HDFC TRUSTEE COMPANY LTD. A/C HDFC BALANCED ADVANTAGE FUND

As of Jun 2026, HDFC TRUSTEE COMPANY LTD. A/C HDFC BALANCED ADVANTAGE FUND — an institution tracked through public shareholding filings — disclosed 19 holdings in Indian listed companies worth ₹9,700 crore. The same holdings-at-filing-value basis put it at ₹9,977 crore in Mar 2026 (−2.8%). Solomo carries these filings back to Jun 2018.

Largest disclosed positions in Jun 2026: Lupin Ltd (LUPIN — 4.37% of the company, ₹4,949 crore); Kaynes Technology India Ltd (KAYNES — 3.55% of the company, ₹794 crore); Wework India Management Ltd (WEWORK — 5.55% of the company, ₹569 crore); AAVAS Financiers Ltd (AAVAS — 3.47% of the company, ₹415 crore); CESC Ltd (CESC — 1.54% of the company, ₹346 crore). Those 5 account for 73% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Zee Entertainment Enterprises Ltd, Tamil Nadu Newsprint & Papers Ltd. Stake raised in AAVAS Financiers Ltd (+0.07 pp), CESC Ltd (+0.02 pp), PCBL Chemical Ltd (+0.01 pp). Stake reduced in Ashoka Buildcon Ltd (−0.29 pp), Ramco Systems Ltd (−0.26 pp), Kaynes Technology India Ltd (−0.22 pp). No longer disclosed after the previous quarter: Apar Industries Ltd, Texmaco Rail & Engineering Ltd, AGS Transact Technologies Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.