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TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
72
Jul 2026
Equity Holdings
₹2,751.04 Cr
Equity only, excl. debt & cash
AAUM
₹1,815.41 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.0%
Diversified
Top 10 Weight
21.7%
Diversified
Changes
83
13 new · 11 exits
Top Sector
Auto Components
10.3% of portfolio
Launch Date
11 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,815.41 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 SMALL CAP FUND made 13 new additions and exited 11 stocks this month. The biggest new buy was Ujjivan Small Finance Bank Limited (Banks) at 1.33% weight. Angel One Limited was the biggest exit (Capital Markets), which was held at 1.31%. Among existing holdings, Laurus Labs Limited saw the biggest increase — now at 2.72% of the portfolio. GNG Electronics Ltd. was trimmed the most, now at 0.42%. Laurus Labs Limited remains the top holding with Auto Components 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
Pharmaceuticals & Biotechnology 12.3% 10.2% -2.1%
Capital Markets 8.8% 9.2% +0.4%
Auto Components 7.3% 8.4% +1.0%
Banks 6.8% 7.6% +0.8%
Industrial Products 7.4% 6.7% -0.7%
Aerospace & Defense 2.8% 6.1% +3.3%
Chemicals & Petrochemicals 6.3% 6.1% -0.2%
Consumer Durables 2.3% 5.7% +3.4%
Electrical Equipment 5.4% 3.8% -1.6%
Transport Services 2.7% 3.1% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Auto Components 8.4% 10.3% +1.9%
Pharmaceuticals & Biotechnology 10.2% 10.2% 0.0%
Banks 7.6% 9.4% +1.8%
Industrial Products 6.7% 8.8% +2.1%
Finance 2.7% 6.1% +3.3%
Consumer Durables 5.7% 5.9% +0.2%
Capital Markets 9.2% 5.7% -3.6%
Chemicals & Petrochemicals 6.1% 4.6% -1.4%
Transport Services 3.1% 3.3% +0.3%
Retailing 1.7% 3.2% +1.5%
🟢
Biggest New Buy
Ujjivan Small Finance Bank Limited
1.33% weight · Banks
🔴
Biggest Exit
Angel One Limited
1.31% was held · Capital Markets
Biggest Add
Laurus Labs Limited
+0.86% · now 2.72%
Biggest Trim
GNG Electronics Ltd.
-1.05% · now 0.42%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
quant Large & Mid Cap Fund - Growth Option-Direct Plan + more
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Aditya Birla Capital Limited 18 funds
Aditya Birla Capital Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
SAMCO ELSS TAX SAVER FUND
Baroda BNP Paribas Banking & Financial Services Fund + more
Ujjivan Small Finance Bank Limited 17 funds
Ujjivan Small Finance Bank Limited
Baroda BNP Paribas Banking & Financial Services Fund
JM Multi Asset Allocation Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH + more
eClerx Services Limited 11 funds
eClerx Services Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Motilal Oswal Contra Fund
Invesco India Technology Fund + more
👋 Other funds also exited
GE Vernova T&D India Limited 32 funds
GE Vernova T&D India Limited
Groww BSE Power ETF FOF
Groww Nifty 500 Momentum 50 ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more
Apar Industries Limited 17 funds
Apar Industries Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
DSP Midcap Fund - Direct Plan - Growth + more
Bharat Dynamics Limited 17 funds
Bharat Dynamics Limited
Invesco India PSU Equity Fund
Groww Nifty India Defence ETF FOF
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth + more
Computer Age Management Services Limited 15 funds
Computer Age Management Services Limited
Groww Nifty Smallcap250 ETF
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more
K.P.R. Mill Limited 14 funds
K.P.R. Mill Limited
TRUSTMF MID CAP FUND -DIRECT -GROWTH
