Portfolio Holdings
As of 31 May 2026
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HDFC Housing Opportunities Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
28.27%
Construction
13.93%
Cement & Cement Products
12.26%
Consumer Durables
11.15%
Power
8.14%
Realty
6.31%
Ferrous Metals
4.90%
Non - Ferrous Metals
2.79%
Finance
2.79%
Others
3.68%

All Holdings

Complete list of 34 stocks, grouped by sector. Filter by industry to focus.

34 holdings61.3% top 10 weight12 sectors
#Stock% of NAVValue (₹Cr)
Banks 6 stocks28.27%
3HDFC Bank Ltd.£7.83%93.07
4ICICI Bank Ltd.7.13%84.81
6State Bank of India5.68%67.51
10Axis Bank Ltd.4.33%51.46
14Kotak Mahindra Bank Limited1.94%23.05
22Bank of Baroda1.36%16.11
Construction 4 stocks13.93%
1Larsen and Toubro Ltd.8.57%101.91
8Kalpataru Projects International Ltd4.39%52.20
30PNC Infratech Ltd.0.66%7.86
34Ashoka Buildcon Ltd.0.31%3.69
Cement & Cement Products 3 stocks12.26%
5Ambuja Cements Ltd.6.03%71.66
9UltraTech Cement Limited4.35%51.67
16Birla Corporation Ltd.1.88%22.33
Consumer Durables 8 stocks11.15%
12JSW Dulux Limited2.39%28.37
13Asian Paints Limited2.02%24.04
19Havells India Ltd.1.73%20.59
20Crompton Greaves Consumer Elec. Ltd.1.57%18.63
23Whirlpool of India Ltd.1.18%13.98
26Symphony Ltd.0.94%11.16
29Orient Electric Ltd0.83%9.89
32Bajaj Electricals Ltd.0.49%5.79
Power 1 stocks8.14%
2NTPC Limited8.14%96.73
Realty 3 stocks6.31%
11Prestige Estates Projects Ltd.3.74%44.50
21Kolte Patil Developers Limited1.54%18.33
25Lodha Developers Limited1.03%12.20
Ferrous Metals 1 stocks4.90%
7Tata Steel Ltd.4.90%58.25
Non - Ferrous Metals 2 stocks2.79%
15Hindalco Industries Ltd.1.90%22.53
27National Aluminium Co. Ltd.0.89%10.61
Finance 2 stocks2.79%
18Repco Home Finance Ltd.1.74%20.73
24CanFin Homes Ltd.1.05%12.44
Retailing 1 stocks1.75%
17Electronics Mart India Ltd1.75%20.81
Gas 2 stocks1.45%
28Gujarat Gas Ltd.0.84%10.03
31Indraprastha Gas Ltd.0.61%7.22
Industrial Products 1 stocks0.48%
33Finolex Cables Ltd.0.48%5.68