Bandhan Small Cap Fund

As of Jun 2026, Bandhan Small Cap Fund — an institution tracked through public shareholding filings — disclosed 85 holdings in Indian listed companies worth ₹16,230 crore. The same holdings-at-filing-value basis put it at ₹10,094 crore in Mar 2026 (+60.8%). Solomo carries these filings back to Dec 2023.

Largest disclosed positions in Jun 2026: Sobha Ltd (SOBHA — 7.33% of the company, ₹1,132 crore); L T Foods Ltd (LTFOODS — 5.88% of the company, ₹774 crore); LIC Housing Finance Ltd (LICHSGFIN — 2.08% of the company, ₹633 crore); South Indian Bank Ltd (SOUTHBANK — 4.70% of the company, ₹567 crore); Arvind Ltd (ARVIND — 3.71% of the company, ₹553 crore). Those 5 account for 23% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Aditya Birla Real Estate Ltd, AWL Agri Business Ltd, KEC International Ltd. Stake raised in Repco Home Finance Ltd (+1.95 pp), Shaily Engineering Plastics Ltd (+1.50 pp), AWFIS Space Solutions Ltd (+1.25 pp). Stake reduced in Updater Services Ltd (−3.57 pp), Arvind Ltd (−0.81 pp), Rashi Peripherals Ltd (−0.40 pp). No longer disclosed after the previous quarter: Cyient Ltd, Deepak Fertilisers & Petrochemicals Corp Ltd, Juniper Hotels Ltd, Vidya Wires Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.