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HSBC Large & Mid Cap Fund - Direct Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
81
Jul 2026
Equity Holdings
₹5,434.54 Cr
Equity only, excl. debt & cash
AAUM
₹4,757.92 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
36.3%
Diversified
Changes
74
9 new · 8 exits
Top Sector
Banks
20.2% of portfolio
Launch Date
11 Mar 2019
7 years old

AAUM (Average Assets Under Management) of ₹4,757.92 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 Large & Mid Cap Fund made 9 new additions and exited 8 stocks this month. The biggest new buy was InterGlobe Aviation Limited (Transport Services) at 2.74% weight. Tata Steel Limited was the biggest exit (Ferrous Metals), which was held at 1.21%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 5.34% of the portfolio. Billionbrains Garage Ventures Ltd was trimmed the most, now at 1.12%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 20.2%. ↓ 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% 18.7% +3.5%
Electrical Equipment 18.4% 15.0% -3.4%
Capital Markets 12.5% 10.5% -2.0%
Retailing 7.4% 7.9% +0.5%
Pharmaceuticals & Biotechnology 3.8% 6.2% +2.4%
Automobiles 4.8% 6.0% +1.2%
Finance 2.1% 5.4% +3.2%
Industrial Manufacturing 4.5% 3.9% -0.6%
Ferrous Metals 4.1% 3.8% -0.2%
Financial Technology (Fintech) 3.1% 2.9% -0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 18.7% 20.2% +1.5%
Electrical Equipment 15.0% 12.7% -2.3%
Retailing 7.9% 8.8% +0.9%
Finance 5.4% 8.0% +2.6%
Capital Markets 10.5% 7.0% -3.5%
Automobiles 6.0% 6.8% +0.8%
Pharmaceuticals & Biotechnology 6.2% 5.6% -0.6%
Industrial Manufacturing 3.9% 4.1% +0.2%
Industrial Products 2.7% 3.0% +0.2%
Power 1.4% 2.8% +1.5%
🟢
Biggest New Buy
InterGlobe Aviation Limited
2.74% weight · Transport Services
🔴
Biggest Exit
Tata Steel Limited
1.21% was held · Ferrous Metals
Biggest Add
HDFC Bank Limited
+2.70% · now 5.34%
Biggest Trim
Billionbrains Garage Ventures Ltd
-3.00% · now 1.12%
🤝 Other funds also bought this month
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Prestige Estates Projects Limited 26 funds
Prestige Estates Projects Limited
Invesco India Focused Fund
Motilal Oswal Asset Management Company Limited
Union Business Cycle Fund - Direct Plan - Growth Option + more
HDFC Asset Management Company Limited 25 funds
HDFC Asset Management Company Limited
Edel BSE Capital Markets & Insurance ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Bajaj Finance Limited 24 funds
Bajaj Finance Limited
Baroda BNP Paribas Banking & Financial Services Fund
Mirae Asset Nifty Top 20 Equal Weight ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
DLF Limited 23 funds
DLF Limited
Invesco India Business Cycle Fund - Direct Plan - Growth
SBI Resurgent India Opportunities Scheme
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Adani Energy Solutions Limited 22 funds
Adani Energy Solutions Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Mahindra Manulife Value Fund - Direct Plan - Growth + more
👋 Other funds also exited
Tata Steel Limited 58 funds
Tata Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Oil & Natural Gas Corporation Limited 46 funds
Oil & Natural Gas Corporation Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Energy ETF
quant PSU Fund - Growth Option - Direct Plan + more
Power Grid Corporation of India Limited 39 funds
Power Grid Corporation of India Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund + more
