Portfolio Holdings
As of 31 Mar 2026
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HDFC Value Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
25.42%
IT - Software
8.34%
Pharmaceuticals & Biotechnology
6.32%
Power
5.37%
Auto Components
4.34%
Insurance
4.30%
Automobiles
4.16%
Retailing
4.12%
Finance
3.86%
Petroleum Products
3.65%
Telecom - Services
3.52%
Construction
3.42%
Realty
2.89%
Aerospace & Defense
2.43%
Beverages
2.28%
Cement & Cement Products
2.19%
Capital Markets
2.05%
Others
9.64%

All Holdings

Complete list of 68 stocks, grouped by sector. Filter by industry to focus.

68 holdings38.7% top 10 weight27 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks25.42%
1ICICI Bank Ltd.6.86%452.21
2HDFC Bank Ltd.£5.74%378.21
3Axis Bank Ltd.4.27%281.62
4State Bank of India4.01%264.44
10Au Small Finance Bank Ltd.2.48%163.48
31Karur Vysya Bank Ltd.1.23%81.03
46Equitas Small Finance Bank Ltd0.83%54.63
IT - Software 5 stocks8.34%
6Infosys Limited3.32%218.74
14HCL Technologies Ltd.1.90%125.44
15Tech Mahindra Ltd.1.78%117.50
55Zensar Technologies Ltd.0.71%46.75
59MphasiS Limited.0.63%41.30
Pharmaceuticals & Biotechnology 4 stocks6.32%
7Sun Pharmaceutical Industries Ltd.2.93%193.29
16Lupin Ltd.1.75%115.50
29Divis Laboratories Ltd.1.26%83.26
64Indoco Remedies Ltd.0.38%25.16
Power 4 stocks5.37%
8NTPC Limited2.81%185.33
37ACME Solar Holdings Limited1.03%68.02
48Adani Energy Solutions Limited0.80%52.76
54CESC Ltd.0.73%48.28
Auto Components 5 stocks4.34%
28Bosch Limited1.27%83.36
38Tube Investments of India Ltd.0.96%63.49
40Sona Blw Precision Forgings0.95%62.39
51Balkrishna Industries Ltd.0.78%51.15
63UNIPARTS INDIA LIMITED0.38%24.73
Insurance 3 stocks4.30%
12SBI Life Insurance Company Ltd.2.29%151.07
30Max Financial Services Ltd.1.26%83.25
53CANARA HSBC LIFE INSURANCE COMPANY LIMITED0.75%49.57
Automobiles 4 stocks4.16%
22Eicher Motors Ltd.1.40%92.20
26Maruti Suzuki India Limited1.34%88.60
27Bajaj Auto Limited1.33%87.82
67Popular Vehicles and Services Limited0.09%5.93
Retailing 5 stocks4.12%
20Eternal Limited1.43%93.88
39Trent Ltd.0.95%62.62
44INFO EDGE (INDIA) LIMITED0.84%55.32
61Electronics Mart India Ltd0.46%30.42
62Baazar Style Retail Limited0.44%28.85
Finance 4 stocks3.86%
32Five-Star Business Finance Limited1.15%75.75
34PNB Housing Finance Ltd.1.09%72.11
47Aavas Financiers Ltd.0.83%54.54
50Tata Capital Ltd.0.79%52.00
Petroleum Products 3 stocks3.65%
13Reliance Industries Ltd.2.05%135.06
43Bharat Petroleum Corporation Ltd.0.85%56.20
52Hindustan Petroleum Corp. Ltd.0.75%49.23
Telecom - Services 1 stocks3.52%
5Bharti Airtel Ltd.3.52%231.71
Construction 2 stocks3.42%
9Larsen and Toubro Ltd.2.79%183.97
58Techno Electric & Engin. Co. Ltd.0.63%41.70
Realty 2 stocks2.89%
17The Phoenix Mills Limited1.53%100.92
25Prestige Estates Projects Ltd.1.36%89.52
Aerospace & Defense 1 stocks2.43%
11Bharat Electronics Ltd.2.43%160.26
Beverages 2 stocks2.28%
18United Spirits Limited1.45%95.81
45Radico Khaitan Limited0.83%54.97
Cement & Cement Products 2 stocks2.19%
33UltraTech Cement Limited1.15%75.77
36Ambuja Cements Ltd.1.04%68.44
Capital Markets 2 stocks2.05%
21Multi Commodity Exchange of India L1.41%92.93
57UTI Asset Management Company Ltd0.64%42.18
Healthcare Services 2 stocks1.74%
35Max Healthcare Institute Limited1.07%70.81
56Krishna Institute Of Medical Sciences Limited0.67%44.03
Electrical Equipment 1 stocks1.43%
19Apar Industries Limited1.43%94.02
Personal Products 1 stocks1.37%
23Godrej Consumer Products Ltd.1.37%90.35
Food Products 2 stocks1.37%
24Britannia Industries Ltd.1.36%89.48
68Kwality Wall’s (India) Limited0.01%0.66
Diversified FMCG 1 stocks0.92%
41Hindustan Unilever Ltd.0.92%60.63
Ferrous Metals 1 stocks0.89%
42Jindal Steel Limited.0.89%58.44
Telecom - Equipment & Accessories 1 stocks0.80%
49STERLITE TECHNOLOGIES LIMITED0.80%52.91
Industrial Products 1 stocks0.50%
60Technocraft Industries (India) Ltd0.50%33.10
Industrial Manufacturing 1 stocks0.32%
65GMM Pfaudler Limited0.32%21.38
Transport Services 1 stocks0.30%
66InterGlobe Aviation Ltd.0.30%19.72