Happy Forgings mutual fund holdings

NSE: HAPPYFORGEBSE: 544057Industrial ProductsSmall Cap

₹1,762.00₹56.00 (3.08%)BSE ₹1,761.80

Share price at the NSE close on 23 Oct 2026. Previous close ₹1,818.00.

52-week range of traded prices to 23 Oct 2026

₹976.00Low, 6 Nov 2025₹2,470.00High, 1 Sep 2026

Market cap: ₹16,633 Cr504th largest listed
P/E: 50.8
P/B: 7.8
Dividend yield: 0.23%
ROE: 16.5%
ROCE: 16.9%
Debt to equity: 0.15
Volume, NSE: 1,21,10851.4% delivered

Mutual funds holding Happy Forgings, Sep 2026

30 funds from 16 fund houses held it, worth ₹2,610 Cr between them , 13.37% of the company's shares . Largest holding first.

Fund
SBI Small Cap FundSBI Mutual Fund	37,00,000	1.86%	₹764.9 Cr
HSBC Small Cap FundHSBC Mutual Fund	16,31,308	1.82%	₹337.2 Cr
Kotak-Small Cap FundKotak Mahindra Mutual Fund	15,91,671	1.72%	₹329.0 Cr
Axis Small Cap FundAxis Mutual Fund	10,25,105	0.69%	₹211.9 Cr
SBI Automotive Opportunities FundSBI Mutual Fund	8,40,000	2.86%	₹173.6 Cr
DSP Small Cap FundDSP Mutual Fund	5,83,267	0.56%	₹120.6 Cr
HSBC Multi Cap FundHSBC Mutual Fund	4,93,831	1.60%	₹102.1 Cr
Nippon India Flexi Cap FundNippon India Mutual Fund	3,97,180	0.89%	₹82.1 Cr
Sundaram Focused FundSundaram Mutual Fund	3,67,376	7.36%	₹75.9 Cr
Axis India Manufacturing FundAxis Mutual Fund	3,20,701	1.20%	₹66.3 Cr
Kotak Business Cycle FundKotak Mahindra Mutual Fund	2,91,700	1.77%	₹60.3 Cr
Kotak Pioneer FundKotak Mahindra Mutual Fund	2,43,857	1.17%	₹50.4 Cr
Aditya Birla Sun Life Flexi Cap FundAditya Birla Sun Life Mutual Fund	2,43,134	0.18%	₹50.3 Cr
Aditya Birla Sun Life Transportation and Logistics FundAditya Birla Sun Life Mutual Fund	2,33,840	2.80%	₹48.3 Cr
Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life Mutual Fund	1,42,035	2.12%	₹29.4 Cr
PGIM India Flexi Cap FundPGIM India Mutual Fund	1,36,726	0.51%	₹28.3 Cr
PGIM India Small Cap FundPGIM India Mutual Fund	99,700	1.19%	₹20.6 Cr
HSBC Infrastructure FundHSBC Mutual Fund	89,190	0.77%	₹18.4 Cr
Motilal Oswal Nifty Microcap 250 Index FundMotilal Oswal Mutual Fund	55,153	0.47%	₹11.4 Cr
Aditya Birla Sun Life Dividend Yield FundAditya Birla Sun Life Mutual Fund	50,000	0.75%	₹10.3 Cr
Bandhan Aggressive Hybrid FundBandhan Mutual Fund	49,768	0.39%	₹10.3 Cr
PGIM India ELSS Tax Saver FundPGIM India Mutual Fund	26,052	0.79%	₹5.39 Cr
JioBlackRock Flexi Cap FundJio BlackRock Mutual Fund	7,674	0.05%	₹1.59 Cr
Samco Multi Cap FundSamco Mutual Fund	4,954	0.47%	₹1.02 Cr
Groww Nifty Total Market Index FundGroww Mutual Fund	360	0.02%	₹0.07 Cr
Motilal Oswal BSE 1000 Index FundMotilal Oswal Mutual Fund	61	0.02%	₹0.01 Cr
Angel One Nifty Total Market Index FundAngel One Mutual Fund	60	0.02%	₹0.01 Cr
Mirae Asset Nifty Total Market Index FundMirae Asset Mutual Fund	50	0.02%	₹0.01 Cr
Bandhan Nifty Total Market Index FundBandhan Mutual Fund	43	0.02%	₹89,000
Angel One Nifty Total Market ETFAngel One Mutual Fund	42	0.02%	₹86,820

Portfolios disclosed for Sep 2026. Weight is the holding as a share of the fund's assets.

