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HDFC Technology Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : HDFC Mutual Fund
Portfolio Turnover Ratio : 5.23%. Category average turnover ratio is 154.05%. Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 95.74% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 95.74%
No of Stocks : 29 (Category Avg - 44.44) | Large Cap Investments : 52.14%| Mid Cap Investments : 7.23% | Small Cap Investments : 16.92% | Other : 19.45%

Portfolio Summary (as on 31st Aug,2025)

Particulars This Scheme Category
No. of Stocks 29 43.27
Top 5 Stock Weight 50.01% 33.08%
Top 10 Stock Weight 69.3% 50.26%
Top 3 Sector Weight 76.75% 44.06%
Category - Sectoral/Thematic
Particulars This Scheme Category
Average mcap (Cr) 174604.55 75015.38
Holdings in large cap stocks 52.14% 38.36%
Holdings in mid cap stocks 7.23% 14.77%
Holdings in small cap stocks 16.92% 13.31%
Category - Sectoral/Thematic

Top 10 Stocks holding in Portfolio (as on 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Infosys Ltd. Computers - software & consulting 2027.7 14.37% -0.12% 17.9% (Sep 2024) 14.18% (Jun 2025) 13.80 L 59.00 k
Bharti Airtel Ltd. Telecom - cellular & fixed line services 1790.3 12.69% -0.50% 13.28% (Apr 2025) 9.99% (Nov 2024) 9.48 L 0.00
Tata Consultancy Services Ltd. Computers - software & consulting 1509.1 10.70% -0.10% 14.58% (Sep 2024) 10.7% (Aug 2025) 4.89 L 0.00
HCL Technologies Limited Computers - software & consulting 1098.2 7.78% 0.13% 8.4% (Sep 2024) 7.57% (Jan 2025) 7.55 L 38.50 k
- Mphasis Ltd. Computers - software & consulting 630.2 4.47% 0.00% 4.56% (Sep 2024) 3.51% (Feb 2025) 2.26 L 5.50 k
Tech Mahindra Ltd. Computers - software & consulting 617.3 4.37% 0.20% 4.37% (Aug 2025) 3.26% (Mar 2025) 4.17 L 25.00 k
Firstsource Solutions Ltd. It enabled services 548.2 3.89% 0.01% 4.16% (Feb 2025) 3.64% (Jan 2025) 15.62 L 0.00
Eternal Ltd. E-retail/ e-commerce 546.2 3.87% -0.02% 3.89% (Jul 2025) 2.58% (Mar 2025) 17.40 L 0.00
Info Edge (India) Ltd. Internet & catalogue retail 523.4 3.71% 0.54% 3.71% (Aug 2025) 2.9% (Mar 2025) 3.85 L 72.50 k
Zensar Technologies Ltd. Computers - software & consulting 486.3 3.45% -0.26% 3.76% (May 2025) 2.27% (Sep 2024) 6.33 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 31st Aug,2025)

