HDFC Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Pharmaceuticals & Biotechnology

14.78%

Automobiles

13.01%

Auto Components

8.56%

Aerospace & Defense

8.37%

Petroleum Products

8.01%

Industrial Products

7.97%

Agricultural, Commercial & Construction Vehicles

4.74%

Electrical Equipment

4.67%

Consumer Durables

4.59%

Ferrous Metals

4.04%

Non - Ferrous Metals

2.84%

Cement & Cement Products

2.40%

Chemicals & Petrochemicals

2.34%

Industrial Manufacturing

2.27%

Others

5.18%

All Holdings

Complete list of 82 stocks, grouped by sector. Filter by industry to focus.

82 holdings32.6% top 10 weight21 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Pharmaceuticals & Biotechnology 10 stocks14.78%
1	Divis Laboratories Ltd.	INE361B01024	Pharmaceuticals & Biotechnology	6.01%	6,65,000	617.88	₹9,292
13	Sun Pharmaceutical Industries Ltd.	INE044A01036	Pharmaceuticals & Biotechnology	1.90%	10,75,000	195.28	₹1,817
16	Lupin Ltd.	INE326A01037	Pharmaceuticals & Biotechnology	1.78%	9,00,000	182.72	₹2,030
23	Gland Pharma Ltd.	INE068V01023	Pharmaceuticals & Biotechnology	1.44%	5,10,000	147.87	₹2,899
28	Glenmark Pharmaceuticals Ltd.	INE935A01035	Pharmaceuticals & Biotechnology	1.31%	5,75,000	134.25	₹2,335
49	Wockhardt Ltd.	INE049B01025	Pharmaceuticals & Biotechnology	0.62%	3,00,000	63.49	₹2,116
60	Jubilant Pharmova Limited	INE700A01033	Pharmaceuticals & Biotechnology	0.50%	5,00,000	51.44	₹1,029
63	Eris Lifesciences Ltd	INE406M01024	Pharmaceuticals & Biotechnology	0.44%	3,80,000	45.29	₹1,192
66	Cohance Lifesciences Limited	INE03QK01018	Pharmaceuticals & Biotechnology	0.39%	9,01,800	40.04	₹444
67	Biocon Ltd.	INE376G01013	Pharmaceuticals & Biotechnology	0.39%	10,95,293	40.56	₹370
Automobiles 6 stocks13.01%
3	Mahindra & Mahindra Ltd.	INE101A01026	Automobiles	3.50%	12,19,000	359.61	₹2,950
4	Maruti Suzuki India Limited	INE585B01010	Automobiles	3.33%	2,86,000	342.26	₹11,967
9	Bajaj Auto Limited	INE917I01010	Automobiles	2.22%	2,10,000	228.35	₹10,874
12	Tata Motors Passenger Vehicles Limited	INE155A01022	Automobiles	1.99%	72,00,000	204.12	₹284
19	Hyundai Motor India Limited	INE0V6F01027	Automobiles	1.66%	8,40,000	170.60	₹2,031
73	Ather Energy Limited	INE0LEZ01016	Automobiles	0.31%	2,23,986	31.92	₹1,425
Auto Components 12 stocks8.56%
22	Bharat Forge Ltd.	INE465A01025	Auto Components	1.57%	8,40,000	161.78	₹1,926
30	Balkrishna Industries Ltd.	INE787D01026	Auto Components	1.07%	5,20,000	110.08	₹2,117
38	CIE Automotive India Ltd	INE536H01010	Auto Components	0.91%	24,11,522	93.16	₹386
39	Craftsman Automation Ltd	INE00LO01017	Auto Components	0.91%	90,000	93.75	₹10,417
43	Bosch Limited	INE323A01026	Auto Components	0.82%	18,000	84.78	₹47,100
53	Schaeffler India Ltd.	INE513A01022	Auto Components	0.61%	1,60,000	62.35	₹3,897
54	Sona Blw Precision Forgings	INE073K01018	Auto Components	0.60%	7,37,240	61.19	₹830
56	Sedemac Mechatronics Limited	INE00XB01019	Auto Components	0.58%	1,70,325	59.52	₹3,495
