← HDFC Mutual Fund

HDFC Technology Fund - Growth Option - Direct Plan

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
27
Jun 2026
Equity Holdings
₹1,254.99 Cr
Equity only, excl. debt & cash
Top 5 Weight
49.8%
High concentration
Top 10 Weight
70.6%
High concentration
Changes
25
0 new · 0 exits
Top Sector
IT - Software
55.7% of portfolio
📋 What Happened This Month Among existing holdings, eClerx Services Limited saw the biggest increase — now at 2.27% of the portfolio. Infosys Limited was trimmed the most, now at 12.02%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 55.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
IT - Software 59.9% 58.9% -1.0%
Telecom - Services 19.3% 19.3% 0.0%
Retailing 8.4% 8.4% +0.0%
Commercial Services & Supplies 5.0% 5.9% +0.9%
IT - Services 4.7% 4.6% -0.1%
Financial Technology (Fintech) 1.2% 1.2% +0.0%
Entertainment 0.4% 0.3% 0.0%
May 2026 Jun 2026
Sector Prev Curr Delta
IT - Software 58.9% 55.7% -3.2%
Telecom - Services 19.3% 20.1% +0.8%
Retailing 8.4% 8.9% +0.5%
Commercial Services & Supplies 5.9% 6.7% +0.8%
IT - Services 4.6% 5.4% +0.7%
Financial Technology (Fintech) 1.2% 1.2% 0.0%
Entertainment 0.3% 0.3% +0.0%
Biggest Add
eClerx Services Limited
+1.01% · now 2.27%
Biggest Trim
Infosys Limited
-1.35% · now 12.02%

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
↑ 15 Increased ↓ 10 Decreased
#StockSectorMay 2026Jun 2026Change
1
eClerx Services Limited
₹28.97 Cr
Commercial Services & Supplies 1.26% 2.27% +1.01%
2
Bharti Airtel Limited
₹198.51 Cr
Telecom - Services 14.69% 15.52% +0.83%
3
AMAGI MEDIA LABS LTD
₹35.73 Cr
IT - Services 2.06% 2.79% +0.73%
4
Eternal Limited
₹46.04 Cr
Retailing 3.27% 3.60% +0.33%
5
Coforge Limited
₹55.11 Cr
IT - Software 4.01% 4.31% +0.30%
6
Hexaware Technologies Limited
₹48.96 Cr
IT - Software 3.62% 3.83% +0.21%
7
Sonata Software Limited
₹36.15 Cr
IT - Software 2.68% 2.83% +0.15%
8
Redington Limited
₹8.55 Cr
Commercial Services & Supplies 0.52% 0.67% +0.15%
9
Info Edge (India) Limited
₹49.68 Cr
Retailing 3.79% 3.89% +0.10%
10
Brainbees Solutions Ltd
₹17.46 Cr
Retailing 1.32% 1.37% +0.05%
#StockSectorMay 2026Jun 2026Change
1
Infosys Limited
₹153.74 Cr
IT - Software 13.37% 12.02% -1.35%
2
Wipro Limited
₹8.61 Cr
IT - Software 1.54% 0.67% -0.87%
3
Tata Consultancy Services Limited
₹124.38 Cr
IT - Software 10.36% 9.73% -0.63%
4
HCL Technologies Limited
₹90.77 Cr
IT - Software 7.51% 7.10% -0.41%
5
Firstsource Solutions Limited
₹47.81 Cr
Commercial Services & Supplies 4.12% 3.74% -0.38%
6
Zensar Technologies Limited
₹43.05 Cr
IT - Software 3.75% 3.37% -0.38%
7
Persistent Systems Limited
₹11.98 Cr
IT - Software 1.08% 0.94% -0.14%
8
Indus Towers Limited
₹19.03 Cr
Telecom - Services 1.61% 1.49% -0.12%
9
Tech Mahindra Limited
₹64.01 Cr
IT - Software 5.07% 5.01% -0.06%
10
Mphasis Limited
₹69.23 Cr
IT - Software 5.45% 5.41% -0.04%

What Stocks Does This Fund Hold?

27 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹198.51 Cr
Telecom - Services
15.52%
2
₹153.74 Cr
IT - Software
12.02%
3
₹124.38 Cr
IT - Software
9.73%
4
₹90.77 Cr
IT - Software
7.10%
5
₹69.23 Cr
IT - Software
5.41%
6
₹64.01 Cr
IT - Software
5.01%
7
₹55.11 Cr
IT - Software
4.31%
8
₹49.68 Cr
Retailing
3.89%
9
₹48.96 Cr
IT - Software
3.83%
10
₹47.81 Cr
Commercial Services & Supplies
3.74%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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