HDFC Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles

13.95%

Pharmaceuticals & Biotechnology

13.47%

Auto Components

9.32%

Petroleum Products

8.95%

Aerospace & Defense

7.26%

Industrial Products

6.61%

Ferrous Metals

6.21%

Electrical Equipment

5.74%

Consumer Durables

4.47%

Agricultural, Commercial & Construction Vehicles

4.37%

Cement & Cement Products

2.86%

Personal Products

2.66%

Non - Ferrous Metals

2.29%

Others

6.99%

All Holdings

Complete list of 77 stocks, grouped by sector. Filter by industry to focus.

77 holdings33.4% top 10 weight20 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Automobiles 5 stocks13.95%
3	Maruti Suzuki India Limited	INE585B01010	Automobiles	3.63%	2,86,000	375.43	₹13,127
4	Mahindra & Mahindra Ltd.	INE101A01026	Automobiles	3.59%	12,19,000	371.26	₹3,046
6	Tata Motors Passenger Vehicles Limited	INE155A01022	Automobiles	2.74%	72,00,000	283.61	₹394
11	Bajaj Auto Limited	INE917I01010	Automobiles	2.43%	2,40,000	251.04	₹10,460
25	Hyundai Motor India Limited	INE0V6F01027	Automobiles	1.56%	8,40,000	161.62	₹1,924
Pharmaceuticals & Biotechnology 9 stocks13.47%
2	Divis Laboratories Ltd.	INE361B01024	Pharmaceuticals & Biotechnology	4.55%	7,05,555	470.39	₹6,667
16	Sun Pharmaceutical Industries Ltd.	INE044A01036	Pharmaceuticals & Biotechnology	1.87%	10,75,000	193.41	₹1,799
20	Lupin Ltd.	INE326A01037	Pharmaceuticals & Biotechnology	1.75%	8,00,000	181.42	₹2,268
21	Gland Pharma Ltd.	INE068V01023	Pharmaceuticals & Biotechnology	1.72%	7,90,486	177.86	₹2,250
23	Glenmark Pharmaceuticals Ltd.	INE935A01035	Pharmaceuticals & Biotechnology	1.62%	7,35,000	167.21	₹2,275
51	Wockhardt Ltd.	INE049B01025	Pharmaceuticals & Biotechnology	0.59%	3,00,000	60.94	₹2,031
56	Eris Lifesciences Ltd	INE406M01024	Pharmaceuticals & Biotechnology	0.51%	3,80,000	53.16	₹1,399
59	Jubilant Pharmova Limited	INE700A01033	Pharmaceuticals & Biotechnology	0.48%	5,00,000	49.75	₹995
65	Cohance Lifesciences Limited	INE03QK01018	Pharmaceuticals & Biotechnology	0.38%	9,01,800	38.91	₹432
Auto Components 11 stocks9.32%
13	Bharat Forge Ltd.	INE465A01025	Auto Components	2.27%	12,00,000	234.86	₹1,957
29	Bosch Limited	INE323A01026	Auto Components	1.20%	34,000	124.53	₹36,625
31	Balkrishna Industries Ltd.	INE787D01026	Auto Components	1.11%	5,20,000	114.69	₹2,206
34	CIE Automotive India Ltd	INE536H01010	Auto Components	1.04%	24,11,522	107.66	₹446
41	Craftsman Automation Ltd	INE00LO01017	Auto Components	0.79%	90,000	81.67	₹9,074
46	Schaeffler India Ltd.	INE513A01022	Auto Components	0.70%	1,75,000	72.25	₹4,129
48	Sundram Fasteners Ltd.	INE387A01021	Auto Components	0.67%	8,00,000	68.84	₹860
62	Sona Blw Precision Forgings	INE073K01018	Auto Components	0.43%	7,37,240	44.78	₹607
