HDFC Mutual Fund - HDFC Multi Cap Fund

As of Jun 2026, HDFC Mutual Fund - HDFC Multi Cap Fund — an institution tracked through public shareholding filings — disclosed 11 holdings in Indian listed companies worth ₹7,655 crore. The same holdings-at-filing-value basis put it at ₹2,096 crore in Mar 2026 (+265.2%). Solomo carries these filings back to Dec 2021.

Largest disclosed positions in Jun 2026: Balkrishna Industries Ltd (BALKRISIND — 9.54% of the company, ₹4,092 crore); Dixon Technologies (India) Ltd (DIXON — 1.72% of the company, ₹1,308 crore); PNB Housing Finance Ltd (PNBHOUSING — 2.38% of the company, ₹660 crore); Bajaj Consumer Care Ltd (BAJAJCON — 6.47% of the company, ₹521 crore); Le Travenues Technology Ltd (IXIGO — 2.24% of the company, ₹218 crore). Those 5 account for 89% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Dixon Technologies (India) Ltd. Stake raised in Praj Industries Ltd (+0.45 pp), PNB Housing Finance Ltd (+0.01 pp), Mahanagar Gas Ltd (+0.01 pp). Stake reduced in Wheels India Ltd (−1.14 pp), Prudent Corporate Advisory Services Ltd (−0.05 pp). No longer disclosed after the previous quarter: Jubilant Foodworks Ltd, Centum Electronics Ltd, Sai Life Sciences Ltd, Nilkamal Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.