Dixon Technologies (India) Limited 36 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
Jindal Steel Limited 32 funds
Jindal Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
Samco Large Cap Fund + more
Schaeffler India Limited 27 funds
Schaeffler India Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Special Opportunities Fund - Direct - Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 9 New Entries 🔴 8 Exits ↑ 24 Increased ↓ 33 Decreased
#StockSectorWeight (Jul 2026)
1
InterGlobe Aviation Limited
₹150.22 Cr
Transport Services 2.74%
2
Adani Energy Solutions Limited
₹71.32 Cr
Power 1.30%
3
Cochin Shipyard Limited
₹52.42 Cr
Industrial Manufacturing 0.96%
4
DLF Limited
₹51.02 Cr
Realty 0.93%
5
Apar Industries Limited
₹40.04 Cr
Electrical Equipment 0.73%
6
HDFC Asset Management Company Limited
₹37.41 Cr
Capital Markets 0.68%
7
Prestige Estates Projects Limited
₹34.49 Cr
Realty 0.63%
8
Bajaj Finance Limited
₹28.21 Cr
Finance 0.52%
9
Coforge Limited
₹26.01 Cr
IT - Software 0.47%
#StockSectorLast Weight (Jun 2026)
1
Tata Steel Limited
₹64.86 Cr
Ferrous Metals 1.21%
2
Schaeffler India Limited
₹44.45 Cr
Auto Components 0.83%
3
Jindal Steel Limited
₹34.34 Cr
Ferrous Metals 0.64%
4
Acme Solar Holdings Ltd
₹9.58 Cr
Power 0.18%
5
Power Grid Corporation of India Limited
₹1.42 Cr
Power 0.03%
6
Dixon Technologies (India) Limited
₹44.82 L
Consumer Durables 0.01%
7
Oil & Natural Gas Corporation Limited
₹27.79 L
Oil 0.01%
8
NTPC Green Energy Limited
₹5.25 L
Power 0.00%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹292.63 Cr
Banks 2.64% 5.34% +2.70%
2
Mahindra & Mahindra Financial Services Limited
₹106.88 Cr
Finance 0.44% 1.95% +1.51%
3
Meesho Ltd
₹125.63 Cr
Retailing 1.03% 2.29% +1.26%
4
TVS Motor Company Limited
₹165.70 Cr
Automobiles 2.16% 3.02% +0.86%
5
Tech Mahindra Limited
₹40.93 Cr
IT - Software 0.03% 0.75% +0.72%
6
Aditya Birla Capital Limited
₹82.03 Cr
Finance 1.00% 1.50% +0.50%
7
Radico Khaitan Limited
₹110.01 Cr
Beverages 1.61% 2.01% +0.40%
8
JSW Energy Limited
₹82.20 Cr
Power 1.11% 1.50% +0.39%
9
JSW Steel Limited
₹128.85 Cr
Ferrous Metals 1.99% 2.35% +0.36%
10
Axis Bank Limited
₹102.20 Cr
Banks 1.62% 1.87% +0.25%
#StockSectorJun 2026Jul 2026Change
1
Billionbrains Garage Ventures Ltd
₹61.42 Cr
Capital Markets 4.12% 1.12% -3.00%
2
Indian Bank
₹6.12 Cr
Banks 1.35% 0.11% -1.24%
3
Bharat Heavy Electricals Limited
₹60.97 L
Electrical Equipment 1.03% 0.01% -1.02%
4
BSE Limited
₹24.10 Cr
Capital Markets 1.10% 0.44% -0.66%
5
Aditya Infotech Limited
₹124.55 Cr
Industrial Manufacturing 2.92% 2.27% -0.65%
6
FSN E-Commerce Ventures Limited
₹160.70 Cr
Retailing 3.52% 2.93% -0.59%
7
Lupin Limited
₹88.12 Cr
Pharmaceuticals & Biotechnology 2.15% 1.61% -0.54%
8
Multi Commodity Exchange of India Limited
₹22.26 Cr
Capital Markets 0.95% 0.41% -0.54%
9
State Bank of India
₹16.54 Cr
Banks 0.81% 0.30% -0.51%
10
Tata Consumer Products Limited
₹50.11 Cr
Agricultural Food & other Products 1.41% 0.91% -0.50%

What Stocks Does This Fund Hold?

81 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹409.57 Cr
Banks
7.48%
2
₹292.63 Cr
Banks
5.34%
3
₹194.48 Cr
Retailing
3.55%
4
₹187.69 Cr
Banks
3.43%
5
₹165.70 Cr
Automobiles
3.02%
6
₹160.70 Cr
Retailing
2.93%
7
₹150.22 Cr
Transport Services
2.74%
8
₹150.00 Cr
Financial Technology (Fintech)
2.74%
9
₹139.03 Cr
Automobiles
2.54%
10
₹137.05 Cr
Electrical Equipment
2.50%
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🏦 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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