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HDFC Value Fund - Growth Option - Direct Plan

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
74
Jul 2026
Equity Holdings
₹7,900.43 Cr
Equity only, excl. debt & cash
AAUM
₹6,918.02 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.6%
Diversified
Top 10 Weight
33.4%
Diversified
Changes
73
3 new · 1 exits
Top Sector
Banks
22.7% of portfolio
Launch Date
16 Dec 1993
10+ year track record

AAUM (Average Assets Under Management) of ₹6,918.02 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 Value Fund made 3 new additions and exited 1 stock this month. The biggest new buy was 360 One WAM Limited (Capital Markets) at 0.93% weight. Canara HSBC Life Insurance Co Ltd was the biggest exit (Insurance), which was held at 0.29%. Among existing holdings, Mahindra & Mahindra Financial Services Limited saw the biggest increase — now at 0.89% of the portfolio. Axis Bank Limited was trimmed the most, now at 3.25%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 24.1% 24.6% +0.5%
IT - Software 7.1% 6.2% -1.0%
Pharmaceuticals & Biotechnology 5.4% 6.0% +0.6%
Finance 5.0% 5.7% +0.7%
Auto Components 4.8% 4.8% 0.0%
Power 4.6% 4.6% +0.1%
Automobiles 4.6% 4.6% -0.1%
Retailing 4.4% 4.5% +0.0%
Telecom - Services 4.5% 4.4% -0.1%
Petroleum Products 3.9% 3.7% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 24.6% 22.7% -1.9%
IT - Software 6.2% 6.9% +0.7%
Pharmaceuticals & Biotechnology 6.0% 6.1% +0.1%
Finance 5.7% 6.0% +0.3%
Automobiles 4.6% 5.1% +0.5%
Auto Components 4.8% 4.9% +0.1%
Retailing 4.5% 4.6% +0.1%
Power 4.6% 4.3% -0.4%
Telecom - Services 4.4% 4.2% -0.1%
Insurance 3.4% 3.9% +0.5%
🟢
Biggest New Buy
360 One WAM Limited
0.93% weight · Capital Markets
🔴
Biggest Exit
Canara HSBC Life Insurance Co Ltd
0.29% was held · Insurance
Biggest Add
Mahindra & Mahindra Financial Services Limited
+0.42% · now 0.89%
Biggest Trim
Axis Bank Limited
-1.05% · now 3.25%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
HDFC Life Insurance Company Limited 15 funds
HDFC Life Insurance Company Limited
Edel BSE Capital Markets & Insurance ETF
ICICI Prudential Balanced Hybrid Fund
Axis Nifty50 Equal Weight Index Fund + more
👋 Other funds also exited
Canara HSBC Life Insurance Co Ltd 8 funds
Canara HSBC Life Insurance Co Ltd
Groww Nifty Smallcap250 ETF
Mirae Asset Multicap Fund - Direct Plan - Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 1 Exit ↑ 32 Increased ↓ 37 Decreased
#StockSectorWeight (Jul 2026)
1
360 One WAM Limited
₹73.79 Cr
Capital Markets 0.93%
2
HDFC Life Insurance Company Limited
₹65.82 Cr
Insurance 0.83%
3
Diamond Power Infrastructure Limited
₹35.05 Cr
Electrical Equipment 0.44%
#StockSectorLast Weight (Jun 2026)
1
Canara HSBC Life Insurance Co Ltd
₹22.05 Cr
Insurance 0.29%
#StockSectorJun 2026Jul 2026Change
1
Mahindra & Mahindra Financial Services Limited
₹70.85 Cr
Finance 0.47% 0.89% +0.42%
2
HCL Technologies Limited
₹121.22 Cr
IT - Software 1.27% 1.53% +0.26%
3
Divi's Laboratories Limited
₹112.78 Cr
Pharmaceuticals & Biotechnology 1.21% 1.42% +0.21%
4
Tech Mahindra Limited
₹140.20 Cr
IT - Software 1.57% 1.77% +0.20%
5
Sona BLW Precision Forgings Limited
₹99.69 Cr
Auto Components 1.06% 1.26% +0.20%
6
Infosys Limited
₹192.12 Cr
IT - Software 2.24% 2.42% +0.18%
7
Chalet Hotels Limited
₹56.90 Cr
Leisure Services 0.54% 0.72% +0.18%
8
Maruti Suzuki India Limited
₹119.57 Cr
Automobiles 1.34% 1.51% +0.17%
9
Eternal Limited
₹133.08 Cr
Retailing 1.54% 1.68% +0.14%
10
Bajaj Auto Limited
₹97.92 Cr
Automobiles 1.09% 1.23% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Axis Bank Limited
₹258.20 Cr
Banks 4.30% 3.25% -1.05%
2
HDFC Bank Limited
₹386.79 Cr
Banks 5.44% 4.88% -0.56%
3
Multi Commodity Exchange of India Limited
₹67.09 Cr
Capital Markets 1.12% 0.85% -0.27%
4
Larsen & Toubro Limited
₹206.79 Cr
Construction 2.87% 2.61% -0.26%
5
Bharat Electronics Limited
₹155.14 Cr
Aerospace & Defense 2.17% 1.96% -0.21%
6
Apar Industries Limited
₹94.70 Cr
Electrical Equipment 1.37% 1.19% -0.18%
7
Sterlite Technologies Limited
₹94.70 Cr
Telecom - Equipment & Accessories 1.37% 1.19% -0.18%
8
Tata Communications Limited
₹80.28 Cr
Telecom - Services 1.19% 1.01% -0.18%
9
The Phoenix Mills Limited
₹123.06 Cr
Realty 1.72% 1.55% -0.17%
10
State Bank of India
₹272.26 Cr
Banks 3.59% 3.43% -0.16%

What Stocks Does This Fund Hold?

74 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹538.28 Cr
Banks
6.78%
2
₹386.79 Cr
Banks
4.88%
3
₹272.26 Cr
Banks
3.43%
4
₹258.20 Cr
Banks
3.25%
5
₹256.36 Cr
Telecom - Services
3.23%
6
₹206.79 Cr
Construction
2.61%
7
₹192.12 Cr
IT - Software
2.42%
8
₹182.23 Cr
Banks
2.30%
9
₹179.15 Cr
Pharmaceuticals & Biotechnology
2.26%
10
₹173.63 Cr
Power
2.19%
🏆 Top stocks held by Value/Contra funds
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🏦 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.

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