← HDFC Mutual Fund

HDFC INNOVATION FUND - DIRECT PLAN - GROWTH OPTION

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
76
Aug 2026
Equity Holdings
₹3,127.07 Cr
Equity only, excl. debt & cash
AAUM
₹2,617.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.1%
Moderate
Top 10 Weight
39.9%
Diversified
Changes
73
7 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
19.6% of portfolio
Launch Date
27 Jun 2025
1 years old

AAUM (Average Assets Under Management) of ₹2,617.83 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 INNOVATION FUND added 7 new stocks to its portfolio this month. The biggest new buy was Netweb Technologies India Limited (IT - Services) at 1.70% weight. Among existing holdings, Rubicon Research Limited saw the biggest increase — now at 3.57% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 4.38%. Eternal Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 19.6%. ↓ 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
Pharmaceuticals & Biotechnology 19.3% 19.4% +0.0%
Retailing 15.3% 15.8% +0.5%
Aerospace & Defense 7.3% 7.6% +0.3%
Electrical Equipment 7.7% 7.4% -0.3%
Finance 4.8% 5.1% +0.3%
Automobiles 4.0% 4.6% +0.6%
Auto Components 6.2% 4.6% -1.6%
IT - Software 4.9% 4.3% -0.5%
Power 4.3% 3.9% -0.4%
Chemicals & Petrochemicals 4.2% 3.8% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 19.4% 19.6% +0.3%
Retailing 15.8% 15.7% -0.1%
Aerospace & Defense 7.6% 7.3% -0.3%
Electrical Equipment 7.4% 7.2% -0.3%
Auto Components 4.6% 4.9% +0.3%
Finance 5.1% 4.4% -0.7%
Automobiles 4.6% 4.4% -0.3%
IT - Software 4.3% 4.2% -0.1%
Chemicals & Petrochemicals 3.8% 3.8% +0.0%
Financial Technology (Fintech) 3.1% 3.8% +0.7%
🟢
Biggest New Buy
Netweb Technologies India Limited
1.70% weight · IT - Services
Biggest Add
Rubicon Research Limited
+1.10% · now 3.57%
Biggest Trim
Bajaj Finance Limited
-0.69% · now 4.38%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Shiprocket Limited 47 funds
Shiprocket Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
UTI Innovation Fund - Direct Plan - Growth Option
Union Consumption Fund - Direct Plan - Growth Option + more
Tempsens Instruments (India) Limited 20 funds
Tempsens Instruments (India) Limited
SBI Resurgent India Opportunities Scheme
Motilal Oswal Contra Fund
Edelweiss Business Cycle Fund - Direct Plan - Growth + more
Molbio Diagnostics Ltd. 15 funds
Molbio Diagnostics Ltd.
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan
HDFC MNC Fund - Growth Option - Direct Plan
ICICI Prudential Exports and Services Fund + more
Lumino Industries Limited 14 funds
Lumino Industries Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Contra Fund
Bank of India Mid Cap Fund - Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries ↑ 18 Increased ↓ 48 Decreased
#StockSectorWeight (Aug 2026)
1
Netweb Technologies India Limited
₹54.16 Cr
IT - Services 1.70%
2
Dhoot Transmission Ltd
₹16.25 Cr
Automobile and Auto Components 0.51%
3
One 97 Communications Limited
₹13.98 Cr
Financial Technology (Fintech) 0.44%
4
Molbio Diagnostics Ltd.
₹11.78 Cr
Healthcare Equipment & Supplies 0.37%
5
Tempsens Instruments (India) Limited
₹11.71 Cr
Industrial Manufacturing 0.37%
6
Shiprocket Limited
₹8.61 Cr
Transport Services 0.27%
7
Lumino Industries Limited
₹5.39 Cr
Miscellaneous 0.17%
#StockSectorJul 2026Aug 2026Change
1
Rubicon Research Limited
₹113.72 Cr
Pharmaceuticals & Biotechnology 2.47% 3.57% +1.10%
2
ICICI Prudential Asset Management Company Limited
₹39.91 Cr
Capital Markets 0.51% 1.25% +0.74%
3
Divi's Laboratories Limited
₹130.19 Cr
Pharmaceuticals & Biotechnology 3.73% 4.08% +0.35%
4
Tenneco Clean Air India Limited
₹19.21 Cr
Auto Components 0.29% 0.60% +0.31%
5
PB Fintech Limited
₹106.02 Cr
Financial Technology (Fintech) 3.05% 3.32% +0.27%
6
Navin Fluorine International Limited
₹76.33 Cr
Chemicals & Petrochemicals 2.24% 2.39% +0.15%
7
Ather Energy Limited
₹19.24 Cr
Automobiles 0.48% 0.60% +0.12%
8
Coforge Limited
₹47.44 Cr
IT - Software 1.38% 1.49% +0.11%
9
Eternal Limited
₹306.97 Cr
Retailing 9.53% 9.63% +0.10%
10
Sudeep Pharma Limited
₹14.46 Cr
Pharmaceuticals & Biotechnology 0.35% 0.45% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹139.52 Cr
Finance 5.07% 4.38% -0.69%
2
Mahindra & Mahindra Limited
₹108.73 Cr
Automobiles 3.79% 3.41% -0.38%
3
Tata Power Company Limited
₹50.15 Cr
Power 1.85% 1.57% -0.28%
4
Laurus Labs Limited
₹29.94 Cr
Pharmaceuticals & Biotechnology 1.21% 0.94% -0.27%
5
AMAGI MEDIA LABS LTD
₹35.21 Cr
IT - Services 1.36% 1.10% -0.26%
6
Godrej Consumer Products Limited
₹30.01 Cr
Personal Products 1.20% 0.94% -0.26%
7
Lenskart Solutions Limited
₹86.66 Cr
Retailing 2.95% 2.72% -0.23%
8
Reliance Industries Limited
₹68.96 Cr
Petroleum Products 2.38% 2.16% -0.22%
9
Anthem Biosciences Limited
₹30.12 Cr
Pharmaceuticals & Biotechnology 1.16% 0.94% -0.22%
10
Sun Pharmaceutical Industries Limited
₹87.56 Cr
Pharmaceuticals & Biotechnology 2.96% 2.75% -0.21%

What Stocks Does This Fund Hold?

76 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹306.97 Cr
Retailing
9.63%
2
₹139.52 Cr
Finance
4.38%
3
₹130.19 Cr
Pharmaceuticals & Biotechnology
4.08%
4
₹113.72 Cr
Pharmaceuticals & Biotechnology
3.57%
5
₹108.73 Cr
Automobiles
3.41%
6
₹106.02 Cr
Financial Technology (Fintech)
3.32%
7
₹104.81 Cr
Aerospace & Defense
3.29%
8
₹88.34 Cr
Aerospace & Defense
2.77%
9
₹87.56 Cr
Pharmaceuticals & Biotechnology
2.75%
10
₹86.66 Cr
Retailing
2.72%
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🏦 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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