ANOMALY WEALTH · MUTUAL FUND INTELLIGENCETrade Intelligence ↗

ECONOMIC PORTFOLIO

HDFC Business Cycle Fund

HDFC Mutual Fund · 2026-08-31 — 2026-08-31

Latest equity holdings

CompanyQuantity
Vishal Mega Mart Limited6,598,517
Kotak Mahindra Bank Limited3,371,080
Ola Electric Mobility Limited2,710,300
ETERNAL LIMITED2,365,839
Swiggy Limited2,046,973
Aptus Value Housing Finance India Limited1,990,825
Le Travenues Technology Limited1,906,735
Anthem Biosciences Limited1,335,040
Aadhar Housing Finance Limited1,319,459
Acme Solar Holdings Limited1,224,965
HDFC Bank Limited1,210,000
ICICI Bank Limited1,042,000
Shiprocket Limited1,033,648
Bharti Airtel Limited857,000
Lumino Industries Limited657,566
IndusInd Bank Limited657,000
Fortis Healthcare Limited586,212
Brainbees Solutions Limited571,776
Leela Palaces Hotels & Resorts Limited543,966
Home First Finance Company India Limited535,029
PNC Infratech Limited514,198
Aether Industries Limited505,188
Clean Max Enviro Energy Solutions Limited474,838
Ksb Limited406,320
Sula Vineyards Limited389,660
Eris Lifesciences Limited375,815
Cholamandalam Investment and Finance Company Limited371,690
Chalet Hotels Limited363,270
RHI MAGNESITA INDIA LIMITED351,767
Pearl Global Industries Limited338,366
Awfis Space Solutions Limited321,883
Bharat Dynamics Limited310,221
CG Power and Industrial Solutions Limited272,538
Crompton Greaves Consumer Electricals Limited269,050
Titan Company Limited257,399
PB Fintech Limited243,479
Dhoot Transmission Limited229,619
Global Health Limited225,000
JSW Energy Limited208,663
Ambuja Cements Limited200,789
WeWork India Management Limited199,058
Sona BLW Precision Forgings Limited180,000
Ceigall India Limited172,381
G R Infraprojects Limited170,623
InterGlobe Aviation Limited146,000
Tata Motors Limited145,000
Mankind Pharma Limited144,403
Afcons Infrastructure Limited132,457
Axis Bank Limited129,162
Adani Ports and Special Economic Zone Limited119,492
Tempsens Instruments (India) Limited115,500
Shriram Finance Limited109,153
SRF Limited108,041
ICICI Prudential Asset Management Company Limited107,517
GE Vernova T&D India Limited104,189
INDO-MIM Limited103,080
Star Health and Allied Insurance Company Limited74,343
Timken India Limited71,844
AU Small Finance Bank Limited54,820
Bajaj Auto Limited54,320
Grindwell Norton Limited35,948
Torrent Pharmaceuticals Limited30,000
Godrej Properties Limited18,650
Bosch Limited7,000

Recent comparable changes

MonthCompanyStateAdjusted change