Bharat Forge logo

Bharat Forge mutual fund holdings

NSE: BHARATFORGBSE: 500493Auto ComponentsMid Cap

Bharat Forge Limited · Face value ₹2 · Listed Mar 1964 on BSE, Apr 2003 on NSE
Last close ₹1,720.00down ₹46.30 (2.62%)BSE ₹1,726.00

Share price at the NSE close on 30 Oct 2026. Previous close ₹1,766.30.

30 Oct: open ₹1,767.90, high ₹1,767.90, low ₹1,705.60

52-week range of traded prices to 30 Oct 2026
₹1,299.10Low, 6 Nov 2025₹2,295.00High, 10 Aug 2026
Market cap
₹84,051 Cr127th largest listed
P/E
119.01
P/E without one-offs
68.97
P/B
8.79
Dividend yield
0.49%
ROE
7.5%
ROE without one-offs
13.0%
ROCE
11.9%
Debt to equity
0.72
Volume, NSE
10,61,74952.8% delivered

277 mutual funds from 39 fund houses held Bharat Forge at the end of Sep 2026, each fund counted once across its plans: ₹20,340 Cr between them , 21.61% of the company's shares.

Mutual funds holding Bharat Forge, Sep 2026

Largest holding first.

How many funds hold the company each month, and what their holdings are worth, from each month's portfolio disclosures

  • Funds holding it
  • Value held, ₹ crore
168₹12,463 CrSep 25167₹13,846 CrOct 25180₹15,228 CrNov 25187₹15,965 CrDec 25192₹15,536 CrJan 26200₹19,525 CrFeb 26200₹16,835 CrMar 26221₹18,726 CrApr 26227₹19,529 CrMay 26250₹21,274 CrJun 26266₹21,946 CrJul 26267₹21,472 CrAug 26277₹20,340 CrSep 26
Fund
HDFC Mutual Fund logoHDFC Defence FundHDFC Mutual Fund77,02,51412.91%₹1,483.5 Cr
Kotak Mahindra Mutual Fund logoKotak Flexi Cap FundKotak Mahindra Mutual Fund66,00,0002.39%₹1,271.2 Cr
HDFC Mutual Fund logoHDFC Mid Cap FundHDFC Mutual Fund64,36,1551.22%₹1,239.6 Cr
Nippon India Mutual Fund logoNippon India Growth Mid Cap FundNippon India Mutual Fund51,00,0001.96%₹982.3 Cr
SBI Mutual Fund logoSBI Large & Midcap FundSBI Mutual Fund42,50,0002.02%₹818.6 Cr
Kotak Mahindra Mutual Fund logoKotak Mid Cap FundKotak Mahindra Mutual Fund42,25,9031.22%₹813.9 Cr
Motilal Oswal Mutual Fund logoMotilal Oswal Nifty India Defence Index FundMotilal Oswal Mutual Fund37,47,43413.28%₹721.8 Cr
Kotak Mahindra Mutual Fund logoKotak Large & Mid Cap FundKotak Mahindra Mutual Fund34,00,0002.14%₹654.8 Cr
Axis Mutual Fund logoAxis Midcap FundAxis Mutual Fund32,75,8691.88%₹630.9 Cr
ICICI Prudential Mutual Fund logoICICI Prudential Large & Mid Cap FundICICI Prudential Mutual Fund31,39,5991.91%₹604.7 Cr
Aditya Birla Sun Life Mutual Fund logoAditya Birla Sun Life Flexi Cap FundAditya Birla Sun Life Mutual Fund28,00,0001.93%₹539.3 Cr
SBI Mutual Fund logoSBI Midcap FundSBI Mutual Fund27,00,0002.23%₹520.0 Cr
DSP Mutual Fund logoDSP Midcap FundDSP Mutual Fund25,38,3512.51%₹488.9 Cr
Mirae Asset Mutual Fund logoMirae Asset Midcap FundMirae Asset Mutual Fund23,12,8052.28%₹445.4 Cr
Mirae Asset Mutual Fund logoMirae Asset Large & Midcap FundMirae Asset Mutual Fund23,09,3141.04%₹444.8 Cr
Portfolios disclosed for Sep 2026. Weight is the holding as a share of the fund's assets.

Buying and selling, month by month

How many funds bought for the first time, bought again, added, cut or sold out, against their own previous month.

Funds, by what they did

Funds thatOct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
bought12337145316358
bought again21296651472110410
added487574698266103916690121138
cut412329344750344570655347
sold out449582225156129
Largest first-time buy in Sep 2026: Axis Large & Mid Cap Fund; largest buy by a fund that held it before: Invesco India Large & Mid Cap Fund; largest addition: ICICI Prudential Large & Mid Cap Fund.Largest cut in Sep 2026: Mirae Asset Large & Midcap Fund; largest exit: ICICI Prudential Multi Asset Allocation Fund.

