← HDFC Mutual Fund

HDFC Technology Fund - Growth Option - Direct Plan

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
Share: WhatsApp X
Stocks Held
28
Apr 2026
Equity Holdings
₹1,312.15 Cr
Equity only, excl. debt & cash
Top 5 Weight
53.4%
High concentration
Top 10 Weight
72.9%
High concentration
Changes
28
0 new · 0 exits
Top Sector
IT - Software
59.9% of portfolio
📋 What Happened This Month Among existing holdings, Coforge Limited saw the biggest increase — now at 3.39% of the portfolio. Infosys Limited was trimmed the most, now at 13.67%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 59.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Mar 2026 Apr 2026
Sector Prev Curr Delta
IT - Software 60.5% 59.9% -0.6%
Telecom - Services 19.1% 19.3% +0.2%
Retailing 8.3% 8.4% +0.1%
Commercial Services & Supplies 5.5% 5.0% -0.5%
IT - Services 4.4% 4.7% +0.4%
Financial Technology (Fintech) 1.0% 1.2% +0.1%
Entertainment 0.3% 0.4% +0.0%
Biggest Add
Coforge Limited
+1.35% · now 3.39%
Biggest Trim
Infosys Limited
-1.47% · now 13.67%

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
↑ 16 Increased ↓ 12 Decreased
#StockSectorMar 2026Apr 2026Change
1
Coforge Limited
₹44.97 Cr
IT - Software 2.04% 3.39% +1.35%
2
Hexaware Technologies Limited
₹40.46 Cr
IT - Software 2.57% 3.05% +0.48%
3
Persistent Systems Limited
₹13.30 Cr
IT - Software 0.58% 1.00% +0.42%
4
Sonata Software Limited
₹34.45 Cr
IT - Software 2.24% 2.59% +0.35%
5
AMAGI MEDIA LABS LTD
₹28.24 Cr
IT - Services 1.78% 2.13% +0.35%
6
Mphasis Limited
₹72.92 Cr
IT - Software 5.20% 5.49% +0.29%
7
Bharti Airtel Limited
₹202.24 Cr
Telecom - Services 15.05% 15.22% +0.17%
8
Tata Communications Limited
₹19.01 Cr
Telecom - Services 1.28% 1.43% +0.15%
9
Brainbees Solutions Ltd
₹18.70 Cr
Retailing 1.29% 1.41% +0.12%
10
PB Fintech Limited
₹15.29 Cr
Financial Technology (Fintech) 1.04% 1.15% +0.11%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹181.62 Cr
IT - Software 15.14% 13.67% -1.47%
2
HCL Technologies Limited
₹101.55 Cr
IT - Software 8.99% 7.64% -1.35%
3
Birlasoft Limited
₹9.01 Cr
IT - Software 1.24% 0.68% -0.56%
4
Redington Limited
₹6.69 Cr
Commercial Services & Supplies 0.99% 0.50% -0.49%
5
Zensar Technologies Limited
₹52.02 Cr
IT - Software 4.12% 3.92% -0.20%
6
Info Edge (India) Limited
₹49.42 Cr
Retailing 3.86% 3.72% -0.14%
7
Indus Towers Limited
₹18.89 Cr
Telecom - Services 1.52% 1.42% -0.10%
8
Bharti Hexacom Limited
₹16.40 Cr
Telecom - Services 1.29% 1.23% -0.06%
9
eClerx Services Limited
₹14.79 Cr
Commercial Services & Supplies 1.14% 1.11% -0.03%
10
Tata Consultancy Services Limited
₹151.46 Cr
IT - Software 11.42% 11.40% -0.02%

Full Portfolio

28 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹202.24 Cr
Telecom - Services
15.22%
2
₹181.62 Cr
IT - Software
13.67%
3
₹151.46 Cr
IT - Software
11.40%
4
₹101.55 Cr
IT - Software
7.64%
5
₹72.92 Cr
IT - Software
5.49%
6
₹67.15 Cr
IT - Software
5.05%
7
₹52.02 Cr
IT - Software
3.92%
8
₹49.42 Cr
Retailing
3.72%
9
₹44.97 Cr
IT - Software
3.39%
10
₹44.56 Cr
Commercial Services & Supplies
3.35%
🏆 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.