← HSBC Mutual Fund

HSBC Financial Services Fund - Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
37
Jul 2026
Equity Holdings
₹900.09 Cr
Equity only, excl. debt & cash
AAUM
₹867.31 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.2%
Moderate
Top 10 Weight
52.7%
Moderate
Changes
38
1 new · 2 exits
Top Sector
Banks
41.3% of portfolio
Launch Date
06 Feb 2025
1 years old

AAUM (Average Assets Under Management) of ₹867.31 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 HSBC Financial Services Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Mahindra & Mahindra Financial Services Limited (Finance) at 0.62% weight. Power Finance Corporation Limited was the biggest exit (Finance), which was held at 1.65%. Among existing holdings, Home First Finance Company India Limited saw the biggest increase — now at 1.98% of the portfolio. Nippon Life India Asset Management Limited was trimmed the most, now at 5.18%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 41.3%. ↓ 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 37.1% 40.2% +3.1%
Capital Markets 31.0% 28.9% -2.1%
Finance 19.4% 19.8% +0.3%
Financial Technology (Fintech) 5.3% 5.5% +0.2%
Insurance 2.3% 2.1% -0.2%
Commercial Services & Supplies 0.7% 0.7% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 40.2% 41.3% +1.2%
Capital Markets 28.9% 28.9% 0.0%
Finance 19.8% 18.5% -1.3%
Financial Technology (Fintech) 5.5% 5.7% +0.1%
Insurance 2.1% 2.0% -0.1%
Commercial Services & Supplies 0.7% 0.6% 0.0%
🟢
Biggest New Buy
Mahindra & Mahindra Financial Services Limited
0.62% weight · Finance
🔴
Biggest Exit
Power Finance Corporation Limited
1.65% was held · Finance
Biggest Add
Home First Finance Company India Limited
+0.56% · now 1.98%
Biggest Trim
Nippon Life India Asset Management Limited
-0.65% · now 5.18%
🤝 Other funds also bought this month
Mahindra & Mahindra Financial Services Limited 22 funds
Mahindra & Mahindra Financial Services Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
SBI Quant Fund- Direct Plan- Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more
👋 Other funds also exited
Power Finance Corporation Limited 34 funds
Power Finance Corporation Limited
Groww Nifty PSE ETF FOF
quant PSU Fund - Growth Option - Direct Plan
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Bajaj Housing Finance Limited 8 funds
Bajaj Housing Finance Limited
Mirae Asset BSE 200 Equal Weight ETF
SBI Nifty Midcap 150 ETF
ZERODHA NIFTY LARGE MIDCAP 250 INDEX FUND + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 19 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Mahindra & Mahindra Financial Services Limited
₹5.79 Cr
Finance 0.62%
#StockSectorLast Weight (Jun 2026)
1
Power Finance Corporation Limited
₹15.29 Cr
Finance 1.65%
2
Bajaj Housing Finance Limited
₹7.68 Cr
Finance 0.83%
#StockSectorJun 2026Jul 2026Change
1
Home First Finance Company India Limited
₹18.40 Cr
Finance 1.42% 1.98% +0.56%
2
HDFC Bank Limited
₹88.61 Cr
Banks 8.99% 9.54% +0.55%
3
Billionbrains Garage Ventures Ltd
₹32.75 Cr
Capital Markets 3.02% 3.53% +0.51%
4
Seshaasai Technologies Ltd.
₹6.92 Cr
Financial Technology (Fintech) 0.30% 0.75% +0.45%
5
Karur Vysya Bank Limited
₹30.82 Cr
Banks 2.88% 3.32% +0.44%
6
HDFC Asset Management Company Limited
₹31.86 Cr
Capital Markets 3.00% 3.43% +0.43%
7
ICICI Bank Limited
₹91.29 Cr
Banks 9.44% 9.83% +0.39%
8
The Federal Bank Limited
₹25.31 Cr
Banks 2.51% 2.72% +0.21%
9
Prudent Corporate Advisory Services Limited
₹18.24 Cr
Capital Markets 1.79% 1.96% +0.17%
10
Bajaj Finance Limited
₹11.43 Cr
Finance 1.09% 1.23% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Nippon Life India Asset Management Limited
₹48.15 Cr
Capital Markets 5.83% 5.18% -0.65%
2
Axis Bank Limited
₹37.51 Cr
Banks 4.43% 4.04% -0.39%
3
Motilal Oswal Financial Services Limited
₹19.07 Cr
Capital Markets 2.30% 2.05% -0.25%
4
Pine Labs Limited
₹17.57 Cr
Financial Technology (Fintech) 2.14% 1.89% -0.25%
5
ICICI Prudential Asset Management Company Limited
₹30.70 Cr
Capital Markets 3.53% 3.31% -0.22%
6
Max Financial Services Limited
₹18.20 Cr
Insurance 2.08% 1.96% -0.12%
7
HDB Financial Services Limited
₹10.10 Cr
Finance 1.19% 1.09% -0.10%
8
Angel One Limited
₹8.79 Cr
Capital Markets 1.05% 0.95% -0.10%
9
Piramal Finance Ltd
₹15.85 Cr
Finance 1.80% 1.71% -0.09%
10
BSE Limited
₹12.76 Cr
Capital Markets 1.46% 1.37% -0.09%

What Stocks Does This Fund Hold?

37 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹91.29 Cr
Banks
9.83%
2
₹88.61 Cr
Banks
9.54%
3
₹48.15 Cr
Capital Markets
5.18%
4
₹46.27 Cr
Finance
4.98%
5
₹43.06 Cr
Banks
4.64%
6
₹38.89 Cr
Banks
4.19%
7
₹37.51 Cr
Banks
4.04%
8
₹32.75 Cr
Capital Markets
3.53%
9
₹31.86 Cr
Capital Markets
3.43%
10
₹30.82 Cr
Banks
3.32%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 HSBC Mutual Fund — Portfolio & Holdings
See all funds managed by HSBC 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.