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HDFC Value Fund

HDFC Mutual Fund Value Fund Active Stock Picker As of 2026-05-31
Holdings
71
Well diversified
Top 10 weight
36%
Concentration
Active share
60%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

29Sectors 13High-conviction bets 24%Top sector wt. -Cash

Market-cap allocation

Large cap63%
Mid cap18%
Small cap17%

Asset allocation

Asset mix not available.

Top holdings

6.4%
4.3%
2.7%
2.7%

AI Smart summary

Pros

  • Well-diversified across 71 holdings.
  • Low top-10 concentration (36%).
  • Large-cap tilt (63%) - relatively stable.

Cons

  • Concentrated in Banks - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Value Fund.

Axis Value Fund92 holdings · 49% AS
NIPPON INDIA VALUE FUND83 holdings · 58% AS
ITI Value Fund81 holdings · 63% AS
Mahindra Manulife Value Fund75 holdings · 69% AS
ICICI Prudential Value Fund72 holdings · 58% AS
UNION VALUE FUND69 holdings · 57% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks24.1%
IT - Software7.1%
Pharmaceuticals & Biotechnology5.4%
Finance5.0%
Auto Components4.8%
Automobiles4.6%
Power4.6%
Telecom - Services4.5%
Retailing4.4%
Insurance4.1%
Petroleum Products3.9%
Construction3.5%
Realty3.1%
Healthcare Services2.8%