N.A.

Swan Defence and Heavy Industries Ltd

ISIN: INE542F01020 · Data as of Aug 2026
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Active Funds Holding
5
vs Last Month
+2 funds
Total Value
₹215.07 Cr
Avg Weight
0.74%
New Entries
2
Exits
0
ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.
Small Cap Rank #562
₹9.98 K Cr
Avg Mkt Cap · Jan-Jun 2026 (latest)
SEBI · AMFI Market Cap List
📋 What Changed This Month Swan Defence and Heavy Industries Ltd is currently held by 5 active mutual funds with total exposure of ₹215.07 Cr. This month 2 funds entered and 0 funds exited. quant ELSS Tax Saver Fund - Growth Option - Direct Plan has the highest allocation at 1.2%. ↓ 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 5 ₹215 48 / 49
Jul 2026 3 ₹202 49 / 49 ✅ Complete
Jun 2026 3 ₹179 49 / 49 ✅ Complete
May 2026 3 ₹168 49 / 49 ✅ Complete
Apr 2026 3 ₹150 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.

▼ Exits (0)
No exits this month
↑ Increased (0)
No increases this month
By Category

Which Fund Categories Hold This Stock?

Category Funds Avg Weight Distribution
ELSS 1 1.2%
Small Cap 1 1.04%
Aggressive Hybrid 1 0.72%
Equity 1 0.44%
Multi Cap 1 0.3%
All Holdings

Which 5 Active Funds Hold Swan Defence and Heavy Industries Ltd?

Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Quant Mutual Fund
ELSS 1.2% ₹161.06 Cr -0.02%
BANK OF INDIA Small Cap Fund Direct Plan Growth
Bank of India Mutual Fund
Small Cap 1.04% ₹34.48 Cr -0.2%
Bank of India Aggressive Hybrid Fund
Bank of India Mutual Fund
Aggressive Hybrid 0.72% ₹14.69 Cr NEW
Bank Of India Manufacturing and Infrastructure Fund
Bank of India Mutual Fund
Equity 0.44% ₹4.16 Cr -0.03%
Samco Multi Cap Fund
Samco Mutual Fund
Multi Cap 0.3% ₹67.93 L NEW
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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.