HDFC Mutual Fund - HDFC Business Cycle Fund
Institution · data to Jun 2026
Disclosed value
₹3,666 Cr
Jun 2026 closes
At current prices
…
Current holdings
3
Tracked since
Dec 2022
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Crompton Greaves Consumer Electricals Ltd | 9.82% | flat | ₹1,713 Cr |
| Chalet Hotels Ltd | 8.57% | NEW | ₹1,567 Cr |
| Global Health Ltd | 1.06% | NEW | ₹386 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, HDFC Mutual Fund - HDFC Business Cycle Fund — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹3,666 crore. The same holdings-at-filing-value basis put it at ₹1,466 crore in Mar 2026 (+150.1%). Solomo carries these filings back to Dec 2022.
Largest disclosed positions in Jun 2026: Crompton Greaves Consumer Electricals Ltd (CROMPTON — 9.82% of the company, ₹1,713 crore); Chalet Hotels Ltd (CHALET — 8.57% of the company, ₹1,567 crore); Global Health Ltd (MEDANTA — 1.06% of the company, ₹386 crore).
Changes in the Jun 2026 filings: newly disclosed — Chalet Hotels Ltd, Global Health Ltd.
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹3,666 Cr | +150.1% |
| Mar 2026 | ₹1,466 Cr | −84.8% |
| Dec 2025 | ₹9,669 Cr | −18% |
| Sep 2025 | ₹11,794 Cr | +76.7% |
| Jun 2025 | ₹6,673 Cr | - |
| Dec 2024 | ₹341 Cr | −86.5% |
| Sep 2024 | ₹2,525 Cr | −81.4% |
| Jun 2024 | ₹13,570 Cr | +1012.3% |