Market Intelligence
Stocks HDFC Mutual Funds Bought in June 2026
HDFC funds added or raised stakes in Eternal Limited, Bajaj Finance Limited during June 2026 disclosures.
4 min read
Tier 1IPOFins Team
Finance Research & Data • 2026-07-30
Key takeaway
HDFC funds added or raised stakes in 15+ stocks during June 2026 disclosures. The largest single move was in Eternal Limited (8.97% weight change). 15 of the highlighted names were fresh entries (zero weight last month). Below: summary table plus fund-level detail for the top five moves.
This report aggregates month-on-month portfolio changes for every HDFC equity scheme with a published June 2026 disclosure. We include both fresh entries (new positions) and increases (existing holdings that were scaled up).
Summary: largest moves
| Stock | Sector | Move | Largest Δ | Schemes |
|---|---|---|---|---|
| Eternal Limited | Retailing | Fresh entry | +8.97% | 6 |
| Bajaj Finance Limited | Finance | Fresh entry | +4.80% | 2 |
| Reliance Industries Ltd. | Petroleum Products | Fresh entry | +4.12% | 1 |
| PB Fintech Limited | Financial Technology (Fintech) | Fresh entry | +3.93% | 1 |
| DIVI LABORATORIES LTD | Pharmaceuticals & Biotechnology | Fresh entry | +3.78% | 1 |
| Bharat Electronics Ltd. | Aerospace & Defense | Fresh entry | +3.77% | 2 |
| Mahindra & Mahindra Limited | Automobiles | Fresh entry | +3.68% | 1 |
| Lenskart Solutions Ltd | Retailing | Fresh entry | +3.24% | 1 |
| SUN PHARMACEUTICALS INDUSTRIES | Pharmaceuticals & Biotechnology | Fresh entry | +2.98% | 1 |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Fresh entry | +2.92% | 2 |
| GE Vernova T&D India Ltd | Electrical Equipment | Fresh entry | +2.86% | 1 |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Fresh entry | +2.64% | 2 |
Fund-level detail: top 5 stocks
Which HDFC schemes drove the biggest moves:
Eternal Limited
Retailing · 6 HDFC scheme(s) active · Max weight change 8.97%
HDFC INNOVATION FUND (Others, new position)
HDFC Large Cap Fund (Large Cap, 2.01% → 2.05%)
HDFC Multicap Fund (Multi Cap, 1.66% → 1.70%)
HDFC Large and Mid Cap Fund (Large & Mid Cap, 0.91% → 0.94%)
Bajaj Finance Limited
Finance · 2 HDFC scheme(s) active · Max weight change 4.80%
HDFC INNOVATION FUND (Others, new position)
HDFC Large and Mid Cap Fund (Large & Mid Cap, 0.81% → 0.88%)
Reliance Industries Ltd.
Petroleum Products · 1 HDFC scheme(s) active · Max weight change 4.12%
HDFC INNOVATION FUND (Others, new position)
PB Fintech Limited
Financial Technology (Fintech) · 1 HDFC scheme(s) active · Max weight change 3.93%
HDFC INNOVATION FUND (Others, new position)
DIVI LABORATORIES LTD
Pharmaceuticals & Biotechnology · 1 HDFC scheme(s) active · Max weight change 3.78%
HDFC INNOVATION FUND (Others, new position)
What to do next
- Open the full HDFC holdings changes tool
- Compare overlap with funds you already own — avoid doubling up on the same stocks via different AMCs.
- Cross-check top names on Smart Money Signal for industry-wide conviction, not just this AMC.
Terms explained
Fresh entry vs Increased
Fresh entry = new position from zero. Increased = fund already held the stock and raised its weight.
Portfolio weight %
Stock value as a percentage of the fund's equity NAV — how large the bet is inside that scheme.
Data source: SEBI-regulated AMC monthly portfolio disclosures for June 2026. Not investment advice. Past institutional activity does not guarantee future returns.