Portfolio Holdings
As of 31 Mar 2026
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HDFC Large and Mid Cap Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
17.30%
Pharmaceuticals & Biotechnology
10.47%
Finance
7.78%
IT - Software
7.00%
Auto Components
4.18%
Automobiles
4.01%
Insurance
3.55%
Retailing
3.03%
Power
2.87%
Healthcare Services
2.75%
Telecom - Services
2.65%
Petroleum Products
2.39%
Consumer Durables
2.31%
Chemicals & Petrochemicals
2.05%
Ferrous Metals
2.02%
Others
23.28%

All Holdings

Complete list of 227 stocks, grouped by sector. Filter by industry to focus.

227 holdings20.5% top 10 weight42 sectors
#Stock% of NAVValue (₹Cr)
Banks 15 stocks17.30%
1HDFC Bank Ltd.£4.24%1,072.80
2ICICI Bank Ltd.3.29%832.17
4Axis Bank Ltd.1.95%493.55
5State Bank of India1.63%412.34
12Kotak Mahindra Bank Limited1.18%297.35
13Indusind Bank Ltd.1.12%283.49
49Au Small Finance Bank Ltd.0.65%165.14
50Indian Bank0.65%163.67
61The Federal Bank Ltd.0.53%133.69
66Bandhan Bank Ltd.0.52%130.97
69Bank of Baroda0.49%123.80
70IDFC First Bank Limited0.49%123.68
130Union Bank of India0.22%54.89
136Bank of India0.20%51.04
163Canara Bank0.14%36.25
Pharmaceuticals & Biotechnology 19 stocks10.47%
10Lupin Ltd.1.28%323.95
14Aurobindo Pharma Ltd.1.12%284.04
21Ajanta Pharma Limited0.99%251.68
23Gland Pharma Ltd.0.94%237.45
28Ipca Laboratories Ltd.0.89%225.57
32Glenmark Pharmaceuticals Ltd.0.88%223.41
40Sun Pharmaceutical Industries Ltd.0.78%196.37
48Alkem Laboratories Ltd.0.65%165.56
56Divis Laboratories Ltd.0.57%144.62
58Torrent Pharmaceuticals Ltd.0.56%142.12
76Cipla Ltd.0.46%117.12
98Eris Lifesciences Ltd0.35%87.56
122Dr Reddys Laboratories Ltd.0.25%62.75
146Sai Life Sciences Limited0.17%42.35
156Cohance Lifesciences Limited0.15%38.36
159Wockhardt Ltd.0.15%38.52
164Biocon Ltd.0.14%36.09
170Zydus Lifesciences Limited0.12%30.58
217Aarti Pharmalabs Limited0.02%4.00
Finance 17 stocks7.78%
15Shriram Finance Ltd.1.11%280.67
16Mahindra & Mahindra Financial Services Ltd.1.11%281.21
30LIC Housing Finance Ltd.0.88%223.61
35Bajaj Finance Ltd.0.81%204.59
45L&T Finance Ltd.0.71%179.61
63Power Finance Corporation Ltd.0.53%132.83
81Aditya Birla Capital ltd.0.43%108.75
93Cholamandalam Investment & Finance Co. Ltd.0.37%94.83
95PNB Housing Finance Ltd.0.37%94.13
97Five-Star Business Finance Limited0.36%91.69
102Creditaccess Grameen Limited0.33%83.39
126SBI CARDS AND PAYMENT SERVICES LIMITED0.24%61.04
151Cholamandalam Financial Holdings Ltd.0.16%40.00
155REC Limited.0.16%41.19
172IIFL Finance Limited0.12%30.45
192Bajaj Housing Finance Ltd.0.06%14.20
213Fusion Finance Limited0.03%6.92
IT - Software 10 stocks7.00%
6Infosys Limited1.60%404.13
11MphasiS Limited.1.25%315.75
17HCL Technologies Ltd.1.03%260.07
39Tata Consultancy Services Ltd.0.78%197.61
41Persistent Systems Limited0.77%193.70
52Coforge Limited0.61%154.05
78Tech Mahindra Ltd.0.44%111.94
121Oracle Financial Ser Software Ltd.0.26%65.19
138LTIMindtree Limited0.20%51.28
195Hexaware Technologies Ltd.0.06%14.81
Auto Components 14 stocks4.18%
25Balkrishna Industries Ltd.0.93%234.32
29Bharat Forge Ltd.0.89%226.09
77Apollo Tyres Ltd.0.46%117.05
99Endurance Technologies Ltd.0.35%88.56
100Bosch Limited0.34%86.79
108Sona Blw Precision Forgings0.31%78.90
117CIE Automotive India Ltd0.28%71.49
147Tube Investments of India Ltd.0.17%41.79
161Samvardhana Motherson International Ltd.0.14%34.30
168Exide Industries Ltd.0.13%32.53
198Sundram Fasteners Ltd.0.05%13.11
200LG Balakrishnan & Bros Ltd.0.05%13.39
202TENNECO CLEAN AIR INDIA LIMITED0.04%10.86
206Craftsman Automation Ltd0.04%9.69
