% 1.73% +0.97%
3
Multi Commodity Exchange of India Limited
₹17.64 Cr
Capital Markets 1.39% 2.18% +0.79%
4
Diamond Power Infrastructure Limited
₹10.92 Cr
Electrical Equipment 0.57% 1.35% +0.78%
5
Ather Energy Limited
₹15.30 Cr
Automobiles 1.15% 1.89% +0.74%
6
One 97 Communications Limited
₹16.77 Cr
Financial Technology (Fintech) 1.40% 2.07% +0.67%
7
Welspun Corp Limited
₹14.76 Cr
Industrial Products 1.26% 1.82% +0.56%
8
MTAR Technologies Limited
₹6.58 Cr
Aerospace & Defense 0.27% 0.81% +0.54%
9
PARADEEP PHOSPHATES LIMITED
₹8.30 Cr
Fertilizers & Agrochemicals 0.55% 1.03% +0.48%
10
Zen Technologies Limited
₹10.57 Cr
Aerospace & Defense 0.89% 1.31% +0.42%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹11.64 Cr
Finance 2.52% 1.44% -1.08%
2
ICICI Bank Limited
₹34.91 Cr
Banks 5.06% 4.31% -0.75%
3
L&T Finance Limited
₹9.18 Cr
Finance 1.88% 1.13% -0.75%
4
Kirloskar Oil Engines Limited
₹4.14 Cr
Industrial Products 1.26% 0.51% -0.75%
5
Bharti Airtel Limited
₹8.92 Cr
Telecom - Services 1.71% 1.10% -0.61%
6
The Federal Bank Limited
₹11.62 Cr
Banks 2.02% 1.44% -0.58%
7
Laurus Labs Limited
₹11.37 Cr
Pharmaceuticals & Biotechnology 1.98% 1.40% -0.58%
8
FSN E-Commerce Ventures Limited
₹13.80 Cr
Retailing 2.24% 1.70% -0.54%
9
TVS Motor Company Limited
₹11.28 Cr
Automobiles 1.93% 1.39% -0.54%
10
Coforge Limited
₹17.02 Cr
IT - Software 2.60% 2.10% -0.50%

What Stocks Does This Fund Hold?

72 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹34.91 Cr
Banks
4.31%
2
₹20.72 Cr
Finance
2.56%
3
₹20.49 Cr
Retailing
2.53%
4
₹20.33 Cr
Consumer Durables
2.51%
5
₹17.64 Cr
Capital Markets
2.18%
6
₹17.10 Cr
Retailing
2.11%
7
₹17.02 Cr
IT - Software
2.10%
8
₹16.77 Cr
Financial Technology (Fintech)
2.07%
9
₹15.30 Cr
Automobiles
1.89%
10
₹14.76 Cr
Industrial Products
1.82%
🏆 Top stocks held by Multi Cap funds
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🏦 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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