HDFC Defence Fund, HDFC Transportation and Logistics Fund, HDFC Manufacturing Fund, HDFC Innovation Fund, HDFC Consumption Fund

From company shareholding-pattern filings. Holders are named only above SEBI's 1% threshold, so "off the list" may mean a full exit or a trim to just under 1% — the filing cannot distinguish the two. Mutual-fund entries are per scheme, not per fund house.