Automobiles 7 stocks4.01%
9Maruti Suzuki India Limited1.43%361.12
26Eicher Motors Ltd.0.91%229.49
82Mahindra & Mahindra Ltd.0.42%106.55
83Hero MotoCorp Ltd.0.42%107.18
94Hyundai Motor India Limited0.37%94.03
112Tata Motors Passenger Vehicles Limited0.30%77.01
149TVS Motor Company Ltd.0.16%39.27
Insurance 8 stocks3.55%
7Max Financial Services Ltd.1.53%387.88
46SBI Life Insurance Company Ltd.0.67%168.84
73ICICI Lombard General Insurance Co0.48%122.38
116HDFC Life Insurance Company Limited0.28%70.87
129ICICI Prudential Life Insurance Company Ltd.0.23%59.03
145Medi Assist Healthcare Services Limited0.17%42.67
176Star Health and Allied Insurance Company Ltd0.11%27.45
188Life Insurance Corporation of India0.08%19.12
Retailing 8 stocks3.03%
24Eternal Limited0.94%237.11
68Fsn Ecommerce Ventures Limited (Nykaa)0.50%125.51
74Trent Ltd.0.47%118.65
89Vishal Mega Mart Limited0.39%99.72
110Avenue Supermarts Ltd.0.31%79.14
143INFO EDGE (INDIA) LIMITED0.18%45.09
157LENSKART SOLUTIONS LIMITED0.15%38.81
184Brainbees Solutions Limited (FirstCry)0.09%22.76
Power 6 stocks2.87%
18NTPC Limited1.02%258.13
44Adani Energy Solutions Limited0.72%181.21
79Power Grid Corporation of India Ltd.0.44%111.95
115NHPC Ltd.0.29%73.72
133NLC India Ltd.0.21%52.30
140JSW Energy Ltd.0.19%47.16
Healthcare Services 4 stocks2.75%
8Fortis Healthcare Limited1.49%376.30
54Aster DM Healthcare Limited0.60%150.69
57Max Healthcare Institute Limited0.57%144.35
186Syngene International Limited0.09%22.66
Telecom - Services 4 stocks2.65%
3Bharti Airtel Ltd.2.05%518.03
87Tata Communications Limited0.40%100.52
144VODAFONE IDEA LIMITED0.18%45.63
222STL NETWORKS LIMITED0.02%5.35
Petroleum Products 3 stocks2.39%
19Reliance Industries Ltd.1.02%258.86
22Hindustan Petroleum Corp. Ltd.0.97%245.22
88Bharat Petroleum Corporation Ltd.0.40%101.16
Consumer Durables 13 stocks2.31%
60Voltas Ltd.0.54%135.52
64Blue Star Ltd.0.53%133.49
118Crompton Greaves Consumer Elec. Ltd.0.27%68.67
119Asian Paints Limited0.26%64.96
137Havells India Ltd.0.20%50.34
148Whirlpool of India Ltd.0.17%42.88
173Kajaria Ceramics Ltd.0.12%31.28
183Bata India Ltd.0.09%22.61
205Dixon Technologies (India) Ltd.0.04%9.67
209Titan Company Ltd.0.03%6.60
212IKIO Technologies Limited0.03%7.33
218Cello World Limited0.02%4.96
227Indigo Paints Limited0.01%2.84
Chemicals & Petrochemicals 10 stocks2.05%
55SRF Ltd.0.60%151.18
62Solar Industries India Ltd.0.53%134.86
103Navin Fluorine International Ltd.0.33%84.29
139Tata Chemicals Ltd.0.20%50.67
150Aarti Industries Ltd.0.16%40.70
180Archean Chemical Industries Limited0.10%25.87
185Deepak Nitrite Limited0.09%21.66
219Chemplast Sanmar Limited0.02%5.24
223AG Ventures Limited0.01%1.96
224Clean Science & Technology Ltd0.01%3.10
Ferrous Metals 3 stocks2.02%
33Jindal Steel Limited.0.84%211.49
47Tata Steel Ltd.0.66%166.11
65Steel Authority Of India Ltd.0.52%130.79
Agricultural, Commercial & Construction Vehicles 3 stocks1.92%
27ESCORTS KUBOTA LIMITED0.90%227.17
51Ashok Leyland Ltd0.61%154.13
86Tata Motors Limited0.41%102.65
Realty 6 stocks1.66%
34Prestige Estates Projects Ltd.0.82%207.05
113The Phoenix Mills Limited0.30%75.32
120Oberoi Realty Ltd.0.26%66.25
162Godrej Properties Ltd.0.14%34.17
190Lodha Developers Limited0.08%20.31
193Brigade Enterprises Limited.0.06%14.85
Construction 4 stocks1.59%
20Larsen and Toubro Ltd.1.01%255.99
84Dilip Buildcon Ltd.0.42%105.47
179KEC International Ltd.0.10%25.59
197NBCC (India) Limited0.06%14.98
Cement & Cement Products 5 stocks1.50%
38Ambuja Cements Ltd.0.79%198.59
107UltraTech Cement Limited0.31%77.18
