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HSBC Financial Services Fund - Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
38
Aug 2026
Equity Holdings
₹932.86 Cr
Equity only, excl. debt & cash
AAUM
₹867.31 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.1%
Moderate
Top 10 Weight
51.6%
Moderate
Changes
36
1 new · 0 exits
Top Sector
Banks
40.3% 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 added 1 new stock to its portfolio this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 1.07% weight. Among existing holdings, PB Fintech Limited saw the biggest increase — now at 3.42% of the portfolio. HDFC Bank Limited was trimmed the most, now at 8.72%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 40.3%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 41.3% 40.3% -1.0%
Capital Markets 28.9% 28.8% -0.1%
Finance 18.5% 17.8% -0.7%
Financial Technology (Fintech) 5.7% 7.4% +1.8%
Insurance 2.0% 2.0% +0.0%
Commercial Services & Supplies 0.6% 0.5% -0.1%
🟢
Biggest New Buy
One 97 Communications Limited
1.07% weight · Financial Technology (Fintech)
Biggest Add
PB Fintech Limited
+0.39% · now 3.42%
Biggest Trim
HDFC Bank Limited
-0.82% · now 8.72%
🤝 Other funds also bought this month
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

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 13 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
One 97 Communications Limited
₹10.30 Cr
Financial Technology (Fintech) 1.07%
#StockSectorJul 2026Aug 2026Change
1
PB Fintech Limited
₹32.93 Cr
Financial Technology (Fintech) 3.03% 3.42% +0.39%
2
Motilal Oswal Financial Services Limited
₹23.34 Cr
Capital Markets 2.05% 2.42% +0.37%
3
Multi Commodity Exchange of India Limited
₹17.60 Cr
Capital Markets 1.50% 1.83% +0.33%
4
Pine Labs Limited
₹20.74 Cr
Financial Technology (Fintech) 1.89% 2.15% +0.26%
5
Kotak Mahindra Bank Limited
₹41.79 Cr
Banks 4.19% 4.34% +0.15%
6
Prudent Corporate Advisory Services Limited
₹20.36 Cr
Capital Markets 1.96% 2.11% +0.15%
7
Piramal Finance Ltd
₹17.74 Cr
Finance 1.71% 1.84% +0.13%
8
Shriram Finance Limited
₹49.07 Cr
Finance 4.98% 5.10% +0.12%
9
PNB Housing Finance Limited
₹21.93 Cr
Finance 2.16% 2.28% +0.12%
10
Axis Bank Limited
₹39.66 Cr
Banks 4.04% 4.12% +0.08%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹83.97 Cr
Banks 9.54% 8.72% -0.82%
2
Housing & Urban Development Corporation Limited
₹9.11 Cr
Finance 1.58% 0.95% -0.63%
3
ICICI Bank Limited
₹92.47 Cr
Banks 9.83% 9.60% -0.23%
4
BSE Limited
₹11.49 Cr
Capital Markets 1.37% 1.19% -0.18%
5
Billionbrains Garage Ventures Ltd
₹32.37 Cr
Capital Markets 3.53% 3.36% -0.17%
6
ICICI Prudential Asset Management Company Limited
₹30.20 Cr
Capital Markets 3.31% 3.14% -0.17%
7
Nippon Life India Asset Management Limited
₹48.60 Cr
Capital Markets 5.18% 5.05% -0.13%
8
Bajaj Finance Limited
₹10.59 Cr
Finance 1.23% 1.10% -0.13%
9
HDFC Asset Management Company Limited
₹31.94 Cr
Capital Markets 3.43% 3.32% -0.11%
10
The Federal Bank Limited
₹25.16 Cr
Banks 2.72% 2.61% -0.11%

What Stocks Does This Fund Hold?

38 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹92.47 Cr
Banks
9.60%
2
₹83.97 Cr
Banks
8.72%
3
₹49.07 Cr
Finance
5.10%
4
₹48.60 Cr
Capital Markets
5.05%
5
₹44.42 Cr
Banks
4.61%
6
₹41.79 Cr
Banks
4.34%
7
₹39.66 Cr
Banks
4.12%
8
₹32.93 Cr
Financial Technology (Fintech)
3.42%
9
₹32.37 Cr
Capital Markets
3.36%
10
₹31.94 Cr
Capital Markets
3.32%
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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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