HDFC Mutual Fund

As of Jun 2026, HDFC Mutual Fund — an institution tracked through public shareholding filings — disclosed 19 holdings in Indian listed companies worth ₹94,160 crore. The same holdings-at-filing-value basis put it at ₹77,096 crore in Mar 2026 (+22.1%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: ICICI Bank Ltd (ICICIBANK — 3.58% of the company, ₹36,219 crore); Kotak Mahindra Bank Ltd (KOTAKBANK — 3.51% of the company, ₹13,870 crore); Larsen & Toubro Ltd (LT — 2.14% of the company, ₹11,744 crore); Infosys Ltd (INFY — 1.89% of the company, ₹7,394 crore); Federal Bank Ltd (FEDERALBNK — 6.58% of the company, ₹5,262 crore). Those 5 account for 79% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Ipca Laboratories Ltd, Doms Industries Ltd. Stake raised in UTI Asset Management Company Ltd (+1.20 pp), Nippon Life India Asset Management Ltd (+0.39 pp), ICICI Bank Ltd (+0.11 pp). Stake reduced in Federal Bank Ltd (−0.26 pp), Infosys Ltd (−0.15 pp), City Union Bank Ltd (−0.09 pp). No longer disclosed after the previous quarter: Chambal Fertilisers & Chemicals Ltd, Zee Entertainment Enterprises Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.