Asset Sadhu

HDFC MNC Fund

HDFC Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The HDFC MNC Fund remains heavily concentrated in defensive consumer and industrial quality names, with food majors and diversified FMCG stocks forming nearly a quarter of the portfolio. The manager's conviction in this defensive posture has strengthened—evidenced by a 3.1% jump in cash-equivalent TREPS holdings and the exit of cyclical pharma exposure—suggesting caution about near-term volatility despite India's long-term growth narrative. However, the addition of commodity-linked plays like Vedanta Aluminium signals the manager isn't entirely risk-averse, hinting at selective exposure to inflation hedges within a quality-biased framework.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹13.2160+2.19%+2.19%+7.88%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
39
Top 5 Weight
36.10%
Top 10 Weight
56.69%
Max Position
8.84%
Conviction Bets
13
Gini
0.479
Large Cap
43.74%
Mid Cap
25.65%
Small Cap
18.19%
Top Sector
Food Products
Sector Count
23
HHI (bps)
40,524
Highly Differentiated
Active Share
85.71%
vs peer portfolio
Weight Overlap
8.24%
with avg peer
Cosine Similarity
0.231
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 3641+7 added2 removed23 weight shifts ≥ 0.1%
StockWeight
Vedanta Aluminium Metal Limited**2.42%
Nippon Life India Asset Management Limited1.44%
3M India Ltd.1.26%
Talwandi Sabo Power Limited**0.47%
Malco Energy Limited**0.29%
Oracle Financial Ser Software Ltd.0.29%
Vedanta Iron And Steel Limited**0.25%
#Holding% to NAV
1
Nestle India Ltd.
INE239A01024
8.84%
2
TREPS - Tri-party Repo
8.02%
3
Britannia Industries Ltd.
INE216A01030
7.58%
4
Hindustan Unilever Ltd.
INE030A01027
7.21%
5
Fortis Healthcare Limited
INE061F01013
6.40%
6
Maruti Suzuki India Limited
INE585B01010
6.07%
7
United Spirits Limited
INE854D01024
4.90%
8
Bosch Limited
INE323A01026
4.53%
9
Anthem Biosciences Limited
INE0CZ201020
4.36%
10
Timken India Ltd.
INE325A01013
4.07%
11
Cummins India Ltd.
INE298A01020
2.73%
12
Vedanta Aluminium Metal Limited**
DU1205A01025
2.42%
13
Pfizer Ltd.
INE182A01018
2.33%
14
Aadhar Housing Finance Limited
INE883F01010
2.22%
15
Vedanta Ltd.
INE205A01025
1.93%
16
Hyundai Motor India Limited
INE0V6F01027
1.79%
17
Grindwell Norton Ltd.
INE536A01023
1.73%
18
Ambuja Cements Ltd.
INE079A01024
1.64%
19
ESCORTS KUBOTA LIMITED
INE042A01014
1.61%
20
Nippon Life India Asset Management Limited
INE298J01013
1.44%
Food Products16.5%
Industrial Products11.2%
Pharmaceuticals & Biotechnology8.7%
Auto Components8.6%
Automobiles7.9%
Diversified FMCG7.2%
Healthcare Services6.4%
Beverages4.9%
Agricultural, Commercial & Construction Vehicles4.1%
Non - Ferrous Metals2.4%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does HDFC MNC Fund hold?

HDFC MNC Fund holds 39 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 36.10% of NAV.

What is the largest holding in HDFC MNC Fund?

The largest position in HDFC MNC Fund is Nestle India Ltd., accounting for 8.84% of NAV in the Food Products sector.

Is HDFC MNC Fund a concentrated or diversified fund?

With a Gini coefficient of 0.479, HDFC MNC Fund is moderately concentrated. The HHI concentration index is 40,524 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 36.10% of the portfolio.

What is the market cap allocation of HDFC MNC Fund?

Based on SEBI's AMFI classification, HDFC MNC Fund's equity portfolio is split as: Large Cap: 43.74%, Mid Cap: 25.65%, Small Cap: 18.19%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does HDFC MNC Fund invest in most?

HDFC MNC Fund has the highest allocation to Food Products (16.47%), Industrial Products (11.15%), Pharmaceuticals & Biotechnology (8.69%). The fund is invested across 23 sectors in total.

How actively managed is HDFC MNC Fund compared to other Sectoral / Thematic funds?

HDFC MNC Fund has an Active Share of 85.71%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in HDFC MNC Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, HDFC MNC Fund added 7 new stocks (including Vedanta Aluminium Metal Limited**) and exited 2 stocks (including Balkrishna Industries Ltd.). Total holding count increased from 36 to 41 stocks.