Aditya Birla Sun Life Manufacturing Equity Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Industrial Products

14.73%

Auto Components

13.18%

Automobiles

10.03%

Pharmaceuticals & Biotechnology

8.63%

Consumer Durables

8.02%

Ferrous Metals

5.12%

Petroleum Products

5.07%

Non - Ferrous Metals

4.74%

Electrical Equipment

4.41%

Aerospace & Defense

3.47%

Beverages

3.38%

Industrial Manufacturing

2.04%

Others

10.29%

All Holdings

Complete list of 63 stocks, grouped by sector. Filter by industry to focus.

63 holdings28.8% top 10 weight22 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Industrial Products 9 stocks14.73%
1	Cummins India Limited	INE298A01020	Industrial Products	3.94%	85,582	48.44	₹5,659
7	AIA Engineering Limited	INE212H01026	Industrial Products	2.52%	60,870	30.93	₹5,081
15	Carborundum Universal Limited	INE120A01034	Industrial Products	1.99%	2,07,819	24.49	₹1,178
20	Happy Forgings Ltd	INE330T01021	Industrial Products	1.78%	1,42,035	21.84	₹1,538
23	Shivalik Bimetal Controls Ltd	INE386D01027	Industrial Products	1.63%	2,63,148	20.01	₹760
43	WELSPUN CORP LIMITED	INE191B01025	Industrial Products	1.11%	90,040	13.70	₹1,522
44	Ingersoll Rand (India) Limited	INE177A01018	Industrial Products	1.05%	28,550	12.85	₹4,501
60	Shyam Metalics & Energy Limited	INE810G01011	Industrial Products	0.36%	46,994	4.46	₹950
61	Kirloskar Pneumatic Co Ltd	INE732A01036	Industrial Products	0.35%	20,949	4.30	₹2,053
Auto Components 7 stocks13.18%
5	Sansera Engineering Ltd	INE953O01021	Auto Components	2.60%	1,00,000	31.96	₹3,196
8	Bharat Forge Limited	INE465A01025	Auto Components	2.43%	1,39,474	29.90	₹2,144
9	Samvardhana Motherson International Limited	INE775A01035	Auto Components	2.32%	19,26,526	28.53	₹148
14	Endurance Technologies Limited	INE913H01037	Auto Components	1.99%	91,335	24.42	₹2,674
18	Sona BLW Precision Forgings Limited	INE073K01018	Auto Components	1.90%	3,77,106	23.38	₹620
37	Tube Investments of India Limited	INE974X01010	Auto Components	1.23%	50,000	15.15	₹3,029
54	Craftsman Automation Ltd	INE00LO01017	Auto Components	0.71%	9,195	8.70	₹9,460
Automobiles 6 stocks10.03%
3	Mahindra & Mahindra Limited	INE101A01026	Automobiles	3.61%	1,44,570	44.37	₹3,069
19	Bajaj Auto Limited	INE917I01010	Automobiles	1.86%	23,564	22.89	₹9,716
24	Ather Energy Ltd	INE0LEZ01016	Automobiles	1.58%	1,70,000	19.39	₹1,141
25	TVS Motor Company Limited	INE494B01023	Automobiles	1.55%	55,000	19.03	₹3,461
48	Hyundai Motor India Ltd	INE0V6F01027	Automobiles	0.93%	59,934	11.42	₹1,905
58	Maruti Suzuki India Limited	INE585B01010	Automobiles	0.50%	4,380	6.18	₹14,115
Pharmaceuticals & Biotechnology 6 stocks8.63%
16	Ajanta Pharmaceuticals Limited	INE031B01049	Pharmaceuticals & Biotechnology	1.95%	70,000	23.96	₹3,423
22	SAI Life Sciences Ltd	INE570L01029	Pharmaceuticals & Biotechnology	1.64%	1,62,913	20.11	₹1,234
26	Shilpa Medicare Ltd	INE790G01031	Pharmaceuticals & Biotechnology	1.53%	3,14,865	18.84	₹598
28	Sun Pharmaceutical Industries Limited	INE044A01036	Pharmaceuticals & Biotechnology	1.38%	91,238	16.99	₹1,863
32	Mankind Pharma Ltd	INE634S01028	Pharmaceuticals & Biotechnology	1.33%	64,000	16.29	₹2,546
50	Onesource Speciality Pharma Ltd	INE013P01021	Pharmaceuticals & Biotechnology	0.80%	59,397	9.79	₹1,648
Consumer Durables 7 stocks8.02%
21	Voltas Limited	INE226A01021	Consumer Durables	1.66%	1,60,200	20.47	₹1,278
