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HSBC Flexi Cap Fund - Direct Growth

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
85
Jul 2026
Equity Holdings
₹5,557.30 Cr
Equity only, excl. debt & cash
AAUM
₹4,850.03 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.5%
Diversified
Top 10 Weight
23.6%
Diversified
Changes
87
7 new · 4 exits
Top Sector
Banks
15.0% of portfolio
Launch Date
22 Jan 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹4,850.03 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 Flexi Cap Fund made 7 new additions and exited 4 stocks this month. The biggest new buy was Mahindra & Mahindra Financial Services Limited (Finance) at 1.04% weight. Power Finance Corporation Limited was the biggest exit (Finance), which was held at 0.66%. Among existing holdings, Mphasis Limited saw the biggest increase — now at 1.19% of the portfolio. MTAR Technologies Limited was trimmed the most, now at 1.18%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 15.0%. ↓ 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 15.2% 15.6% +0.4%
Finance 7.6% 8.2% +0.6%
IT - Software 6.7% 6.4% -0.4%
Capital Markets 6.7% 5.9% -0.9%
Electrical Equipment 5.6% 5.8% +0.2%
Pharmaceuticals & Biotechnology 4.9% 4.8% -0.1%
Retailing 3.5% 3.9% +0.4%
Petroleum Products 3.7% 3.6% -0.1%
Beverages 3.4% 3.4% +0.1%
Automobiles 3.3% 3.4% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 15.6% 15.0% -0.6%
Finance 8.2% 8.7% +0.5%
IT - Software 6.4% 7.3% +0.9%
Electrical Equipment 5.8% 5.6% -0.2%
Capital Markets 5.9% 5.0% -0.8%
Pharmaceuticals & Biotechnology 4.8% 4.8% 0.0%
Automobiles 3.4% 3.7% +0.3%
Petroleum Products 3.6% 3.6% 0.0%
Retailing 3.9% 3.3% -0.6%
Auto Components 3.3% 3.0% -0.2%
🟢
Biggest New Buy
Mahindra & Mahindra Financial Services Limited
1.04% weight · Finance
🔴
Biggest Exit
Power Finance Corporation Limited
0.66% was held · Finance
Biggest Add
Mphasis Limited
+0.39% · now 1.19%
Biggest Trim
MTAR Technologies Limited
-0.90% · now 1.18%
🤝 Other funds also bought this month
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Cochin Shipyard Limited 22 funds
Cochin Shipyard Limited
quant PSU Fund - Growth Option - Direct Plan
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option
Baroda BNP Paribas Manufacturing Fund - Direct Plan - Growth Option + more
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
Juniper Green Energy Limited 17 funds
Juniper Green Energy Limited
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
DSP Natural Resources & New Energy Fund + more
OPTIEMUS INFRACOM LIMITED 3 funds
OPTIEMUS INFRACOM LIMITED
HSBC Business Cycles Fund - Direct Growth
HSBC Aggressive Hybrid Fund
HSBC Balanced Advantage Fund - Direct Growth
👋 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
Polycab India Limited 30 funds
Polycab India Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Contra Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Vishal Mega Mart Limited 29 funds
Vishal Mega Mart Limited
Invesco India Consumption Fund - Direct Plan - Growth
Bank of India Mid Cap Fund - Direct Plan Growth
LIC MF Mid Cap Fund-Direct Plan-Growth + more
Amber Enterprises India Limited 15 funds
Amber Enterprises India Limited
Groww Nifty Smallcap250 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 4 Exits ↑ 36 Increased ↓ 40 Decreased
#StockSectorWeight (Jul 2026)
1
Mahindra & Mahindra Financial Services Limited
₹59.28 Cr
Finance 1.04%
2
Diamond Power Infrastructure Limited
₹43.91 Cr
Electrical Equipment 0.77%
3
Cochin Shipyard Limited
₹39.68 Cr
Industrial Manufacturing 0.69%
4
OPTIEMUS INFRACOM LIMITED
₹34.90 Cr
Telecom - Equipment & Accessories 0.61%
5
OnEMI Technology Solutions Limited
₹20.77 Cr
N.A. 0.36%
6
Manipal Health Enterprises Ltd
₹12.25 Cr
Healthcare Services 0.21%
7
Juniper Green Energy Limited
₹9.00 Cr
Power 0.16%
#StockSectorLast Weight (Jun 2026)
1
Power Finance Corporation Limited
₹37.39 Cr
Finance 0.66%
2
Polycab India Limited
₹32.21 Cr
Industrial Products 0.57%
3
Vishal Mega Mart Limited
₹26.78 Cr
Retailing 0.48%
4
Amber Enterprises India Limited
₹23.38 Cr
Consumer Durables 0.42%
#StockSectorJun 2026Jul 2026Change
1
Mphasis Limited
₹68.16 Cr
IT - Software 0.80% 1.19% +0.39%
2
Kajaria Ceramics Limited
₹57.62 Cr
Consumer Durables 0.74% 1.01% +0.27%
3
Coforge Limited
₹110.27 Cr
IT - Software 1.67% 1.93% +0.26%
4
CreditAccess Grameen Limited
₹89.86 Cr
Finance 1.33% 1.57% +0.24%
5
Tech Mahindra Limited
₹87.38 Cr
IT - Software 1.32% 1.53% +0.21%
6
TVS Motor Company Limited
₹65.88 Cr
Automobiles 0.94% 1.15% +0.21%
7
Ashok Leyland Limited
₹83.84 Cr
Agricultural, Commercial & Construction Vehicles 1.28% 1.47% +0.19%
8
Eternal Limited
₹86.71 Cr
Retailing 1.35% 1.52% +0.17%
9
LTIMindtree Limited
₹52.10 Cr
IT - Software 0.75% 0.91% +0.16%
10
ICICI Bank Limited
₹265.85 Cr
Banks 4.52% 4.65% +0.13%
#StockSectorJun 2026Jul 2026Change
1
MTAR Technologies Limited
₹67.42 Cr
Aerospace & Defense 2.08% 1.18% -0.90%
2
JSW Energy Limited
₹27.20 Cr
Power 1.04% 0.48% -0.56%
3
GE Vernova T&D India Limited
₹58.76 Cr
Electrical Equipment 1.57% 1.03% -0.54%
4
Varun Beverages Limited
₹63.89 Cr
Beverages 1.64% 1.12% -0.52%
5
IIFL Capital Services Limited
₹13.96 Cr
Capital Markets 0.74% 0.24% -0.50%
6
TD Power Systems Limited
₹95.33 Cr
Electrical Equipment 2.09% 1.67% -0.42%
7
Avenue Supermarts Limited
₹32.31 Cr
Retailing 0.96% 0.57% -0.39%
8
Indian Bank
₹28.33 Cr
Banks 0.82% 0.50% -0.32%
9
HDFC Bank Limited
₹175.03 Cr
Banks 3.31% 3.06% -0.25%
10
Samvardhana Motherson International Limited
₹101.13 Cr
Auto Components 2.01% 1.77% -0.24%

What Stocks Does This Fund Hold?

85 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹265.85 Cr
Banks
4.65%
2
₹175.03 Cr
Banks
3.06%
3
₹156.30 Cr
Petroleum Products
2.73%
4
₹119.68 Cr
Finance
2.09%
5
₹110.27 Cr
IT - Software
1.93%
6
₹110.52 Cr
Banks
1.93%
7
₹104.89 Cr
Banks
1.83%
8
₹103.85 Cr
Banks
1.82%
9
₹103.33 Cr
Telecom - Services
1.81%
10
₹101.13 Cr
Auto Components
1.77%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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.

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