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HDFC Technology Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : HDFC Mutual Fund
Portfolio Turnover Ratio : 4.84%. Category average turnover ratio is 163.62%. 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 : 97.13% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 97.13%
No of Stocks : 29 (Category Avg - 43.92) | Large Cap Investments : 52.67%| Mid Cap Investments : 7.44% | Small Cap Investments : 17.58% | Other : 19.44%

Portfolio Summary (as on 31st Jul,2025)

Particulars This Scheme Category
No. of Stocks 29 42.77
Top 5 Stock Weight 50.6% 32.74%
Top 10 Stock Weight 69.74% 49.61%
Top 3 Sector Weight 78.38% 43.82%
Category - Sectoral/Thematic
Particulars This Scheme Category
Average mcap (Cr) 176484.60 73229.82
Holdings in large cap stocks 52.67% 38.02%
Holdings in mid cap stocks 7.44% 14.34%
Holdings in small cap stocks 17.58% 13.37%
Category - Sectoral/Thematic

Top 10 Stocks holding in Portfolio (as on 31st Jul,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 1993 14.49% 0.31% 18.83% (Aug 2024) 14.18% (Jun 2025) 13.21 L 20.00 k
Bharti Airtel Ltd. Telecom - cellular & fixed line services 1814.5 13.19% 0.23% 13.28% (Apr 2025) 9.99% (Nov 2024) 9.48 L 0.00
Tata Consultancy Services Ltd. Computers - software & consulting 1485.7 10.80% -0.61% 15.79% (Aug 2024) 10.8% (Jul 2025) 4.89 L 5.00 k
HCL Technologies Limited Computers - software & consulting 1051.6 7.65% -0.05% 8.4% (Sep 2024) 7.57% (Jan 2025) 7.16 L 62.00 k
Mphasis Ltd. Computers - software & consulting 615.4 4.47% 0.26% 4.78% (Aug 2024) 3.51% (Feb 2025) 2.21 L 3.00 k
Tech Mahindra Ltd. Computers - software & consulting 573.3 4.17% 0.10% 4.17% (Jul 2025) 3.26% (Mar 2025) 3.92 L 37.00 k
Eternal Ltd. E-retail/ e-commerce 535.5 3.89% 0.76% 3.89% (Jul 2025) 2.58% (Mar 2025) 17.40 L 0.00
Firstsource Solutions Ltd. It enabled services 533.7 3.88% -0.10% 4.16% (Feb 2025) 3.64% (Jan 2025) 15.62 L 0.00
Zensar Technologies Ltd. Computers - software & consulting 510.4 3.71% 0.08% 3.76% (May 2025) 2.27% (Sep 2024) 6.33 L 0.00
Sonata Software Ltd. Computers - software & consulting 480.4 3.49% 0.47% 3.49% (Jul 2025) 1.38% (Feb 2025) 12.26 L 1.44 L
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 31st Jul,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 58.02 1993 14.49% 0.31% 18.83% (Aug 2024) 14.18% (Jun 2025) 13.21 L 20.00 k Large Cap 52.67
Bharti Airtel Ltd. Telecom - cellular & fixed line services 14.64 1814.5 13.19% 0.23% 13.28% (Apr 2025) 9.99% (Nov 2024) 9.48 L 0.00 Large Cap 52.67
Tata Consultancy Services Ltd. Computers - software & consulting 58.02 1485.7 10.80% -0.61% 15.79% (Aug 2024) 10.8% (Jul 2025) 4.89 L 5.00 k Large Cap 52.67
