HDFC TRUSTEE COMPANY LIMITED HDFC FLEXI CAP FUND

As of Jun 2026, HDFC TRUSTEE COMPANY LIMITED HDFC FLEXI CAP FUND — an institution tracked through public shareholding filings — disclosed 20 holdings in Indian listed companies worth ₹77,270 crore, combined across 2 filed names. The same holdings-at-filing-value basis put it at ₹83,333 crore in Mar 2026 (−7.3%). Solomo carries these filings back to Mar 2021.

Largest disclosed positions in Jun 2026: HDFC Bank Ltd (HDFCBANK — 3.05% of the company, ₹32,631 crore); Eternal Ltd (ETERNAL — 4.31% of the company, ₹11,691 crore); Eicher Motors Ltd (EICHERMOT — 2.83% of the company, ₹5,710 crore); Cipla Ltd (CIPLA — 4.48% of the company, ₹5,263 crore); Tata Steel Ltd (TATASTEEL — 2.12% of the company, ₹5,033 crore). Those 5 account for 78% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Cipla Ltd, JSW Steel Ltd, JSW Infrastructure Ltd. Stake raised in Eternal Ltd (+0.78 pp), HDFC Bank Ltd (+0.07 pp), Eicher Motors Ltd (+0.04 pp). Stake reduced in Sapphire Foods India Ltd (−2.92 pp), Restaurant Brands Asia Ltd (−1.73 pp), Piramal Pharma Ltd (−1.69 pp). No longer disclosed after the previous quarter: Bharti Airtel Ltd, Maruti Suzuki India Ltd, Power Grid Corporation of India Ltd, Dr Lal Pathlabs Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.