Portfolio Holdings
As of 31 Aug 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
16.93%
Pharmaceuticals & Biotechnology
11.61%
Finance
8.15%
IT - Software
6.57%
Auto Components
4.43%
Automobiles
3.86%
Retailing
3.13%
Insurance
3.03%
Petroleum Products
2.71%
Healthcare Services
2.58%
Telecom - Services
2.44%
Power
2.37%
Realty
2.29%
Chemicals & Petrochemicals
2.21%
Consumer Durables
2.01%
Others
23.76%

All Holdings

Complete list of 231 stocks, grouped by sector. Filter by industry to focus.

231 holdings19.3% top 10 weight43 sectors
#Stock% of NAVValue (₹Cr)
Banks 15 stocks16.93%
1ICICI Bank Ltd.3.79%1,148.78
2HDFC Bank Ltd.£3.43%1,039.73
3Axis Bank Ltd.1.95%591.50
5State Bank of India1.47%446.27
12Indusind Bank Ltd.1.26%383.01
17Kotak Mahindra Bank Limited1.16%352.88
47Au Small Finance Bank Ltd.0.70%212.85
55The Federal Bank Ltd.0.61%183.83
56IDFC First Bank Limited0.60%180.67
58Indian Bank0.57%173.93
68Bandhan Bank Ltd.0.50%151.49
96Bank of Baroda0.39%119.30
130Union Bank of India0.21%63.06
153Bank of India0.17%52.75
177Canara Bank0.12%37.26
Pharmaceuticals & Biotechnology 20 stocks11.61%
10Gland Pharma Ltd.1.33%404.01
14Aurobindo Pharma Ltd.1.22%370.88
20Ajanta Pharma Limited1.07%323.17
21Lupin Ltd.1.01%306.38
24Ipca Laboratories Ltd.0.92%278.22
29Glenmark Pharmaceuticals Ltd.0.86%259.92
37Alkem Laboratories Ltd.0.79%240.59
39Divis Laboratories Ltd.0.76%230.22
43Sun Pharmaceutical Industries Ltd.0.73%221.80
60Torrent Pharmaceuticals Ltd.0.56%170.61
76Cipla Ltd.0.45%134.81
86Biocon Ltd.0.41%125.44
111Eris Lifesciences Ltd0.29%87.56
117Rubicon Research Limited0.27%80.84
131Sai Life Sciences Limited0.21%63.60
134Wockhardt Ltd.0.20%61.72
139Cohance Lifesciences Limited0.19%58.02
140Dr Reddys Laboratories Ltd.0.19%57.72
173Zydus Lifesciences Limited0.13%40.46
220Aarti Pharmalabs Limited0.02%5.71
Finance 17 stocks8.15%
15Mahindra & Mahindra Financial Services Ltd.1.21%366.63
16Shriram Finance Ltd.1.18%357.20
27Bajaj Finance Ltd.0.89%269.79
36LIC Housing Finance Ltd.0.80%243.09
38L&T Finance Ltd.0.79%240.02
67Aditya Birla Capital ltd.0.50%152.34
72PNB Housing Finance Ltd.0.47%143.21
73Five-Star Business Finance Limited0.46%138.99
80Cholamandalam Investment & Finance Co. Ltd.0.43%130.02
92Power Finance Corporation Ltd.0.39%117.71
107Creditaccess Grameen Limited0.32%98.19
135SBI CARDS AND PAYMENT SERVICES LIMITED0.20%61.93
163IIFL Finance Limited0.15%45.75
168Cholamandalam Financial Holdings Ltd.0.14%43.53
171REC Limited.0.14%43.65
202Bajaj Housing Finance Ltd.0.05%16.32
215Fusion Finance Limited0.03%10.03
IT - Software 10 stocks6.57%
13MphasiS Limited.1.23%373.33
18Infosys Limited1.12%340.14
25Coforge Limited0.91%274.37
32HCL Technologies Ltd.0.84%254.37
44Persistent Systems Limited0.73%222.19
51Tata Consultancy Services Ltd.0.66%201.00
78Tech Mahindra Ltd.0.43%131.68
89Oracle Financial Ser Software Ltd.0.40%121.46
142LTM Limited0.19%58.00
200Hexaware Technologies Ltd.0.06%19.33
Auto Components 14 stocks4.43%
23Bharat Forge Ltd.0.94%284.18
30Balkrishna Industries Ltd.0.85%256.39
69Bosch Limited0.50%150.97
77Sona Blw Precision Forgings0.44%133.24
87Apollo Tyres Ltd.0.41%124.62
98Endurance Technologies Ltd.0.38%114.85
133CIE Automotive India Ltd0.21%62.82
145Samvardhana Motherson International Ltd.0.18%55.72
156Exide Industries Ltd.0.16%49.75
165Tube Investments of India Ltd.0.15%46.15
189Sundram Fasteners Ltd.0.07%21.07
203Craftsman Automation Ltd0.05%15.56
207LG Balakrishnan & Bros Ltd.0.05%13.83
210TENNECO CLEAN AIR INDIA LIMITED0.04%11.16
Automobiles 7 stocks3.86%
11Maruti Suzuki India Limited1.31%397.53
