HDFC Mutual Fund HDFC Mid Cap Fund

As of Jun 2026, HDFC Mutual Fund HDFC Mid Cap Fund — an institution tracked through public shareholding filings — disclosed 26 holdings in Indian listed companies worth ₹51,258 crore. The same holdings-at-filing-value basis put it at ₹48,418 crore in Mar 2026 (+5.9%). Solomo carries these filings back to Jun 2025.

Largest disclosed positions in Jun 2026: AU Small Finance Bank Ltd (AUBANK — 7.06% of the company, ₹5,599 crore); Hindustan Petroleum Corporation Ltd (HINDPETRO — 5.11% of the company, ₹4,345 crore); Glenmark Pharmaceuticals Ltd (GLENMARK — 6.22% of the company, ₹3,884 crore); PB Fintech Ltd (POLICYBZR — 4.87% of the company, ₹3,586 crore); Persistent Systems Ltd (PERSISTENT — 4.41% of the company, ₹3,255 crore). Those 5 account for 40% of the disclosed value.

Changes in the Jun 2026 filings: Stake raised in PB Fintech Ltd (+1.24 pp), Alkem Laboratories Ltd (+0.71 pp), Persistent Systems Ltd (+0.37 pp). Stake reduced in Greenlam Industries Ltd (−2.85 pp), Coforge Ltd (−1.53 pp), KEC International Ltd (−0.49 pp). No longer disclosed after the previous quarter: Balkrishna Industries Ltd, Ipca Laboratories Ltd, Delhivery Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.