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Portfolio value
₹573 Cr
up ₹134 Cr vs Jun 2026
- Stocks held
- 57
- up 6 vs Jun 2026
- Top 10 weight
- 28.0%
- of the portfolio in its ten largest
- Cash & debt
- 23.0%
- cash, money market and debt
- Moves this month
- 7 in · 1 out
- added to 10, trimmed 17
Groww Small Cap Fund is an active equity fund in the Small Cap category from Groww Mutual Fund. In July 2026 it disclosed 57 stocks worth ₹573 Cr, up ₹134 Cr from Jun 2026. Its largest positions were TD Power Systems Limited (3.5%), Blue Jet Healthcare Ltd (3.3%), Ujjivan Small Finance Bank Limited (3.2%); the ten largest together made up 28.0% of the portfolio, and Banks was the biggest sector at 15.5% of its equity. Cash and debt stood at 23.0%. Compared with Jun 2026 the fund entered 7 new stocks and exited 1.
Against 34 other Small Cap funds
Concentration
65%
Top-10 weight is higher than 65% of peers
Breadth
3%
Holds more stocks than 3% of peers
Cash
100%
Holds more cash than 100% of peers
What these mean: concentration · cash
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Cash, TREPS & receivables | 23.03% | up 11.01 pts | ₹132 Cr | up ₹79.2 Cr | Added |
| TD Power Systems Limited | 3.50% | down 0.07 pts | ₹20.1 Cr | up ₹4.4 Cr | Added |
| Blue Jet Healthcare Ltd | 3.31% | up 1.58 pts | ₹19 Cr | up ₹11.4 Cr | Added |
| Ujjivan Small Finance Bank Limited | 3.21% | up 0.02 pts | ₹18.4 Cr | up ₹4.4 Cr | Added |
| Home First Finance Company India Limited | 2.81% | down 0.70 pts | ₹16.1 Cr | up ₹67 L | Added |
| Ather Energy Limited | 2.79% | down 0.50 pts | ₹16 Cr | up ₹1.5 Cr | Added |
| Tamilnad Mercantile Bank Limited | 2.71% | down 0.33 pts | ₹15.5 Cr | up ₹2.2 Cr | Added |
| Onemi Technology Solutions Limited | 2.62% | up 0.13 pts | ₹15 Cr | up ₹4.1 Cr | Added |
| Apar Industries Limited | 2.40% | down 1.03 pts | ₹13.8 Cr | down ₹1.3 Cr | Trimmed |
| CreditAccess Grameen Limited | 2.39% | down 0.53 pts | ₹13.7 Cr | up ₹89 L | Added |
| City Union Bank Limited | 2.22% | down 0.70 pts | ₹12.7 Cr | down ₹13 L | Trimmed |
| Yatharth Hospital & Trauma Care Serv Ltd | 2.19% | down 0.52 pts | ₹12.6 Cr | up ₹66 L | Added |
| Prudent Corporate Advisory Services Limited | 2.04% | down 0.38 pts | ₹11.7 Cr | up ₹1.1 Cr | Added |
| Craftsman Automation Limited | 2.01% | down 0.50 pts | ₹11.5 Cr | up ₹48 L | Added |
| Azad Engineering Ltd | 1.99% | down 0.34 pts | ₹11.4 Cr | up ₹1.2 Cr | Added |
| SBFC Finance Limited | 1.85% | down 0.57 pts | ₹10.6 Cr | down ₹4 L | Held |
| Sharda Motor Industries Ltd. | 1.79% | down 0.54 pts | ₹10.3 Cr | up ₹3 L | Held |
| Navin Fluorine International Limited | 1.73% | down 0.56 pts | ₹9.9 Cr | down ₹16 L | Trimmed |
| LG Balakrishnan & Bros Limited | 1.62% | down 0.50 pts | ₹9.3 Cr | down ₹4 L | Held |
| Tenneco Clean Air India Limited | 1.58% | down 0.69 pts | ₹9.1 Cr | down ₹92 L | Trimmed |
| Fine Organic Industries Limited | 1.56% | down 0.68 pts | ₹8.9 Cr | down ₹89 L | Trimmed |
| RBL Bank Limited | 1.53% | down 0.43 pts | ₹8.8 Cr | up ₹15 L | Added |
| Galaxy Surfactants Limited | 1.49% | down 0.47 pts | ₹8.6 Cr | down ₹8 L | Trimmed |
| Venus Pipes And Tubes Limited | 1.46% | down 0.52 pts | ₹8.4 Cr | down ₹32 L | Trimmed |
| Coforge Limited | 1.45% | up 0.35 pts | ₹8.3 Cr | up ₹3.5 Cr | Added |
| Multi Commodity Exchange of India Limited | 1.41% | down 0.53 pts | ₹8.1 Cr | down ₹44 L | Trimmed |
| Data Patterns (India) Limited | 1.31% | down 0.14 pts | ₹7.5 Cr | up ₹1.1 Cr | Added |
| Karur Vysya Bank Limited | 1.25% | down 0.16 pts | ₹7.2 Cr | up ₹97 L | Added |
| J.Kumar Infraprojects Limited | 1.07% | down 0.36 pts | ₹6.2 Cr | down ₹14 L | Trimmed |
| Aether Industries Ltd. | 1.06% | down 0.16 pts | ₹6.1 Cr | up ₹71 L | Added |
