
HDFC Mid-Cap Opportunities Fund
Portfolio as of Jun 2025
Mid-Cap
Stocks added for the first time:
No available stocks
Stocks exited in Jun 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|
VST Industries | Cigarettes & Tobacco Products | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Dabur India | Personal Care | 0.425 | Jan 2025 | 0.440 | 32.6 |
Bosch | Auto Components & Equipments | 1.177 | Sep 2024 | 1.350 | 25.65 |
Glenmark Pharmaceuticals | Pharmaceuticals | 3.763 | Jan 2018 | 2.210 | 20.92 |
Mahindra & Mahindra Financial Services | Non Banking Financial Company (NBFC) | 4.360 | Dec 2020 | 1.990 | 12.5 |
Delhivery | Logistics Solution Provider | 3.626 | Aug 2024 | 1.270 | 4.1 |
IPCA Laboratories | Pharmaceuticals | 6.528 | Jul 2007 | 2.800 | 3.79 |
AU Small Finance Bank | Other Bank | 4.039 | Nov 2023 | 2.970 | 3.74 |
Coromandel International | Fertilizers | 0.912 | May 2024 | 0.800 | 1.11 |
Max Financial Services | Life Insurance | 7.433 | Oct 2014 | 5.020 | 0.39 |
Balkrishna Industries | Tyres & Rubber Products | 4.835 | Mar 2012 | 2.760 | 0.26 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
---|---|---|---|---|---|
Delta Corp | Amusement Parks/ Other Recreation | 0.473 | May 2017 | 0.010 | -58.23 |
Indian Hotels Company | Hotels & Resorts | 1.492 | Mar 2016 | 1.940 | -12.96 |
Jagran Prakashan | Print Media | 3.421 | Jul 2012 | 0.070 | -8.16 |
Cholamandalam Investment & Finance Company | Non Banking Financial Company (NBFC) | 0.219 | Jan 2015 | 0.370 | -5 |
Greenlam Industries | Plywood Boards/ Laminates | 6.215 | Feb 2022 | 0.440 | -3.12 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
---|---|---|---|---|
Federal Bank | Private Sector Bank | 5.089 | Oct 2009 | 3.240 |
Hindustan Petroleum Corporation | Refineries & Marketing | 2.531 | Sep 2021 | 2.890 |
Indian Bank | Public Sector Bank | 2.675 | Oct 2011 | 2.820 |
Fortis Healthcare | Hospital | 3.371 | Nov 2023 | 2.410 |
Persistent Systems | Computers - Software & Consulting | 2.124 | Dec 2012 | 2.400 |
Apollo Tyres | Tyres & Rubber Products | 6.538 | Sep 2012 | 2.240 |
Tata Communications | Telecom - Cellular & Fixed line services | 3.895 | Dec 2021 | 2.230 |
Marico | Edible Oil | 1.671 | Apr 2024 | 1.900 |
Solar Industries India | Explosives | 0.952 | Jul 2007 | 1.840 |
Aurobindo Pharma | Pharmaceuticals | 2.316 | May 2019 | 1.800 |
Union Bank of India | Public Sector Bank | 1.193 | Dec 2008 | 1.770 |
Jindal Steel & Power | Iron & Steel | 1.498 | Jul 2020 | 1.710 |
PolicyBazaar - PB Fintech Ltd. | Financial Technology (Fintech) | 1.541 | Dec 2023 | 1.540 |
AIA Engineering | Castings & Forgings | 3.708 | Oct 2012 | 1.390 |
Redington (India) | Trading & Distributors | 4.397 | Jan 2016 | 1.370 |
SKF India | Abrasives & Bearings | 4.684 | Jul 2013 | 1.350 |
Indraprastha Gas | LPG/CNG/PNG/LNG Supplier | 3.505 | May 2024 | 1.310 |
Cummins India | Compressors- Pumps & Diesel Engines | 1.086 | May 2015 | 1.230 |
Crompton Greaves Consumer Electricals | Household Appliances | 4.398 | Nov 2017 | 1.220 |
Gland Pharma | Pharmaceuticals | 3.370 | Nov 2023 | 1.210 |
Mphasis | Computers - Software & Consulting | 1.860 | Oct 2023 | 1.210 |
Zomato | E-Retail/ E-Commerce | 0.369 | Jan 2025 | 1.130 |
ACC | Cement & Cement Products | 2.419 | Dec 2023 | 1.060 |
Karur Vysya Bank | Private Sector Bank | 3.957 | Mar 2015 | 1.050 |
Star Health and Allied Insurance Company | General Insurance | 3.441 | May 2024 | 1.030 |
KEC International | Civil Construction | 3.331 | Sep 2012 | 0.990 |
Bharat Forge | Auto Components & Equipments | 1.290 | Jan 2025 | 0.970 |
IndusInd Bank | Private Sector Bank | 1.150 | Dec 2024 | 0.960 |
Nippon Life India Asset Management | Asset Management Company | 1.529 | Nov 2017 | 0.950 |
Dixon Technologies (India) | Consumer Electronics | 0.847 | Feb 2023 | 0.920 |
Sundram Fasteners | Auto Components & Equipments | 3.327 | Nov 2011 | 0.890 |
Supreme Industries | Plastic Products - Industrial | 1.326 | May 2011 | 0.870 |
Timken India | Abrasives & Bearings | 2.588 | Nov 2023 | 0.840 |
Escorts | Tractors | 1.757 | Apr 2024 | 0.790 |
City Union Bank | Private Sector Bank | 3.512 | Oct 2016 | 0.680 |
Godrej Consumer Products | Personal Care | 0.450 | Sep 2024 | 0.650 |
KNR Constructions | Civil Construction | 7.904 | Jun 2012 | 0.610 |
Gujarat Fluorochemicals | Specialty Chemicals | 1.238 | Oct 2019 | 0.600 |
Cholamandalam Financial Holdings | Investment Company | 1.175 | Feb 2018 | 0.580 |
CEAT | Tyres & Rubber Products | 3.156 | Jul 2024 | 0.550 |
Emami | Personal Care | 1.686 | Jul 2021 | 0.500 |
Symphony | Household Appliances | 5.343 | Dec 2017 | 0.470 |
Sona BLW Precision Forgings | Auto Components & Equipments | 1.209 | Mar 2023 | 0.450 |
Aarti Industries | Specialty Chemicals | 2.170 | Mar 2017 | 0.450 |
United Spirits | Breweries & Distilleries | 0.353 | Sep 2024 | 0.440 |
Vardhman Textiles | Other Textile Products | 2.417 | Oct 2016 | 0.430 |
Colgate-Palmolive (India) | Personal Care | 0.510 | Jan 2025 | 0.410 |
Oracle Financial Services Software | Software Products | 0.378 | Apr 2020 | 0.360 |
Five-Star Business Finance | Non Banking Financial Company (NBFC) | 1.253 | Sep 2023 | 0.350 |
Arvind | Garments & Apparels | 3.071 | Jan 2018 | 0.340 |
Bharti Hexacom Ltd | Telecom - Cellular & Fixed line services | 0.266 | Apr 2024 | 0.320 |
ICICI Lombard General Insurance Company | General Insurance | 0.251 | Mar 2025 | 0.300 |
Navneet Education | Printing & Publication | 6.906 | Feb 2014 | 0.270 |
Dhanuka Agritech | Pesticides & Agrochemicals | 2.337 | Apr 2014 | 0.220 |
Greenply Industries | Plywood Boards/ Laminates | 4.219 | Feb 2013 | 0.200 |
Greenpanel Industries | Plywood Boards/ Laminates | 4.247 | Oct 2019 | 0.160 |