← HSBC Mutual Fund

HSBC Conservative Hybrid Fund - Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
24
Jul 2026
Equity Holdings
₹25.22 Cr
Equity only, excl. debt & cash
AAUM
₹125.71 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
9.7%
Diversified
Top 10 Weight
13.4%
Diversified
Changes
21
0 new · 0 exits
Top Sector
Banks
7.6% of portfolio
Launch Date
22 Jan 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹125.71 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 Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 2.95% of the portfolio. Billionbrains Garage Ventures Ltd was trimmed the most, now at 0.13%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 7.6%. ↓ 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 4.1% 4.5% +0.4%
Electrical Equipment 3.7% 3.6% -0.1%
Capital Markets 2.5% 2.7% +0.2%
Industrial Products 1.1% 1.1% +0.0%
Aerospace & Defense 0.8% 0.8% 0.0%
IT - Software 1.0% 0.8% -0.2%
Finance 0.7% 0.8% +0.1%
Construction 0.7% 0.7% +0.0%
Consumer Durables 0.4% 0.5% +0.0%
Retailing 0.4% 0.5% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 4.5% 7.6% +3.1%
Electrical Equipment 3.6% 3.2% -0.4%
Industrial Products 1.1% 1.0% -0.1%
IT - Software 0.8% 0.9% +0.2%
Finance 0.8% 0.8% +0.0%
Aerospace & Defense 0.8% 0.8% -0.1%
Construction 0.7% 0.6% -0.1%
Industrial Manufacturing 0.4% 0.5% +0.1%
Consumer Durables 0.5% 0.5% 0.0%
Retailing 0.5% 0.4% 0.0%
Biggest Add
HDFC Bank Limited
+2.91% · now 2.95%
Biggest Trim
Billionbrains Garage Ventures Ltd
-2.54% · now 0.13%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 9 Increased ↓ 12 Decreased
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹4.54 Cr
Banks 0.04% 2.95% +2.91%
2
Persistent Systems Limited
₹1.11 Cr
IT - Software 0.57% 0.72% +0.15%
3
The Federal Bank Limited
₹3.23 Cr
Banks 1.97% 2.10% +0.13%
4
Kaynes Technology India Limited
₹76.09 L
Industrial Manufacturing 0.41% 0.49% +0.08%
5
ICICI Bank Limited
₹3.88 Cr
Banks 2.46% 2.52% +0.06%
6
Cholamandalam Investment and Finance Company Ltd
₹1.07 Cr
Finance 0.69% 0.70% +0.01%
7
Siemens Limited
₹94.00 L
Electrical Equipment 0.60% 0.61% +0.01%
8
Infosys Limited
₹13.90 L
IT - Software 0.08% 0.09% +0.01%
9
Sundaram Finance Limited
₹13.16 L
Finance 0.08% 0.09% +0.01%
#StockSectorJun 2026Jul 2026Change
1
Billionbrains Garage Ventures Ltd
₹19.44 L
Capital Markets 2.67% 0.13% -2.54%
2
GE Vernova T&D India Limited
₹1.73 Cr
Electrical Equipment 1.31% 1.12% -0.19%
3
CG Power and Industrial Solutions Limited
₹1.30 Cr
Electrical Equipment 0.95% 0.84% -0.11%
4
KEI Industries Limited
₹1.57 Cr
Industrial Products 1.12% 1.02% -0.10%
5
Siemens Energy India Limited
₹80.77 L
Electrical Equipment 0.61% 0.52% -0.09%
6
Bharat Electronics Limited
₹1.16 Cr
Aerospace & Defense 0.82% 0.76% -0.06%
7
Larsen & Toubro Limited
₹98.47 L
Construction 0.69% 0.64% -0.05%
8
Aditya Vision Ltd
₹47.85 L
Retailing 0.33% 0.31% -0.02%
9
Safari Industries India Ltd
₹68.62 L
Consumer Durables 0.46% 0.45% -0.01%
10
Trent Limited
₹18.04 L
Retailing 0.13% 0.12% -0.01%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹4.54 Cr
Banks
2.95%
2
₹3.88 Cr
Banks
2.52%
3
₹3.23 Cr
Banks
2.10%
4
₹1.73 Cr
Electrical Equipment
1.12%
5
₹1.57 Cr
Industrial Products
1.02%
6
₹1.30 Cr
Electrical Equipment
0.84%
7
₹1.16 Cr
Aerospace & Defense
0.76%
8
₹1.11 Cr
IT - Software
0.72%
9
₹1.07 Cr
Finance
0.70%
10
₹98.47 L
Construction
0.64%
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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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