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HDFC Focused Fund - Growth Option - Direct Plan

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
29
Aug 2026
Equity Holdings
₹26,985.80 Cr
Equity only, excl. debt & cash
AAUM
₹26,184.35 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.6%
Moderate
Top 10 Weight
55.0%
Moderate
Changes
29
1 new · 1 exits
Top Sector
Banks
37.0% 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 1 new addition and exited 1 stock this month. The biggest new buy was Aster DM Healthcare Limited (Healthcare Services) at 2.98% weight. Power Grid Corporation of India Limited was the biggest exit (Power), which was held at 1.56%. Among existing holdings, Sun Pharmaceutical Industries Limited saw the biggest increase — now at 4.19% of the portfolio. HDFC Bank Limited was trimmed the most, now at 7.17%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 37.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 36.4% 37.0% +0.6%
Automobiles 9.1% 8.9% -0.2%
Retailing 6.9% 7.1% +0.2%
Pharmaceuticals & Biotechnology 6.4% 6.6% +0.2%
Healthcare Services 1.4% 4.4% +3.0%
Consumer Durables 4.1% 4.1% 0.0%
IT - Software 4.1% 4.0% -0.1%
Transport Services 3.9% 3.9% +0.0%
Insurance 3.5% 3.2% -0.3%
Telecom - Services 3.4% 3.1% -0.3%
🟢
Biggest New Buy
Aster DM Healthcare Limited
2.98% weight · Healthcare Services
🔴
Biggest Exit
Power Grid Corporation of India Limited
1.56% was held · Power
Biggest Add
Sun Pharmaceutical Industries Limited
+0.49% · now 4.19%
Biggest Trim
HDFC Bank Limited
-0.47% · now 7.17%
🤝 Other funds also bought this month
Aster DM Healthcare Limited 29 funds
Aster DM Healthcare Limited
SAMCO ELSS TAX SAVER FUND
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF + more
👋 Other funds also exited
Power Grid Corporation of India Limited 31 funds
Power Grid Corporation of India Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Services Fund - Direct - Growth
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 17 Increased ↓ 10 Decreased
#StockSectorWeight (Aug 2026)
1
Aster DM Healthcare Limited
₹841.07 Cr
Healthcare Services 2.98%
#StockSectorLast Weight (Jul 2026)
1
Power Grid Corporation of India Limited
₹435.51 Cr
Power 1.56%
#StockSectorJul 2026Aug 2026Change
1
Sun Pharmaceutical Industries Limited
₹1,180.45 Cr
Pharmaceuticals & Biotechnology 3.70% 4.19% +0.49%
2
Kotak Mahindra Bank Limited
₹1,619.23 Cr
Banks 5.28% 5.74% +0.46%
3
Bosch Limited
₹706.56 Cr
Auto Components 2.08% 2.51% +0.43%
4
Axis Bank Limited
₹1,950.00 Cr
Banks 6.60% 6.91% +0.31%
5
Restaurant Brands Asia Limited
₹218.76 Cr
Leisure Services 0.53% 0.78% +0.25%
6
Chalet Hotels Limited
₹501.00 Cr
Leisure Services 1.61% 1.78% +0.17%
7
Adani Green Energy Limited
₹594.88 Cr
Power 1.96% 2.11% +0.15%
8
ICICI Bank Limited
₹2,675.36 Cr
Banks 9.36% 9.49% +0.13%
9
JSW Infrastructure Ltd
₹489.48 Cr
Transport Infrastructure 1.61% 1.74% +0.13%
10
Eternal Limited
₹1,353.30 Cr
Retailing 4.68% 4.80% +0.12%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹2,022.53 Cr
Banks 7.64% 7.17% -0.47%
2
Cipla Limited
₹667.00 Cr
Pharmaceuticals & Biotechnology 2.69% 2.37% -0.32%
3
Bharti Airtel Limited
₹876.95 Cr
Telecom - Services 3.42% 3.11% -0.31%
4
SBI Life Insurance Company Limited
₹897.17 Cr
Insurance 3.47% 3.18% -0.29%
5
Maruti Suzuki India Limited
₹996.44 Cr
Automobiles 3.75% 3.53% -0.22%
6
HCL Technologies Limited
₹1,115.37 Cr
IT - Software 4.10% 3.96% -0.14%
7
Tata Steel Limited
₹589.92 Cr
Ferrous Metals 2.17% 2.09% -0.08%
8
Havells India Limited
₹754.63 Cr
Consumer Durables 2.74% 2.68% -0.06%
9
Escorts Kubota Limited
₹403.23 Cr
Agricultural, Commercial & Construction Vehicles 1.49% 1.43% -0.06%
10
Metropolis Healthcare Limited
₹396.00 Cr
Healthcare Services 1.42% 1.40% -0.02%

What Stocks Does This Fund Hold?

29 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2,675.36 Cr
Banks
9.49%
2
₹2,022.53 Cr
Banks
7.17%
3
₹1,950.00 Cr
Banks
6.91%
4
₹1,619.23 Cr
Banks
5.74%
5
₹1,496.82 Cr
Banks
5.31%
6
₹1,353.30 Cr
Retailing
4.80%
7
₹1,180.45 Cr
Pharmaceuticals & Biotechnology
4.19%
8
₹1,115.37 Cr
IT - Software
3.96%
9
₹1,103.75 Cr
Transport Services
3.91%
10
₹996.44 Cr
Automobiles
3.53%
🏆 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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