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HSBC Midcap Fund - Direct Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
79
Jul 2026
Equity Holdings
₹15,389.06 Cr
Equity only, excl. debt & cash
AAUM
₹13,544.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.4%
Diversified
Top 10 Weight
36.2%
Diversified
Changes
71
5 new · 7 exits
Top Sector
Electrical Equipment
15.2% of portfolio
Launch Date
24 Jun 2004
10+ year track record

AAUM (Average Assets Under Management) of ₹13,544.42 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 Midcap Fund made 5 new additions and exited 7 stocks this month. The biggest new buy was Prestige Estates Projects Limited (Realty) at 1.89% weight. Bharat Heavy Electricals Limited was the biggest exit (Electrical Equipment), which was held at 1.42%. Among existing holdings, Ashok Leyland Limited saw the biggest increase — now at 1.24% of the portfolio. Billionbrains Garage Ventures Ltd was trimmed the most, now at 0.90%. The Federal Bank Limited remains the top holding with Electrical Equipment the dominant sector at 15.2%. ↓ 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
Electrical Equipment 20.0% 17.8% -2.2%
Retailing 10.5% 11.4% +0.9%
Capital Markets 13.6% 10.0% -3.6%
Banks 7.8% 9.8% +2.0%
Finance 4.4% 7.6% +3.1%
Pharmaceuticals & Biotechnology 5.2% 6.4% +1.2%
Industrial Manufacturing 3.9% 5.2% +1.2%
Financial Technology (Fintech) 4.2% 3.8% -0.5%
Auto Components 3.0% 3.6% +0.6%
Industrial Products 4.3% 3.4% -0.9%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 17.8% 15.2% -2.6%
Retailing 11.4% 11.5% +0.1%
Banks 9.8% 11.5% +1.8%
Finance 7.6% 8.9% +1.4%
Capital Markets 10.0% 6.7% -3.3%
Pharmaceuticals & Biotechnology 6.4% 6.7% +0.3%
Industrial Manufacturing 5.2% 4.8% -0.3%
Financial Technology (Fintech) 3.8% 3.6% -0.1%
Auto Components 3.6% 3.2% -0.4%
Healthcare Services 3.0% 2.8% -0.1%
🟢
Biggest New Buy
Prestige Estates Projects Limited
1.89% weight · Realty
🔴
Biggest Exit
Bharat Heavy Electricals Limited
1.42% was held · Electrical Equipment
Biggest Add
Ashok Leyland Limited
+1.24% · now 1.24%
Biggest Trim
Billionbrains Garage Ventures Ltd
-2.38% · now 0.90%
🤝 Other funds also bought this month
IndusInd Bank Limited 28 funds
IndusInd Bank Limited
Kotak Nifty Private Bank ETF
Baroda BNP Paribas Banking & Financial Services Fund
Bajaj Finserv BSE Top 10 Banks ETF + 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
Shadowfax Technologies Ltd. 19 funds
Shadowfax Technologies Ltd.
LIC MF Technology Fund-Direct Plan-Growth
Union Consumption Fund - Direct Plan - Growth Option
Union Flexi Cap Fund - Direct Plan - Growth Option + more
Zydus Lifesciences Limited 13 funds
Zydus Lifesciences Limited
Samco Large Cap Fund
WhiteOak Capital Pharma and Healthcare Fund
Edel Nifty Alpha Low Volatility 30 Index Fund + more
KFin Technologies Limited 7 funds
KFin Technologies Limited
Edel BSE Capital Markets & Insurance ETF
ITI Large & Mid Cap Fund
Shriram Multi Sector Rotation Fund + 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
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Groww Nifty India Defence ETF FOF
Groww Nifty PSE ETF FOF
quant PSU Fund - Growth Option - Direct Plan + more
Hindustan Petroleum Corporation Limited 42 funds
Hindustan Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + 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