61	SHARDA MOTOR INDUSTRIES LIMITED	INE597I01028	Auto Components	0.48%	5,14,413	49.23	₹957
68	Samvardhana Motherson International Ltd.	INE775A01035	Auto Components	0.38%	24,00,000	39.18	₹163
72	Dhoot Transmission Limited	INE01NH01023	Auto Components	0.33%	2,29,619	34.19	₹1,489
74	TENNECO CLEAN AIR INDIA LIMITED	INE19RI01016	Auto Components	0.30%	6,05,795	30.79	₹508
Aerospace & Defense 5 stocks8.37%
7	Bharat Electronics Ltd.	INE263A01024	Aerospace & Defense	2.42%	64,00,000	248.51	₹388
8	Hindustan Aeronautics Limited	INE066F01020	Aerospace & Defense	2.38%	5,25,000	245.07	₹4,668
11	Cyient DLM Limited	INE055S01018	Aerospace & Defense	2.02%	22,68,192	207.34	₹914
31	Centum Electronics Ltd.	INE320B01020	Aerospace & Defense	1.07%	2,28,666	109.71	₹4,798
62	AEQUS LIMITED	INE947N01017	Aerospace & Defense	0.48%	17,77,180	49.67	₹279
Petroleum Products 3 stocks8.01%
2	Reliance Industries Ltd.	INE002A01018	Petroleum Products	4.50%	39,00,000	462.93	₹1,187
15	Hindustan Petroleum Corp. Ltd.	INE094A01015	Petroleum Products	1.83%	53,60,000	187.79	₹350
18	Bharat Petroleum Corporation Ltd.	INE029A01011	Petroleum Products	1.68%	57,00,000	172.82	₹303
Industrial Products 11 stocks7.97%
10	Cummins India Ltd.	INE298A01020	Industrial Products	2.06%	4,45,000	211.82	₹4,760
32	Bansal Wire Industries Limited	INE0B9K01025	Industrial Products	1.06%	33,65,389	108.85	₹323
36	HEG Advanced Materials Limited	INE545A01024	Industrial Products	0.95%	41,00,000	97.44	₹238
37	Timken India Ltd.	INE325A01013	Industrial Products	0.92%	3,00,000	94.08	₹3,136
44	KSH International Limited	INE987S01020	Industrial Products	0.78%	7,96,929	79.78	₹1,001
48	Carborundum Universal Ltd.	INE120A01034	Industrial Products	0.65%	5,31,133	66.52	₹1,252
55	Time Technoplast Limited	INE508G01029	Industrial Products	0.59%	33,00,000	60.18	₹182
57	Graphite India Ltd.	INE371A01025	Industrial Products	0.58%	7,80,222	59.67	₹765
75	Laser Power and Infra Limited	INE17IR01028	Industrial Products	0.24%	9,34,570	24.66	₹264
81	Lumino Industries Limited	INE185Q01025	Industrial Products	0.10%	10,23,204	10.48	₹102
82	CMR Green Technologies Limited	INE00WV01027	Industrial Products	0.04%	2,02,368	4.55	₹225
Agricultural, Commercial & Construction Vehicles 3 stocks4.74%
6	Tata Motors Limited	INE1TAE01010	Agricultural, Commercial & Construction Vehicles	2.87%	70,00,000	295.16	₹422
33	ESCORTS KUBOTA LIMITED	INE042A01014	Agricultural, Commercial & Construction Vehicles	1.00%	3,80,000	103.18	₹2,715
41	BEML Limited	INE258A01024	Agricultural, Commercial & Construction Vehicles	0.87%	4,50,000	89.66	₹1,992
Electrical Equipment 5 stocks4.67%
21	CG Power and Industrial Solutions Ltd.	INE067A01029	Electrical Equipment	1.58%	19,00,000	162.30	₹854
34	Atlanta Electricals Limited	INE0Z4F01028	Electrical Equipment	0.99%	6,30,000	101.31	₹1,608
45	Diamond Power Infrastructure Limited	INE989C01038	Electrical Equipment	0.77%	22,40,200	79.35	₹354
