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INSIGHT PROVIDER
HDFC Securities

HDFC Securities
External broker reports(aggregated public sources)
HDFC Securities

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India Equity Bottom-Up

Top Sectors

Financials
28%
Utilities
15%
Consumer Discretionary
13%
Information Technology
11%
Industrials
10%
Materials
9%
Consumer Staples
6%
Health Care
3%
Real Estate
3%
Energy
3%

Top Verticals

Equity Bottom-Up
55%
Thematic (Sector/Industry)
45%

Top Entities

ICICI Bank Ltd
39
KEC International
38
Multi Commodity Exchange India
37
Tata Elxsi Ltd
37
TVS Motor
36
LTIMindtree
36
State Bank Of India
35
Bajaj Auto Ltd
35
Siemens Ltd
35
Infosys Ltd
34

Top Countries

India
99.8%
United States
0.1%
United Kingdom
0.1%
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