HDFC Technology Fund holds 27 instruments (96.86% equity), led by Bharti Airtel Limited (14.25%), Infosys Limited (11.71%) and Tata Consultancy Services Limited (9.76%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of HDFC Technology Fund, managed by HDFC Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 27 instruments with an equity allocation of 96.86%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
HDFC Technology Fund's top 10 holdings account for 70.27% of its portfolio, more concentrated than the Thematic category average of 50.4%. Information Technology is its largest sector exposure at 60.3% of net assets, spread across 5 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 2 positions, with Bharti Airtel Limited seeing the largest move (-1.27pp to 14.25%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Firstsource Solutions Limited | 3.74% → 4.52% | ▲ +0.78 |
| HCL Technologies Limited | 7.1% → 7.69% | ▲ +0.59 |
| eClerx Services Limited | 2.27% → 2.86% | ▲ +0.59 |
| Info Edge (India) Limited | 3.89% → 4.2% | ▲ +0.31 |
| Sonata Software Limited | 2.83% → 2.94% | ▲ +0.11 |
| Zensar Technologies Limited | 3.37% → 3.47% | ▲ +0.1 |
| Persistent Systems Limited | 0.94% → 1.04% | ▲ +0.1 |
| Stock | Weight | Change |
|---|---|---|
| Bharti Airtel Limited | 15.52% → 14.25% | ▼ -1.27 |
| Tata Communications Limited | 1.81% → 1.39% | ▼ -0.42 |
| MphasiS Limited | 5.41% → 5.06% | ▼ -0.35 |
| Infosys Limited | 12.02% → 11.71% | ▼ -0.31 |
| Brainbees Solutions Limited | 1.37% → 1.12% | ▼ -0.25 |
| Indus Towers Limited | 1.49% → 1.28% | ▼ -0.21 |
| SAGILITY LIMITED | 2.48% → 2.35% | ▼ -0.13 |
| Hexaware Technologies Limited | 3.83% → 3.72% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Bharti Airtel Limited | Telecommunication | 14.25% |
| 2 | Infosys Limited | Information Technology | 11.71% |
| 3 | Tata Consultancy Services Limited | Information Technology | 9.76% |
| 4 | HCL Technologies Limited | Information Technology | 7.69% |
| 5 | Tech Mahindra Limited | Information Technology | 5.07% |
| 6 | MphasiS Limited | Information Technology | 5.06% |
| 7 | Firstsource Solutions Limited | Industrials | 4.52% |
| 8 | Coforge Limited | Information Technology | 4.29% |
| 9 | Info Edge (India) Limited | Consumer Discretionary | 4.2% |
| 10 | Hexaware Technologies Limited | Information Technology | 3.72% |
| 11 | ETERNAL LIMITED | Consumer Discretionary | 3.55% |
| 12 | Zensar Technologies Limited | Information Technology | 3.47% |
| 13 | TREPS - Tri-party Repotreps | — | 3.3% |
| 14 | Sonata Software Limited | Information Technology | 2.94% |
| 15 | eClerx Services Limited | Industrials | 2.86% |
| 16 | Amagi Media Labs Limited | Information Technology | 2.79% |
| 17 | SAGILITY LIMITED | Information Technology | 2.35% |
| 18 | Tata Communications Limited | Telecommunication | 1.39% |
| 19 | Indus Towers Limited | Telecommunication | 1.28% |
| 20 | PB Fintech Limited | Financial Services | 1.22% |
| 21 | Bharti Hexacom Limited | Telecommunication | 1.17% |
| 22 | Brainbees Solutions Limited | Consumer Discretionary | 1.12% |
| 23 | Persistent Systems Limited | Information Technology | 1.04% |
| 24 | Redington Limited | Industrials | 0.67% |
| 25 | Unicommerce Esolutions Limited | Information Technology | 0.41% |
| 26 | PVR INOX Limited | Consumer Discretionary | 0.33% |
| 27 | Net Current Assetsother | — | -0.16% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: HDFC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.