47	Siemens Ltd.	INE003A01024	Electrical Equipment	0.72%	2,00,000	74.51	₹3,726
51	ABB India Ltd.	INE117A01022	Electrical Equipment	0.61%	92,692	62.81	₹6,776
Consumer Durables 6 stocks4.59%
14	Dixon Technologies (India) Ltd.	INE935N01020	Consumer Durables	1.85%	1,45,000	189.95	₹13,100
40	Crompton Greaves Consumer Elec. Ltd.	INE299U01018	Consumer Durables	0.91%	45,00,000	93.90	₹209
42	Havells India Ltd.	INE176B01034	Consumer Durables	0.86%	8,75,000	88.90	₹1,016
59	Amber Enterprises India Ltd.	INE371P01015	Consumer Durables	0.52%	80,000	53.38	₹6,673
71	Bajaj Electricals Ltd.	INE193E01025	Consumer Durables	0.35%	11,70,000	35.50	₹303
80	Cello World Limited	INE0LMW01024	Consumer Durables	0.10%	3,30,154	10.75	₹326
Ferrous Metals 2 stocks4.04%
5	JSW Steel Ltd.	INE019A01038	Ferrous Metals	3.29%	27,00,000	338.42	₹1,253
46	Tata Steel Ltd.	INE081A01020	Ferrous Metals	0.75%	42,00,000	77.41	₹184
Non - Ferrous Metals 2 stocks2.84%
20	Vedanta Aluminium Metal Limited	INE1CDF01017	Non - Ferrous Metals	1.65%	41,17,674	170.02	₹413
29	Hindalco Industries Ltd.	INE038A01020	Non - Ferrous Metals	1.19%	13,00,000	122.43	₹942
Cement & Cement Products 2 stocks2.40%
17	Ambuja Cements Ltd.	INE079A01024	Cement & Cement Products	1.78%	49,00,000	183.26	₹374
50	Birla Corporation Ltd.	INE340A01012	Cement & Cement Products	0.62%	7,63,743	64.16	₹840
Chemicals & Petrochemicals 2 stocks2.34%
25	Archean Chemical Industries Limited	INE128X01021	Chemicals & Petrochemicals	1.37%	29,00,000	140.90	₹486
35	Sudeep Pharma Limited	INE0QPI01025	Chemicals & Petrochemicals	0.97%	8,30,000	100.08	₹1,206
Industrial Manufacturing 4 stocks2.27%
24	KAYNES TECHNOLOGY INDIA LIMITED	INE918Z01012	Industrial Manufacturing	1.40%	4,10,000	143.54	₹3,501
58	GMM Pfaudler Limited	INE541A01023	Industrial Manufacturing	0.54%	3,75,000	55.00	₹1,467
76	JNK India Limited	INE0OAF01028	Industrial Manufacturing	0.21%	5,00,000	21.91	₹438
78	Tempsens Instruments (India) Limited	INE1KZI01025	Industrial Manufacturing	0.12%	2,30,950	12.17	₹527
Textiles & Apparels 2 stocks1.79%
26	PEARL GLOBAL INDUSTRIES LIMITED	INE940H01022	Textiles & Apparels	1.37%	11,00,000	141.03	₹1,282
64	Arvind Limited	INE034A01011	Textiles & Apparels	0.42%	7,92,079	42.76	₹540
Personal Products 1 stocks1.32%
27	Godrej Consumer Products Ltd.	INE102D01028	Personal Products	1.32%	16,00,000	136.00	₹850
Gas 1 stocks0.61%
52	Indraprastha Gas Ltd.	INE203G01027	Gas	0.61%	43,00,000	62.61	₹146
Transport Services 2 stocks0.56%
70	Blue Dart Express Ltd.	INE233B01017	Transport Services	0.36%	81,058	37.52	₹4,629
77	TCI Express Ltd.	INE586V01016	Transport Services	0.20%	3,89,815	20.33	₹522
Diversified FMCG 1 stocks0.41%
65	Godavari Biorefineries Limited	INE497S01012	Diversified FMCG	0.41%	18,10,250	42.00	₹232
Power 1 stocks0.38%
69	Vedanta Power Limited	INE694L01019	Power	0.38%	1,20,00,000	39.41	₹33
Fertilizers & Agrochemicals 1 stocks0.11%
79	PI Industries Ltd.	INE603J01030	Fertilizers & Agrochemicals	0.11%	50,000	11.55	₹2,310