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HDFC Focused Fund - Growth Option - Direct Plan

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
29
Jul 2026
Equity Holdings
₹26,056.96 Cr
Equity only, excl. debt & cash
AAUM
₹26,184.35 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.1%
Moderate
Top 10 Weight
54.2%
Moderate
Changes
31
2 new · 2 exits
Top Sector
Banks
36.4% of portfolio
Launch Date
20 Aug 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹26,184.35 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 Focused Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Sun Pharmaceutical Industries Limited (Pharmaceuticals & Biotechnology) at 3.70% weight. CIE Automotive India Limited was the biggest exit (Auto Components), which was held at 1.19%. Among existing holdings, HCL Technologies Limited saw the biggest increase — now at 4.10% of the portfolio. Power Grid Corporation of India Limited was trimmed the most, now at 1.56%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 36.4%. ↓ 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 37.4% 37.7% +0.3%
Automobiles 8.9% 8.7% -0.2%
Retailing 5.7% 6.3% +0.6%
Pharmaceuticals & Biotechnology 5.2% 4.3% -0.9%
Transport Services 3.4% 4.2% +0.8%
Consumer Durables 3.9% 3.7% -0.2%
IT - Software 3.9% 3.3% -0.5%
Insurance 3.6% 3.3% -0.3%
Telecom - Services 3.4% 3.3% -0.1%
Auto Components 3.1% 3.3% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 37.7% 36.4% -1.3%
Automobiles 8.7% 9.1% +0.4%
Retailing 6.3% 6.9% +0.6%
Pharmaceuticals & Biotechnology 4.3% 6.4% +2.1%
Consumer Durables 3.7% 4.1% +0.4%
IT - Software 3.3% 4.1% +0.8%
Transport Services 4.2% 3.9% -0.3%
Power 2.8% 3.5% +0.7%
Insurance 3.3% 3.5% +0.1%
Telecom - Services 3.3% 3.4% +0.1%
🟢
Biggest New Buy
Sun Pharmaceutical Industries Limited
3.70% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
CIE Automotive India Limited
1.19% was held · Auto Components
Biggest Add
HCL Technologies Limited
+0.76% · now 4.10%
Biggest Trim
Power Grid Corporation of India Limited
-1.27% · now 1.56%
🤝 Other funds also bought this month
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Adani Green Energy Limited 9 funds
Adani Green Energy Limited
quant ESG Integration Strategy Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Axis BSE India Sector Leaders Index Fund + more
👋 Other funds also exited
Piramal Pharma Limited 9 funds
Piramal Pharma Limited
Groww Nifty Smallcap250 ETF
LIC MF Value Fund-Direct Plan-Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth + more
CIE Automotive India Limited 5 funds
CIE Automotive India Limited
Groww Nifty Smallcap250 ETF
Mirae Asset Nifty Smallcap 250 ETF
HDFC Multi-Asset Active FOF - Growth Option -Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 14 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
Sun Pharmaceutical Industries Limited
₹1,033.55 Cr
Pharmaceuticals & Biotechnology 3.70%
2
Adani Green Energy Limited
₹547.63 Cr
Power 1.96%
#StockSectorLast Weight (Jun 2026)
1
CIE Automotive India Limited
₹325.04 Cr
Auto Components 1.19%
2
Piramal Pharma Limited
₹145.30 Cr
Pharmaceuticals & Biotechnology 0.53%
#StockSectorJun 2026Jul 2026Change
1
HCL Technologies Limited
₹1,144.87 Cr
IT - Software 3.34% 4.10% +0.76%
2
Eternal Limited
₹1,308.00 Cr
Retailing 4.19% 4.68% +0.49%
3
Havells India Limited
₹764.70 Cr
Consumer Durables 2.27% 2.74% +0.47%
4
CG Power and Industrial Solutions Limited
₹306.20 Cr
Electrical Equipment 0.79% 1.10% +0.31%
5
Karur Vysya Bank Limited
₹649.50 Cr
Banks 2.06% 2.33% +0.27%
6
Eicher Motors Limited
₹936.07 Cr
Automobiles 3.10% 3.35% +0.25%
7
Hyundai Motor India Ltd
₹555.10 Cr
Automobiles 1.78% 1.99% +0.21%
8
ICICI Bank Limited
₹2,612.43 Cr
Banks 9.17% 9.36% +0.19%
9
SBI Life Insurance Company Limited
₹970.11 Cr
Insurance 3.33% 3.47% +0.14%
10
Bharti Airtel Limited
₹954.44 Cr
Telecom - Services 3.28% 3.42% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Power Grid Corporation of India Limited
₹435.51 Cr
Power 2.83% 1.56% -1.27%
2
Cipla Limited
₹750.90 Cr
Pharmaceuticals & Biotechnology 3.73% 2.69% -1.04%
3
Axis Bank Limited
₹1,844.25 Cr
Banks 7.39% 6.60% -0.79%
4
HDFC Bank Limited
₹2,134.21 Cr
Banks 8.34% 7.64% -0.70%
5
InterGlobe Aviation Limited
₹1,090.46 Cr
Transport Services 4.15% 3.90% -0.25%
6
Kotak Mahindra Bank Limited
₹1,474.27 Cr
Banks 5.43% 5.28% -0.15%
7
Restaurant Brands Asia Limited
₹148.61 Cr
Leisure Services 0.65% 0.53% -0.12%
8
State Bank of India
₹1,450.79 Cr
Banks 5.31% 5.20% -0.11%
9
JSW Infrastructure Ltd
₹449.75 Cr
Transport Infrastructure 1.70% 1.61% -0.09%
10
Maruti Suzuki India Limited
₹1,046.15 Cr
Automobiles 3.80% 3.75% -0.05%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹2,612.43 Cr
Banks
9.36%
2
₹2,134.21 Cr
Banks
7.64%
3
₹1,844.25 Cr
Banks
6.60%
4
₹1,474.27 Cr
Banks
5.28%
5
₹1,450.79 Cr
Banks
5.20%
6
₹1,308.00 Cr
Retailing
4.68%
7
₹1,144.87 Cr
IT - Software
4.10%
8
₹1,090.46 Cr
Transport Services
3.90%
9
₹1,046.15 Cr
Automobiles
3.75%
10
₹1,033.55 Cr
Pharmaceuticals & Biotechnology
3.70%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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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