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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
24.06%
IT - Software
7.11%
Pharmaceuticals & Biotechnology
5.40%
Finance
5.02%
Auto Components
4.84%
Automobiles
4.63%
Power
4.55%
Telecom - Services
4.48%
Retailing
4.42%
Insurance
4.07%
Petroleum Products
3.87%
Construction
3.52%
Realty
3.11%
Healthcare Services
2.77%
Aerospace & Defense
2.25%
Cement & Cement Products
2.15%
Others
11.48%

All Holdings

Complete list of 69 stocks, grouped by sector. Filter by industry to focus.

69 holdings35.7% top 10 weight27 sectors
#Stock% of NAVValue (₹Cr)
Banks 7 stocks24.06%
1ICICI Bank Ltd.6.44%471.15
2HDFC Bank Ltd.£5.26%384.93
3Axis Bank Ltd.4.27%312.00
4State Bank of India3.49%255.57
9Au Small Finance Bank Ltd.2.48%181.18
37Karur Vysya Bank Ltd.1.11%80.85
45Equitas Small Finance Bank Ltd1.01%74.15
IT - Software 5 stocks7.11%
7Infosys Limited2.70%197.35
14Tech Mahindra Ltd.1.72%125.98
20HCL Technologies Ltd.1.46%106.54
58MphasiS Limited.0.62%45.69
59Zensar Technologies Ltd.0.61%44.90
Pharmaceuticals & Biotechnology 4 stocks5.40%
12Sun Pharmaceutical Industries Ltd.2.21%161.93
19Lupin Ltd.1.47%107.53
31Divis Laboratories Ltd.1.28%93.34
65Indoco Remedies Ltd.0.44%32.17
Finance 5 stocks5.02%
24PNB Housing Finance Ltd.1.35%98.41
26Five-Star Business Finance Limited1.31%95.54
27Tata Capital Ltd.1.31%95.73
47Aavas Financiers Ltd.0.93%67.95
67Poonawalla Fincorp Ltd0.12%8.57
Auto Components 5 stocks4.84%
21Bosch Limited1.45%106.21
36Tube Investments of India Ltd.1.12%81.68
41Sona Blw Precision Forgings1.08%78.71
54Balkrishna Industries Ltd.0.74%54.16
64UNIPARTS INDIA LIMITED0.45%33.06
Automobiles 5 stocks4.63%
23Eicher Motors Ltd.1.37%100.48
28Maruti Suzuki India Limited1.29%94.51
34Bajaj Auto Limited1.22%88.91
57Hyundai Motor India Limited0.66%48.10
68Popular Vehicles and Services Limited0.09%6.73
Power 3 stocks4.55%
8NTPC Limited2.65%193.45
40ACME Solar Holdings Limited1.10%80.63
50CESC Ltd.0.80%58.54
Telecom - Services 2 stocks4.48%
5Bharti Airtel Ltd.3.25%237.77
33Tata Communications Limited1.23%89.82
Retailing 5 stocks4.42%
17Eternal Limited1.51%110.26
39Trent Ltd.1.10%80.26
52INFO EDGE (INDIA) LIMITED0.78%56.88
61Electronics Mart India Ltd0.54%39.36
63Baazar Style Retail Limited0.49%35.79
Insurance 3 stocks4.07%
13SBI Life Insurance Company Ltd.2.13%155.56
30Max Financial Services Ltd.1.28%93.49
56CANARA HSBC LIFE INSURANCE COMPANY LIMITED0.66%48.55
Petroleum Products 3 stocks3.87%
10Reliance Industries Ltd.2.26%165.15
49Bharat Petroleum Corporation Ltd.0.82%59.62
51Hindustan Petroleum Corp. Ltd.0.79%57.81
Construction 2 stocks3.52%
6Larsen and Toubro Ltd.2.93%214.02
60Techno Electric & Engin. Co. Ltd.0.59%43.17
Realty 2 stocks3.11%
15The Phoenix Mills Limited1.62%118.67
18Prestige Estates Projects Ltd.1.49%108.80
Healthcare Services 3 stocks2.77%
43Global Health Limited1.02%74.91
46Max Healthcare Institute Limited0.97%71.01
53Krishna Institute Of Medical Sciences Limited0.78%56.91
Aerospace & Defense 1 stocks2.25%
11Bharat Electronics Ltd.2.25%164.30
Cement & Cement Products 2 stocks2.15%
38UltraTech Cement Limited1.11%80.97
42Ambuja Cements Ltd.1.04%76.39
Telecom - Equipment & Accessories 1 stocks1.61%
16STERLITE TECHNOLOGIES LIMITED1.61%117.95
Beverages 1 stocks1.37%
22United Spirits Limited1.37%99.84
Food Products 2 stocks1.36%
25Britannia Industries Ltd.1.35%98.89
69Kwality Wall’s (India) Limited0.01%0.80
Personal Products 1 stocks1.29%
29Godrej Consumer Products Ltd.1.29%94.43
Capital Markets 1 stocks1.25%
32Multi Commodity Exchange of India L1.25%91.59
Electrical Equipment 1 stocks1.18%
35Apar Industries Limited1.18%86.58
Diversified FMCG 1 stocks1.01%
44Hindustan Unilever Ltd.1.01%73.97
Ferrous Metals 1 stocks0.87%
48Jindal Steel Limited.0.87%63.38
Transport Services 1 stocks0.72%
55InterGlobe Aviation Ltd.0.72%52.86
Industrial Products 1 stocks0.51%
62Technocraft Industries (India) Ltd0.51%37.33
Industrial Manufacturing 1 stocks0.31%
66GMM Pfaudler Limited0.31%23.00