Funds holding it, month by month

From each month's portfolio disclosures.

How many funds hold the company, and what their holdings are worth

Funds holding it
Value held, ₹ crore

Buying and selling, month by month

How many funds bought for the first time, bought again, added, cut or sold out, against their own previous month.

Funds, by what they did

Funds that	Oct 2025	Nov 2025	Dec 2025	Jan 2026	Feb 2026	Mar 2026	Apr 2026	May 2026	Jun 2026	Jul 2026	Aug 2026	Sep 2026
bought	0	0	0	0	5	0	0	1	2	0	2	3
bought again	0	0	0	0	0	0	0	0	0	0	0	4
added	0	1	1	1	2	2	2	3	4	1	0	1
cut	0	0	0	1	2	2	2	5	1	1	8	7
sold out	1	0	0	0	0	0	0	0	4	0	0	0

Largest first-time buy in Sep 2026: JioBlackRock Flexi Cap Fund; largest buy by a fund that held it before: Motilal Oswal Nifty Microcap 250 Index Fund; largest addition: Bandhan Aggressive Hybrid Fund.Largest cut in Sep 2026: DSP Small Cap Fund.

Shares held by all funds

Shares held

Fund by fund, month by month

Fund	Oct 2025	Nov 2025	Dec 2025	Jan 2026	Feb 2026	Mar 2026	Apr 2026	May 2026	Jun 2026	Jul 2026	Aug 2026	Sep 2026
SBI Small Cap FundSBI Mutual Fund	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000	37,00,000
HSBC Small Cap FundHSBC Mutual Fund	3,85,125	3,85,125	3,85,125	3,85,125	9,69,439+5,84,314 (+151.7%)	10,07,250+37,811 (+3.9%)	10,07,250	10,07,250	16,59,328+6,52,078 (+64.7%)	16,59,328	16,41,381−17,947 (−1.1%)	16,31,308−10,073 (−0.6%)
Kotak-Small Cap FundKotak Mahindra Mutual Fund	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,97,648	15,91,671−5,977 (−0.4%)	15,91,671
Axis Small Cap FundAxis Mutual Fund	2,75,287	2,75,287	2,75,287	2,75,287	2,75,287	2,75,287	2,75,287	2,75,287	10,25,105+7,49,818 (+272.4%)	10,25,105	10,25,105	10,25,105
SBI Automotive Opportunities FundSBI Mutual Fund	16,00,000	16,00,000	16,00,000	16,00,000	15,00,000−1,00,000 (−6.3%)	14,41,493−58,507 (−3.9%)	12,42,919−1,98,574 (−13.8%)	10,00,000−2,42,919 (−19.5%)	10,00,000	10,00,000	9,35,311−64,689 (−6.5%)	8,40,000−95,311 (−10.2%)
DSP Small Cap FundDSP Mutual Fund	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	7,11,692	5,83,267−1,28,425 (−18.1%)
HSBC Multi Cap FundHSBC Mutual Fund	–	–	–	–	–	–	–	–	4,93,831Bought	4,93,831	4,93,831	4,93,831
Nippon India Flexi Cap FundNippon India Mutual Fund	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,477	3,97,180−297 (−0.1%)	3,97,180
Sundaram Focused FundSundaram Mutual Fund	3,93,192	3,93,192	3,93,192	3,88,092−5,100 (−1.3%)	3,75,604−12,488 (−3.2%)	3,75,604	3,67,376−8,228 (−2.2%)	3,67,376	3,67,376	3,67,376	3,67,376	3,67,376
Axis India Manufacturing FundAxis Mutual Fund	2,51,072	2,51,072	2,51,072	3,18,099+67,027 (+26.7%)	3,18,099	3,10,896−7,203 (−2.3%)	3,10,896	3,10,896	3,20,701+9,805 (+3.2%)	3,20,701	3,20,701	3,20,701
Kotak Business Cycle FundKotak Mahindra Mutual Fund	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700	2,91,700
Kotak Pioneer FundKotak Mahindra Mutual Fund	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857	2,43,857
Aditya Birla Sun Life Flexi Cap FundAditya Birla Sun Life Mutual Fund	4,24,215	4,24,215	4,24,215	4,24,215	4,24,215	4,24,215	4,24,215	2,83,939−1,40,276 (−33.1%)	2,62,564−21,375 (−7.5%)	2,62,564	2,50,000−12,564 (−4.8%)	2,43,134−6,866 (−2.8%)