Oil India Limited 30 funds
Oil India Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Mirae Asset Nifty Energy ETF
Groww Nifty PSE ETF FOF + more
Bharat Heavy Electricals Limited 26 funds
Bharat Heavy Electricals Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 7 Exits ↑ 23 Increased ↓ 36 Decreased
#StockSectorWeight (Jul 2026)
1
Prestige Estates Projects Limited
₹294.88 Cr
Realty 1.89%
2
IndusInd Bank Limited
₹219.18 Cr
Banks 1.41%
3
Zydus Lifesciences Limited
₹184.19 Cr
Pharmaceuticals & Biotechnology 1.18%
4
Shadowfax Technologies Ltd.
₹122.06 Cr
Transport Services 0.78%
5
KFin Technologies Limited
₹108.11 Cr
Capital Markets 0.69%
#StockSectorLast Weight (Jun 2026)
1
Bharat Heavy Electricals Limited
₹217.87 Cr
Electrical Equipment 1.42%
2
Jindal Steel Limited
₹89.84 Cr
Ferrous Metals 0.59%
3
Oil India Limited
₹10.96 Cr
Oil 0.07%
4
Tata Steel Limited
₹6.91 Cr
Ferrous Metals 0.04%
5
Hindustan Petroleum Corporation Limited
₹1.94 Cr
Petroleum Products 0.01%
6
APL Apollo Tubes Limited
₹83.28 L
Industrial Products 0.01%
7
Bharat Electronics Limited
₹49.99 L
Aerospace & Defense 0.00%
#StockSectorJun 2026Jul 2026Change
1
Ashok Leyland Limited
₹193.41 Cr
Agricultural, Commercial & Construction Vehicles 0.00% 1.24% +1.24%
2
Coforge Limited
₹195.52 Cr
IT - Software 0.04% 1.26% +1.22%
3
Mahindra & Mahindra Financial Services Limited
₹449.27 Cr
Finance 1.82% 2.88% +1.06%
4
The Federal Bank Limited
₹765.31 Cr
Banks 4.21% 4.91% +0.70%
5
CG Power and Industrial Solutions Limited
₹158.55 Cr
Electrical Equipment 0.33% 1.02% +0.69%
6
Cochin Shipyard Limited
₹291.68 Cr
Industrial Manufacturing 1.25% 1.87% +0.62%
7
Meesho Ltd
₹520.27 Cr
Retailing 2.87% 3.34% +0.47%
8
JSW Energy Limited
₹390.42 Cr
Power 2.06% 2.51% +0.45%
9
Lenskart Solutions Limited
₹642.96 Cr
Retailing 3.84% 4.13% +0.29%
10
Ather Energy Limited
₹314.18 Cr
Automobiles 1.73% 2.02% +0.29%
#StockSectorJun 2026Jul 2026Change
1
Billionbrains Garage Ventures Ltd
₹139.50 Cr
Capital Markets 3.28% 0.90% -2.38%
2
Multi Commodity Exchange of India Limited
₹149.33 Cr
Capital Markets 1.63% 0.96% -0.67%
3
BSE Limited
₹50.08 Cr
Capital Markets 0.96% 0.32% -0.64%
4
FSN E-Commerce Ventures Limited
₹629.64 Cr
Retailing 4.67% 4.04% -0.63%
5
Aditya Infotech Limited
₹455.24 Cr
Industrial Manufacturing 3.54% 2.92% -0.62%
6
GE Vernova T&D India Limited
₹534.97 Cr
Electrical Equipment 3.98% 3.43% -0.55%
7
NTPC Green Energy Limited
₹6.44 L
Power 0.53% 0.00% -0.53%
8
Lupin Limited
₹221.66 Cr
Pharmaceuticals & Biotechnology 1.94% 1.42% -0.52%
9
Thermax Limited
₹356.00 Cr
Electrical Equipment 2.78% 2.29% -0.49%
10
National Aluminium Company Limited
₹6.71 L
Non - Ferrous Metals 0.48% 0.00% -0.48%

What Stocks Does This Fund Hold?

79 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹765.31 Cr
Banks
4.91%
2
₹642.96 Cr
Retailing
4.13%
3
₹629.64 Cr
Retailing
4.04%
4
₹570.61 Cr
Finance
3.66%
5
₹567.80 Cr
Financial Technology (Fintech)
3.64%
6
₹534.97 Cr
Electrical Equipment
3.43%
7
₹520.27 Cr
Retailing
3.34%
8
₹501.75 Cr
Auto Components
3.22%
9
₹455.24 Cr
Industrial Manufacturing
2.92%
10
₹449.27 Cr
Finance
2.88%
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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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