HDFC Mutual Fund - HDFC Manufacturing Fund

As of Jun 2026, HDFC Mutual Fund - HDFC Manufacturing Fund — an institution tracked through public shareholding filings — disclosed 8 holdings in Indian listed companies worth ₹1,792 crore. The same holdings-at-filing-value basis put it at ₹4,415 crore in Mar 2026 (−59.4%). Solomo carries these filings back to Jun 2024.

Largest disclosed positions in Jun 2026: Indraprastha Gas Ltd (IGL — 5.42% of the company, ₹1,168 crore); Jubilant Ingrevia Ltd (JUBLINGREA — 2.11% of the company, ₹228 crore); Saatvik Green Energy Ltd (SAATVIKGL — 2.10% of the company, ₹118 crore); TCI Express Ltd (TCIEXP — 3.77% of the company, ₹73 crore); KSH International Ltd (KSHINTL — 1.18% of the company, ₹68 crore). Those 5 account for 92% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — TCI Express Ltd. Stake raised in Jubilant Ingrevia Ltd (+0.18 pp), M & B Engineering Ltd (+0.18 pp). Stake reduced in KSH International Ltd (−0.38 pp), Godavari Biorefineries Ltd (−0.34 pp), Saatvik Green Energy Ltd (−0.01 pp). No longer disclosed after the previous quarter: JSW Steel Ltd, Sundram Fasteners Ltd, Archean Chemical Industries Ltd, Atlanta Electricals Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.