Basic industry

Semiconductors

Mutual funds hold 39 companies in Semiconductors worth ₹9,315 Cr in Sept 2026.

Companies in Semiconductors(Oct 2012 – Sept 2026)

  • NVIDIA Corp
  • Micron Technology
Market value held by all mutual funds in each ticked company, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
MonthNVIDIA CorpMicron Technology
Sept 2025₹2,177 Cr₹147 Cr
Oct 2025₹2,358 Cr₹197 Cr
Nov 2025₹2,072 Cr₹209 Cr
Dec 2025₹2,410 Cr₹267 Cr
Jan 2026₹2,571 Cr₹388 Cr
Feb 2026₹2,391 Cr₹382 Cr
Mar 2026₹2,169 Cr₹568 Cr
Apr 2026₹2,558 Cr₹875 Cr
May 2026₹2,719 Cr₹1,643 Cr
Jun 2026₹2,814 Cr₹1,563 Cr
Jul 2026₹2,787 Cr₹1,106 Cr
Aug 2026₹3,061 Cr₹1,299 Cr
Sept 2026₹3,184 Cr₹1,521 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
39100.00

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 Semiconductors(Oct 2025 – Sept 2026)

Buying and selling in Semiconductors. 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.