← HDFC Mutual Fund

HDFC Banking & Financial Services Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
36
Jul 2026
Equity Holdings
₹4,587.66 Cr
Equity only, excl. debt & cash
AAUM
₹4,351.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
48.7%
High concentration
Top 10 Weight
66.5%
High concentration
Changes
37
3 new · 2 exits
Top Sector
Banks
58.1% of portfolio
Launch Date
11 Jun 2021
5 years old

AAUM (Average Assets Under Management) of ₹4,351.67 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month HDFC Banking & Financial Services Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was 360 One WAM Limited (Capital Markets) at 1.13% weight. Bajaj Finserv Limited was the biggest exit (Finance), which was held at 0.74%. Among existing holdings, SBI Life Insurance Company Limited saw the biggest increase — now at 3.94% of the portfolio. HDFC Bank Limited was trimmed the most, now at 13.01%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 58.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 61.4% 60.8% -0.6%
Finance 22.3% 24.1% +1.9%
Insurance 7.6% 7.0% -0.7%
Capital Markets 5.3% 4.9% -0.4%
Financial Technology (Fintech) 1.3% 1.3% 0.0%
N.A. 1.5% 1.2% -0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 60.8% 58.1% -2.7%
Finance 24.1% 25.0% +0.9%
Insurance 7.0% 7.4% +0.4%
Capital Markets 4.9% 6.7% +1.8%
Financial Technology (Fintech) 1.3% 1.1% -0.2%
N.A. 1.2% 0.9% -0.3%
🟢
Biggest New Buy
360 One WAM Limited
1.13% weight · Capital Markets
🔴
Biggest Exit
Bajaj Finserv Limited
0.74% was held · Finance
Biggest Add
SBI Life Insurance Company Limited
+0.97% · now 3.94%
Biggest Trim
HDFC Bank Limited
-1.70% · now 13.01%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
CreditAccess Grameen Limited 6 funds
CreditAccess Grameen Limited
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
Navi Nifty SmallCap250 Momentum Qlty 100
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH + more
👋 Other funds also exited
Bajaj Finserv Limited 32 funds
Bajaj Finserv Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 100 Low Volatility 30 ETF
HDFC NIFTY100 Low Volatility 30 Index Fund (An open ended scheme replicating/tracking NIFTY100 Low Volatility 30 Index (TRI)) + more
One 97 Communications Limited 26 funds
One 97 Communications Limited
Groww Nifty India Internet ETF FOF
Invesco India Transportation and Logistics Fund
JM Aggressive Hybrid Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 2 Exits ↑ 14 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
360 One WAM Limited
₹52.22 Cr
Capital Markets 1.13%
2
SBI Funds Management Limited
₹46.85 Cr
Capital Markets 1.01%
3
CreditAccess Grameen Limited
₹40.36 Cr
Finance 0.87%
#StockSectorLast Weight (Jun 2026)
1
Bajaj Finserv Limited
₹34.03 Cr
Finance 0.74%
2
One 97 Communications Limited
₹11.42 Cr
Financial Technology (Fintech) 0.25%
#StockSectorJun 2026Jul 2026Change
1
SBI Life Insurance Company Limited
₹182.55 Cr
Insurance 2.97% 3.94% +0.97%
2
Bajaj Finance Limited
₹208.27 Cr
Finance 4.00% 4.50% +0.50%
3
ICICI Bank Limited
₹665.60 Cr
Banks 13.92% 14.37% +0.45%
4
Repco Home Finance Limited
₹26.76 Cr
Finance 0.24% 0.58% +0.34%
5
Mahindra & Mahindra Financial Services Limited
₹61.72 Cr
Finance 1.03% 1.33% +0.30%
6
Five Star Business Finance Limited
₹125.11 Cr
Finance 2.52% 2.70% +0.18%
7
Kotak Mahindra Bank Limited
₹356.56 Cr
Banks 7.56% 7.70% +0.14%
8
Karur Vysya Bank Limited
₹88.95 Cr
Banks 1.81% 1.92% +0.11%
9
Fusion Finance Ltd
₹58.86 Cr
Finance 1.18% 1.27% +0.09%
10
PB Fintech Limited
₹50.93 Cr
Financial Technology (Fintech) 1.04% 1.10% +0.06%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹602.26 Cr
Banks 14.71% 13.01% -1.70%
2
Axis Bank Limited
₹344.26 Cr
Banks 8.48% 7.43% -1.05%
3
Shriram Finance Limited
₹198.87 Cr
Finance 4.88% 4.29% -0.59%
4
OnEMI Technology Solutions Limited
₹39.94 Cr
N.A. 1.16% 0.86% -0.30%
5
Medi Assist Healthcare Services Ltd
₹6.79 Cr
Insurance 0.45% 0.15% -0.30%
6
IndusInd Bank Limited
₹60.75 Cr
Banks 1.55% 1.31% -0.24%
7
Bandhan Bank Limited
₹59.28 Cr
Banks 1.52% 1.28% -0.24%
8
Angel One Limited
₹80.45 Cr
Capital Markets 1.95% 1.74% -0.21%
9
Can Fin Homes Limited
₹74.65 Cr
Finance 1.78% 1.61% -0.17%
10
ICICI Lombard General Insurance Company Limited
₹85.24 Cr
Insurance 2.00% 1.84% -0.16%

What Stocks Does This Fund Hold?

36 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹665.60 Cr
Banks
14.37%
2
₹602.26 Cr
Banks
13.01%
3
₹356.56 Cr
Banks
7.70%
4
₹344.26 Cr
Banks
7.43%
5
₹287.67 Cr
Banks
6.21%
6
₹208.27 Cr
Finance
4.50%
7
₹198.87 Cr
Finance
4.29%
8
₹182.55 Cr
Insurance
3.94%
9
₹125.11 Cr
Finance
2.70%
10
₹109.97 Cr
Banks
2.37%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 HDFC Mutual Fund — Portfolio & Holdings
See all funds managed by HDFC Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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