HDFC Transportation and Logistics Fund — Portfolio Holdings (HDFC Mutual Fund)

Equity positions

Portfolio coverage

100.00%

Latest month

Sep 2026

Top equity holdings

Stock	Value	% of AUM	MoM
ETERNAL · ETERNAL LIMITED	₹192.00 Cr	9.40%	▲ Added
MARUTI · Maruti Suzuki India Limited	₹179.50 Cr	8.79%	▲ Added
EICHERMOT · Eicher Motors Limited	₹178.75 Cr	8.75%	▲ Added
BOSCHLTD · Bosch Limited	₹161.55 Cr	7.91%	▲ Added
SONACOMS · Sona BLW Precision Forgings Limited	₹141.10 Cr	6.91%	→ Held
TMCV · Tata Motors Limited	₹139.19 Cr	6.81%	→ Held
HYUNDAI · Hyundai Motor India Limited	₹114.80 Cr	5.62%	▲ Added
GABRIEL · Gabriel India Limited	₹98.29 Cr	4.81%	→ Held
MRF · MRF Limited	₹61.39 Cr	3.00%	▲ Added
SEDEMAC · SEDEMAC Mechatronics Limited	₹59.85 Cr	2.93%	→ Held
M&M · Mahindra & Mahindra Limited	₹59.00 Cr	2.89%	→ Held
SWIGGY · Swiggy Limited	₹47.52 Cr	2.33%	▲ Added
VARROC · Varroc Engineering Limited	₹47.22 Cr	2.31%	→ Held
JSWINFRA · JSW Infrastructure Limited	₹46.42 Cr	2.27%	→ Held
DHOOTTRANS · Dhoot Transmission Limited	₹45.13 Cr	2.21%	→ Held

Showing the top 15 of 35 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

Every holding, every month, plus quantity changes — via one REST API call.