HDFC Mutual Fund
| Instrument | Industry / rating | Quantity | Value (₹ Cr) | % to NAV |
|---|---|---|---|---|
| Bharat Electronics Ltd.BEL | Aerospace & Defense | 3.8 Cr | 1,564.84 | 14.86% |
| Bharat Forge Ltd.BHARATFORG | Auto Components | 71.5 L | 1,533.1 | 14.56% |
| Hindustan Aeronautics LimitedHAL | Aerospace & Defense | 27.26 L | 1,194.31 | 11.34% |
| Solar Industries India Ltd.SOLARINDS | Chemicals & Petrochemicals | 6.38 L | 1,192.49 | 11.33% |
| Astra Microwave Products Ltd.ASTRAMICRO | Aerospace & Defense | 41.16 L | 725.13 | 6.89% |
| MTAR Technologies LimitedMTARTECH | Electrical Equipment | 7.5 L | 571.54 | 5.43% |
| BEML LimitedBEML | Agricultural, Commercial & Construction Vehicles | 29.02 L | 510.81 | 4.85% |
| Bharat Dynamics LimitedBDL | Aerospace & Defense | 32.51 L | 444.85 | 4.22% |
| Eicher Motors Ltd.EICHERMOT | Automobiles | 5.51 L | 389.62 | 3.7% |
| Premier Explosives Ltd.PREMEXPLN | Chemicals & Petrochemicals | 46.61 L | 375.64 | 3.57% |
| Mazagon Dock Shipbuilders LtdMAZDOCK | Industrial Manufacturing | 12.9 L | 321.98 | 3.06% |
| Bosch LimitedBOSCHLTD | Auto Components | 75,000 | 299.25 | 2.84% |
| Centum Electronics Ltd.CENTUM | Aerospace & Defense | 7.06 L | 267.34 | 2.54% |
| Cyient DLM LimitedCYIENTDLM | Aerospace & Defense | 55.11 L | 253.67 | 2.41% |
| Data Patterns (India) LimitedDATAPATTNS | Aerospace & Defense | 5.3 L | 238.57 | 2.27% |
| Sedemac Mechatronics LimitedSEDEMAC | Auto Components | 3.97 L | 115.06 | 1.09% |
| AEQUS LIMITEDAEQUS | Aerospace & Defense | 40.01 L | 93.88 | 0.89% |
| Power Mech Projects Ltd.POWERMECH | Construction | 3.04 L | 83.98 | 0.8% |
| Tata Motors LimitedTMCV | Agricultural, Commercial & Construction Vehicles | 11 L | 46.52 | 0.44% |
| JNK India LimitedJNKINDIA | Industrial Manufacturing | 5.61 L | 28.3 | 0.27% |
| IDEAFORGE TECHNOLOGY LIMITEDIDEAFORGE | Aerospace & Defense | 3.18 L | 25.96 | 0.25% |
| Diffusion Engineers LimitedDIFFNKG | Industrial Products | 5.65 L | 23.99 | 0.23% |
| TREPS - Tri-party Repo | — | — | 244.83 | 2.33% |
| Net Current Assets | — | — | -16.41 | -0.17% |
Percentages are the AMC’s own filed figures. Rows without a ticker are instruments outside the listed equity universe — government securities, money-market paper, TREPS and net receivables — and are kept so the portfolio still totals 100%.