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HDFC Transportation and Logistics Fund

HDFC Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
36
Concentrated
Top 10 weight
63%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

8Sectors8Large positions45.0%Top: Auto Components0.0%Cash

Market-cap allocation

Large cap49%
Mid cap14%
Small cap33%

Asset allocation

Equity99%

Top holdings

Eternal LimitedEQUITY7.3%
Bosch LimitedEQUITY6.7%
MRF Ltd.EQUITY3.0%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 49%.
  • Largest equity sector is Auto Components at 45.0%.

Watchpoints

  • Sector concentration is elevated: Auto Components represents 45%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Sectoral / Thematic.

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Sector exposure

Showing top sectors from the current portfolio.

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