LoadingMutual fund
HDFC Mutual Fund · Equity
Added
Largest addition
Sun Pharmaceutical Industries Ltd.
shares +14.5% · Healthcare
+₹147 cr
Fund Quality
Strengths: Fell less than most peers in market declines; Long-term returns ahead of most category peers; Beat the category median in most rolling years.
Provisional: some supporting dimensions have no usable data yet, so this rating rests mainly on returns, consistency and downside protection.
Increasing Healthcare exposure while reducing Financial Services.
Sector allocation, Feb 2026 → Aug 2026
New position
Aster DM Quality Care Ltd.
3.0% of the portfolio
+₹841 cr
Reduced
Largest reduction
Cipla Ltd.
shares −7.1% · Healthcare
−₹83.9 cr
Exited
Power Grid Corporation of India Ltd.
was 1.6% of the portfolio
−₹436 cr
Sun Pharmaceutical Industries Ltd.SUNPHARMA
HealthcareKotak Mahindra Bank Ltd.KOTAKBANK
Financial ServicesICICI Bank Ltd.ICICIBANK
Financial ServicesMaruti Suzuki India Ltd.MARUTI
Automobile and Auto ComponentsAdani Green Energy Ltd.ADANIGREEN
PowerCG Power and Industrial Solutions Ltd.CGPOWER
Capital GoodsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
ICICI Bank Ltd.ICICIBANK | Financial Services | +₹62.9 cr+1.1% shares | 18.40M | 9.5% | +₹2,675 cr | Increased |
HDFC Bank Ltd.HDFCBANK | Financial Services | −₹112 cr0.0% shares | 28.53M | 7.2% | +₹2,023 cr | Unchanged |
Axis Bank Ltd.AXISBANK | Financial Services | +₹106 cr0.0% shares | 15.00M | 6.9% | +₹1,950 cr | Unchanged |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹145 cr+2.2% shares | 38.61M | 5.7% | +₹1,619 cr | Increased |
| Financial Services | +₹46.0 cr0.0% shares | 14.12M | 5.3% | +₹1,497 cr | Unchanged | |
Eternal Ltd.ETERNAL | Consumer Services | +₹45.3 cr−4.6% shares | 41.25M | 4.8% | +₹1,353 cr | Reduced |
Sun Pharmaceutical Industries Ltd.SUNPHARMA | Healthcare | +₹147 cr+14.5% shares | 5.95M | 4.2% | +₹1,180 cr | Increased |
HCL Technologies Ltd.HCLTECH | Information Technology | −₹29.5 cr0.0% shares | 8.50M | 4.0% | +₹1,115 cr | Unchanged |
InterGlobe Aviation Ltd.INDIGO | Services | +₹13.3 cr0.0% shares | 2.11M | 3.9% | +₹1,104 cr | Unchanged |
Maruti Suzuki India Ltd.MARUTI | Automobile and Auto Components | −₹49.7 cr+0.1% shares | 735.54K | 3.5% | +₹996 cr | Increased |
Eicher Motors Ltd.EICHERMOT | Automobile and Auto Components | +₹14.3 cr0.0% shares | 1.19M | 3.4% | +₹950 cr | Unchanged |
| Financial Services | −₹72.9 cr0.0% shares | 5.15M | 3.2% | +₹897 cr | Unchanged | |
Bharti Airtel Ltd.BHARTIARTL | Telecommunication | −₹77.5 cr0.0% shares | 4.84M | 3.1% | +₹877 cr | Unchanged |
Aster DM Quality Care Ltd.ASTERDM | Healthcare | +₹841 cr— | 11.13M | 3.0% | +₹841 cr | New |
Upgrade the plan to view this stock.Havells India Ltd.HAVELLS | Consumer Durables | −₹10.1 cr0.0% shares | 6.07M | 2.7% | +₹755 cr | Unchanged |
Bosch Ltd.BOSCHLTD | Automobile and Auto Components | +₹126 cr0.0% shares | 141.31K | 2.5% | +₹707 cr | Unchanged |
Cipla Ltd.CIPLA | Healthcare | −₹83.9 cr−7.1% shares | 4.73M | 2.4% | +₹667 cr | Reduced |
