HSBC Financial Services Fund

HSBC Mutual FundThematicPortfolio as of 30 June 2026

HSBC Financial Services Fund holds 40 instruments (97.04% equity), led by ICICI Bank Limited (9.44%), HDFC Bank Limited (8.99%) and Nippon Life India Asset Management Limited (5.83%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
40
Equity Allocation
97.04%
AMC
HSBC Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of HSBC Financial Services Fund, managed by HSBC Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 40 instruments with an equity allocation of 97.04%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

HSBC Financial Services Fund's top 10 holdings account for 52.16% of its portfolio, in line with the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 96.39% of net assets, spread across 2 sectors in total. Since its 31 May 2026 disclosure, the fund added 0 new positions and exited 0 positions, with HDFC Bank Limited seeing the largest move (+2.41pp to 8.99%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

10 increased7 reduced

Biggest Weight Increases

StockWeightChange
HDFC Bank Limited6.58% → 8.99%▲ +2.41
ICICI Bank Limited9.12% → 9.44%▲ +0.32
Axis Bank Limited4.11% → 4.43%▲ +0.32
Cholamandalam Investment and Finance Company Limited2.25% → 2.47%▲ +0.22
Shriram Finance Limited4.78% → 4.97%▲ +0.19
The Federal Bank Limited2.33% → 2.51%▲ +0.18
HDFC Asset Management Company Limited2.83% → 3%▲ +0.17
PB Fintech Limited2.95% → 3.09%▲ +0.14
Piramal Finance Limited1.7% → 1.8%▲ +0.1
Billionbrains Garage Ventures Limited2.92% → 3.02%▲ +0.1

Biggest Weight Reductions

StockWeightChange
Multi Commodity Exchange of India Limited3.09% → 1.58%▼ -1.51
ICICI Prudential Asset Management Company Limited3.98% → 3.53%▼ -0.45
Max Financial Services Limited2.32% → 2.08%▼ -0.24
BSE Limited1.66% → 1.46%▼ -0.2
Kotak Mahindra Bank Limited4.37% → 4.22%▼ -0.15
PNB Housing Finance Limited2.25% → 2.14%▼ -0.11
Power Finance Corporation Limited1.76% → 1.65%▼ -0.11

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).

Jan: 7.28%, Feb: 7.2%, Mar: 7.77%, Apr: 9.28%, May: 9.12%, Jun: 9.44%
9.44%
Jan: 6.25%, Feb: 5.8%, Mar: 6.02%, Apr: 6.36%, May: 6.58%, Jun: 8.99%
8.99%
Jan: 4.86%, Feb: 5.01%, Mar: 4.99%, Apr: 5.42%, May: 5.83%, Jun: 5.83%
5.83%
Jan: 5.37%, Feb: 5.53%, Mar: 5.16%, Apr: 4.78%, May: 4.78%, Jun: 4.97%
4.97%
Jan: 5.38%, Feb: 5.83%, Mar: 5.5%, Apr: 5.17%, May: 4.61%, Jun: 4.64%
4.64%

Full Portfolio (40 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services9.44%
2HDFC Bank LimitedFinancial Services8.99%
3Nippon Life India Asset Management LimitedFinancial Services5.83%
4Shriram Finance LimitedFinancial Services4.97%
5State Bank of IndiaFinancial Services4.64%
6Axis Bank LimitedFinancial Services4.43%
7Kotak Mahindra Bank LimitedFinancial Services4.22%
8ICICI Prudential Asset Management Company LimitedFinancial Services3.53%
9PB Fintech LimitedFinancial Services3.09%
10TREPStreps3.04%
11Billionbrains Garage Ventures LimitedFinancial Services3.02%
12HDFC Asset Management Company LimitedFinancial Services3%
13Karur Vysya Bank LimitedFinancial Services2.88%
14The Federal Bank LimitedFinancial Services2.51%
15Cholamandalam Investment and Finance Company LimitedFinancial Services2.47%
16Motilal Oswal Financial Services LimitedFinancial Services2.3%
17RBL Bank LimitedFinancial Services2.14%
18PNB Housing Finance LimitedFinancial Services2.14%
19Pine Labs LimitedFinancial Services2.14%
20Max Financial Services LimitedFinancial Services2.08%
21Kfin Technologies LimitedFinancial Services1.93%
22Piramal Finance LimitedFinancial Services1.8%
23Prudent Corporate Advisory Services LimitedFinancial Services1.79%
24Housing & Urban Development Corporation LimitedFinancial Services1.66%
25Power Finance Corporation LimitedFinancial Services1.65%
26Multi Commodity Exchange of India LimitedFinancial Services1.58%
27BSE LimitedFinancial Services1.46%
28Home First Finance Company India LimitedFinancial Services1.42%
29Canara Robeco Asset Management Company LimitedFinancial Services1.24%
30HDB Financial Services LimitedFinancial Services1.19%
31CARE Ratings LimitedFinancial Services1.13%
32Bajaj Finance LimitedFinancial Services1.09%
33Angel One LimitedFinancial Services1.05%
34360 ONE WAM LIMITEDFinancial Services0.99%
35City Union Bank LimitedFinancial Services0.9%
36Bajaj Housing Finance LimitedFinancial Services0.83%
37CMS Info Systems LimitedIndustrials0.65%
38Aditya Birla Capital LimitedFinancial Services0.56%
39Seshaasai Technologies LimitedFinancial Services0.3%
40Net Current Assets (including cash & bank balances)other-0.08%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, ICICI Bank Limited is 9.44% of HSBC Financial Services Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, HDFC Bank Limited is 8.99% of HSBC Financial Services Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Nippon Life India Asset Management Limited is 5.83% of HSBC Financial Services Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Shriram Finance Limited is 4.97% of HSBC Financial Services Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, State Bank of India is 4.64% of HSBC Financial Services Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: HSBC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.