HDFC Balanced Advantage Fund cuts stake in HDFC Bank, M&M, HAL, 15 other stocks in Jan
HDFC Balanced Advantage Fund, the second largest mutual fund based on assets managed, reduced its stake in HDFC Bank, M&M, HAL, and 15 other stocks in January.
The fund sold 63.18 lakh shares of HDFC Bank from its portfolio taking the total count to 5.14 crore shares in January. Around 48 lakh shares of Coal India, 44.60 lakh shares of Kotak Mahindra Bank were sold out from the portfolio in January.
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Apart from HDFC Bank, M&M, HAL, Coal India, and Kotak Mahindra Bank, some other stocks where stake was reduced included Ambuja Cements, Tata Steel, ICICI Bank, Bharti Airtel, NTPC, Adani Ports and Special Economic Zone, Bajaj Finserv, SBI Life Insurance Company, and Lupin.
The stake in 11 stocks was increased which includes HPCL, Whirlpool of India, RIL, Asian Paints, Interglobe Aviation (IndiGo), Eternal, Vishal Mega Mart, GAIL (India), and Maruti Suzuki.
Around 1.50 crore shares of Gail (India) were added to the portfolio taking the total count to 4.90 crore shares in January. The fund added 21.35 lakh shares of HPCL, 10 lakh shares of Eternal, and 9.31 shares of Sun Pharmaceuticals to its portfolio in the month of January.
A complete exit was made from 13 stocks which includes selling 58 lakh shares of Bajaj Finance, 11.17 lakh shares of Hindalco Industries, 4.56 lakh shares JSW Steel, 1.02 lakh shares of Petronet LNG, and 98,875 shares of Titan Company.
The other stocks from which the fund made a complete exit included LIC Housing Finance, Grasim Industries, Torrent Pharmaceuticals, Cummins India, Canara Bank, Indian Energy Exchange, Laurus Labs, and Crompton Greaves Consumer Electricals.
Seven stocks were added to the portfolio as new entrants in the portfolio in January. These seven stocks were Chambal Fertilisers and Chemicals, CG Power and Industrial Solutions, Cholamandalam Investment and Finance Company, Tech Mahindra, S Chand And Company, Aavas Financiers, and Fusion Finance.
Based on the industry wise allocation, the fund had the highest allocation in pharmaceutical and biotechnology where the allocation was 17.68%, followed by retailing where the allocation was 16.82% in January.
The stake in 108 stocks remained unchanged in January compared to the previous month's portfolio. In January, the fund had 144 stocks in its portfolio against 150 stocks in December’s portfolio. The portfolio of the fund is spread over 36 sectors.
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Launched on February 1, 1994, the fund had an AUM of Rs 1.06 lakh crore as of January 31, 2026. The performance of the fund is benchmarked against NIFTY 50 Hybrid Composite Debt 50:50 Index (Total Returns Index) and is managed by Gopal Agrawal, Anil Bamboli, Arun Agarwal, Srinivasan Ramamurthy, and Nandita Menezes.
HDFC Balanced Advantage Fund is an open ended balanced advantage fund and is suitable for investors who are seeking to generate long term capital appreciation or income and want investments in a mix of equity and debt instruments.
The balanced advantage fund had 52.26% in large cap, 8.88% in mid cap, 6.66% in small cap, and 32.21% in others. Since its inception, the fund has delivered a return of 16.88%. In the last three years, the fund gained 17.89% compared to 14.07% by its benchmark. In the last five years, the fund gave 17.15% return against 12.25% by its benchmark.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@timesinternet.in alongwith your age, risk profile, and Twitter handle.
The fund sold 63.18 lakh shares of HDFC Bank from its portfolio taking the total count to 5.14 crore shares in January. Around 48 lakh shares of Coal India, 44.60 lakh shares of Kotak Mahindra Bank were sold out from the portfolio in January.
Also Read | HDFC Defence Fund exists this small cap stock that went up by 500% in 5 years
Apart from HDFC Bank, M&M, HAL, Coal India, and Kotak Mahindra Bank, some other stocks where stake was reduced included Ambuja Cements, Tata Steel, ICICI Bank, Bharti Airtel, NTPC, Adani Ports and Special Economic Zone, Bajaj Finserv, SBI Life Insurance Company, and Lupin.
The stake in 11 stocks was increased which includes HPCL, Whirlpool of India, RIL, Asian Paints, Interglobe Aviation (IndiGo), Eternal, Vishal Mega Mart, GAIL (India), and Maruti Suzuki.
Around 1.50 crore shares of Gail (India) were added to the portfolio taking the total count to 4.90 crore shares in January. The fund added 21.35 lakh shares of HPCL, 10 lakh shares of Eternal, and 9.31 shares of Sun Pharmaceuticals to its portfolio in the month of January.
A complete exit was made from 13 stocks which includes selling 58 lakh shares of Bajaj Finance, 11.17 lakh shares of Hindalco Industries, 4.56 lakh shares JSW Steel, 1.02 lakh shares of Petronet LNG, and 98,875 shares of Titan Company.
The other stocks from which the fund made a complete exit included LIC Housing Finance, Grasim Industries, Torrent Pharmaceuticals, Cummins India, Canara Bank, Indian Energy Exchange, Laurus Labs, and Crompton Greaves Consumer Electricals.
Seven stocks were added to the portfolio as new entrants in the portfolio in January. These seven stocks were Chambal Fertilisers and Chemicals, CG Power and Industrial Solutions, Cholamandalam Investment and Finance Company, Tech Mahindra, S Chand And Company, Aavas Financiers, and Fusion Finance.
Based on the industry wise allocation, the fund had the highest allocation in pharmaceutical and biotechnology where the allocation was 17.68%, followed by retailing where the allocation was 16.82% in January.
The stake in 108 stocks remained unchanged in January compared to the previous month's portfolio. In January, the fund had 144 stocks in its portfolio against 150 stocks in December’s portfolio. The portfolio of the fund is spread over 36 sectors.
Also Read | PPFAS to launch 2 new passive GIFT City based outbound funds on February 23. Check key details
Launched on February 1, 1994, the fund had an AUM of Rs 1.06 lakh crore as of January 31, 2026. The performance of the fund is benchmarked against NIFTY 50 Hybrid Composite Debt 50:50 Index (Total Returns Index) and is managed by Gopal Agrawal, Anil Bamboli, Arun Agarwal, Srinivasan Ramamurthy, and Nandita Menezes.
HDFC Balanced Advantage Fund is an open ended balanced advantage fund and is suitable for investors who are seeking to generate long term capital appreciation or income and want investments in a mix of equity and debt instruments.
The balanced advantage fund had 52.26% in large cap, 8.88% in mid cap, 6.66% in small cap, and 32.21% in others. Since its inception, the fund has delivered a return of 16.88%. In the last three years, the fund gained 17.89% compared to 14.07% by its benchmark. In the last five years, the fund gave 17.15% return against 12.25% by its benchmark.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@timesinternet.in alongwith your age, risk profile, and Twitter handle.
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