Happy Forgings Limited

Held by equity mutual funds in 34 disclosed months, Dec 2023 to Sep 2026.

Funds holding

3 vs Aug 2026

Value held by funds: ₹2,048 Cr; down ₹1,060 Cr vs Aug 2026
Largest position: 7.4%; Sundaram Focused Fund
Moves this month: 1 in · 4 out; 0 added, 17 trimmed

Happy Forgings Limited (Industrial Products) was held by 18 active equity mutual funds in September 2026, ₹2,048 Cr in all (down 3 funds from Aug 2026). The largest position was Sundaram Focused Fund at 7.4% of its portfolio. During the month 1 fund entered and 4 exited. Funds have disclosed holding it since Dec 2023.

Funds holding Happy Forgings Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (4)

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SBI Smallcap Fund
SBI Mutual Fund · history in this fund
Weight in fund
1.86%
Δ weight
down 0.23 pts
Value
₹765 Cr
Δ value
down ₹128 Cr
Status
Trimmed
Kotak Small Cap Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.72%
Δ weight
down 0.23 pts
Value
₹329 Cr
Δ value
down ₹54.9 Cr
Status
Trimmed
Axis Small Cap Fund
Axis Mutual Fund · history in this fund
Weight in fund
0.69%
Δ weight
down 0.10 pts
Value
₹212 Cr
Δ value
down ₹35.3 Cr
Status
Trimmed
SBI Automotive Opportunities Fund
SBI Mutual Fund · history in this fund
Weight in fund
2.86%
Δ weight
down 0.69 pts
Value
₹174 Cr
Δ value
down ₹52 Cr
Status
Trimmed
DSP Small Cap Fund
DSP Mutual Fund · history in this fund
Weight in fund
0.56%
Δ weight
down 0.23 pts
Value
₹121 Cr
Δ value
down ₹51.1 Cr
Status
Trimmed
Sundaram Focused Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
7.36%
Δ weight
down 0.72 pts
Value
₹75.9 Cr
Δ value
down ₹12.7 Cr
Status
Trimmed
Axis India Manufacturing Fund
Axis Mutual Fund · history in this fund
Weight in fund
1.20%
Δ weight
down 0.14 pts
Value
₹66.3 Cr
Δ value
down ₹11.1 Cr
Status
Trimmed
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.77%
Δ weight
down 0.24 pts
Value
₹60.3 Cr
Δ value
down ₹10.1 Cr
Status
Trimmed
Kotak Pioneer Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.17%
Δ weight
down 0.20 pts
Value
₹50.4 Cr
Δ value
down ₹8.4 Cr
Status
Trimmed
Aditya Birla Sun Life Flexi Cap Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.18%
Δ weight
down 0.03 pts
Value
₹50.3 Cr
Δ value
down ₹10 Cr
Status
Trimmed
Aditya Birla Sun Life Transportation And Logistics Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
2.80%
Δ weight
down 0.32 pts
Value
₹48.3 Cr
Δ value
down ₹8.1 Cr
Status
Trimmed
Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
2.12%
Δ weight
down 0.33 pts
Value
₹29.4 Cr
Δ value
down ₹4.9 Cr
Status
Trimmed
Pgim India Flexi Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
0.51%
Δ weight
down 0.31 pts
Value
₹28.3 Cr
Δ value
down ₹20.5 Cr
Status
Trimmed
Pgim India Small Cap Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
1.18%
Δ weight
down 1.07 pts
Value
₹20.6 Cr
Δ value
down ₹19.9 Cr
Status
Trimmed
Aditya Birla Sun Life Dividend Yield Fund
Aditya Birla Sun Life Mutual Fund · history in this fund
Weight in fund
0.75%
Δ weight
down 0.07 pts
Value
₹10.3 Cr
Δ value
down ₹1.7 Cr
Status
Trimmed
Pgim India ELSS Tax Saver Fund
PGIM India Mutual Fund · history in this fund
Weight in fund
0.79%
Δ weight
down 0.08 pts
Value
₹5.4 Cr
Δ value
down ₹90 L
Status
Trimmed
JioBlackRock Flexi Cap Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.05%
Δ weight
up 0.05 pts
Value
₹1.6 Cr
Δ value
up ₹1.6 Cr
Status
New
Samco Multi Cap Fund
Samco Mutual Fund · history in this fund
Weight in fund
0.47%
Δ weight
down 0.05 pts
Value
₹1 Cr
Δ value
down ₹17 L
Status
Trimmed

