HDFC Transportation and Logistics Fund Direct · Growth
Sector Allocation
Aggregate portfolio weight by industry sector, sorted by exposure.
Auto Components
45.43%
Automobiles
26.17%
Retailing
9.40%
Agricultural, Commercial & Construction Vehicles
8.14%
Transport Services
3.58%
Transport Infrastructure
2.27%
All Holdings
Complete list of 32 stocks, grouped by sector. Filter by industry to focus.
32 holdings64.9% top 10 weight6 sectors
| # | Stock | % of NAV | Value (₹Cr) | ||||
|---|---|---|---|---|---|---|---|
Auto Components 19 stocks45.43% | |||||||
| 4 | Bosch Limited | 7.91% | 161.55 | ||||
| 5 | Sona Blw Precision Forgings | 6.91% | 141.10 | ||||
| 8 | Gabriel India Ltd. | 4.81% | 98.29 | ||||
| 9 | MRF Ltd. | 3.00% | 61.39 | ||||
| 10 | Sedemac Mechatronics Limited | 2.93% | 59.85 | ||||
| 12 | Varroc Engineering Limited | 2.31% | 47.22 | ||||
| 14 | Dhoot Transmission Limited | 2.21% | 45.13 | ||||
| 15 | Apollo Tyres Ltd. | 2.18% | 44.52 | ||||
| 16 | Balkrishna Industries Ltd. | 2.12% | 43.27 | ||||
| 17 | Bharat Forge Ltd. | 2.12% | 43.22 | ||||
| 18 | S.J.S. Enterprises Limited | 1.65% | 33.76 | ||||
| 19 | CIE Automotive India Ltd | 1.57% | 32.01 | ||||
| 21 | Suprajit Engineering Ltd. | 1.47% | 29.99 | ||||
| 23 | FIEM INDUSTRIES LIMITED | 1.15% | 23.47 | ||||
| 25 | SKF India Ltd. | 1.08% | 22.10 | ||||
| 26 | LG Balakrishnan & Bros Ltd. | 0.85% | 17.30 | ||||
| 28 | JK Tyre & Industries Limited | 0.63% | 12.81 | ||||
| 29 | TENNECO CLEAN AIR INDIA LIMITED | 0.30% | 6.16 | ||||
| 31 | SHARDA MOTOR INDUSTRIES LIMITED | 0.23% | 4.64 | ||||
Automobiles 5 stocks26.17% | |||||||
| 2 | Maruti Suzuki India Limited | 8.79% | 179.51 | ||||
| 3 | Eicher Motors Ltd. | 8.75% | 178.75 | ||||
| 7 | Hyundai Motor India Limited | 5.62% | 114.80 | ||||
| 11 | Mahindra & Mahindra Ltd. | 2.89% | 59.00 | ||||
| 32 | Popular Vehicles and Services Limited | 0.12% | 2.40 | ||||
Retailing 1 stocks9.40% | |||||||
| 1 | Eternal Limited | 9.40% | 192.00 | ||||
Agricultural, Commercial & Construction Vehicles 2 stocks8.14% | |||||||
| 6 | Tata Motors Limited | 6.81% | 139.19 | ||||
| 22 | ESCORTS KUBOTA LIMITED | 1.33% | 27.15 | ||||
Transport Services 4 stocks3.58% | |||||||
| 20 | Shiprocket Limited | 1.51% | 30.80 | ||||
| 24 | Blue Dart Express Ltd. | 1.13% | 23.15 | ||||
| 27 | Container Corporation of India Ltd. | 0.66% | 13.43 | ||||
| 30 | VRL Logistics Ltd. | 0.28% | 5.74 | ||||
Transport Infrastructure 1 stocks2.27% | |||||||
| 13 | JSW Infrastructure Limited | 2.27% | 46.42 | ||||