26Eicher Motors Ltd.0.91%277.14
79Hero MotoCorp Ltd.0.43%130.87
94Mahindra & Mahindra Ltd.0.39%118.36
97Hyundai Motor India Limited0.38%116.62
118Tata Motors Passenger Vehicles Limited0.27%80.30
149TVS Motor Company Ltd.0.17%50.68
Retailing 7 stocks3.13%
19Eternal Limited1.12%339.75
54Fsn Ecommerce Ventures Limited (Nykaa)0.62%186.69
66Trent Ltd.0.51%155.51
103Vishal Mega Mart Limited0.35%104.77
120Avenue Supermarts Ltd.0.26%78.00
136INFO EDGE (INDIA) LIMITED0.20%61.18
196Brainbees Solutions Limited (FirstCry)0.07%19.93
Insurance 8 stocks3.03%
9Max Financial Services Ltd.1.35%409.32
62SBI Life Insurance Company Ltd.0.55%165.35
99ICICI Lombard General Insurance Co0.37%112.10
128HDFC Life Insurance Company Limited0.22%65.20
137ICICI Prudential Life Insurance Company Ltd.0.20%59.90
157Medi Assist Healthcare Services Limited0.16%47.33
179Star Health and Allied Insurance Company Ltd0.11%34.07
190Life Insurance Corporation of India0.07%22.02
Petroleum Products 3 stocks2.71%
6Reliance Industries Ltd.1.44%437.52
28Hindustan Petroleum Corp. Ltd.0.88%267.42
95Bharat Petroleum Corporation Ltd.0.39%116.66
Healthcare Services 4 stocks2.58%
7Fortis Healthcare Limited1.42%429.27
61Aster DM Quality Care Limited0.56%170.04
64Max Healthcare Institute Limited0.52%156.32
186Syngene International Limited0.08%23.29
Telecom - Services 4 stocks2.44%
4Bharti Airtel Ltd.1.74%526.61
82Tata Communications Limited0.42%128.52
122VODAFONE IDEA LIMITED0.25%76.66
216STL NETWORKS LIMITED0.03%9.46
Power 6 stocks2.37%
40NTPC Limited0.75%228.01
48Adani Energy Solutions Limited0.70%212.61
105Power Grid Corporation of India Ltd.0.33%99.65
125NHPC Ltd.0.25%76.72
150NLC India Ltd.0.17%52.06
151JSW Energy Ltd.0.17%52.04
Realty 6 stocks2.29%
8Prestige Estates Projects Ltd.1.35%408.25
108The Phoenix Mills Limited0.31%95.00
112Oberoi Realty Ltd.0.29%87.21
162Godrej Properties Ltd.0.15%46.79
178Lodha Developers Limited0.12%35.96
195Brigade Enterprises Limited.0.07%19.96
Chemicals & Petrochemicals 10 stocks2.21%
42Solar Industries India Ltd.0.74%224.57
65SRF Ltd.0.52%158.77
93Navin Fluorine International Ltd.0.39%118.66
144Tata Chemicals Ltd.0.18%55.86
148Aarti Industries Ltd.0.18%53.49
182Deepak Nitrite Limited0.10%29.45
197Archean Chemical Industries Limited0.07%21.38
225AG Ventures Limited0.01%3.45
227Chemplast Sanmar Limited0.01%3.50
228Clean Science & Technology Ltd0.01%3.89
Consumer Durables 13 stocks2.01%
85Voltas Ltd.0.42%127.17
88Blue Star Ltd.0.40%121.32
121Asian Paints Limited0.26%79.61
127Crompton Greaves Consumer Elec. Ltd.0.24%72.45
152Havells India Ltd.0.17%52.60
170Kajaria Ceramics Ltd.0.14%41.37
172Whirlpool of India Ltd.0.14%43.61
188Bata India Ltd.0.08%25.40
204Dixon Technologies (India) Ltd.0.05%14.85
205IKIO Technologies Limited0.05%14.71
217Titan Company Ltd.0.03%8.52
223Indigo Paints Limited0.02%4.61
226Cello World Limited0.01%4.49
Ferrous Metals 3 stocks1.84%
41Jindal Steel Limited.0.75%226.65
59Steel Authority Of India Ltd.0.56%168.43
63Tata Steel Ltd.0.53%159.61
Agricultural, Commercial & Construction Vehicles 3 stocks1.80%
33ESCORTS KUBOTA LIMITED0.82%248.28
57Ashok Leyland Ltd0.58%175.64
91Tata Motors Limited0.40%122.49
Electrical Equipment 7 stocks1.65%
46Avalon Technologies Limited0.70%212.29
104Suzlon Energy Ltd0.33%101.29
146Diamond Power Infrastructure Limited0.18%53.68
147Bharat Heavy Electricals Ltd.0.18%53.65
176POWERICA LIMITED0.12%35.31
184Waaree Energies Limited0.08%23.80
199CG Power and Industrial Solutions Ltd.0.06%18.32
Capital Markets 9 stocks1.62%
52Motilal Oswal Financial Services Ltd.0.64%193.64
109Bombay Stock Exchange Limited (BSE)0.30%91.52