Funds holding this company, with weight, value and change

SBI Smallcap Fund SBI Mutual Fund · history in this fund	Small Cap	1.86%	down 0.23 pts	₹765 Cr	down ₹128 Cr	37,00,000	Trimmed
Kotak Small Cap Fund Kotak Mahindra Mutual Fund · history in this fund	Small Cap	1.72%	down 0.23 pts	₹329 Cr	down ₹54.9 Cr	15,91,671	Trimmed
Axis Small Cap Fund Axis Mutual Fund · history in this fund	Small Cap	0.69%	down 0.10 pts	₹212 Cr	down ₹35.3 Cr	10,25,105	Trimmed
SBI Automotive Opportunities Fund SBI Mutual Fund · history in this fund	Sectoral / Thematic	2.86%	down 0.69 pts	₹174 Cr	down ₹52 Cr	8,40,000	Trimmed
DSP Small Cap Fund DSP Mutual Fund · history in this fund	Small Cap	0.56%	down 0.23 pts	₹121 Cr	down ₹51.1 Cr	5,83,267	Trimmed
Sundaram Focused Fund Sundaram Mutual Fund · history in this fund	Focused	7.36%	down 0.72 pts	₹75.9 Cr	down ₹12.7 Cr	3,67,376	Trimmed
Axis India Manufacturing Fund Axis Mutual Fund · history in this fund	Sectoral / Thematic	1.20%	down 0.14 pts	₹66.3 Cr	down ₹11.1 Cr	3,20,701	Trimmed
Kotak Business Cycle Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.77%	down 0.24 pts	₹60.3 Cr	down ₹10.1 Cr	2,91,700	Trimmed
Kotak Pioneer Fund Kotak Mahindra Mutual Fund · history in this fund	Sectoral / Thematic	1.17%	down 0.20 pts	₹50.4 Cr	down ₹8.4 Cr	2,43,857	Trimmed
Aditya Birla Sun Life Flexi Cap Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Flexi Cap	0.18%	down 0.03 pts	₹50.3 Cr	down ₹10 Cr	2,43,134	Trimmed
Aditya Birla Sun Life Transportation And Logistics Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	2.80%	down 0.32 pts	₹48.3 Cr	down ₹8.1 Cr	2,33,840	Trimmed
Aditya Birla Sun Life Manufacturing Equity Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Sectoral / Thematic	2.12%	down 0.33 pts	₹29.4 Cr	down ₹4.9 Cr	1,42,035	Trimmed
Pgim India Flexi Cap Fund PGIM India Mutual Fund · history in this fund	Flexi Cap	0.51%	down 0.31 pts	₹28.3 Cr	down ₹20.5 Cr	1,36,726	Trimmed
Pgim India Small Cap Fund PGIM India Mutual Fund · history in this fund	Small Cap	1.18%	down 1.07 pts	₹20.6 Cr	down ₹19.9 Cr	99,700	Trimmed
Aditya Birla Sun Life Dividend Yield Fund Aditya Birla Sun Life Mutual Fund · history in this fund	Dividend Yield	0.75%	down 0.07 pts	₹10.3 Cr	down ₹1.7 Cr	50,000	Trimmed
Pgim India ELSS Tax Saver Fund PGIM India Mutual Fund · history in this fund	ELSS (tax saving)	0.79%	down 0.08 pts	₹5.4 Cr	down ₹90 L	26,052	Trimmed
JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund · history in this fund	Flexi Cap	0.05%	up 0.05 pts	₹1.6 Cr	up ₹1.6 Cr	7,674	New
Samco Multi Cap Fund Samco Mutual Fund · history in this fund	Multi Cap	0.47%	down 0.05 pts	₹1 Cr	down ₹17 L	4,954	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (1)

JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund0.0% · ₹1.6 Cr

Exited Funds that exited (4)

HSBC Small Cap Fund HSBC Mutual Fundwas 2.1% · ₹396 Cr
HSBC Multi Cap Fund HSBC Mutual Fundwas 1.8% · ₹119 Cr
Nippon India Flexi Cap Fund Nippon India Mutual Fundwas 1.0% · ₹95.8 Cr
HSBC Infrastructure Fund HSBC Mutual Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Dec 2023 to Sep 2026.

Value held by funds, Dec 2023 to Sep 2026.