Help me understand this table
Stock Invested in
 Sector
 Sector Total
 Value(Mn)
 % of Total Holdings
 1M Change
 1Y Highest Holding
 1Y Lowest Holding
 Quantity
 1M Change in Qty
 M-Cap
 GroupName
Infosys Ltd. Computers - software & consulting 57.48 2027.7 14.37% -0.12% 17.9% (Sep 2024) 14.18% (Jun 2025) 13.80 L 59.00 k Large Cap 52.14
Bharti Airtel Ltd. Telecom - cellular & fixed line services 13.96 1790.3 12.69% -0.50% 13.28% (Apr 2025) 9.99% (Nov 2024) 9.48 L 0.00 Large Cap 52.14
Tata Consultancy Services Ltd. Computers - software & consulting 57.48 1509.1 10.70% -0.10% 14.58% (Sep 2024) 10.7% (Aug 2025) 4.89 L 0.00 Large Cap 52.14
HCL Technologies Limited Computers - software & consulting 57.48 1098.2 7.78% 0.13% 8.4% (Sep 2024) 7.57% (Jan 2025) 7.55 L 38.50 k Large Cap 52.14
- Mphasis Ltd. Computers - software & consulting 57.48 630.2 4.47% 0.00% 4.56% (Sep 2024) 3.51% (Feb 2025) 2.26 L 5.50 k Mid Cap 7.23
Tech Mahindra Ltd. Computers - software & consulting 57.48 617.3 4.37% 0.20% 4.37% (Aug 2025) 3.26% (Mar 2025) 4.17 L 25.00 k Large Cap 52.14
Firstsource Solutions Ltd. It enabled services 5.16 548.2 3.89% 0.01% 4.16% (Feb 2025) 3.64% (Jan 2025) 15.62 L 0.00 Small Cap 16.92
Eternal Ltd. E-retail/ e-commerce 5.31 546.2 3.87% -0.02% 3.89% (Jul 2025) 2.58% (Mar 2025) 17.40 L 0.00 Other 19.45
Info Edge (India) Ltd. Internet & catalogue retail 3.71 523.4 3.71% 0.54% 3.71% (Aug 2025) 2.9% (Mar 2025) 3.85 L 72.50 k Other 19.45
Zensar Technologies Ltd. Computers - software & consulting 57.48 486.3 3.45% -0.26% 3.76% (May 2025) 2.27% (Sep 2024) 6.33 L 0.00 Small Cap 16.92
Sonata Software Ltd. Computers - software & consulting 57.48 442.3 3.13% -0.36% 3.49% (Jul 2025) 1.38% (Feb 2025) 12.61 L 35.00 k Small Cap 16.92
Coforge Ltd. Computers - software & consulting 57.48 432.9 3.07% -0.12% 3.32% (Dec 2024) 2.68% (Sep 2024) 2.51 L 0.00 Other 19.45
Bharti Hexacom Ltd. Telecom - equipment & accessories 2.85 401.6 2.85% -0.19% 3.15% (Sep 2024) 2.13% (Jan 2025) 2.26 L 0.00 Other 19.45
eClerx Services Ltd. Business process outsourcing (bpo)/ knowledge process outsourcing (kpo) 2.57 362.9 2.57% 0.22% 2.57% (Aug 2025) 1.31% (Apr 2025) 85.96 k 0.00 Small Cap 16.92
Birlasoft Ltd. Computers - software & consulting 57.48 321.6 2.28% -0.21% 2.81% (Feb 2025) 1.08% (Sep 2024) 8.74 L 0.00 Small Cap 16.92
Hexaware Technologies Ltd. Computers - software & consulting 57.48 216.1 1.53% 0.34% 1.53% (Aug 2025) 0% (Sep 2024) 2.85 L 52.39 k Other 19.45
LTIMindtree Ltd. Computers - software & consulting 57.48 210.5 1.49% -0.03% 1.91% (Sep 2024) 1.35% (Mar 2025) 41.00 k 0.00 Mid Cap 7.23
Brainbees Solutions Ltd. E-retail/ e-commerce 5.31 203.6 1.44% 0.04% 2.02% (Sep 2024) 1.04% (May 2025) 5.62 L 0.00 Other 19.45
Tata Communications Ltd. Telecom - cellular & fixed line services 13.96 178.5 1.27% -0.18% 1.45% (Jul 2025) 0.64% (Oct 2024) 1.15 L 0.00 Mid Cap 7.23
Redington Ltd. Trading & distributors 1.16 164.3 1.16% -0.08% 2.08% (Jan 2025) 1.11% (Sep 2024) 6.82 L 0.00 Small Cap 16.92
PB Fintech Ltd. Financial technology (fintech) 1.15 162.5 1.15% -0.06% 1.33% (Dec 2024) 1.03% (Feb 2025) 91.79 k 0.00 Other 19.45
Indus Towers Ltd. Telecom - infrastructure 1.03 145.8 1.03% -0.11% 1.32% (Apr 2025) 0.86% (Nov 2024) 4.31 L 0.00 Large Cap 52.14
Sagility India Ltd. It enabled services 5.16 129.1 0.91% -0.09% 2.46% (Jan 2025) 0% (Sep 2024) 29.42 L 0.00 Other 19.45
Wipro Ltd. Computers - software & consulting 57.48 117.9 0.84% -0.01% 1.33% (Jan 2025) 0.84% (Aug 2025) 4.73 L 0.00 Large Cap 52.14
Unicommerce Esolutions Ltd. Software products 0.66 93.1 0.66% 0.04% 1.12% (Sep 2024) 0.59% (Feb 2025) 7.13 L 0.00 Other 19.45
Zee Entertainment Enterprises Ltd. Tv broadcasting & software production 0.36 50.7 0.36% -0.02% 0.45% (Sep 2024) 0.31% (Feb 2025) 4.37 L 0.00 Large Cap 52.14
PVR Inox Ltd. Film production, distribution & exhibition 0.34 48.2 0.34% 0.03% 0.53% (Sep 2024) 0.28% (Jun 2025) 43.00 k 0.00 Small Cap 16.92
Affle India Ltd. It enabled services 5.16 36.1 0.26% -0.47% 0.73% (Jul 2025) 0.26% (Aug 2025) 18.94 k -0.32 L Other 19.45
Cyient Ltd. It enabled services 5.16 14 0.10% -0.01% 0.17% (Oct 2024) 0.1% (Aug 2025) 12.00 k 0.00 Small Cap 16.92
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
No new entrants in the portfolio in the last month.