63	SHARDA MOTOR INDUSTRIES LIMITED	INE597I01028	Auto Components	0.42%	5,14,413	43.38	₹843
67	Sedemac Mechatronics Limited	INE00XB01019	Auto Components	0.35%	1,70,325	36.53	₹2,145
68	Samvardhana Motherson International Ltd.	INE775A01035	Auto Components	0.34%	24,00,000	34.98	₹146
Petroleum Products 3 stocks8.95%
1	Reliance Industries Ltd.	INE002A01018	Petroleum Products	5.27%	41,20,000	544.33	₹1,321
15	Hindustan Petroleum Corp. Ltd.	INE094A01015	Petroleum Products	2.04%	53,60,000	211.10	₹394
22	Bharat Petroleum Corporation Ltd.	INE029A01011	Petroleum Products	1.64%	57,00,000	169.92	₹298
Aerospace & Defense 5 stocks7.26%
8	Bharat Electronics Ltd.	INE263A01024	Aerospace & Defense	2.54%	64,00,000	262.88	₹411
10	Hindustan Aeronautics Limited	INE066F01020	Aerospace & Defense	2.50%	6,00,000	258.23	₹4,304
36	Centum Electronics Ltd.	INE320B01020	Aerospace & Defense	0.99%	2,95,150	102.83	₹3,484
38	Cyient DLM Limited	INE055S01018	Aerospace & Defense	0.90%	22,00,000	92.53	₹421
69	AEQUS LIMITED	INE947N01017	Aerospace & Defense	0.33%	17,77,180	34.04	₹192
Industrial Products 8 stocks6.61%
9	Cummins India Ltd.	INE298A01020	Industrial Products	2.53%	4,45,000	261.70	₹5,881
30	Timken India Ltd.	INE325A01013	Industrial Products	1.16%	3,29,305	119.55	₹3,630
42	Bansal Wire Industries Limited	INE0B9K01025	Industrial Products	0.79%	25,56,326	81.36	₹318
45	KSH International Limited	INE987S01020	Industrial Products	0.72%	9,41,064	74.64	₹793
53	Time Technoplast Limited	INE508G01029	Industrial Products	0.57%	34,00,000	59.40	₹175
55	Carborundum Universal Ltd.	INE120A01034	Industrial Products	0.53%	5,31,133	54.66	₹1,029
72	RHI MAGNESITA INDIA Limited	INE743M01012	Industrial Products	0.24%	6,00,000	24.40	₹407
77	Grindwell Norton Ltd.	INE536A01023	Industrial Products	0.07%	41,309	7.60	₹1,840
Ferrous Metals 3 stocks6.21%
5	JSW Steel Ltd.	INE019A01038	Ferrous Metals	3.46%	28,00,000	357.84	₹1,278
17	Tata Steel Ltd.	INE081A01020	Ferrous Metals	1.85%	92,00,000	191.38	₹208
40	Jindal Steel Limited.	INE749A01030	Ferrous Metals	0.90%	7,75,000	93.56	₹1,207
Electrical Equipment 5 stocks5.74%
18	CG Power and Industrial Solutions Ltd.	INE067A01029	Electrical Equipment	1.77%	20,00,000	183.49	₹917
26	Atlanta Electricals Limited	INE0Z4F01028	Electrical Equipment	1.29%	6,75,000	133.10	₹1,972
27	Siemens Ltd.	INE003A01024	Electrical Equipment	1.25%	3,36,106	129.20	₹3,844
37	Siemens Energy India Limited	INE1NPP01017	Electrical Equipment	0.94%	2,50,000	96.80	₹3,872
57	ABB India Ltd.	INE117A01022	Electrical Equipment	0.49%	70,000	50.77	₹7,253
Consumer Durables 7 stocks4.47%
24	Dixon Technologies (India) Ltd.	INE935N01020	Consumer Durables	1.62%	1,45,000	167.10	₹11,524
35	Havells India Ltd.	INE176B01034	Consumer Durables	1.00%	8,75,000	102.97	₹1,177
