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HSBC Focused Fund - Direct Growth

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
28
Aug 2026
Equity Holdings
₹1,763.23 Cr
Equity only, excl. debt & cash
AAUM
₹1,649.21 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.6%
Moderate
Top 10 Weight
47.3%
Moderate
Changes
32
4 new · 4 exits
Top Sector
Banks
16.2% of portfolio
Launch Date
01 Jul 2020
6 years old

AAUM (Average Assets Under Management) of ₹1,649.21 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 Focused Fund made 4 new additions and exited 4 stocks this month. The biggest new buy was Apar Industries Limited (Electrical Equipment) at 2.88% weight. Oil & Natural Gas Corporation Limited was the biggest exit (Oil), which was held at 2.05%. Among existing holdings, Manipal Health Enterprises Ltd saw the biggest increase — now at 2.90% of the portfolio. Krishna Institute Of Medical Sciences Limited was trimmed the most, now at 1.64%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.2%. ↓ 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 17.5% 17.0% -0.5%
Capital Markets 9.1% 8.0% -1.1%
Finance 7.9% 7.4% -0.5%
Automobiles 5.6% 6.6% +1.0%
Consumer Durables 5.1% 6.3% +1.2%
Healthcare Services 4.8% 6.0% +1.2%
Retailing 5.2% 5.8% +0.7%
Electrical Equipment 6.0% 5.0% -1.1%
Construction 4.8% 4.4% -0.4%
Petroleum Products 4.2% 4.4% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.0% 16.2% -0.8%
Capital Markets 8.0% 8.4% +0.5%
Electrical Equipment 5.0% 8.4% +3.5%
Finance 7.4% 7.3% -0.2%
Healthcare Services 6.0% 6.7% +0.7%
Automobiles 6.6% 6.4% -0.2%
Retailing 5.8% 5.9% +0.0%
Consumer Durables 6.3% 5.6% -0.7%
Construction 4.4% 4.4% -0.1%
Petroleum Products 4.4% 4.2% -0.3%
🟢
Biggest New Buy
Apar Industries Limited
2.88% weight · Electrical Equipment
🔴
Biggest Exit
Oil & Natural Gas Corporation Limited
2.05% was held · Oil
Biggest Add
Manipal Health Enterprises Ltd
+1.75% · now 2.90%
Biggest Trim
Krishna Institute Of Medical Sciences Limited
-1.08% · now 1.64%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Apar Industries Limited 29 funds
Apar Industries Limited
Bandhan Mid Cap Fund
Motilal Oswal Active Momentum Fund- Direct-Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Tata Consumer Products Limited 20 funds
Tata Consumer Products Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Mirae Asset Nifty50 Equal Weight ETF
Franklin India Large & Mid Cap Fund - Direct - Growth + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Hindustan Unilever Limited 48 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + more
Oil & Natural Gas Corporation Limited 25 funds
Oil & Natural Gas Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak BSE PSU Index Fund - Direct Plan - Growth + more
Meghmani Finechem Limited 1 fund
Meghmani Finechem Limited
HSBC Business Cycles Fund - Direct Growth

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 6 Increased ↓ 18 Decreased
#StockSectorWeight (Aug 2026)
1
Apar Industries Limited
₹53.11 Cr
Electrical Equipment 2.88%
2
Dhoot Transmission Ltd
₹51.61 Cr
Automobile and Auto Components 2.80%
3
TD Power Systems Limited
₹46.62 Cr
Electrical Equipment 2.53%
4
Tata Consumer Products Limited
₹41.50 Cr
Agricultural Food & other Products 2.25%
#StockSectorLast Weight (Jul 2026)
1
Oil & Natural Gas Corporation Limited
₹36.38 Cr
Oil 2.05%
2
TD Power Systems Limited
₹33.93 Cr
Electrical Equipment 1.91%
3
Hindustan Unilever Limited
₹31.52 Cr
Diversified FMCG 1.78%
4
Meghmani Finechem Limited
₹15.62 Cr
Chemicals & Petrochemicals 0.88%
#StockSectorJul 2026Aug 2026Change
1
Manipal Health Enterprises Ltd
₹53.40 Cr
Healthcare Services 1.15% 2.90% +1.75%
2
Tata Motors Ltd
₹56.53 Cr
Agricultural, Commercial & Construction Vehicles 2.46% 3.07% +0.61%
3
Multi Commodity Exchange of India Limited
₹85.00 Cr
Capital Markets 4.02% 4.61% +0.59%
4
KEI Industries Limited
₹68.88 Cr
Industrial Products 3.38% 3.74% +0.36%
5
Eternal Limited
₹65.62 Cr
Retailing 3.41% 3.56% +0.15%
6
Artemis Medicare Services Limited
₹39.68 Cr
Healthcare Services 2.10% 2.15% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Krishna Institute Of Medical Sciences Limited
₹30.22 Cr
Healthcare Services 2.72% 1.64% -1.08%
2
HDFC Bank Limited
₹106.35 Cr
Banks 6.33% 5.77% -0.56%
3
Blue Star Limited
₹43.91 Cr
Consumer Durables 2.85% 2.38% -0.47%
4
Shadowfax Technologies Ltd.
₹67.20 Cr
Transport Services 4.11% 3.65% -0.46%
5
Reliance Industries Limited
₹76.62 Cr
Petroleum Products 4.43% 4.16% -0.27%
6
ICICI Bank Limited
₹149.76 Cr
Banks 8.34% 8.13% -0.21%
7
Kalyan Jewellers India Limited
₹60.10 Cr
Consumer Durables 3.46% 3.26% -0.20%
8
Mankind Pharma Limited
₹50.80 Cr
Pharmaceuticals & Biotechnology 2.93% 2.76% -0.17%
9
TVS Motor Company Limited
₹73.80 Cr
Automobiles 4.14% 4.00% -0.14%
10
Infosys Limited
₹73.70 Cr
IT - Software 4.14% 4.00% -0.14%

What Stocks Does This Fund Hold?

28 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹149.76 Cr
Banks
8.13%
2
₹106.35 Cr
Banks
5.77%
3
₹86.02 Cr
Finance
4.67%
4
₹85.00 Cr
Capital Markets
4.61%
5
₹80.90 Cr
Construction
4.39%
6
₹76.62 Cr
Petroleum Products
4.16%
7
₹73.70 Cr
IT - Software
4.00%
8
₹73.80 Cr
Automobiles
4.00%
9
₹70.34 Cr
Capital Markets
3.82%
10
₹68.88 Cr
Industrial Products
3.74%
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🏦 HSBC 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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