HCL Technologies Limited Computers - software & consulting 58.02 1051.6 7.65% -0.05% 8.4% (Sep 2024) 7.57% (Jan 2025) 7.16 L 62.00 k Large Cap 52.67
Mphasis Ltd. Computers - software & consulting 58.02 615.4 4.47% 0.26% 4.78% (Aug 2024) 3.51% (Feb 2025) 2.21 L 3.00 k Mid Cap 7.44
Tech Mahindra Ltd. Computers - software & consulting 58.02 573.3 4.17% 0.10% 4.17% (Jul 2025) 3.26% (Mar 2025) 3.92 L 37.00 k Large Cap 52.67
Eternal Ltd. E-retail/ e-commerce 5.29 535.5 3.89% 0.76% 3.89% (Jul 2025) 2.58% (Mar 2025) 17.40 L 0.00 Other 19.44
Firstsource Solutions Ltd. It enabled services 5.72 533.7 3.88% -0.10% 4.16% (Feb 2025) 3.64% (Jan 2025) 15.62 L 0.00 Small Cap 17.58
Zensar Technologies Ltd. Computers - software & consulting 58.02 510.4 3.71% 0.08% 3.76% (May 2025) 2.27% (Sep 2024) 6.33 L 0.00 Small Cap 17.58
Sonata Software Ltd. Computers - software & consulting 58.02 480.4 3.49% 0.47% 3.49% (Jul 2025) 1.38% (Feb 2025) 12.26 L 1.44 L Small Cap 17.58
Coforge Ltd. Computers - software & consulting 58.02 438.9 3.19% -0.10% 3.32% (Dec 2024) 2.46% (Aug 2024) 2.51 L 0.00 Other 19.44
Info Edge (India) Ltd. Internet & catalogue retail 3.17 435.6 3.17% 0.23% 3.32% (Sep 2024) 2.9% (Mar 2025) 3.13 L 23.00 k Other 19.44
Bharti Hexacom Ltd. Telecom - equipment & accessories 3.04 418.2 3.04% 0.03% 3.15% (Sep 2024) 2.13% (Jan 2025) 2.26 L 0.00 Other 19.44
Birlasoft Ltd. Computers - software & consulting 58.02 342 2.49% -0.09% 2.81% (Feb 2025) 1.05% (Aug 2024) 8.74 L 0.00 Small Cap 17.58
eClerx Services Ltd. Business process outsourcing (bpo)/ knowledge process outsourcing (kpo) 2.35 323.8 2.35% 0.30% 2.35% (Jul 2025) 1.31% (Apr 2025) 85.96 k 0.00 Small Cap 17.58
LTIMindtree Ltd. Computers - software & consulting 58.02 209.4 1.52% 0.04% 1.91% (Aug 2024) 1.35% (Mar 2025) 41.00 k 0.00 Mid Cap 7.44
Tata Communications Ltd. Telecom - cellular & fixed line services 14.64 198.8 1.45% 0.12% 1.45% (Jul 2025) 0.64% (Oct 2024) 1.15 L 0.00 Mid Cap 7.44
Brainbees Solutions Ltd. E-retail/ e-commerce 5.29 193 1.40% 0.19% 2.04% (Aug 2024) 1.04% (May 2025) 5.62 L 1.02 L Other 19.44
Redington Ltd. Trading & distributors 1.24 170.7 1.24% -0.35% 2.08% (Jan 2025) 1.03% (Aug 2024) 6.82 L -0.35 L Small Cap 17.58
PB Fintech Ltd. Financial technology (fintech) 1.21 166.3 1.21% 0.07% 1.33% (Dec 2024) 1.03% (Feb 2025) 91.79 k 0.00 Other 19.44
Hexaware Technologies Ltd. Computers - software & consulting 58.02 163.9 1.19% -0.16% 1.42% (May 2025) 0% (Aug 2024) 2.33 L 0.00 Other 19.44
Indus Towers Ltd. Telecom - infrastructure 1.14 156.4 1.14% -0.09% 1.32% (Apr 2025) 0.84% (Aug 2024) 4.31 L 0.00 Large Cap 52.67
