HDFC Housing Opportunities Fund Direct · Growth
Sector Allocation
Aggregate portfolio weight by industry sector, sorted by exposure.
Banks
28.09%
Construction
14.01%
Cement & Cement Products
12.23%
Consumer Durables
12.07%
Realty
9.06%
Power
7.33%
Ferrous Metals
4.69%
Retailing
3.41%
Finance
2.66%
Non - Ferrous Metals
2.48%
Others
2.46%
All Holdings
Complete list of 38 stocks, grouped by sector. Filter by industry to focus.
38 holdings61.5% top 10 weight12 sectors
| # | Stock | % of NAV | Value (₹Cr) | ||||
|---|---|---|---|---|---|---|---|
Banks 6 stocks28.09% | |||||||
| 2 | ICICI Bank Ltd. | 8.11% | 89.21 | ||||
| 3 | HDFC Bank Ltd.£ | 8.05% | 88.59 | ||||
| 6 | State Bank of India | 5.06% | 55.65 | ||||
| 12 | Axis Bank Ltd. | 3.34% | 36.78 | ||||
| 14 | Kotak Mahindra Bank Limited | 2.27% | 25.02 | ||||
| 25 | Bank of Baroda | 1.26% | 13.83 | ||||
Construction 3 stocks14.01% | |||||||
| 1 | Larsen and Toubro Ltd. | 8.54% | 94.00 | ||||
| 7 | Kalpataru Projects International Ltd | 5.01% | 55.07 | ||||
| 35 | PNC Infratech Ltd. | 0.46% | 5.11 | ||||
Cement & Cement Products 4 stocks12.23% | |||||||
| 5 | Ambuja Cements Ltd. | 5.32% | 58.56 | ||||
| 8 | UltraTech Cement Limited | 4.98% | 54.78 | ||||
| 17 | Birla Corporation Ltd. | 1.71% | 18.81 | ||||
| 37 | Grasim Industries Ltd. | 0.22% | 2.37 | ||||
Consumer Durables 10 stocks12.07% | |||||||
| 13 | JSW Dulux Limited | 2.52% | 27.71 | ||||
| 15 | Asian Paints Limited | 1.97% | 21.62 | ||||
| 20 | Havells India Ltd. | 1.62% | 17.78 | ||||
| 22 | Whirlpool of India Ltd. | 1.38% | 15.13 | ||||
| 24 | Crompton Greaves Consumer Elec. Ltd. | 1.26% | 13.83 | ||||
| 28 | LG Electronics India Limited | 0.94% | 10.34 | ||||
| 29 | Symphony Ltd. | 0.85% | 9.33 | ||||
| 31 | Orient Electric Ltd | 0.75% | 8.30 | ||||
| 34 | Bajaj Electricals Ltd. | 0.51% | 5.59 | ||||
| 36 | Greenply Industries Ltd. | 0.27% | 3.00 | ||||
Realty 4 stocks9.06% | |||||||
| 10 | Prestige Estates Projects Ltd. | 4.38% | 48.16 | ||||
| 16 | Kolte Patil Developers Limited | 1.93% | 21.24 | ||||
| 21 | Brigade Enterprises Limited. | 1.41% | 15.53 | ||||
| 23 | Lodha Developers Limited | 1.34% | 14.76 | ||||
Power 1 stocks7.33% | |||||||
| 4 | NTPC Limited | 7.33% | 80.69 | ||||
Ferrous Metals 1 stocks4.69% | |||||||
| 9 | Tata Steel Ltd. | 4.69% | 51.60 | ||||
Retailing 1 stocks3.41% | |||||||
| 11 | Electronics Mart India Ltd | 3.41% | 37.49 | ||||
Finance 2 stocks2.66% | |||||||
| 19 | Repco Home Finance Ltd. | 1.68% | 18.44 | ||||
| 27 | CanFin Homes Ltd. | 0.98% | 10.79 | ||||
Non - Ferrous Metals 2 stocks2.48% | |||||||
| 18 | Hindalco Industries Ltd. | 1.71% | 18.84 | ||||
| 30 | National Aluminium Co. Ltd. | 0.77% | 8.52 | ||||
Gas 3 stocks1.24% | |||||||
| 32 | Indraprastha Gas Ltd. | 0.60% | 6.55 | ||||
| 33 | Gujarat Energy Limited | 0.54% | 5.94 | ||||
| 38 | GSPL Transmission Limited | 0.10% | 1.08 | ||||
Commercial Services & Supplies 1 stocks1.22% | |||||||
| 26 | Elevate Campuses Limited | 1.22% | 13.38 | ||||