2 funds hold both · as on May 2026
Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 2 mutual funds hold active equity positions in both Centum Electronics and Timken India. The scheme with the highest combined exposure is HDFC Infrastructure Fund (HDFC MF), which holds a 1.45% stake in Centum Electronics and a 0.76% stake in Timken India, amounting to a combined conviction weight of 2.21%.
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.
| Fund | Centum wt. | Timken wt. | Combined |
|---|---|---|---|
| HDFC Infrastructure FundHDFC MF · Sectoral / Thematic | 1.45% | 0.76% | |
| HDFC Manufacturing FundHDFC MF · Sectoral / Thematic | 0.99% | 1.16% |
These funds hold both stocks — see how much their entire portfolios overlap.
Check overlap of top funds →“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.