Portfolio Holdings
As of 31 Jul 2026
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LIC MF Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles
12.15%
Industrial Products
11.32%
Auto Components
11.11%
Electrical Equipment
9.60%
Pharmaceuticals & Biotechnology
7.56%
Agricultural, Commercial & Construction Vehicles
7.22%
Chemicals & Petrochemicals
4.28%
Ferrous Metals
3.95%
Aerospace & Defense
3.40%
Consumer Durables
2.72%
Textiles & Apparels
2.46%
Others
7.84%

All Holdings

Complete list of 48 stocks, grouped by sector. Filter by industry to focus.

48 holdings34.5% top 10 weight17 sectors
#Stock% of NAVValue (₹Cr)
Automobiles 5 stocks12.15%
1Tata Motors Passenger Vehicles Ltd.4.82%37.73
7Mahindra & Mahindra Ltd.3.20%25.01
16Maruti Suzuki India Ltd.1.93%15.13
35Hyundai Motor India Ltd.1.14%8.93
36TVS Motor Company Ltd.1.06%8.26
Industrial Products 7 stocks11.32%
4Garware Hi-Tech Films Ltd.3.49%27.29
9KSH International Ltd.2.74%21.40
11Cummins India Ltd.2.43%18.98
37KSB Ltd.0.98%7.69
38Ingersoll Rand (India) Ltd.0.97%7.57
43Vidya Wires Ltd.0.56%4.38
48RHI Magnesita India Ltd.0.15%1.19
Auto Components 6 stocks11.11%
6Carraro India Ltd.3.22%25.22
13Schaeffler India Ltd.2.32%18.13
18Tenneco Clean Air India Ltd.1.79%14.03
20Gabriel India Ltd.1.73%13.52
27Bharat Forge Ltd.1.25%9.80
41Sansera Engineering Ltd.0.80%6.23
Electrical Equipment 4 stocks9.60%
5Siemens Energy India Ltd.3.43%26.80
10Schneider Electric Infrastructure Ltd.2.73%21.38
14Bharat Bijlee Ltd.2.27%17.77
33Thermax Ltd.1.17%9.16
Pharmaceuticals & Biotechnology 3 stocks7.56%
3Sun Pharmaceutical Industries Ltd.3.65%28.51
12Cipla Ltd.2.35%18.37
24Abbott India Ltd.1.56%12.18
Agricultural, Commercial & Construction Vehicles 2 stocks7.22%
2Tata Motors Ltd.4.08%31.88
8SML Mahindra Ltd.3.14%24.57
Chemicals & Petrochemicals 6 stocks4.28%
25Vinati Organics Ltd.1.28%10.02
31SRF Ltd.1.20%9.37
42Navin Fluorine International Ltd.0.78%6.08
44Foseco India Ltd.0.48%3.75
46Galaxy Surfactants Ltd.0.29%2.24
47Linde India Ltd.0.25%1.95
Ferrous Metals 3 stocks3.95%
17Kirloskar Ferrous Industries Ltd.1.81%14.16
26Tata Steel Ltd.1.27%9.95
40JSW Steel Ltd.0.87%6.77
Aerospace & Defense 2 stocks3.40%
15Bharat Dynamics Ltd.2.17%16.97
29Bharat Electronics Ltd.1.23%9.64
Consumer Durables 2 stocks2.72%
19Campus Activewear Ltd.1.76%13.75
39Metro Brands Ltd.0.96%7.54
Textiles & Apparels 2 stocks2.46%
28Arvind Ltd.1.25%9.78
30K.P.R. Mill Ltd.1.21%9.44
Power 1 stocks1.72%
21Tata Power Company Ltd.1.72%13.47
Realty 1 stocks1.69%
22Mahindra Lifespace Developers Ltd.1.69%13.19
Personal Products 1 stocks1.60%
23Gillette India Ltd.1.60%12.54
Food Products 1 stocks1.20%
32Britannia Industries Ltd.1.20%9.39
Industrial Manufacturing 1 stocks1.16%
34Kennametal India Ltd.1.16%9.07
Diversified FMCG 1 stocks0.47%
45Hindustan Unilever Ltd.0.47%3.65