Stocks removed from Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
No complete exits in the portfolio in the last month.

Trend in stock holdings (Top 15 Holding)

Stock Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024 Aug 2024
Infosys Ltd. 14.37% 14.49% 14.18% 14.49% 14.67% 15.03% 16.91% 16.99% 16.46% 16.65% 17.07% 17.90% 18.83%
Tata Consultancy Services Ltd. 10.70% 10.80% 11.41% 11.95% 12.57% 12.85% 12.90% 13.74% 13.11% 13.70% 13.80% 14.58% 15.79%
Bharti Airtel Ltd. 12.69% 13.19% 12.96% 12.54% 13.28% 12.09% 11.46% 10.71% 10.07% 9.99% 10.73% 10.80% 10.19%
HCL Technologies Limited 7.78% 7.65% 7.70% 7.63% 7.71% 7.61% 7.83% 7.57% 8.22% 8.11% 8.40% 8.40% 8.32%
Mphasis Ltd. 4.47% 4.47% 4.21% 3.92% 3.82% 3.74% 3.51% 4.05% 3.96% 4.23% 4.44% 4.56% 4.78%
Firstsource Solutions Ltd. 3.89% 3.88% 3.98% 4.13% 4.00% 3.91% 4.16% 3.64% 4.08% 4.08% 4.10% 3.92% 3.87%
Tech Mahindra Ltd. 4.37% 4.17% 4.07% 3.98% 4.01% 3.26% 3.35% 3.41% 3.42% 3.51% 3.58% 3.45% 3.63%
Eternal Ltd. 3.87% 3.89% 3.13% 2.95% 3.04% 5.16% - - - - - - -
Zomato Ltd. - - - - - - 2.98% 2.66% 3.31% 3.41% 3.19% 3.55% 3.30%
Info Edge (India) Ltd. 3.71% 3.17% 2.94% 2.95% 3.08% 2.90% 2.96% 2.95% 3.27% 3.18% 3.11% 3.32% 3.20%
Zensar Technologies Ltd. 3.45% 3.71% 3.63% 3.76% 3.40% 3.18% 3.23% 3.44% 2.79% 2.62% 2.63% 2.27% 2.62%
Coforge Ltd. 3.07% 3.19% 3.29% 3.06% 2.76% 3.00% 2.85% 2.88% 3.32% 3.12% 2.96% 2.68% 2.46%
Bharti Hexacom Ltd. 2.85% 3.04% 3.01% 2.95% 2.87% 2.44% 2.27% 2.13% 2.26% 2.45% 2.72% 3.15% 2.77%
Sonata Software Ltd. 3.13% 3.49% 3.02% 2.83% 2.24% 1.54% 1.38% 1.59% 1.77% 1.89% 2.01% 2.03% 2.18%
Birlasoft Ltd. 2.28% 2.49% 2.58% 2.49% 2.56% 2.49% 2.81% 2.63% 1.66% 1.36% 1.31% 1.08% 1.05%
Name Type of Instrument Weight (%)
TREPS TREPS 4.45%
Net Receivables Net Receivables -0.19%

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