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 13 New Entries 🔴 11 Exits ↑ 28 Increased ↓ 31 Decreased
#StockSectorWeight (Jul 2026)
1
Ujjivan Small Finance Bank Limited
₹38.12 Cr
Banks 1.33%
2
Aditya Birla Capital Limited
₹37.48 Cr
Finance 1.31%
3
Sona BLW Precision Forgings Limited
₹36.89 Cr
Auto Components 1.29%
4
Inox India Limited
₹36.77 Cr
Industrial Products 1.29%
5
CarTrade Tech Limited
₹34.03 Cr
Retailing 1.19%
6
L&T Finance Limited
₹32.59 Cr
Finance 1.14%
7
VA Tech Wabag Limited
₹31.30 Cr
Other Utilities 1.09%
8
Manappuram Finance Limited
₹31.00 Cr
Finance 1.08%
9
Wework India Management Limited
₹27.73 Cr
Commercial Services & Supplies 0.97%
10
Bluestone Jewellery And Lifestyle Ltd
₹26.33 Cr
Consumer Durables 0.92%
#StockSectorLast Weight (Jun 2026)
1
Angel One Limited
₹32.56 Cr
Capital Markets 1.31%
2
K.P.R. Mill Limited
₹30.90 Cr
Textiles & Apparels 1.25%
3
Central Depository Services (India) Limited
₹30.29 Cr
Capital Markets 1.22%
4
Bharat Dynamics Limited
₹29.03 Cr
Aerospace & Defense 1.17%
5
Apollo Micro Systems Limited
₹28.52 Cr
Aerospace & Defense 1.15%
6
TD Power Systems Limited
₹26.04 Cr
Electrical Equipment 1.05%
7
Computer Age Management Services Limited
₹24.59 Cr
Capital Markets 0.99%
8
Fractal Analytics Ltd
₹23.34 Cr
IT - Software 0.94%
9
Apar Industries Limited
₹18.52 Cr
Electrical Equipment 0.75%
10
GE Vernova T&D India Limited
₹17.98 Cr
Electrical Equipment 0.73%
#StockSectorJun 2026Jul 2026Change
1
Laurus Labs Limited
₹77.73 Cr
Pharmaceuticals & Biotechnology 1.86% 2.72% +0.86%
2
Coforge Limited
₹61.23 Cr
IT - Software 1.29% 2.14% +0.85%
3
Karur Vysya Bank Limited
₹74.97 Cr
Banks 1.85% 2.62% +0.77%
4
Gabriel India Limited
₹53.07 Cr
Auto Components 1.40% 1.86% +0.46%
5
Craftsman Automation Limited
₹50.05 Cr
Auto Components 1.33% 1.75% +0.42%
6
Paras Defence & Space Technologies Ltd
₹22.84 Cr
Aerospace & Defense 0.39% 0.80% +0.41%
7
Dixon Technologies (India) Limited
₹39.17 Cr
Consumer Durables 0.99% 1.37% +0.38%
8
Shaily Engineering Plastics Ltd
₹42.57 Cr
Industrial Products 1.14% 1.49% +0.35%
9
Le Travenues Technology Ltd
₹30.48 Cr
Leisure Services 0.72% 1.07% +0.35%
10
Lenskart Solutions Limited
₹58.24 Cr
Retailing 1.70% 2.04% +0.34%
#StockSectorJun 2026Jul 2026Change
1
GNG Electronics Ltd.
₹11.98 Cr
IT - Hardware 1.47% 0.42% -1.05%
2
ITD Cementation India Limited
₹34.63 Cr
Construction 2.16% 1.21% -0.95%
3
MTAR Technologies Limited
₹9.56 Cr
Aerospace & Defense 1.26% 0.33% -0.93%
4
Thangamayil Jewellery Limited
₹20.12 Cr
Consumer Durables 1.62% 0.70% -0.92%
5
Navin Fluorine International Limited
₹40.46 Cr
Chemicals & Petrochemicals 1.95% 1.41% -0.54%
6
Solar Industries India Limited
₹33.20 Cr
Chemicals & Petrochemicals 1.70% 1.16% -0.54%
7
Amber Enterprises India Limited
₹34.44 Cr
Consumer Durables 1.66% 1.20% -0.46%
8
Arvind Limited
₹39.08 Cr
Textiles & Apparels 1.81% 1.37% -0.44%
9
Avalon Technologies Limited
₹25.12 Cr
Electrical Equipment 1.27% 0.88% -0.39%
10
Rubicon Research Limited
₹30.91 Cr
Pharmaceuticals & Biotechnology 1.44% 1.08% -0.36%

What Stocks Does This Fund Hold?

72 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹77.73 Cr
Pharmaceuticals & Biotechnology
2.72%
2
₹74.97 Cr
Banks
2.62%
3
₹66.91 Cr
Auto Components
2.34%
4
₹61.23 Cr
IT - Software
2.14%
5
₹61.20 Cr
Banks
2.14%
6
₹58.95 Cr
Transport Services
2.06%
7
₹58.24 Cr
Retailing
2.04%
8
₹54.04 Cr
Banks
1.89%
9
₹53.07 Cr
Auto Components
1.86%
10
₹52.80 Cr
Capital Markets
1.85%
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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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