158Nippon Life India Asset Management Limited0.16%47.76
166UTI Asset Management Company Ltd0.15%46.95
167360 ONE WAM LIMITED0.14%43.59
169Computer Age Management Services0.14%41.41
213Billionbrains Garage Ventures Limited (Groww)0.04%11.25
214Central Depository Services (India) Ltd.0.03%10.28
221ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED0.02%5.89
Construction 4 stocks1.46%
22Larsen and Toubro Ltd.0.98%295.49
100Dilip Buildcon Ltd.0.36%110.31
192KEC International Ltd.0.07%20.84
208NBCC (India) Limited0.05%16.65
Transport Services 4 stocks1.45%
31InterGlobe Aviation Ltd.0.84%255.72
102Delhivery Limited0.35%105.94
155Blue Dart Express Ltd.0.16%49.24
183Container Corporation of India Ltd.0.10%29.61
Leisure Services 7 stocks1.33%
34Indian Hotels Company Ltd.0.81%244.59
132Jubilant Foodworks Limited0.21%62.38
138Devyani International Ltd0.20%59.72
201SAPPHIRE FOODS INDIA LIMITED0.06%16.89
222Indian Railway Catering And Tourism Corp Ltd0.02%7.33
224ITC Hotels Limited0.02%6.16
229Delta Corp Ltd.0.01%3.74
Aerospace & Defense 2 stocks1.31%
49Bharat Electronics Ltd.0.68%207.23
53Hindustan Aeronautics Limited0.63%192.06
Cement & Cement Products 5 stocks1.29%
50Ambuja Cements Ltd.0.66%198.54
119UltraTech Cement Limited0.27%82.24
154ACC Ltd.0.17%52.22
174Nuvoco Vistas Corporation Ltd.0.12%35.08
193JK Cement Limited0.07%20.93
Fertilizers & Agrochemicals 4 stocks1.25%
71Paradeep Phosphates Limited0.48%145.78
101Coromandel International Limited0.36%109.88
123UPL Ltd.0.25%75.90
159PI Industries Ltd.0.16%47.57
Industrial Products 5 stocks1.14%
84Timken India Ltd.0.42%127.18
126AIA Engineering Ltd.0.24%71.39
129Carborundum Universal Ltd.0.22%66.40
143Supreme Industries Ltd.0.19%57.24
191KEI Industries Ltd.0.07%21.15
Industrial Manufacturing 3 stocks0.89%
45KAYNES TECHNOLOGY INDIA LIMITED0.71%215.54
160Titagarh Wagons Limited0.16%47.04
218Lumino Industries Limited0.02%5.39
Non - Ferrous Metals 1 stocks0.80%
35Hindalco Industries Ltd.0.80%243.30
Diversified FMCG 2 stocks0.80%
70Hindustan Unilever Ltd.0.48%146.62
106ITC LIMITED0.32%98.31
Gas 4 stocks0.79%
81Indraprastha Gas Ltd.0.42%128.35
115GAIL (India) Ltd.0.27%81.88
187Gujarat Energy Limited0.08%23.17
219GSPL Transmission Limited0.02%4.68
Financial Technology (Fintech) 2 stocks0.57%
75PB Fintech Limited0.45%137.81
175One 97 Communications Limited0.12%37.83
Oil 2 stocks0.55%
114Oil India Limited0.28%84.46
116Oil & Natural Gas Corporation Ltd.0.27%80.67
Commercial Services & Supplies 2 stocks0.53%
74Redington Ltd.0.46%139.63
194eClerx Services Limited0.07%22.50
Personal Products 3 stocks0.48%
113Dabur India Ltd.0.28%85.31
141Emami Ltd.0.19%56.97
230Godrej Consumer Products Ltd.0.01%2.79
Agricultural Food & Other Products 1 stocks0.42%
83Tata Consumer Products Limited0.42%127.12
Telecom - Equipment & Accessories 1 stocks0.40%
90STERLITE TECHNOLOGIES LIMITED0.40%120.19
Beverages 3 stocks0.37%
124United Spirits Limited0.25%76.45
185United Breweries Ltd.0.08%23.38
211SULA VINEYARDS LIMITED0.04%12.69
Entertainment 4 stocks0.35%
161Zee Entertainment Enterprises Ltd.0.16%48.51
180PVR LIMITED0.10%29.89
209Sun TV Network Limited0.05%16.08
212Nazara Technologies Limited0.04%13.42
Cigarettes & Tobacco Products 1 stocks0.30%
110Godfrey Phillips India Ltd.0.30%92.07
Textiles & Apparels 2 stocks0.21%
164Page Industries Ltd0.15%44.75
198Arvind Limited0.06%18.24
IT - Services 1 stocks0.10%
181L&T Technology Services Ltd.0.10%30.19
Transport Infrastructure 1 stocks0.05%
206JSW Infrastructure Limited0.05%13.78
Food Products 1 stocks0.01%
231Kwality Wall’s (India) Limited0.01%2.47