52	Amber Enterprises India Ltd.	INE371P01015	Consumer Durables	0.59%	80,000	60.92	₹7,615
54	Crompton Greaves Consumer Elec. Ltd.	INE299U01018	Consumer Durables	0.54%	20,00,000	56.23	₹281
66	Bajaj Electricals Ltd.	INE193E01025	Consumer Durables	0.36%	11,70,000	36.79	₹314
73	Whirlpool of India Ltd.	INE716A01013	Consumer Durables	0.24%	3,00,000	24.68	₹823
76	Cello World Limited	INE0LMW01024	Consumer Durables	0.12%	3,30,154	12.16	₹368
Agricultural, Commercial & Construction Vehicles 3 stocks4.37%
7	Tata Motors Limited	INE1TAE01010	Agricultural, Commercial & Construction Vehicles	2.57%	70,00,000	265.65	₹380
32	ESCORTS KUBOTA LIMITED	INE042A01014	Agricultural, Commercial & Construction Vehicles	1.05%	3,80,000	108.67	₹2,860
43	BEML Limited	INE258A01024	Agricultural, Commercial & Construction Vehicles	0.75%	4,50,000	77.51	₹1,722
Cement & Cement Products 2 stocks2.86%
14	Ambuja Cements Ltd.	INE079A01024	Cement & Cement Products	2.12%	49,00,000	219.45	₹448
44	Birla Corporation Ltd.	INE340A01012	Cement & Cement Products	0.74%	7,63,743	76.17	₹997
Personal Products 2 stocks2.66%
19	Godrej Consumer Products Ltd.	INE102D01028	Personal Products	1.76%	17,64,165	181.59	₹1,029
39	Dabur India Ltd.	INE016A01026	Personal Products	0.90%	21,00,000	93.11	₹443
Non - Ferrous Metals 1 stocks2.29%
12	Hindalco Industries Ltd.	INE038A01020	Non - Ferrous Metals	2.29%	21,00,000	236.61	₹1,127
Industrial Manufacturing 3 stocks1.66%
28	KAYNES TECHNOLOGY INDIA LIMITED	INE918Z01012	Industrial Manufacturing	1.20%	3,94,454	123.61	₹3,134
71	GMM Pfaudler Limited	INE541A01023	Industrial Manufacturing	0.28%	3,75,000	28.75	₹767
75	JNK India Limited	INE0OAF01028	Industrial Manufacturing	0.18%	5,00,000	18.49	₹370
Chemicals & Petrochemicals 3 stocks1.63%
47	Archean Chemical Industries Limited	INE128X01021	Chemicals & Petrochemicals	0.69%	13,59,476	71.41	₹525
50	Sudeep Pharma Limited	INE0QPI01025	Chemicals & Petrochemicals	0.63%	8,82,051	65.46	₹742
70	Clean Science & Technology Ltd	INE227W01023	Chemicals & Petrochemicals	0.31%	4,00,000	31.90	₹798
Gas 2 stocks1.14%
49	Indraprastha Gas Ltd.	INE203G01027	Gas	0.67%	43,00,000	69.00	₹160
60	Petronet LNG Ltd.	INE347G01014	Gas	0.47%	17,98,771	48.76	₹271
Textiles & Apparels 1 stocks1.04%
33	PEARL GLOBAL INDUSTRIES LIMITED	INE940H01022	Textiles & Apparels	1.04%	6,50,000	107.48	₹1,654
Transport Services 2 stocks0.63%
61	Blue Dart Express Ltd.	INE233B01017	Transport Services	0.44%	96,000	45.52	₹4,742
74	TCI Express Ltd.	INE586V01016	Transport Services	0.19%	3,90,000	19.15	₹491
Diversified FMCG 1 stocks0.49%
58	Godavari Biorefineries Limited	INE497S01012	Diversified FMCG	0.49%	18,10,250	50.78	₹280
Paper, Forest & Jute Products 1 stocks0.40%
64	WEST COAST PAPER MILLS LIMITED	INE976A01021	Paper, Forest & Jute Products	0.40%	8,38,066	41.53	₹496