Upgrade the plan to view this stock.Karur Vysya Bank Ltd.KARURVYSYA | Financial Services | +₹9.8 cr0.0% shares | 18.97M | 2.3% | +₹659 cr | Unchanged |
Upgrade the plan to view this stock.FSN E-Commerce Ventures Ltd.NYKAA | Consumer Services | +₹29.9 cr0.0% shares | 18.50M | 2.3% | +₹647 cr | Unchanged |
Adani Green Energy Ltd.ADANIGREEN | Power | +₹47.2 cr+23.7% shares | 4.90M | 2.1% | +₹595 cr | Increased |
Tata Steel Ltd.TATASTEEL | Metals & Mining | −₹17.1 cr0.0% shares | 32.00M | 2.1% | +₹590 cr | Unchanged |
Hyundai Motor India Ltd.HYUNDAI | Automobile and Auto Components | +₹6.2 cr0.0% shares | 2.55M | 2.0% | +₹561 cr | Unchanged |
Upgrade the plan to view this stock.Chalet Hotels Ltd.CHALET | Consumer Services | +₹51.3 cr0.0% shares | 5.54M | 1.8% | +₹501 cr | Unchanged |
Upgrade the plan to view this stock.JSW Infrastructure Ltd.JSWINFRA | Services | +₹39.7 cr0.0% shares | 14.40M | 1.7% | +₹489 cr | Unchanged |
Upgrade the plan to view this stock.Escorts Kubota Ltd.ESCORTS | Capital Goods | −₹12.3 cr0.0% shares | 1.35M | 1.4% | +₹403 cr | Unchanged |
Upgrade the plan to view this stock.Metropolis Healthcare LimitedMETROPOLIS | Healthcare | −₹6.8 L0.0% shares | 6.80M | 1.4% | +₹396 cr | Unchanged |
| Consumer Durables | +₹9.3 cr0.0% shares | 515.88K | 1.4% | +₹393 cr | Unchanged | |
| Capital Goods | +₹19.0 cr+0.1% shares | 3.55M | 1.1% | +₹325 cr | Increased | |
Upgrade the plan to view this stock.Restaurant Brands Asia LimitedRBA | Consumer Services | +₹70.2 cr0.0% shares | 22.30M | 0.8% | +₹219 cr | Unchanged |
Power Grid Corporation of India Ltd.POWERGRID | Power | −₹436 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Healthcare (+4.2 pp), while Financial Services saw the largest allocation reduction (−3.8 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Stable: Information Technology −0.0 pp
See which holdings gained or lost exposure within the selected sector.
Within Healthcare, Sun Pharmaceutical Industries Ltd. (new position) and Aster DM Quality Care Ltd. (new position) saw the largest disclosed position increases, while Piramal Pharma Ltd. (exit) and Cipla Ltd. were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
5 holdings show persistent accumulation0 show persistent reduction27 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
InterGlobe Aviation Ltd.INDIGO
ServicesIncreased in 7 of 12 comparable transitions
5 consecutive increasesPortfolio weight 3.9%
HDFC Bank Ltd.HDFCBANK
Financial ServicesIncreased in 6 of 12 comparable transitions
5 consecutive increasesPortfolio weight 7.2%
HCL Technologies Ltd.HCLTECH
Information TechnologyIncreased in 6 of 12 comparable transitions
3 consecutive increasesPortfolio weight 4.0%
Eternal Ltd.ETERNAL
Consumer ServicesIncreased in 4 of 6 comparable transitions
4 consecutive increasesEntered Feb 2026Portfolio weight 4.8%
CG Power and Industrial Solutions Ltd.CGPOWER
Capital GoodsIncreased in 2 of 4 comparable transitions
Entered Apr 2026Portfolio weight 1.1%
No persistent reductions met the conviction threshold during this period.
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.