Basic industry

Semiconductor Equipment

Mutual funds hold 13 companies in Semiconductor Equipment worth ₹1,439 Cr in Sept 2026.

Companies in Semiconductor Equipment(Oct 2012 – Sept 2026)

  • Applied Materials
  • Lam Research Corp
Market value held by all mutual funds in each ticked company, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
MonthApplied MaterialsLam Research Corp
Sept 2025₹207 Cr₹133 Cr
Oct 2025₹226 Cr₹157 Cr
Nov 2025₹246 Cr₹156 Cr
Dec 2025₹260 Cr₹179 Cr
Jan 2026₹311 Cr₹244 Cr
Feb 2026₹344 Cr₹242 Cr
Mar 2026₹306 Cr₹229 Cr
Apr 2026₹355 Cr₹278 Cr
May 2026₹401 Cr₹343 Cr
Jun 2026₹611 Cr₹475 Cr
Jul 2026₹435 Cr₹324 Cr
Aug 2026₹387 Cr₹332 Cr
Sept 2026₹429 Cr₹357 Cr
Fig. 1.Market value held by all mutual funds in each ticked company, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation(Sept 2026)

Market cap

1 market cap% of sector
Foreign
13100.00

Fund houses

Companies

Fig. 2.What mutual funds hold in this sector, by market cap, by fund house and by company. Hover a slice or a row; click a slice to open it.

Buying and selling in Semiconductor Equipment(Oct 2025 – Sept 2026)

Buying and selling in Semiconductor Equipment. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.