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HDFC Securities

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

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India • Equity Bottom-Up

Top Sectors

Financials
30%
Utilities
13%
Consumer Discretionary
13%
Information Technology
10%
Industrials
10%
Materials
9%
Consumer Staples
5%
Health Care
4%
Real Estate
3%
Energy
3%

Top Verticals

Equity Bottom-Up
54%
Thematic (Sector/Industry)
46%

Top Entities

Multi Commodity Exchange of India
47
Tata Elxsi
47
Bajaj Auto Ltd
45
KEC International
45
Persistent Systems
44
HCLTech
44
Tech Mahindra
42
Mastek
42
ICICI Bank Ltd
42
Siemens Ltd
42

Top Countries

India
99.6%
South Korea
0.1%
United States
0.1%
Thailand
0.1%
Finland
0.1%
United Kingdom
0.1%
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