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HDFC MUTUAL FUND - HDFC PHARMA AND HEALTHCARE FUND
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,827 Cr
Today
−₹27 Cr -1.46%
Companies
3
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +36.7% NIFTY 50 -4.4%ahead of NIFTY by 41.1 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
71.0
Wtd ROE
26.4%
Holdings
3
By market cap
Large 98% Mid 0% Small 2%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Torrent Pharmaceuticals-0.01pp
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Torrent Pharmaceuticals TORNTPHARM · Healthcare | 1.18% | ₹1,792.9 Cr | -1.47% | ▼ -0.01pp | 71.3 | 27% |
| Laxmi Dental Ltd LAXMIDENTL · Healthcare | 1.37% | ₹17.1 Cr | +0.02% | – | 43.1 | 13% |
| Bajaj Healthcare Ltd BAJAJHCARE · Healthcare | 1.69% | ₹17 Cr | -1.51% | – | 63.9 | 3% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Torrent Pharmaceuticals | 1.18 | 1.19 | 1.15 | · |
| Laxmi Dental Ltd | 1.37 | 1.37 | 1.37 | 1.37 |
| Bajaj Healthcare Ltd | 1.69 | 1.66 | 1.66 | 1.66 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.