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HSBC MUTUAL FUND

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹3,887 Cr
Today
+₹69.7 Cr +1.83%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+53.5%-4.4%JunSeptDecMarJun
This portfolio +53.5% NIFTY 50 -4.4%ahead of NIFTY by 57.9 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
Banking44.5%
Financial Services39.1%
Capital Goods16.5%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
37.4
Wtd ROE
18.7%
Holdings
5
By market cap
Large 71% Mid 27% Small 2%
Bought / added last quarter
Sold / trimmed last quarter
Holdings · 5
CompanyStakeValueTodayQ/QP/EROE
The Federal Bank Limited
FEDERALBNK · Banking
2.23%₹1,728.3 Cr+0.44%▲ +0.37pp17.412%
Nippon Life India Asset Management Ltd
NAM-INDIA · Financial Services
1.40%₹1,020.8 Cr+4.68%▼ -0.09pp47.634%
Avalon Technologies Ltd
AVALON · Capital Goods
4.82%₹567 Cr+4.33%▼ -0.12pp104.017%
City Union Bank Ltd
CUB · Financial Services
3.36%₹497.3 Cr-1.17%▲ +0.58pp11.213%
PITTI ENGINEERING
PITTIENG · Capital Goods
2.00%₹73.6 Cr-1.56%▲ +0.02pp31.213%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
The Federal Bank Limited2.231.861.471.69
Nippon Life India Asset Management Ltd1.401.492.452.63
Avalon Technologies Ltd4.824.94··
City Union Bank Ltd3.362.78··
PITTI ENGINEERING2.001.982.452.45

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.