Which mutual funds hold both Aequs and Bharat Forge?

6 funds hold both; the largest combined position is Back to Index, as on May 2026. Information only, not investment advice.

How many funds hold Aequs and Bharat Forge individually?

In our coverage, 10 funds hold Aequs and 119 hold Bharat Forge; 6 hold both.

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Stock co-ownership

Mutual funds holding both Aequs and Bharat Forge

6 funds hold both · as on May 2026

Hold both

Hold Aequs

Aequs

Hold Bharat

119

Bharat Forge

Co-Ownership Analysis

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 6 mutual funds hold active equity positions in both Aequs and Bharat Forge. The scheme with the highest combined exposure is Back to Index (Motilal Oswal MF), which holds a 0.45% stake in Aequs and a 14.75% stake in Bharat Forge, amounting to a combined conviction weight of 15.20%.

When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.

Funds holding both

Fund	Aequs wt.	Bharat wt.	Combined
Back to IndexMotilal Oswal MF · Index Fund	0.45%	14.75%	15.20%
Back to IndexMotilal Oswal MF · Index Fund	0.45%	14.74%	15.19%
Aditya Birla Sun Life Nifty India Defence Index FundAditya Birla SL MF · Index Fund	0.45%	14.73%	15.18%
SBI MNC FundSBI MF · Sectoral / Thematic	0.63%	2.26%	2.89%
HDFC Manufacturing FundHDFC MF · Sectoral / Thematic	0.33%	2.27%	2.60%
ICICI Prudential Multicap FundICICI Pru MF · Multi Cap	0.15%	1.74%	1.90%

FAQ

Which mutual funds hold both Aequs and Bharat Forge?: 6 funds hold both; the largest combined position is Back to Index, as on May 2026. Information only, not investment advice.
How many funds hold Aequs and Bharat Forge individually?: In our coverage, 10 funds hold Aequs and 119 hold Bharat Forge; 6 hold both.

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“Holds both” = the fund discloses an equity position in each stock in its latest public monthly portfolio (as on May 2026). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.