Food Products

HERITAGE FOODS LTD

ISIN: INE978A01027 · Data as of Aug 2026
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Active Funds Holding
6
vs Last Month
+1 funds
Total Value
₹211.69 Cr
Avg Weight
1.76%
New Entries
1
Exits
0
ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.
Small Cap Rank #948
₹1.61 K Cr
Avg Mkt Cap · Jan-Jun 2023 (3yr ago)
₹3.25 K Cr
Avg Mkt Cap · Jan-Jun 2026 (latest)
+101.3%
3yr change
SEBI · AMFI Market Cap List
📋 What Changed This Month HERITAGE FOODS LTD is currently held by 6 active mutual funds with total exposure of ₹211.69 Cr. This month 1 fund entered and 0 funds exited. quant Consumption Fund - Growth Option - Direct Plan has the highest allocation at 7.56%. ↓ Scroll down for full fund list and monthly changes.
Trend

How Has Fund Coverage Changed — Last 5 Months?

Month Funds AUM (Cr) AMCs Status
Aug 2026 REFERENCE 6 ₹212 48 / 49
Jul 2026 5 ₹181 49 / 49 ✅ Complete
Jun 2026 5 ₹161 49 / 49 ✅ Complete
May 2026 7 ₹176 49 / 49 ✅ Complete
Apr 2026 6 ₹177 49 / 49 ✅ Complete

📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Aug 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (1)
▼ Exits (0)
No exits this month
↓ Decreased (0)
No decreases this month
By Category

Which Fund Categories Hold This Stock?

Category Funds Avg Weight Distribution
Small Cap 3 0.34%
Equity 1 7.56%
Mid Cap 1 1.26%
Flexi Cap 1 0.74%
All Holdings

Which 6 Active Funds Hold HERITAGE FOODS LTD?

Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
quant Consumption Fund - Growth Option - Direct Plan
Quant Mutual Fund
Equity 7.56% ₹14.39 Cr +0.74%
WCMC-The Wealth Company Mid cap fund
The Wealth Company Mutual Fund
Mid Cap 1.26% ₹2.16 Cr NEW
Abakkus Flexi Cap Fund - Direct - Growth
Abakkus Mutual Fund
Flexi Cap 0.74% ₹54.40 Cr +0.06%
UTI Small Cap Fund - Direct Plan - Growth Option
UTI Mutual Fund
Small Cap 0.73% ₹39.73 Cr +0.04%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH
Bandhan Mutual Fund
Small Cap 0.25% ₹86.56 Cr +0.01%
quant Small Cap Fund - Growth Option - Direct Plan
Quant Mutual Fund
Small Cap 0.04% ₹14.45 Cr
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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.