HDFC Transportation and Logistics Fund Direct-Growth
HDFC
Detailed equity portfolio holdings for HDFC Transportation and Logistics Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
37 holdings· 99.47% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| Eicher Motors Ltd EICHERMOT | 9.02% | +1.01 pp | Automobiles | Increased |
| Maruti Suzuki India Ltd MARUTI | 8.77% | +0.11 pp | Automobiles | Increased |
| Bosch Ltd BOSCHLTD | 7.80% | +1.08 pp | Automobiles | Increased |
| Eternal Ltd ETERNAL | 7.75% | +0.44 pp | Retail | Increased |
| Tata Motors Ltd TMCV | 7.35% | +0.40 pp | Automobiles | Increased |
| Sona BLW Precision Forgings Ltd SONACOMS | 6.53% | -0.95 pp | Automobiles | Decreased |
| Hyundai Motor India Ltd HYUNDAI | 5.23% | -0.35 pp | Automobiles | Decreased |
| Gabriel India Ltd GABRIEL | 4.98% | -1.29 pp | Automobiles | Decreased |
| Mahindra & Mahindra Ltd M&M | 3.10% | -0.38 pp | Automobiles | Decreased |
| MRF Ltd MRF | 2.84% | -0.13 pp | Automobiles | Decreased |
| Sedemac Mechatronics Ltd SEDEMAC | 2.50% | +0.15 pp | Automobiles | Increased |
| Apollo Tyres Ltd APOLLOTYRE | 2.28% | -0.13 pp | Automobiles | Decreased |
| Bharat Forge Ltd BHARATFORG | 2.23% | -0.02 pp | Automobiles | Decreased |
| Varroc Engineering Ltd VARROC | 2.23% | +0.38 pp | Automobiles | Increased |
| Balkrishna Industries Ltd BALKRISIND | 2.20% | -0.39 pp | Automobiles | Decreased |
| Swiggy Ltd SWIGGY | 2.20% | +0.31 pp | Retail | Increased |
| SKF India (Industrial) Ltd SKFINDUS | 2.12% | +0.01 pp | Industrials | Increased |
| Dhoot Transmission Ltd DHOOTTRANS | 2.11% | +2.11 pp | Consumer Discretionary | New |
| JSW Infrastructure Ltd JSWINFRA | 2.09% | +0.01 pp | Transport | Increased |
| S J S Enterprises Ltd SJS | 1.76% | -0.07 pp | Automobiles | Decreased |
| Shiprocket Ltd SHIPROCKET | 1.68% | +1.68 pp | Services | New |
| CIE Automotive India Ltd CIEINDIA | 1.53% | -0.20 pp | Automobiles | Decreased |
| Suprajit Engineering Ltd SUPRAJIT | 1.48% | -0.13 pp | Automobiles | Decreased |
| Escorts Kubota Ltd ESCORTS | 1.42% | -0.16 pp | Automobiles | Decreased |
| Fiem Industries Ltd FIEMIND | 1.20% | -0.29 pp | Automobiles | Decreased |
| Blue Dart Express Ltd BLUEDART | 1.16% | -0.16 pp | Logistics & Cargo | Decreased |
| SKF India Ltd SKFINDIA | 1.08% | -0.03 pp | Industrial Products | Decreased |
| L G Balakrishnan & Bros Ltd LGBBROSLTD | 0.80% | -0.01 pp | Automobiles | Decreased |
| Container Corporation Of India Ltd CONCOR | 0.73% | -0.08 pp | Logistics & Cargo | Decreased |
| JK Tyre & Industries Ltd JKTYRE | 0.66% | -0.09 pp | Automobiles | Decreased |
| Hero MotoCorp Ltd HEROMOTOCO | 0.64% | -2.11 pp | Automobiles | Decreased |
| Aegis Vopak Terminals Ltd AEGISVOPAK | 0.55% | -0.09 pp | Oil & Gas | Decreased |
| Studds Accessories Ltd STUDDS | 0.54% | -0.04 pp | Automobiles | Decreased |
| Tenneco Clean Air India Ltd TENNIND | 0.30% | +0.30 pp | Consumer Discretionary | New |
| VRL Logistics Ltd VRLLOG | 0.29% | +0.02 pp | Logistics & Cargo | Increased |
| Sharda Motor Industries Ltd SHARDAMOTR | 0.20% | -0.02 pp | Automobiles | Decreased |
| Popular Vehicles & Services Ltd PVSL | 0.12% | -0.02 pp | Automobiles | Decreased |