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HDFC MNC Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
42
Aug 2026
Equity Holdings
₹560.99 Cr
Equity only, excl. debt & cash
AAUM
₹520.55 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.3%
Moderate
Top 10 Weight
49.8%
Moderate
Changes
48
6 new · 6 exits
Top Sector
Pharmaceuticals & Biotechnology
23.5% of portfolio
Launch Date
17 Feb 2023
3 years old

AAUM (Average Assets Under Management) of ₹520.55 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 MNC Fund made 6 new additions and exited 6 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 3.85% weight. Tata Motors Ltd was the biggest exit (Agricultural, Commercial & Construction Vehicles), which was held at 1.88%. Among existing holdings, LG Electronics India Ltd saw the biggest increase — now at 2.89% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 9.03%. Maruti Suzuki India Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 23.5%. ↓ 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 17.8% 19.2% +1.4%
Automobiles 12.9% 13.1% +0.2%
Food Products 12.7% 12.1% -0.6%
Industrial Products 10.2% 8.3% -1.9%
Electrical Equipment 8.9% 7.8% -1.1%
Auto Components 4.4% 7.0% +2.6%
Diversified FMCG 6.8% 6.6% -0.2%
Agricultural, Commercial & Construction Vehicles 5.7% 5.4% -0.3%
Beverages 3.9% 4.8% +0.9%
IT - Software 2.9% 3.9% +1.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 19.2% 23.5% +4.3%
Automobiles 13.1% 12.0% -1.1%
Food Products 12.1% 11.6% -0.5%
Industrial Products 8.3% 8.2% -0.1%
Auto Components 7.0% 8.0% +1.0%
Electrical Equipment 7.8% 7.4% -0.4%
Diversified FMCG 6.6% 6.1% -0.6%
Beverages 4.8% 4.6% -0.2%
Agricultural, Commercial & Construction Vehicles 5.4% 3.5% -1.9%
Consumer Durables 1.7% 2.9% +1.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
3.85% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Tata Motors Ltd
1.88% was held · Agricultural, Commercial & Construction Vehicles
Biggest Add
LG Electronics India Ltd
+1.23% · now 2.89%
Biggest Trim
Maruti Suzuki India Limited
-0.69% · now 9.03%
🤝 Other funds also bought this month
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
Torrent Pharmaceuticals Limited 31 funds
Torrent Pharmaceuticals Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy) + more
Lupin Limited 17 funds
Lupin Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Molbio Diagnostics Ltd. 15 funds
Molbio Diagnostics Ltd.
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan
ICICI Prudential Exports and Services Fund
WhiteOak Capital Pharma and Healthcare Fund + more
Rubicon Research Limited 12 funds
Rubicon Research Limited
SBI Multicap Fund- Direct Plan- Growth option
ICICI Prudential Flexicap Fund - Direct Plan - Growth
Axis Innovation Fund - Direct Plan - Growth Option + more
HEG Limited 9 funds
HEG Limited
Bank of India Aggressive Hybrid Fund
Mahindra Manulife Value Fund - Direct Plan - Growth
HDFC Manufacturing Fund + more
👋 Other funds also exited
Tata Consultancy Services Limited 51 funds
Tata Consultancy Services Limited
Kotak Nifty IT ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
HDFC Nifty Growth Sectors 15 ETF + more
HCL Technologies Limited 38 funds
HCL Technologies Limited
Kotak Nifty IT ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Biocon Limited 29 funds
Biocon Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Mirae Asset Healthcare Fund Direct Growth + more
Glenmark Pharmaceuticals Limited 26 funds
Glenmark Pharmaceuticals Limited
Mirae Asset Healthcare Fund Direct Growth
Mirae Asset Nifty 200 Alpha 30 ETF
SAMCO ELSS TAX SAVER FUND + more
Tata Motors Ltd 25 funds
Tata Motors Ltd
