
HDFC Small Cap Fund
Portfolio as of Sep 2025
Small-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Godrej Consumer Products | Personal Care | 0.203 | Sep 2025 | 0.650 |
| JK Tyre & Industries | Tyres & Rubber Products | 1.085 | Sep 2025 | 0.290 |
Stocks exited in Sep 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| Repco Home Finance | Housing Finance Company | 0.000 | 0.000 | -100 |
| Bajel Projects | Heavy Electrical Equipment | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Awfis Space Solutions Ltd | Diversified Commercial Services | 8.830 | May 2024 | 0.980 | 26.49 |
| Goodyear India | Tyres & Rubber Products | 5.436 | Dec 2017 | 0.330 | 18.98 |
| Timken India | Abrasives & Bearings | 1.816 | May 2025 | 1.120 | 15.89 |
| Fiem Industries | Auto Components & Equipments | 6.319 | Aug 2024 | 0.860 | 14.91 |
| Dodla Dairy | Dairy Products | 3.669 | Nov 2024 | 0.810 | 8.88 |
| Pearl Global Industries | Garments & Apparels | 5.776 | Jul 2024 | 0.920 | 7.55 |
| Indigo Paints | Paints | 4.614 | Sep 2024 | 0.630 | 6.33 |
| Eris Lifesciences | Pharmaceuticals | 4.652 | Jul 2023 | 2.730 | 4.26 |
| Lumax Industries | Auto Components & Equipments | 4.632 | Aug 2024 | 0.590 | 3.95 |
| Zensar Technologies | Computers - Software & Consulting | 2.307 | Mar 2024 | 1.090 | 3.94 |
| Suprajit Engineering | Auto Components & Equipments | 8.633 | Mar 2020 | 1.490 | 3.5 |
| Chalet Hotels | Hotels & Resorts | 2.719 | Feb 2019 | 1.540 | 2.63 |
| Shoppers Stop | Diversified Retail | 5.086 | Apr 2023 | 0.790 | 2.6 |
| Aditya Vision Ltd | Speciality Retail | 6.782 | Sep 2023 | 1.370 | 1.12 |
| City Union Bank | Private Sector Bank | 2.700 | Oct 2024 | 1.160 | 1.01 |
| Sonata Software | Computers - Software & Consulting | 6.830 | Oct 2017 | 1.800 | 1 |
| Transport Corporation of India | Logistics Solution Provider | 6.119 | Sep 2020 | 1.500 | 0.89 |
| Firstsource Solutions | Business Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO) | 7.878 | Mar 2018 | 4.900 | 0.55 |
| Sudarshan Chemical Industries | Dyes And Pigments | 7.367 | Feb 2024 | 2.100 | 0.39 |
| VRL Logistics | Logistics Solution Provider | 8.091 | Apr 2022 | 1.060 | 0.25 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Delta Corp | Amusement Parks/ Other Recreation | 0.747 | Oct 2019 | 0.040 | -33.33 |
| Gabriel India | Auto Components & Equipments | 6.875 | Oct 2018 | 3.170 | -9.74 |
| Bajaj Consumer Care | Personal Care | 5.856 | Oct 2019 | 0.520 | -7.95 |
| TV Today Network | TV Broadcasting & Software Production | 7.828 | Aug 2017 | 0.190 | -3.34 |
| eClerx Services | Business Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO) | 7.731 | Mar 2018 | 4.020 | -2.26 |
| Power Mech Projects | Civil Construction | 7.490 | Aug 2015 | 1.740 | -1.04 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| Aster DM Healthcare | Hospital | 4.657 | Jun 2019 | 4.110 |
| Bank of Baroda | Public Sector Bank | 0.906 | Mar 2019 | 3.290 |
| Fortis Healthcare | Hospital | 1.334 | Jul 2023 | 2.650 |
| Krishna Institute of Medical Sciences Ltd | Hospital | 2.781 | Jul 2023 | 2.120 |
| Indian Bank | Public Sector Bank | 0.719 | Jul 2016 | 1.970 |
| Kalpataru Power Transmission | Civil Construction | 2.715 | Dec 2014 | 1.580 |
