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HDFC Holdings Changes - May 2026

Stocks bought and sold by HDFC funds between April 2026 → May 2026

9 New Additions 9 Removals 7 Funds with Changes
← All AMCs (Interactive) April 2026May 2026

HDFC Large Cap Fund

Large Cap • 2 additions • 2 removals • 1 increased • 1 decreased

New Additions
Larsen and Toubro Ltd. • Construction
0% → +2.12%
MANKIND PHARMA LIMITED • Pharmaceuticals & Biotechnology
0% → +1.72%
Removed
Max Healthcare Institute Limited • Healthcare Services
1.72% → 0%
United Spirits Limited • Beverages
1.66% → 0%
Increased
Bajaj Finserv Ltd. • Finance
2.73% → 3.1%
Decreased
Reliance Industries Ltd. • Petroleum Products
5.61% → 5.22%

HDFC NIFTY SMALLCAP 250 ETF

Small Cap • 2 additions • 2 removals • 0 increased • 0 decreased

New Additions
HFCL Ltd • Telecom - Services
0% → +0.91%
Gland Pharma Ltd. • Pharmaceuticals & Biotechnology
0% → +0.88%
Removed
Amber Enterprises India Ltd. • Consumer Durables
0.88% → 0%
HINDUSTAN COPPER LIMITED • Non - Ferrous Metals
0.88% → 0%

HDFC Small Cap Fund

Small Cap • 2 additions • 2 removals • 1 increased • 2 decreased

New Additions
Sudarshan Chemical Industries Limited • Chemicals & Petrochemicals
0% → +1.4%
JSW Dulux Limited • Consumer Durables
0% → +1.39%
Removed
Sharda Cropchem Ltd. • Fertilizers & Agrochemicals
1.52% → 0%
Godrej Consumer Products Ltd. • Personal Products
1.45% → 0%
Increased
Firstsource Solutions Ltd. • Commercial Services & Supplies
3.17% → 3.92%
Decreased
Aster DM Healthcare Limited • Healthcare Services
4.42% → 3.8%
Great Eastern Shipping Company Ltd. • Transport Services
2.16% → 1.66%

HDFC Flexi Cap Fund

Flexi Cap • 1 additions • 1 removals • 1 increased • 1 decreased

New Additions
Max Healthcare Institute Limited • Healthcare Services
0% → +1.38%
Removed
Infosys Limited • IT - Software
1.57% → 0%
Increased
InterGlobe Aviation Ltd. • Transport Services
2.43% → 2.79%
Decreased
HDFC Bank Ltd.£ • Banks
6.81% → 6.48%

HDFC Large and Mid Cap Fund

Large & Mid Cap • 1 additions • 1 removals • 2 increased • 0 decreased

New Additions
Gland Pharma Ltd. • Pharmaceuticals & Biotechnology
0% → +1.1%
Removed
NTPC Limited • Power
0.98% → 0%
Increased
Reliance Industries Ltd. • Petroleum Products
0.98% → 1.59%
ICICI Bank Ltd. • Banks
3.09% → 3.48%
Decreased

No holdings decreased

HDFC Multi Cap Fund

Multi Cap • 1 additions • 1 removals • 0 increased • 0 decreased

New Additions
Tata Communications Limited • Telecom - Services
0% → +1.35%
Removed
Power Finance Corporation Ltd. • Finance
1.16% → 0%

HDFC Mid Cap Fund

Mid Cap • 0 additions • 0 removals • 2 increased • 0 decreased

New Additions

No new stocks added

Removed

No stocks removed

Increased
Tata Communications Limited • Telecom - Services
1.86% → 2.25%
Coforge Limited • IT - Software
1.97% → 2.28%
Decreased

No holdings decreased

Other AMCs - May 2026

360 ONEAbakkusAditya Birla Sun LifeAngel OneAxisBajaj FinservBandhanBaroda BNP ParibasCanara RobecoDSP View All AMCs →

About HDFC Holdings Changes

This page shows the stocks that HDFC mutual funds have bought (added) and sold (removed) in May 2026 compared to April 2026. Data is sourced from official SEBI-mandated monthly portfolio disclosures published by HDFC.

Tracking what professional fund managers are buying helps identify stocks with institutional conviction. If multiple funds from HDFC are adding the same stock, it signals strong conviction in that company's fundamentals.