| Shyam Metalics and Energy Limited | 1.04% | down 0.21 pts | ₹5.9 Cr | up ₹47 L | Added |
| Elecon Engineering Company Limited | 1.02% | up 0.63 pts | ₹5.9 Cr | up ₹4.1 Cr | Added |
| SJS Enterprises Pvt Limited | 1.01% | down 0.21 pts | ₹5.8 Cr | up ₹42 L | Added |
| Sandhar Technologies Limited | 0.97% | down 0.48 pts | ₹5.6 Cr | down ₹80 L | Trimmed |
| Krishna Institute Of Medical Sciences Limited | 0.95% | down 0.31 pts | ₹5.5 Cr | down ₹7 L | Trimmed |
| GNA Axles Ltd | 0.95% | down 0.07 pts | ₹5.4 Cr | up ₹96 L | Added |
| Yatra Online Ltd | 0.94% | down 0.36 pts | ₹5.4 Cr | down ₹31 L | Trimmed |
| eClerx Services Limited | 0.86% | up 0.86 pts | ₹4.9 Cr | up ₹4.9 Cr | New |
| Sagility Limited | 0.84% | up 0.84 pts | ₹4.8 Cr | up ₹4.8 Cr | New |
| Five Star Business Finance Limited | 0.82% | down 0.17 pts | ₹4.7 Cr | up ₹37 L | Added |
| Lohia Corp Ltd | 0.80% | up 0.80 pts | ₹4.6 Cr | up ₹4.6 Cr | New |
| Schaeffler India Limited | 0.76% | down 0.26 pts | ₹4.3 Cr | down ₹12 L | Trimmed |
| Nuvama Wealth Management Limited | 0.74% | down 0.23 pts | ₹4.2 Cr | down ₹1 L | Held |
| Uniparts India Limited | 0.72% | down 0.15 pts | ₹4.1 Cr | up ₹31 L | Added |
| Shriram Pistons & Rings Limited | 0.72% | down 0.17 pts | ₹4.1 Cr | up ₹20 L | Added |
| Cartrade Tech Limited | 0.72% | down 0.21 pts | ₹4.1 Cr | up ₹4 L | Added |
| Angel One Limited | 0.69% | down 0.31 pts | ₹3.9 Cr | down ₹43 L | Trimmed |
| CEAT Limited | 0.68% | down 0.22 pts | ₹3.9 Cr | down ₹6 L | Trimmed |
| APL Apollo Tubes Limited | 0.64% | down 0.18 pts | ₹3.7 Cr | up ₹6 L | Added |
| Bank of Maharashtra | 0.57% | down 0.29 pts | ₹3.3 Cr | down ₹50 L | Trimmed |
What changed, Jun 2026 to Jul 2026
New New positions (7)
- eClerx Services Limited0.9% · ₹4.9 Cr
- Sagility Limited0.8% · ₹4.8 Cr
- Lohia Corp Ltd0.8% · ₹4.6 Cr
- TIPS MUSIC LIMITED0.4% · ₹2.3 Cr
- Cosmo First Limited0.3% · ₹1.7 Cr
- INDO-MIM Ltd.0.1% · ₹42 L
- Action Construction Equipment Limited<0.1% · ₹24 L
Exited Exited (1)
- PNGS REVA DIAMOND JEWELLERY LTDwas 0.2% · ₹1 Cr
Biggest additions
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Jun 2026, the weight rose most in Pharmaceuticals & Biotechnology (+2.3 pts) and Industrial Manufacturing (+1.1 pts), and fell most in Auto Components (−2.3 pts) and Banks (−1.3 pts).
- Pharmaceuticals & Biotechnology2.0% → 4.3%+2.3 pts
- Industrial Manufacturing0.0% → 1.1%new+1.1 pts
- Commercial Services & Supplies0.0% → 1.1%new+1.1 pts
- IT - Services0.0% → 1.1%new+1.1 pts
- IT - Software1.8% → 2.4%+0.6 pts
- Electrical Equipment11.0% → 11.6%+0.5 pts
- Auto Components17.7% → 15.4%−2.3 pts
- Banks16.8% → 15.5%−1.3 pts
- Chemicals & Petrochemicals8.8% → 7.6%−1.2 pts
- Capital Markets7.2% → 6.3%−0.8 pts
- Healthcare Services4.5% → 4.1%−0.4 pts
- Finance14.0% → 13.6%−0.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|
| Banks | — | 17.6% | 16.8% | 15.5% |
| Auto Components | 20.1% | 17.7% | 17.7% | 15.4% |
| Finance | 19.6% | 13.4% | 14.0% | 13.6% |
| Electrical Equipment | 11.3% | 15.1% | 11.0% | 11.6% |
| Chemicals & Petrochemicals | 16.8% | 9.0% | 8.8% | 7.6% |
| Capital Markets | — | 5.6% | 7.2% | 6.3% |
| Industrial Products | 4.5% | 3.8% | 4.6% | 4.5% |
| Pharmaceuticals & Biotechnology | — | — | 2.0% | 4.3% |
| Healthcare Services | 6.8% | 4.9% | 4.5% | 4.1% |
| Automobiles | — | — | 3.7% | 3.6% |
Allocation in Jul 2026change vs Jun 2026
- Banks (7)15.5%▼ 1.3 pts
- Auto Components (10)15.4%▼ 2.3 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Jul 2026
23.0%
▲ 11.0 pts vs Jun 2026
- Cash alone
- 23.0%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 5.9% – 93.1%
- lowest to highest · record 93.1% in Jan 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.