27	Bluestone Jewellery And Lifestyle Ltd	INE304W01038	Consumer Durables	1.47%	3,30,000	18.01	₹546
29	Asian Paints Limited	INE021A01026	Consumer Durables	1.38%	64,582	17.02	₹2,636
34	Dixon Technologies (India) Limited	INE935N01020	Consumer Durables	1.26%	13,000	15.50	₹11,920
40	Blue Star Limited	INE472A01039	Consumer Durables	1.14%	86,200	14.04	₹1,628
53	V-Guard Industries Limited	INE951I01027	Consumer Durables	0.73%	3,00,000	9.00	₹300
59	Eureka Forbes Ltd	INE0KCE01017	Consumer Durables	0.38%	1,01,859	4.67	₹458
Ferrous Metals 3 stocks5.12%
4	Tata Steel Limited	INE081A01020	Ferrous Metals	2.75%	17,95,574	33.77	₹188
11	Jindal Steel & Power Limited	INE749A01030	Ferrous Metals	2.21%	2,56,435	27.18	₹1,060
62	Vedanta Iron and Steel Ltd	INE1CLE01013	Ferrous Metals	0.16%	5,50,000	1.94	₹35
Petroleum Products 2 stocks5.07%
2	Reliance Industries Limited	INE002A01018	Petroleum Products	3.86%	3,66,616	47.44	₹1,294
38	Bharat Petroleum Corporation Limited	INE029A01011	Petroleum Products	1.21%	4,90,000	14.87	₹304
Non - Ferrous Metals 2 stocks4.74%
6	Hindalco Industries Limited	INE038A01020	Non - Ferrous Metals	2.54%	3,26,000	31.19	₹957
12	Vedanta Aluminium Metal Ltd	INE1CDF01017	Non - Ferrous Metals	2.20%	6,03,750	27.08	₹448
Electrical Equipment 3 stocks4.41%
17	TD Power Systems Limited	INE419M01027	Electrical Equipment	1.91%	1,90,000	23.53	₹1,238
31	Thermax Limited	INE152A01029	Electrical Equipment	1.36%	32,507	16.77	₹5,160
41	ABB India Limited	INE117A01022	Electrical Equipment	1.14%	20,000	14.06	₹7,031
Aerospace & Defense 2 stocks3.47%
10	Bharat Electronics Limited	INE263A01024	Aerospace & Defense	2.27%	6,78,274	27.93	₹412
39	Cyient DLM Ltd	INE055S01018	Aerospace & Defense	1.20%	3,20,856	14.77	₹460
Beverages 2 stocks3.38%
13	Radico Khaitan Limited	INE944F01028	Beverages	2.01%	62,500	24.66	₹3,946
30	United Spirits Limited	INE854D01024	Beverages	1.37%	1,25,000	16.88	₹1,350
Industrial Manufacturing 2 stocks2.04%
33	LAKSHMI MACHINE WORKS LTD	INE269B01029	Industrial Manufacturing	1.28%	10,000	15.72	₹15,720
52	Praj Industries Limited	INE074A01025	Industrial Manufacturing	0.76%	2,67,500	9.39	₹351
Chemicals & Petrochemicals 2 stocks1.91%
42	SRF Limited	INE647A01010	Chemicals & Petrochemicals	1.11%	50,000	13.70	₹2,739
51	Alkyl Amines Chemicals Limited	INE150B01039	Chemicals & Petrochemicals	0.80%	57,147	9.79	₹1,713
Construction 2 stocks1.30%
55	H.G. Infra Engineering Limited	INE926X01010	Construction	0.70%	1,50,000	8.56	₹571
57	Techno Electric & Engineering Company Limited	INE285K01026	Construction	0.60%	69,444	7.32	₹1,054
Diversified Metals 1 stocks1.26%
35	Vedanta Limited	INE205A01025	Diversified Metals	1.26%	5,50,000	15.44	₹281
Textiles & Apparels 1 stocks1.24%
36	Gokaldas Exports Ltd	INE887G01027	Textiles & Apparels	1.24%	1,75,000	15.28	₹873
Retailing 1 stocks1.05%
45	Lenskart Solutions Ltd	INE956O01016	Retailing	1.05%	2,49,870	12.87	₹515
Power 1 stocks0.96%
46	Adani Power Limited	INE814H01029	Power	0.96%	5,28,122	11.82	₹224
Cement & Cement Products 1 stocks0.94%
47	Ambuja Cements Limited	INE079A01024	Cement & Cement Products	0.94%	2,74,000	11.56	₹422
Minerals & Mining 1 stocks0.87%
49	NMDC Limited	INE584A01023	Minerals & Mining	0.87%	12,63,090	10.76	₹85
Fertilizers & Agrochemicals 1 stocks0.62%
56	PI Industries Litmited	INE603J01030	Fertilizers & Agrochemicals	0.62%	30,000	7.67	₹2,555
Oil 1 stocks0.14%
63	VEDANTA OIL AND GAS LTD	INE704J01044	Oil	0.14%	5,50,000	1.77	₹32