Shares held by all funds

10,85,73,9439,92,23,32810,45,24,54510,62,04,32910,85,73,94310,77,84,58610,21,60,95910,05,29,1469,95,22,3189,97,78,0429,92,23,3289,97,61,55510,20,13,55610,56,05,146Oct 25Dec 25Feb 26Apr 26Jun 26Aug 26Sep 26

Fund by fund, month by month

FundOct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026
HDFC Defence FundHDFC Mutual Fund65,00,414+9,49,969 (+17.1%)66,58,981+1,58,567 (+2.4%)66,58,98166,58,98166,58,98166,58,98170,64,334+4,05,353 (+6.1%)71,50,334+86,000 (+1.2%)71,50,33472,16,866+66,532 (+0.9%)73,05,688+88,822 (+1.2%)77,02,514+3,96,826 (+5.4%)
Kotak Flexi Cap FundKotak Mahindra Mutual Fund66,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,00066,00,000
HDFC Mid Cap FundHDFC Mutual Fund64,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,15564,36,155
Nippon India Growth Mid Cap FundNippon India Mutual Fund54,44,00754,44,00754,44,00754,44,00754,44,00754,44,00754,44,00754,44,00754,44,00754,44,00751,00,000−3,44,007 (−6.3%)51,00,000
SBI Large & Midcap FundSBI Mutual Fund65,00,00065,00,00065,00,00065,00,00065,00,00065,00,00065,00,00065,00,00047,00,000−18,00,000 (−27.7%)47,00,00047,00,00042,50,000−4,50,000 (−9.6%)
Kotak Mid Cap FundKotak Mahindra Mutual Fund42,25,903−5,14,004 (−10.8%)42,25,90342,25,90342,25,90342,25,90342,25,90342,25,90342,25,90342,25,90342,25,90342,25,90342,25,903
Motilal Oswal Nifty India Defence Index FundMotilal Oswal Mutual Fund35,70,971+59,183 (+1.7%)36,19,503+48,532 (+1.4%)36,23,154+3,651 (+0.1%)36,77,908+54,754 (+1.5%)37,22,378+44,470 (+1.2%)36,07,586−1,14,792 (−3.1%)36,77,670+70,084 (+1.9%)37,36,610+58,940 (+1.6%)35,00,751−2,35,859 (−6.3%)35,66,599+65,848 (+1.9%)36,59,273+92,674 (+2.6%)37,47,434+88,161 (+2.4%)
Kotak Large & Mid Cap FundKotak Mahindra Mutual Fund36,00,00034,00,000−2,00,000 (−5.6%)34,00,00034,00,00034,00,00034,00,00034,00,00034,00,00034,00,00034,00,00034,00,00034,00,000
Axis Midcap FundAxis Mutual Fund22,43,289+1,02,435 (+4.8%)22,43,28922,43,28922,43,28924,45,172+2,01,883 (+9.0%)24,75,915+30,743 (+1.3%)26,31,795+1,55,880 (+6.3%)29,65,844+3,34,049 (+12.7%)29,65,84432,75,869+3,10,025 (+10.5%)32,75,86932,75,869
ICICI Prudential Large & Mid Cap FundICICI Prudential Mutual Fund24,36,717+2,65,584 (+12.2%)30,01,191+5,64,474 (+23.2%)32,07,726+2,06,535 (+6.9%)31,53,726−54,000 (−1.7%)17,41,353−14,12,373 (−44.8%)8,00,558−9,40,795 (−54.0%)Sold out––1,92,404Bought again19,58,169+17,65,765 (+917.7%)31,39,599+11,81,430 (+60.3%)
Aditya Birla Sun Life Flexi Cap FundAditya Birla Sun Life Mutual Fund28,25,42428,25,42428,25,42428,25,42428,25,42428,83,624+58,200 (+2.1%)28,83,62428,83,62428,83,62428,00,000−83,624 (−2.9%)28,00,00028,00,000
SBI Midcap FundSBI Mutual Fund45,00,00045,00,00045,00,00045,00,00036,00,000−9,00,000 (−20.0%)36,00,00027,00,000−9,00,000 (−25.0%)27,00,00027,00,00027,00,00027,00,00027,00,000
DSP Midcap FundDSP Mutual Fund27,14,99524,37,971−2,77,024 (−10.2%)24,13,073−24,898 (−1.0%)24,13,07324,13,07324,13,07324,13,07324,13,07324,13,07324,13,07324,13,07325,38,351+1,25,278 (+5.2%)
Mirae Asset Midcap FundMirae Asset Mutual Fund36,47,36538,93,318+2,45,953 (+6.7%)40,25,811+1,32,493 (+3.4%)40,25,81136,60,000−3,65,811 (−9.1%)35,99,468−60,532 (−1.7%)34,07,281−1,92,187 (−5.3%)29,93,463−4,13,818 (−12.2%)27,30,760−2,62,703 (−8.8%)27,30,76027,30,76023,12,805−4,17,955 (−15.3%)
Mirae Asset Large & Midcap FundMirae Asset Mutual Fund53,77,14955,11,149+1,34,000 (+2.5%)56,68,866+1,57,717 (+2.9%)56,68,86653,80,000−2,88,866 (−5.1%)53,80,00045,95,863−7,84,137 (−14.6%)39,76,782−6,19,081 (−13.5%)36,06,569−3,70,213 (−9.3%)36,06,56936,06,56923,09,314−12,97,255 (−36.0%)
Shares held at each month end. Under them, the change on the fund's previous month; a fund that files only weights shows the word. “After a gap” is a fund holding it after a month with no portfolio on record, so when it bought is not known; “Not filed” is one gone across such a gap.