← HDFC Mutual Fund

HDFC Technology Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
26
Aug 2026
Equity Holdings
₹1,439.95 Cr
Equity only, excl. debt & cash
AAUM
₹1,323.80 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
47.5%
High concentration
Top 10 Weight
69.6%
High concentration
Changes
25
1 new · 0 exits
Top Sector
IT - Software
55.1% of portfolio
Launch Date
25 Aug 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,323.80 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month HDFC Technology Fund added 1 new stock to its portfolio this month. The biggest new buy was Shiprocket Limited (Transport Services) at 1.19% weight. Among existing holdings, Coforge Limited saw the biggest increase — now at 4.78% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 13.09%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 55.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
IT - Software 55.7% 55.2% -0.6%
Telecom - Services 20.1% 18.1% -2.0%
Retailing 8.9% 8.9% +0.0%
Commercial Services & Supplies 6.7% 8.1% +1.4%
IT - Services 5.4% 5.1% -0.2%
Financial Technology (Fintech) 1.2% 1.2% +0.1%
Entertainment 0.3% 0.3% +0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 55.2% 55.1% -0.1%
Telecom - Services 18.1% 16.9% -1.2%
Retailing 8.9% 9.3% +0.4%
Commercial Services & Supplies 8.1% 7.8% -0.2%
IT - Services 5.1% 5.0% -0.2%
Financial Technology (Fintech) 1.2% 1.4% +0.2%
Transport Services 0.0% 1.2% +1.2%
Entertainment 0.3% 0.4% +0.0%
🟢
Biggest New Buy
Shiprocket Limited
1.19% weight · Transport Services
Biggest Add
Coforge Limited
+0.49% · now 4.78%
Biggest Trim
Bharti Airtel Limited
-1.16% · now 13.09%
🤝 Other funds also bought this month
Shiprocket Limited 47 funds
Shiprocket Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
UTI Innovation Fund - Direct Plan - Growth Option
Union Consumption Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 12 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Shiprocket Limited
₹17.64 Cr
Transport Services 1.19%
#StockSectorJul 2026Aug 2026Change
1
Coforge Limited
₹70.98 Cr
IT - Software 4.29% 4.78% +0.49%
2
Info Edge (India) Limited
₹66.70 Cr
Retailing 4.20% 4.50% +0.30%
3
Eternal Limited
₹57.08 Cr
Retailing 3.55% 3.85% +0.30%
4
eClerx Services Limited
₹45.61 Cr
Commercial Services & Supplies 2.86% 3.07% +0.21%
5
Sagility Limited
₹37.85 Cr
IT - Services 2.35% 2.55% +0.20%
6
PB Fintech Limited
₹21.11 Cr
Financial Technology (Fintech) 1.22% 1.42% +0.20%
7
Mphasis Limited
₹77.74 Cr
IT - Software 5.06% 5.24% +0.18%
8
Tata Consultancy Services Limited
₹146.89 Cr
IT - Software 9.76% 9.90% +0.14%
9
Redington Limited
₹11.08 Cr
Commercial Services & Supplies 0.67% 0.75% +0.08%
10
Infosys Limited
₹174.24 Cr
IT - Software 11.71% 11.74% +0.03%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹194.21 Cr
Telecom - Services 14.25% 13.09% -1.16%
2
Firstsource Solutions Limited
₹59.69 Cr
Commercial Services & Supplies 4.52% 4.02% -0.50%
3
AMAGI MEDIA LABS LTD
₹36.14 Cr
IT - Services 2.79% 2.44% -0.35%
4
Zensar Technologies Limited
₹46.60 Cr
IT - Software 3.47% 3.14% -0.33%
5
Sonata Software Limited
₹39.45 Cr
IT - Software 2.94% 2.66% -0.28%
6
HCL Technologies Limited
₹111.13 Cr
IT - Software 7.69% 7.49% -0.20%
7
Brainbees Solutions Ltd
₹14.26 Cr
Retailing 1.12% 0.96% -0.16%
8
Tech Mahindra Limited
₹74.19 Cr
IT - Software 5.07% 5.00% -0.07%
9
Hexaware Technologies Limited
₹54.48 Cr
IT - Software 3.72% 3.67% -0.05%
10
Bharti Hexacom Limited
₹16.71 Cr
Telecom - Services 1.17% 1.13% -0.04%

What Stocks Does This Fund Hold?

26 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹194.21 Cr
Telecom - Services
13.09%
2
₹174.24 Cr
IT - Software
11.74%
3
₹146.89 Cr
IT - Software
9.90%
4
₹111.13 Cr
IT - Software
7.49%
5
₹77.74 Cr
IT - Software
5.24%
6
₹74.19 Cr
IT - Software
5.00%
7
₹70.98 Cr
IT - Software
4.78%
8
₹66.70 Cr
Retailing
4.50%
9
₹59.69 Cr
Commercial Services & Supplies
4.02%
10
₹57.08 Cr
Retailing
3.85%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 HDFC Mutual Fund — Portfolio & Holdings
See all funds managed by HDFC Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.