Portfolio Holdings
As of 31 Mar 2026
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HDFC Focused Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
38.66%
Automobiles
10.15%
Retailing
5.23%
IT - Software
4.47%
Consumer Durables
4.04%
Telecom - Services
3.77%
Pharmaceuticals & Biotechnology
3.68%
Insurance
3.57%
Power
3.31%
Transport Services
2.91%
Ferrous Metals
2.54%
Auto Components
2.50%
Leisure Services
2.18%
Others
2.75%

All Holdings

Complete list of 27 stocks, grouped by sector. Filter by industry to focus.

27 holdings55.5% top 10 weight15 sectors
#Stock% of NAVValue (₹Cr)
Banks 6 stocks38.66%
1ICICI Bank Ltd.9.33%2,255.03
2HDFC Bank Ltd.£8.63%2,086.86
3Axis Bank Ltd.7.21%1,741.95
4State Bank of India5.72%1,383.01
5Kotak Mahindra Bank Limited5.52%1,334.89
17Karur Vysya Bank Ltd.2.25%544.56
Automobiles 4 stocks10.15%
9Maruti Suzuki India Limited3.58%865.84
13Eicher Motors Ltd.3.25%786.32
19Bajaj Auto Limited1.70%411.50
20Hyundai Motor India Limited1.62%390.57
Retailing 2 stocks5.23%
12Eternal Limited3.29%795.69
18Fsn Ecommerce Ventures Limited (Nykaa)1.94%470.00
IT - Software 1 stocks4.47%
6HCL Technologies Ltd.4.47%1,080.79
Consumer Durables 2 stocks4.04%
15Havells India Ltd.2.64%637.65
23Amber Enterprises India Ltd.1.40%337.85
Telecom - Services 1 stocks3.77%
7Bharti Airtel Ltd.3.77%911.69
Pharmaceuticals & Biotechnology 1 stocks3.68%
8Cipla Ltd.3.68%889.68
Insurance 1 stocks3.57%
10SBI Life Insurance Company Ltd.3.57%862.82
Power 1 stocks3.31%
11Power Grid Corporation of India Ltd.3.31%799.47
Transport Services 1 stocks2.91%
14InterGlobe Aviation Ltd.2.91%702.86
Ferrous Metals 1 stocks2.54%
16Tata Steel Ltd.2.54%613.95
Auto Components 2 stocks2.50%
24CIE Automotive India Ltd1.31%315.95
26Bosch Limited1.19%287.45
Leisure Services 2 stocks2.18%
21Chalet Hotels Ltd.1.59%383.26
27SAPPHIRE FOODS INDIA LIMITED0.59%141.39
Agricultural, Commercial & Construction Vehicles 1 stocks1.53%
22ESCORTS KUBOTA LIMITED1.53%368.94
Healthcare Services 1 stocks1.22%
25Metropolis Healthcare Ltd.1.22%295.12