In February, the small-cap fund added 73.85 lakh shares of Manappuram Finance, 42.65 lakh shares of ICICI Bank, and 13.95 lakh shares of HDFC Bank as new entries to its portfolio.
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Other new entrants in the portfolio were Aurobindo Pharma, Emami, One Source Specialty Pharma, and Sudeep Pharma.
The stake was reduced in four stocks. The fund sold 2.95 million shares of Jio Financial Services from the portfolio, taking the total number of shares to 3.08 billion in February compared to 6.04 crore in January.
The other three stocks from which exposure was reduced were Aegis Logistics, BASF India, and Minda Corporation.
The small-cap fund increased its holdings in four stocks in February, including Black Box, Capri Global Capital, Marathon NextGen Realty, and Vanity Hospitality. Among these four stocks, the maximum number of shares in the portfolio was Capri Global Capital, around 15.08 lakh.
In February, Stanley Lifestyle, with a market value of Rs 12.35 crore, made a complete exit by selling 6.72 lakh shares from its portfolio. Exposure on 85 stocks remains in place, including stocks like Adani Green Energy, Adani Power, Anand Rathi Wealth, Aster DM Healthcare, Bata India, Castrol India, Gland Pharma, Justdeal, RBL Bank, Reliance Industries, and Sola Vineyards.
In February, the fund had 100 stocks in its portfolio compared to 94 stocks in its January portfolio. The fund had an AUM of Rs 27,654 crore as on February 27, 2026. The fund’s performance is benchmarked against NIFTY SMALLCAP 250 TRI and is managed by Sandeep Tandon, Ankit Pandey, Varun Patani, Ayusha Kambat, Yog Tabriwal, Sameer Sharma Kit, and.
The primary investment objective of the scheme is to build capital appreciation and provide long-term growth opportunities by investing in a portfolio of small-cap companies.
According to a monthly release by the fund house, the scheme is for investors with a long-term investment horizon and high risk appetite. A large portion of the portfolio is invested in high-growth companies with attractive valuations and is relatively under-owned.
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During the month, the fund increased exposure to healthcare companies and reduced exposure to financial services and O&G.
“Our penchant towards maximizing the mix of large caps in the portfolio over the past year is a reflection of our defensive view of the market. This has helped us enhance portfolio liquidity and reduce the impact of high impact charges. As a result, there has been a decline in the fund house market rather than a downturn.”
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