Kotak Nifty Next 50 ETF
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option
Kotak Transportation & Logistics Fund-Direct Growth + more
Hexaware Technologies Limited 11 funds
Hexaware Technologies Limited
quant ESG Integration Strategy Fund
Kotak Business Cycle - Direct Plan - Growth
DSP Multicap Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 6 Exits ↑ 15 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Torrent Pharmaceuticals Limited
₹21.78 Cr
Pharmaceuticals & Biotechnology 3.85%
2
Molbio Diagnostics Ltd.
₹8.57 Cr
Healthcare Equipment & Supplies 1.51%
3
Rubicon Research Limited
₹5.43 Cr
Pharmaceuticals & Biotechnology 0.96%
4
Symbiotec Pharmalab Limited
₹5.00 Cr
Pharmaceuticals & Biotechnology 0.88%
5
Lupin Limited
₹3.67 Cr
Pharmaceuticals & Biotechnology 0.65%
6
HEG Limited
₹2.94 Cr
Industrial Products 0.52%
#StockSectorLast Weight (Jul 2026)
1
Tata Motors Ltd
₹10.40 Cr
Agricultural, Commercial & Construction Vehicles 1.88%
2
Hexaware Technologies Limited
₹6.46 Cr
IT - Software 1.17%
3
Biocon Limited
₹5.60 Cr
Pharmaceuticals & Biotechnology 1.01%
4
Glenmark Pharmaceuticals Limited
₹4.20 Cr
Pharmaceuticals & Biotechnology 0.76%
5
HCL Technologies Limited
₹3.37 Cr
IT - Software 0.61%
6
Tata Consultancy Services Limited
₹2.96 Cr
IT - Software 0.53%
#StockSectorJul 2026Aug 2026Change
1
LG Electronics India Ltd
₹16.38 Cr
Consumer Durables 1.66% 2.89% +1.23%
2
Bosch Limited
₹22.31 Cr
Auto Components 3.32% 3.94% +0.62%
3
Neuland Laboratories Limited
₹17.37 Cr
Pharmaceuticals & Biotechnology 2.60% 3.07% +0.47%
4
Tenneco Clean Air India Limited
₹9.02 Cr
Auto Components 1.19% 1.59% +0.40%
5
Pearl Global Industries Limited
₹14.18 Cr
Textiles & Apparels 2.15% 2.50% +0.35%
6
Gland Pharma Limited
₹12.55 Cr
Pharmaceuticals & Biotechnology 1.88% 2.22% +0.34%
7
Divi's Laboratories Limited
₹12.35 Cr
Pharmaceuticals & Biotechnology 1.90% 2.18% +0.28%
8
Oracle Financial Services Software Limited
₹8.28 Cr
IT - Software 1.34% 1.46% +0.12%
9
Indo-MIM Limited
₹4.51 Cr
Industrial Manufacturing 0.72% 0.80% +0.08%
10
Ashok Leyland Limited
₹14.58 Cr
Agricultural, Commercial & Construction Vehicles 2.50% 2.57% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹51.16 Cr
Automobiles 9.72% 9.03% -0.69%
2
Wockhardt Limited
₹2.66 Cr
Pharmaceuticals & Biotechnology 1.13% 0.47% -0.66%
3
Hindustan Unilever Limited
₹34.28 Cr
Diversified FMCG 6.62% 6.05% -0.57%
4
Cummins India Limited
₹26.22 Cr
Industrial Products 5.13% 4.63% -0.50%
5
Hyundai Motor India Ltd
₹16.69 Cr
Automobiles 3.37% 2.95% -0.42%
6
Britannia Industries Limited
₹36.70 Cr
Food Products 6.85% 6.48% -0.37%
7
Anthem Biosciences Limited
₹11.79 Cr
Pharmaceuticals & Biotechnology 2.42% 2.08% -0.34%
8
GE Vernova T&D India Limited
₹11.76 Cr
Electrical Equipment 2.36% 2.08% -0.28%
9
Ajanta Pharma Limited
₹15.68 Cr
Pharmaceuticals & Biotechnology 2.98% 2.77% -0.21%
10
United Spirits Limited
₹25.80 Cr
Beverages 4.75% 4.56% -0.19%

What Stocks Does This Fund Hold?

42 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹51.16 Cr
Automobiles
9.03%
2
₹36.70 Cr
Food Products
6.48%
3
₹34.28 Cr
Diversified FMCG
6.05%
4
₹28.89 Cr
Food Products
5.10%
5
₹26.22 Cr
Industrial Products
4.63%
6
₹25.80 Cr
Beverages
4.56%
7
₹22.31 Cr
Auto Components
3.94%
8
₹21.78 Cr
Pharmaceuticals & Biotechnology
3.85%
9
₹17.41 Cr
Industrial Products
3.08%
10
₹17.37 Cr
Pharmaceuticals & Biotechnology
3.07%
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🏦 HDFC Mutual Fund — Portfolio & Holdings
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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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