HDFC Transportation and Logistics Fund Direct · Growth
Sector Allocation
Aggregate portfolio weight by industry sector, sorted by exposure.
Auto Components
44.71%
Automobiles
26.88%
Agricultural, Commercial & Construction Vehicles
8.77%
Retailing
7.75%
Transport Services
3.86%
Transport Infrastructure
2.09%
Others
0.55%
All Holdings
Complete list of 34 stocks, grouped by sector. Filter by industry to focus.
34 holdings63.4% top 10 weight7 sectors
| # | Stock | % of NAV | Value (₹Cr) | ||||
|---|---|---|---|---|---|---|---|
Auto Components 19 stocks44.71% | |||||||
| 3 | Bosch Limited | 7.80% | 165.00 | ||||
| 6 | Sona Blw Precision Forgings | 6.53% | 138.22 | ||||
| 8 | Gabriel India Ltd. | 4.98% | 105.33 | ||||
| 10 | MRF Ltd. | 2.84% | 60.19 | ||||
| 11 | Sedemac Mechatronics Limited | 2.50% | 52.91 | ||||
| 12 | Apollo Tyres Ltd. | 2.28% | 48.28 | ||||
| 13 | Varroc Engineering Limited | 2.23% | 47.17 | ||||
| 14 | Bharat Forge Ltd. | 2.23% | 47.24 | ||||
| 15 | Balkrishna Industries Ltd. | 2.20% | 46.59 | ||||
| 16 | Dhoot Transmission Limited | 2.11% | 44.70 | ||||
| 18 | S.J.S. Enterprises Limited | 1.76% | 37.21 | ||||
| 20 | CIE Automotive India Ltd | 1.53% | 32.40 | ||||
| 21 | Suprajit Engineering Ltd. | 1.48% | 31.37 | ||||
| 23 | FIEM INDUSTRIES LIMITED | 1.20% | 25.45 | ||||
| 25 | SKF India Ltd. | 1.08% | 22.75 | ||||
| 26 | LG Balakrishnan & Bros Ltd. | 0.80% | 16.92 | ||||
| 28 | JK Tyre & Industries Limited | 0.66% | 13.98 | ||||
| 31 | TENNECO CLEAN AIR INDIA LIMITED | 0.30% | 6.41 | ||||
| 33 | SHARDA MOTOR INDUSTRIES LIMITED | 0.20% | 4.28 | ||||
Automobiles 6 stocks26.88% | |||||||
| 1 | Eicher Motors Ltd. | 9.02% | 190.89 | ||||
| 2 | Maruti Suzuki India Limited | 8.77% | 185.59 | ||||
| 7 | Hyundai Motor India Limited | 5.23% | 110.74 | ||||
| 9 | Mahindra & Mahindra Ltd. | 3.10% | 65.64 | ||||
| 29 | Hero MotoCorp Ltd. | 0.64% | 13.63 | ||||
| 34 | Popular Vehicles and Services Limited | 0.12% | 2.63 | ||||
Agricultural, Commercial & Construction Vehicles 2 stocks8.77% | |||||||
| 5 | Tata Motors Limited | 7.35% | 155.51 | ||||
| 22 | ESCORTS KUBOTA LIMITED | 1.42% | 29.95 | ||||
Retailing 1 stocks7.75% | |||||||
| 4 | Eternal Limited | 7.75% | 164.05 | ||||
Transport Services 4 stocks3.86% | |||||||
| 19 | Shiprocket Limited | 1.68% | 35.60 | ||||
| 24 | Blue Dart Express Ltd. | 1.16% | 24.62 | ||||
| 27 | Container Corporation of India Ltd. | 0.73% | 15.36 | ||||
| 32 | VRL Logistics Ltd. | 0.29% | 6.06 | ||||
Transport Infrastructure 1 stocks2.09% | |||||||
| 17 | JSW Infrastructure Limited | 2.09% | 44.26 | ||||
Oil 1 stocks0.55% | |||||||
| 30 | Aegis Vopak Terminals Limited | 0.55% | 11.56 | ||||