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HSBC India Export Opportunities Fund - Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
48
Aug 2026
Equity Holdings
₹1,284.70 Cr
Equity only, excl. debt & cash
AAUM
₹1,178.05 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.9%
Diversified
Top 10 Weight
37.7%
Diversified
Changes
47
3 new · 2 exits
Top Sector
Electrical Equipment
13.6% of portfolio
Launch Date
05 Sep 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,178.05 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 India Export Opportunities Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 2.32% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 1.81%. Among existing holdings, Avalon Technologies Limited saw the biggest increase — now at 7.42% of the portfolio. Varun Beverages Limited was trimmed the most, now at 1.30%. Avalon Technologies Limited remains the top holding with Electrical Equipment the dominant sector at 13.6%. ↓ 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
Pharmaceuticals & Biotechnology 13.7% 14.5% +0.7%
Electrical Equipment 12.1% 11.5% -0.7%
Textiles & Apparels 9.3% 8.7% -0.6%
Automobiles 6.3% 6.6% +0.3%
Non - Ferrous Metals 5.6% 6.5% +0.9%
Industrial Products 5.2% 5.5% +0.3%
IT - Software 4.1% 4.6% +0.5%
Agricultural Food & other Products 4.2% 4.1% -0.1%
Commercial Services & Supplies 3.3% 4.1% +0.8%
Petroleum Products 3.9% 3.8% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 11.5% 13.6% +2.2%
Pharmaceuticals & Biotechnology 14.5% 13.3% -1.2%
Textiles & Apparels 8.7% 9.3% +0.5%
Automobiles 6.6% 6.6% +0.0%
Non - Ferrous Metals 6.5% 6.4% -0.1%
Industrial Products 5.5% 5.6% +0.1%
IT - Software 4.6% 4.3% -0.3%
Commercial Services & Supplies 4.1% 3.8% -0.3%
Agricultural Food & other Products 4.1% 3.6% -0.5%
Banks 3.6% 3.5% -0.1%
🟢
Biggest New Buy
TD Power Systems Limited
2.32% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
1.81% was held · Electrical Equipment
Biggest Add
Avalon Technologies Limited
+1.02% · now 7.42%
Biggest Trim
Varun Beverages Limited
-1.09% · now 1.30%
🤝 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
Apar Industries Limited 29 funds
Apar Industries Limited
Bandhan Mid Cap Fund
Motilal Oswal Active Momentum Fund- Direct-Growth
HSBC Focused Fund - Direct Growth + more
Jindal Stainless Limited 10 funds
Jindal Stainless Limited
Abakkus Large & Mid cap Fund
NJ Value Fund
Bank of India Aggressive Hybrid Fund + 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
MTAR Technologies Limited 9 funds
MTAR Technologies Limited
Kotak MNC Fund-Direct Plan-Growth
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 2 Exits ↑ 13 Increased ↓ 29 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹30.74 Cr
Electrical Equipment 2.32%
2
Apar Industries Limited
₹9.64 Cr
Electrical Equipment 0.73%
3
Jindal Stainless Limited
₹6.53 Cr
Ferrous Metals 0.49%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹22.37 Cr
Electrical Equipment 1.81%
2
MTAR Technologies Limited
₹4.74 Cr
Aerospace & Defense 0.38%
#StockSectorJul 2026Aug 2026Change
1
Avalon Technologies Limited
₹98.42 Cr
Electrical Equipment 6.40% 7.42% +1.02%
2
Lenskart Solutions Limited
₹34.64 Cr
Retailing 1.98% 2.61% +0.63%
3
Pearl Global Industries Limited
₹68.59 Cr
Textiles & Apparels 4.66% 5.17% +0.51%
4
APL Apollo Tubes Limited
₹16.63 Cr
Industrial Products 0.87% 1.25% +0.38%
5
Ather Energy Limited
₹20.88 Cr
Automobiles 1.24% 1.58% +0.34%
6
Divi's Laboratories Limited
₹51.27 Cr
Pharmaceuticals & Biotechnology 3.54% 3.87% +0.33%
7
KSH International Limited
₹18.51 Cr
Industrial Products 1.16% 1.40% +0.24%
8
Jyoti CNC Automation Ltd
₹23.51 Cr
Industrial Manufacturing 1.55% 1.77% +0.22%
9
Samvardhana Motherson International Limited
₹23.95 Cr
Auto Components 1.71% 1.81% +0.10%
10
K.P.R. Mill Limited
₹22.48 Cr
Textiles & Apparels 1.62% 1.70% +0.08%
#StockSectorJul 2026Aug 2026Change
1
Varun Beverages Limited
₹17.25 Cr
Beverages 2.39% 1.30% -1.09%
2
Wockhardt Limited
₹29.70 Cr
Pharmaceuticals & Biotechnology 2.78% 2.24% -0.54%
3
Garware Hi-Tech Films Ltd
₹38.91 Cr
Industrial Products 3.45% 2.94% -0.51%
4
Senores Pharmaceuticals Ltd
₹16.81 Cr
Pharmaceuticals & Biotechnology 1.66% 1.27% -0.39%
5
Bharti Airtel Limited
₹28.78 Cr
Telecom - Services 2.54% 2.17% -0.37%
6
Reliance Industries Limited
₹45.81 Cr
Petroleum Products 3.80% 3.46% -0.34%
7
Firstsource Solutions Limited
₹18.29 Cr
Commercial Services & Supplies 1.69% 1.38% -0.31%
8
Lupin Limited
₹16.80 Cr
Pharmaceuticals & Biotechnology 1.50% 1.27% -0.23%
9
CCL Products (India) Limited
₹17.83 Cr
Agricultural Food & other Products 1.55% 1.34% -0.21%
10
Torrent Pharmaceuticals Limited
₹31.16 Cr
Pharmaceuticals & Biotechnology 2.55% 2.35% -0.20%

What Stocks Does This Fund Hold?

48 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹98.42 Cr
Electrical Equipment
7.42%
2
₹68.59 Cr
Textiles & Apparels
5.17%
3
₹52.65 Cr
Non - Ferrous Metals
3.97%
4
₹51.27 Cr
Pharmaceuticals & Biotechnology
3.87%
5
₹45.81 Cr
Petroleum Products
3.46%
6
₹41.85 Cr
Construction
3.16%
7
₹38.91 Cr
Industrial Products
2.94%
8
₹35.42 Cr
Automobiles
2.67%
9
₹34.64 Cr
Retailing
2.61%
10
₹32.15 Cr
Chemicals & Petrochemicals
2.42%
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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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