| Home First Finance Company India | Housing Finance Company | 4.583 | Dec 2024 | 1.570 |
| SKF India | Abrasives & Bearings | 2.242 | Jul 2014 | 1.420 |
| Great Eastern Shipping Company | Shipping | 3.663 | Jan 2015 | 1.410 |
| Sharda Cropchem | Pesticides & Agrochemicals | 5.993 | Mar 2018 | 1.210 |
| PVR | Film Production- Distribution & Exhibition | 4.177 | Feb 2023 | 1.200 |
| Chambal Fertilisers & Chemicals | Fertilizers | 2.141 | Feb 2018 | 1.190 |
| KEC International | Civil Construction | 1.863 | Sep 2018 | 1.180 |
| Kirloskar Ferrous Industries | Pig Iron | 5.670 | Apr 2018 | 1.140 |
| Apar Industries | Other Electrical Equipment | 1.258 | Sep 2016 | 1.120 |
| KEI Industries | Cables - Electricals | 1.055 | Sep 2017 | 1.110 |
| Federal Bank | Private Sector Bank | 0.844 | Jan 2017 | 1.090 |
| LG Balakrishnan & Bros | Auto Components & Equipments | 8.894 | Oct 2015 | 1.060 |
| Mahindra CIE Automotive | Auto Components & Equipments | 2.525 | Mar 2024 | 1.050 |
| Vardhman Textiles | Other Textile Products | 3.329 | Nov 2016 | 1.050 |
| Redington (India) | Trading & Distributors | 1.735 | Mar 2015 | 1.040 |
| PNC Infratech | Civil Construction | 5.101 | Oct 2015 | 1.040 |
| Equitas Small Finance Bank | Other Bank | 5.789 | Dec 2020 | 1.030 |
| Blue Dart Express | Logistics Solution Provider | 2.772 | Mar 2024 | 1.020 |
| Bajaj Electricals | Household Appliances | 5.751 | Mar 2019 | 0.980 |
| Redtape | Footwear | 4.101 | Aug 2023 | 0.870 |
| Anup Engineering | Industrial Products | 6.112 | Aug 2024 | 0.780 |
| Voltamp Transformers | Heavy Electrical Equipment | 3.805 | Apr 2022 | 0.760 |
| Tata Steel | Iron & Steel | 0.124 | Feb 2024 | 0.710 |
| Unichem Laboratories | Pharmaceuticals | 7.753 | Oct 2017 | 0.680 |
| NRB Bearings | Auto Components & Equipments | 9.027 | Jul 2014 | 0.670 |
| Aadhar Housing Finance Ltd | Housing Finance Company | 1.093 | May 2024 | 0.660 |
| La Opala Rg | Glass - Consumer | 8.509 | Jan 2020 | 0.620 |
| UTI Asset Management Company | Asset Management Company | 1.274 | Jun 2025 | 0.590 |
| Gateway Distriparks | Logistics Solution Provider | 6.756 | Jan 2022 | 0.560 |
| GMM Pfaudler | Industrial Products | 4.280 | Jul 2024 | 0.550 |
| Insecticides (India) | Pesticides & Agrochemicals | 9.061 | Aug 2014 | 0.540 |
| IFGL Refractories | Electrodes & Refractories | 9.018 | Nov 2017 | 0.520 |
| G R Infraprojects | Civil Construction | 1.547 | Mar 2024 | 0.500 |
| Emami | Personal Care | 0.771 | Mar 2020 | 0.490 |
| Sula Vineyards | Breweries & Distilleries | 7.113 | Dec 2022 | 0.420 |
| Ion Exchange (India) | Water Supply & Management | 2.595 | Aug 2023 | 0.420 |
| Gujarat Pipavav Port | Port & Port services | 1.820 | Feb 2023 | 0.380 |
| DB Corp | Print Media | 2.762 | Jun 2013 | 0.360 |
| GNA Axles | Auto Components & Equipments | 7.692 | Sep 2017 | 0.270 |
| TCI Express | Logistics Solution Provider | 2.967 | May 2024 | 0.230 |
| BEML | Construction Vehicles | 0.244 | Aug 2022 | 0.230 |
| Greenlam Industries | Plywood Boards/ Laminates | 1.350 | Feb 2022 | 0.230 |
| Akzo Nobel India | Paints | 0.447 | Jan 2025 | 0.180 |
| Carborundum Universal | Abrasives & Bearings | 0.343 | Aug 2014 | 0.160 |
| Jagran Prakashan | Print Media | 1.079 | Sep 2015 | 0.050 |
| TCPL Packaging | Packaging | 0.513 | Aug 2024 | 0.040 |