Track how many active mutual funds hold bearing and precision motion stocks in India. Monthly data shows where institutional conviction across Schaeffler India, SKF India, Timken India and Harsha Engineers is rising or falling.
📅 Updated Jun 2026 · Index funds and ETFs excluded
| # | Stock Name | Mar | Apr % | May % | Jun % | Jun 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | Schaeffler India LimitedAuto Components | 112 | -1.8% | +5.5% | -0.9% | 115 | +2.7% | 9,297 |
| 2 | Timken India LimitedIndustrial Products | 60 | +5% | +4.8% | -1.5% | 65 | +8.3% | 6,252 |
| 3 | SKF India LimitedAuto Components | 24 | -4.2% | -4.3% | 0% | 22 | -8.3% | 1,719 |
| 4 | Harsha Engineers International LimitedIndustrial Products | 3 | -33.3% | 0% | 0% | 2 | -33.3% | 467 |
Bearing stocks in India include manufacturers and distributors of precision rolling bearings, linear motion products, and related power transmission components. All four listed companies are Indian subsidiaries of global bearing majors. Schaeffler India makes FAG and INA branded bearings for automotive, industrial, and two-wheeler applications. SKF India is the market leader in ball and roller bearings serving automotive OEMs and industrial customers. Timken India specialises in tapered roller bearings and related steel products for railways, wind energy and heavy industry. Harsha Engineers manufactures bearing cages — a critical component in bearing assembly — and is a key supplier to global bearing companies including Schaeffler and SKF.
Rising fund counts over four months signal growing institutional conviction in the bearings theme. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
Bearings are often described as critical but invisible components — every rotating machine from a two-wheeler engine to a wind turbine gearbox depends on them. The four listed companies in this theme collectively serve automotive OEMs, railways, wind energy, aerospace, and general industrial customers. Their revenues are inherently diversified across end markets, which reduces cyclical risk compared to pure-play auto component companies.
Bearing companies are indirect beneficiaries of every major capex cycle in India — automotive production, railways, wind energy, industrial automation, and defence all require precision bearings. The EV transition is creating new demand as electric vehicle drivetrains require different bearing specifications than ICE vehicles. Railway modernisation and the expansion of wind energy capacity are benefiting Timken in particular. Schaeffler and SKF benefit from rising two-wheeler and passenger vehicle production volumes. Fund managers view bearing stocks as high-quality industrial plays with global technology parentage, strong pricing power, and consistent return on capital.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our market cap categories page.
What makes bearing companies particularly attractive to long-term fund managers is their combination of technology moat and recurring demand. Global parentage — Schaeffler AG, AB SKF, Timken Company — means Indian subsidiaries benefit from continuous R and D investment and global customer relationships. Replacement demand from the installed base of machinery adds a steady annuity-like revenue stream alongside OEM supply contracts. Margins have been expanding as product mix shifts toward higher-value precision bearings.
The AUM column shows the total market value of holdings in that stock across all active equity mutual funds in the latest month, expressed in crores of rupees. A high AUM alongside a rising fund count signals strong and growing conviction, while a falling fund count with still-high AUM may indicate remaining funds are holding larger positions even as others exit. This data is updated automatically each month as new portfolio disclosures are uploaded.
To explore individual fund portfolios and see which specific funds hold each bearing stock, visit the funds directory or click any stock name in the table above. Use the SIP calculator to plan investments in funds with high auto and industrial sector exposure. For a broader market view, see our AAUM data page.
Clicking on any stock name in the table above opens the full stock page showing which funds hold it, how their positions have changed over time, and the weight each fund assigns to the stock. This level of detail helps investors understand not just how many funds own a stock, but how committed they are to it. For SEBI guidelines on mutual fund disclosures, visit SEBI India.