Aditya Birla Sun Life Transportation and Logistics FundAditya Birla Sun Life Mutual Fund	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840	2,33,840
Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life Mutual Fund	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035	1,42,035
PGIM India Flexi Cap FundPGIM India Mutual Fund	–	–	–	–	1,61,945Bought	1,61,945	2,09,214+47,269 (+29.2%)	2,92,038+82,824 (+39.6%)	2,92,038	2,92,038	2,02,342−89,696 (−30.7%)	1,36,726−65,616 (−32.4%)
PGIM India Small Cap FundPGIM India Mutual Fund	–	–	–	–	1,65,000Bought	1,65,000	1,65,000	1,90,847+25,847 (+15.7%)	1,90,847	1,90,847	1,67,847−23,000 (−12.1%)	99,700−68,147 (−40.6%)
HSBC Infrastructure FundHSBC Mutual Fund	89,190	89,190	89,190	89,190	89,190	89,190	89,190	89,190	89,190	89,190	89,190	89,190
Motilal Oswal Nifty Microcap 250 Index FundMotilal Oswal Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	55,153Bought again
Aditya Birla Sun Life Dividend Yield FundAditya Birla Sun Life Mutual Fund	–	–	–	–	–	–	–	–	–	–	50,000Bought	50,000
Bandhan Aggressive Hybrid FundBandhan Mutual Fund	–	–	–	–	–	–	–	–	38,153Bought	44,024+5,871 (+15.4%)	41,131−2,893 (−6.6%)	49,768+8,637 (+21.0%)
PGIM India ELSS Tax Saver FundPGIM India Mutual Fund	–	–	–	–	–	–	–	26,052Bought	26,052	26,052	26,052	26,052
JioBlackRock Flexi Cap FundJio BlackRock Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	7,674Bought
Samco Multi Cap FundSamco Mutual Fund	–	–	–	–	–	–	–	–	–	–	4,954Bought	4,954
Groww Nifty Total Market Index FundGroww Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	360Bought again
Motilal Oswal BSE 1000 Index FundMotilal Oswal Mutual Fund	41	43+2 (+4.9%)	44+1 (+2.3%)	44	45+1 (+2.3%)	49+4 (+8.9%)	51+2 (+4.1%)	52+1 (+2.0%)	63+11 (+21.2%)	62−1 (−1.6%)	62	61−1 (−1.6%)
Angel One Nifty Total Market Index FundAngel One Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	60Bought
Mirae Asset Nifty Total Market Index FundMirae Asset Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	50Bought again
Bandhan Nifty Total Market Index FundBandhan Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	43Bought again
Angel One Nifty Total Market ETFAngel One Mutual Fund	–	–	–	–	–	–	–	–	–	–	–	42Bought
Aditya Birla Sun Life Business Cycle FundAditya Birla Sun Life Mutual Fund	2,00,000	2,00,000	2,00,000	2,00,000	2,00,000	2,00,000	2,00,000	2,00,000	Sold out	–	–	–
Kotak Contra FundKotak Mahindra Mutual Fund	–	–	–	–	2,50,000Bought	2,50,000	2,50,000	2,32,750−17,250 (−6.9%)	Sold out	–	–	–
Kotak Multi Cap FundKotak Mahindra Mutual Fund	–	–	–	–	17,06,172Bought	17,06,172	17,06,172	16,68,915−37,257 (−2.2%)	Sold out	–	–	–
Kotak Rural Opportunities FundKotak Mahindra Mutual Fund	–	–	–	–	80,000Bought	80,000	80,000	61−79,939 (−99.9%)	Sold out	–	–	–
Edelweiss Recently Listed Ipo FundEdelweiss Mutual Fund	Sold out	–	–	–	–	–	–	–	–	–	–	–

Shares held at each month end. Under them, the change on the fund's previous month; a fund that files only weights shows the word. “After a gap” is a fund holding it after a month with no portfolio on record, so when it bought is not known; “Not filed” is one gone across such a gap.