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  5. October flexi-cap fund moves: Which stocks did HDFC, SBI, ICICI Prudential and Mirae Asset add and exit?

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October flexi-cap fund moves: Which stocks did HDFC, SBI, ICICI Prudential and Mirae Asset add and exit?

image Sangeeta Ojha
By Sangeeta Ojha

3 min read | Updated on November 12, 2026, 15:03 IST

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SUMMARY

HDFC, SBI, ICICI Prudential and Mirae Asset flexi-cap funds changed their portfolios in October. Check the stocks they added and exited.

flexi cap fund October portfolio

These portfolio changes are for informational purposes only and should not be treated as investment recommendations. | Image: Shutterstock.

Monthly mutual fund portfolio disclosures give investors a closer look at how fund managers are adjusting their investments and responding to changing market conditions. The October 2026 disclosures reveal several fresh stock additions across leading flexi-cap funds.

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A review of the October 31, 2026 portfolio disclosures of four major flexi-cap schemes, HDFC, ICICI Prudential, Mirae Asset and SBI, highlights the stocks these fund houses added to their portfolios and those they chose to exit during the month.

Before reading further, please note that this is just for informational purposes only and not intended to recommend any of the schemes mentioned below. You should make an investment decision based on your personal financial goals and risk appetite.

What changed in October?

HDFC Flexi cap fund

HDFC Flexi Cap Fund added six stocks in October, including Dr Reddy's Laboratories, Multi Commodity Exchange of India (MCX), Sai Life Sciences, Sona BLW Precision Forgings, EAAA India Alternatives and Jio Platforms.

Among the fresh additions, Sona BLW had a portfolio value of ₹275.69 crore, while Jio Platforms was valued at ₹191.68 crore as of October 31.

The fund's disclosed exits included Oil and Natural Gas Corporation (ONGC) and Life Insurance Corporation of India (LIC).

ICICI Prudential flexi cap fund

ICICI Prudential Flexi Cap Fund added four stocks: One97 Communications (Paytm), TD Power Systems, Urban Company and Zetwerk Manufacturing Businesses.

Zetwerk had a portfolio value of ₹167.05 crore, while Paytm's holding was valued at ₹114.40 crore.

The fund exited Cholamandalam Investment and Finance Company during the month.

Mirae Asset Flexi Cap Fund

Mirae Asset Flexi Cap Fund added Cemindia Projects, Persistent Systems, Bonfiglioli Transmissions and TD Power Systems.

Cemindia Projects had a portfolio value of ₹71.24 crore, while Persistent Systems was valued at ₹24.72 crore.

The fund's disclosed exits included Can Fin Homes, Solar Industries India, JSW Energy, LIC and Motherson Sumi Wiring India.

SBI Flexicap Fund

SBI Flexicap Fund added six stocks in October: Zydus Lifesciences, Karur Vysya Bank, Adani Power, Fractal Analytics, Hindustan Aeronautics and Adani Energy Solutions.

Among these, Hindustan Aeronautics had the highest portfolio value at ₹493.71 crore, followed by Adani Energy Solutions at ₹186.23 crore.

The fund also exited several holdings, including Cummins India, Torrent Power, Bajaj Auto, LIC, Muthoot Finance, JSW Cement and AU Small Finance Bank. BSE was also removed from the disclosed portfolio.

Portfolio changes are not limited to these four fund houses. Parag Parikh Flexi Cap Fund, for instance, has also been adjusting its portfolio, with a gradual shift towards domestic equities and a reduction in overseas exposure over the past few months. Read more about how Parag Parikh Flexi Cap Fund has reshaped its portfolio over the last five months.

What do these changes indicate?

October's disclosures show that the four flexi-cap funds made changes across a diverse set of companies and sectors.

These portfolio changes are for informational purposes only and should not be treated as investment recommendations. Investors should make decisions based on their financial goals, investment horizon and risk appetite.
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Disclaimer: This article is written purely for informational purposes and should not be considered investment advice from Upstox. Securities mentioned are illustrative and not recommendations. Investors should do their own research or consult a registered financial advisor before making investment decisions.

About The Author

image Sangeeta Ojha
Sangeeta Ojha is a business and finance journalist with experience across leading media platforms like Mint and India Today. She has built a reputation for covering a wide range of personal finance topics, including income tax, mutual funds, insurance, savings and investing.

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