| Month | Funds | AUM (Cr) | AMCs | Status |
|---|---|---|---|---|
| Sep 2026 REFERENCE | 2 | ₹73 | 48 / 49 | |
| Aug 2026 | 1 | ₹37 | 49 / 49 | ✅ Complete |
| Jul 2026 | 2 | ₹53 | 49 / 49 | ✅ Complete |
| Jun 2026 | 2 | ₹48 | 49 / 49 | ✅ Complete |
| May 2026 | 2 | ₹46 | 49 / 49 | ✅ Complete |
📌 Portfolio changes below are based on Sep 2026 data — the most complete month with 48 AMCs we cover uploaded.
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.
| Category | Funds | Avg Weight | Distribution |
|---|---|---|---|
| Large Cap | 1 | 1.63% | |
| Equity | 1 | 1.29% |
| Fund ↕ | Category ↕ | Weight ↕ | Value ↕ | Change ↕ |
|---|---|---|---|---|
|
Motilal Oswal Large Cap Direct Plan Growth
Motilal Oswal Mutual Fund |
Large Cap | 1.63% | ₹47.82 Cr | +0.45% |
|
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital Mutual Fund |
Equity | 1.29% | ₹25.36 Cr | NEW |
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.