Fund Tracker
Fund houseAug 2026 portfolios, compared with Jul 2026

Zerodha Mutual Fund

Source: its Aug 2026 portfolio disclosure, 13 files (AMFI list of AMC disclosures) · stored 29 Sep 2026 · equity holdings only.

Atom feed of monthly changes · all fund houses

Equity held₹2,683 crAug 2026 portfolios, market value
Stocks held5000 entered, 0 exited
Equity schemes1311 index or arbitrage included
Top-10 concentration21.8%of equity held
Turnover, 1 month0.0%lower of bought, sold ÷ average equity of both months

This month

Aug 2026 vs Jul 2026 · shares changed × month-end price, never value change
Net bought+₹130 crbought ₹130 cr across 500 stocks, sold ₹0.00 cr across 0
New stocks0held now, not the month before
Full exits0held the month before, not now

Net bought by month

last 12 months collected
Sep 2025: first monthOct 2025: net +₹62.9 crNov 2025: net +₹77.7 crDec 2025: net +₹90.1 crJan 2026: net +₹111 crFeb 2026: net +₹93.8 crMar 2026: net +₹188 crApr 2026: net +₹112 crMay 2026: net +₹50.8 crJun 2026: net +₹28.3 crJul 2026: net +₹77.6 crAug 2026: net +₹130 cr
AMC portfolios, Aug 2026Source: AMC monthly portfolios (SEBI disclosure)Report a wrong number

In Aug 2026, Zerodha Mutual Fund entered 0 stocks and exited 0 across its equity schemes, compared with Jul 2026. Share changes at month-end prices add up to +₹130 cr net.

Largest buys, Aug 2026

₹130 cr bought across 500 stocks
StockValueShares% of companyActivity
LICI ▲ +₹11.3 cr +2.71 lakh 0.00% Added
HDFCBANK ▲ +₹5.5 cr +77,835 0.01% Added
ICICIBANK ▲ +₹4.4 cr +30,374 0.01% Added
RELIANCE ▲ +₹3.2 cr +25,386 0.00% Added
BHARTIARTL ▲ +₹2.4 cr +13,453 0.00% Added
SBIN ▲ +₹2.4 cr +22,833 0.00% Added
AXISBANK ▲ +₹2.3 cr +17,735 0.01% Added
BAJFINANCE ▲ +₹1.9 cr +18,275 0.00% Added
IDFCFIRSTB ▲ +₹1.8 cr +2.14 lakh 0.02% Added
FEDERALBNK ▲ +₹1.8 cr +51,466 0.03% Added

Largest sells, Aug 2026

₹0.00 cr sold across 0 stocks
StockValueShares% of companyActivity
None in Aug 2026.

Value = change in shares × month-end price (every tracked house's value ÷ shares). % of company uses NSE shares outstanding. Index and arbitrage schemes included. Report a wrong number

New entries in Aug 2026 (0)

None.

Full exits in Aug 2026 (0)

None.

Top holdings, Aug 2026

largest value first · every scheme
StockValue% of equity held% of companyvs Jul 2026
HDFCBANK₹108 cr4.0%0.01%Added
ICICIBANK₹102 cr3.8%0.01%Added
RELIANCE₹84.4 cr3.1%0.00%Added
BHARTIARTL₹54.3 cr2.0%0.00%Added
LT₹46.0 cr1.7%0.01%Added
SBIN₹43.6 cr1.6%0.00%Added
BSE₹39.9 cr1.5%0.03%Added
INFY₹38.7 cr1.4%0.01%Added
AXISBANK₹37.8 cr1.4%0.01%Added
KOTAKBANK₹30.0 cr1.1%0.01%Added
BAJFINANCE₹28.6 cr1.1%0.00%Added
M&M₹28.5 cr1.1%0.01%Added
FEDERALBNK₹27.2 cr1.0%0.03%Added
MCX₹25.8 cr1.0%0.03%Added
ITC₹24.0 cr0.9%0.01%Added
TCS₹23.8 cr0.9%0.00%Added
ETERNAL₹23.1 cr0.9%0.01%Added
LAURUSLABS₹22.2 cr0.8%0.02%Added
PAYTM₹21.5 cr0.8%0.02%Added
HEROMOTOCO₹21.1 cr0.8%0.02%Added
COFORGE₹20.6 cr0.8%0.02%Added
TITAN₹20.6 cr0.8%0.00%Added
SUNPHARMA₹20.4 cr0.8%0.00%Added
INDUSINDBK₹19.9 cr0.7%0.03%Added
AUBANK₹19.4 cr0.7%0.02%Added

Source: AMC monthly portfolios (SEBI disclosure), Aug 2026. Report a wrong number

Sectors, Aug 2026

AMFI's 22 sectors, each stock placed by the majority of fund houses
Sector% of equity heldValue
Financial Services31.6%₹848 cr
Capital Goods8.7%₹234 cr
Healthcare8.0%₹214 cr
Automobile and Auto Components7.1%₹192 cr
Information Technology6.3%₹169 cr
Oil, Gas & Consumable Fuels5.6%₹150 cr
Fast Moving Consumer Goods4.6%₹124 cr
Consumer Services4.4%₹119 cr
Metals & Mining3.8%₹103 cr
Consumer Durables3.6%₹95.6 cr
Telecommunication3.4%₹91.9 cr
Power2.9%₹79.1 cr
Chemicals2.2%₹59.1 cr
Construction1.9%₹51.7 cr
Services1.9%₹50.2 cr
Construction Materials1.6%₹44.2 cr
Realty1.6%₹43.5 cr
Textiles0.4%₹10.7 cr
Diversified0.2%₹4.3 cr
Media, Entertainment & Publication0.0%₹0.10 cr

Source: AMC monthly portfolios (SEBI disclosure), Aug 2026. Report a wrong number

Schemes (13)

Stocks held, last 12 months collected · same scale on every scheme
Index or arbitrage · left out of stock-page flows
250 stocks₹1,614 cr
Index or arbitrage · left out of stock-page flows
250 stocks₹295 cr
Index or arbitrage · left out of stock-page flows
150 stocks₹275 cr
Index or arbitrage · left out of stock-page flows
100 stocks₹166 cr
Index or arbitrage · left out of stock-page flows
100 stocks₹101 cr
Index or arbitrage · left out of stock-page flows
50 stocks₹71.6 cr
Index or arbitrage · left out of stock-page flows
50 stocks₹64.0 cr
Index or arbitrage · left out of stock-page flows
27 stocks₹23.5 cr
Index or arbitrage · left out of stock-page flows
30 stocks₹19.1 cr
Index or arbitrage · left out of stock-page flows
400 stocks₹17.3 cr
250 stocks₹14.2 cr
250 stocks₹13.1 cr
Index or arbitrage · left out of stock-page flows
250 stocks₹9.5 cr