135ACC Ltd.0.20%51.33
174Nuvoco Vistas Corporation Ltd.0.12%30.92
187JK Cement Limited0.08%20.72
Transport Services 4 stocks1.43%
42InterGlobe Aviation Ltd.0.76%192.67
92Delhivery Limited0.38%96.77
141Blue Dart Express Ltd.0.19%47.47
181Container Corporation of India Ltd.0.10%24.60
Aerospace & Defense 2 stocks1.34%
37Bharat Electronics Ltd.0.79%200.33
59Hindustan Aeronautics Limited0.55%139.49
Capital Markets 9 stocks1.27%
75Motilal Oswal Financial Services Ltd.0.46%117.48
111Bombay Stock Exchange Limited (BSE)0.30%74.83
165360 ONE WAM LIMITED0.14%35.23
167Nippon Life India Asset Management Limited0.13%32.66
169Computer Age Management Services0.13%33.14
208UTI Asset Management Company Ltd0.03%8.37
215Central Depository Services (India) Ltd.0.03%8.21
216Billionbrains Garage Ventures Limited (Groww)0.03%8.80
220ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED0.02%5.39
Leisure Services 7 stocks1.23%
43Indian Hotels Company Ltd.0.75%189.25
132Jubilant Foodworks Limited0.22%54.59
152Devyani International Ltd0.16%40.71
203SAPPHIRE FOODS INDIA LIMITED0.04%10.84
211Indian Railway Catering And Tourism Corp Ltd0.03%7.53
221ITC Hotels Limited0.02%5.31
225Delta Corp Ltd.0.01%3.16
Industrial Products 5 stocks1.23%
67Timken India Ltd.0.51%130.24
125Supreme Industries Ltd.0.24%60.23
128AIA Engineering Ltd.0.24%60.98
142Carborundum Universal Ltd.0.18%46.54
196KEI Industries Ltd.0.06%14.88
Industrial Manufacturing 3 stocks1.08%
36KAYNES TECHNOLOGY INDIA LIMITED0.79%200.60
154POWERICA LIMITED0.16%40.00
166Titagarh Wagons Limited0.13%33.05
Diversified FMCG 2 stocks1.05%
53Hindustan Unilever Ltd.0.61%153.16
80ITC LIMITED0.44%110.70
Electrical Equipment 5 stocks0.94%
101Avalon Technologies Limited0.33%83.01
105Suzlon Energy Ltd0.33%84.32
171Bharat Heavy Electricals Ltd.0.12%29.75
178Waaree Energies Limited0.11%28.42
201CG Power and Industrial Solutions Ltd.0.05%13.10
Fertilizers & Agrochemicals 4 stocks0.94%
90Paradeep Phosphates Limited0.39%97.68
114UPL Ltd.0.30%76.67
131PI Industries Ltd.0.22%54.57
214Coromandel International Limited0.03%8.14
Non - Ferrous Metals 1 stocks0.88%
31Hindalco Industries Ltd.0.88%222.04
Gas 3 stocks0.85%
71Indraprastha Gas Ltd.0.49%124.19
123GAIL (India) Ltd.0.25%63.52
175Gujarat State Petronet Ltd.0.11%27.93
Oil 2 stocks0.72%
91Oil & Natural Gas Corporation Ltd.0.39%99.06
104Oil India Limited0.33%83.12
Personal Products 3 stocks0.61%
96Dabur India Ltd.0.36%91.90
127Emami Ltd.0.24%61.58
226Godrej Consumer Products Ltd.0.01%3.05
Agricultural Food & Other Products 1 stocks0.49%
72Tata Consumer Products Limited0.49%124.34
Financial Technology (Fintech) 2 stocks0.49%
85PB Fintech Limited0.41%104.94
191One 97 Communications Limited0.08%21.13
Entertainment 4 stocks0.41%
158PVR LIMITED0.15%37.43
160Zee Entertainment Enterprises Ltd.0.15%37.39
189Sun TV Network Limited0.08%19.56
210Nazara Technologies Limited0.03%8.39
Beverages 3 stocks0.41%
124United Spirits Limited0.25%62.53
177United Breweries Ltd.0.11%27.51
199SULA VINEYARDS LIMITED0.05%12.01
Commercial Services & Supplies 2 stocks0.37%
109Redington Ltd.0.31%78.04
194eClerx Services Limited0.06%15.79
Cigarettes & Tobacco Products 1 stocks0.32%
106Godfrey Phillips India Ltd.0.32%81.95
Telecom - Equipment & Accessories 1 stocks0.21%
134STERLITE TECHNOLOGIES LIMITED0.21%52.91
Textiles & Apparels 2 stocks0.20%
153Page Industries Ltd0.16%39.72
207Arvind Limited0.04%11.12
IT - Services 1 stocks0.10%
182L&T Technology Services Ltd.0.10%26.12
Transport Infrastructure 1 stocks0.04%
204JSW Infrastructure Limited0.04%9.76