Sagility India Ltd. It enabled services 5.72 137.2 1.00% 0.18% 2.46% (Jan 2025) 0% (Aug 2024) 29.42 L 0.00 Other 19.44
Wipro Ltd. Computers - software & consulting 58.02 117.4 0.85% -0.01% 1.33% (Jan 2025) 0.84% (May 2025) 4.73 L 0.00 Large Cap 52.67
Affle India Ltd. It enabled services 5.72 100.4 0.73% 0.03% 0.73% (Jul 2025) 0.47% (Jan 2025) 51.26 k 0.00 Other 19.44
Unicommerce Esolutions Ltd. Software products 0.62 85.4 0.62% 0.01% 1.18% (Aug 2024) 0.59% (Feb 2025) 7.13 L 0.00 Other 19.44
Zee Entertainment Enterprises Ltd. Tv broadcasting & software production 0.38 51.7 0.38% -0.05% 0.47% (Aug 2024) 0.31% (Feb 2025) 4.37 L 0.00 Large Cap 52.67
PVR Inox Ltd. Film production, distribution & exhibition 0.31 43 0.31% 0.03% 0.53% (Sep 2024) 0.28% (Jun 2025) 43.00 k 0.00 Small Cap 17.58
- Cyient Ltd. It enabled services 5.72 14.5 0.11% 0.00% 0.18% (Aug 2024) 0.11% (Mar 2025) 12.00 k 0.00 Small Cap 17.58
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 31st Jul,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 Jul,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 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024 Aug 2024 Jul 2024
Infosys Ltd. 14.49% 14.18% 14.49% 14.67% 15.03% 16.91% 16.99% 16.46% 16.65% 17.07% 17.90% 18.83% 19.63%
Tata Consultancy Services Ltd. 10.80% 11.41% 11.95% 12.57% 12.85% 12.90% 13.74% 13.11% 13.70% 13.80% 14.58% 15.79% 16.49%
Bharti Airtel Ltd. 13.19% 12.96% 12.54% 13.28% 12.09% 11.46% 10.71% 10.07% 9.99% 10.73% 10.80% 10.19% 10.37%
HCL Technologies Limited 7.65% 7.70% 7.63% 7.71% 7.61% 7.83% 7.57% 8.22% 8.11% 8.40% 8.40% 8.32% 8.45%
Mphasis Ltd. 4.47% 4.21% 3.92% 3.82% 3.74% 3.51% 4.05% 3.96% 4.23% 4.44% 4.56% 4.78% 4.83%
Firstsource Solutions Ltd. 3.88% 3.98% 4.13% 4.00% 3.91% 4.16% 3.64% 4.08% 4.08% 4.10% 3.92% 3.87% 3.79%
Tech Mahindra Ltd. 4.17% 4.07% 3.98% 4.01% 3.26% 3.35% 3.41% 3.42% 3.51% 3.58% 3.45% 3.63% 3.74%
Eternal Ltd. 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% 3.28%
Zensar Technologies Ltd. 3.71% 3.63% 3.76% 3.40% 3.18% 3.23% 3.44% 2.79% 2.62% 2.63% 2.27% 2.62% 2.94%
Info Edge (India) Ltd. 3.17% 2.94% 2.95% 3.08% 2.90% 2.96% 2.95% 3.27% 3.18% 3.11% 3.32% 3.20% 3.17%
Coforge Ltd. 3.19% 3.29% 3.06% 2.76% 3.00% 2.85% 2.88% 3.32% 3.12% 2.96% 2.68% 2.46% 2.65%
Bharti Hexacom Ltd. 3.04% 3.01% 2.95% 2.87% 2.44% 2.27% 2.13% 2.26% 2.45% 2.72% 3.15% 2.77% 2.73%
Sonata Software Ltd. 3.49% 3.02% 2.83% 2.24% 1.54% 1.38% 1.59% 1.77% 1.89% 2.01% 2.03% 2.18% 2.59%
Birlasoft Ltd. 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 2.75%
Net Receivables Net Receivables 0.12%

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