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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
36.41%
Automobiles
9.09%
Retailing
6.89%
Pharmaceuticals & Biotechnology
6.39%
Consumer Durables
4.11%
IT - Software
4.10%
Transport Services
3.90%
Power
3.52%
Insurance
3.47%
Telecom - Services
3.42%
Ferrous Metals
2.17%
Auto Components
2.08%
Others
7.23%

All Holdings

Complete list of 28 stocks, grouped by sector. Filter by industry to focus.

28 holdings54.2% top 10 weight17 sectors
#Stock% of NAVValue (₹Cr)
Banks 6 stocks36.41%
1ICICI Bank Ltd.9.36%2,612.43
2HDFC Bank Ltd.£7.64%2,134.21
3Axis Bank Ltd.6.60%1,844.25
4Kotak Mahindra Bank Limited5.28%1,474.27
5State Bank of India5.20%1,450.79
16Karur Vysya Bank Ltd.2.33%649.50
Automobiles 3 stocks9.09%
9Maruti Suzuki India Limited3.75%1,046.15
13Eicher Motors Ltd.3.35%936.07
20Hyundai Motor India Limited1.99%555.10
Retailing 2 stocks6.89%
6Eternal Limited4.68%1,308.00
17Fsn Ecommerce Ventures Limited (Nykaa)2.21%616.79
Pharmaceuticals & Biotechnology 2 stocks6.39%
10Sun Pharmaceutical Industries Ltd.3.70%1,033.55
15Cipla Ltd.2.69%750.90
Consumer Durables 2 stocks4.11%
14Havells India Ltd.2.74%764.70
27Amber Enterprises India Ltd.1.37%383.84
IT - Software 1 stocks4.10%
7HCL Technologies Ltd.4.10%1,144.87
Transport Services 1 stocks3.90%
8InterGlobe Aviation Ltd.3.90%1,090.46
Power 2 stocks3.52%
21Adani Green Energy Limited1.96%547.63
24Power Grid Corporation of India Ltd.1.56%435.51
Insurance 1 stocks3.47%
11SBI Life Insurance Company Ltd.3.47%970.11
Telecom - Services 1 stocks3.42%
12Bharti Airtel Ltd.3.42%954.44
Ferrous Metals 1 stocks2.17%
18Tata Steel Ltd.2.17%607.01
Auto Components 1 stocks2.08%
19Bosch Limited2.08%580.58
Transport Infrastructure 1 stocks1.61%
22JSW Infrastructure Limited1.61%449.75
Leisure Services 1 stocks1.61%
23Chalet Hotels Ltd.1.61%449.71
Agricultural, Commercial & Construction Vehicles 1 stocks1.49%
25ESCORTS KUBOTA LIMITED1.49%415.48
Healthcare Services 1 stocks1.42%
26Metropolis Healthcare Ltd.1.42%396.07
Electrical Equipment 1 stocks1.10%
28CG Power and Industrial Solutions Ltd.1.10%306.20