Mahindra Manulife Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Auto Components

16.32%

Industrial Products

11.02%

Automobiles

9.44%

Ferrous Metals

8.00%

Pharmaceuticals & Biotechnology

7.69%

Petroleum Products

6.40%

Chemicals & Petrochemicals

6.26%

Aerospace & Defense

5.01%

Industrial Manufacturing

5.01%

Construction

4.20%

Non - Ferrous Metals

3.93%

Cement & Cement Products

3.17%

Electrical Equipment

2.69%

Retailing

2.04%

Others

5.04%

All Holdings

Complete list of 47 stocks, grouped by sector. Filter by industry to focus.

47 holdings41.2% top 10 weight18 sectors

#	Stock	ISIN	Sector	% of NAV	Qty	Value (₹Cr)	Mkt Price/Sh
Auto Components 8 stocks16.32%
8	Shriram Pistons & Rings Limited	INE526E01018	Auto Components	3.19%	64,737	19.53	₹3,016
10	Schaeffler India Limited	INE513A01022	Auto Components	2.64%	42,000	16.15	₹3,845
11	Samvardhana Motherson International Limited	INE775A01035	Auto Components	2.64%	15,38,000	16.16	₹105
14	Craftsman Automation Limited	INE00LO01017	Auto Components	2.19%	19,222	13.41	₹6,977
16	LG Balakrishnan & Bros Limited	INE337A01034	Auto Components	2.06%	77,162	12.65	₹1,640
32	Bosch Limited	INE323A01026	Auto Components	1.23%	2,618	7.53	₹28,745
34	Bharat Forge Limited	INE465A01025	Auto Components	1.23%	45,000	7.54	₹1,675
37	Asahi India Glass Limited	INE439A01020	Auto Components	1.14%	88,998	6.98	₹784
Industrial Products 6 stocks11.02%
12	Kirloskar Brothers Limited	INE732A01036	Industrial Products	2.46%	1,12,692	15.09	₹1,339
15	Technocraft Industries (India) Limited	INE545H01011	Industrial Products	2.16%	60,365	13.21	₹2,188
19	Vesuvius India Limited	INE386A01023	Industrial Products	1.83%	2,57,584	11.21	₹435
20	PTC Industries Ltd	INE596F01018	Industrial Products	1.83%	7,470	11.19	₹14,985
24	Inox India Limited	INE616N01034	Industrial Products	1.46%	76,343	8.97	₹1,175
29	Carborundum Universal Limited	INE120A01034	Industrial Products	1.28%	1,00,703	7.81	₹776
Automobiles 3 stocks9.44%
2	Mahindra & Mahindra Limited	INE101A01026	Automobiles	5.36%	1,11,047	32.81	₹2,955
9	Bajaj Auto Limited	INE917I01010	Automobiles	2.87%	20,000	17.56	₹8,782
35	Maruti Suzuki India Limited	INE585B01010	Automobiles	1.21%	6,000	7.38	₹12,306
Ferrous Metals 3 stocks8.00%
1	Tata Steel Limited	INE081A01020	Ferrous Metals	6.25%	19,97,000	38.31	₹192
45	Kirloskar Ferrous Industries Limited	INE884B01025	Ferrous Metals	0.93%	1,63,343	5.70	₹349
47	Jindal Steel Limited	INE749A01030	Ferrous Metals	0.82%	45,000	5.01	₹1,113
Pharmaceuticals & Biotechnology 2 stocks7.69%
4	Sun Pharmaceutical Industries Limited	INE044A01036	Pharmaceuticals & Biotechnology	4.02%	1,40,000	24.60	₹1,757
7	Divi's Laboratories Limited	INE361B01024	Pharmaceuticals & Biotechnology	3.67%	37,800	22.48	₹5,947
Petroleum Products 2 stocks6.40%
3	Reliance Industries Limited	INE002A01018	Petroleum Products	5.29%	2,41,000	32.39	₹1,344
39	Indian Oil Corporation Limited	INE242A01010	Petroleum Products	1.11%	5,00,000	6.77	₹135
Chemicals & Petrochemicals 4 stocks6.26%
13	Archean Chemical Industries Limited	INE128X01021	Chemicals & Petrochemicals	2.41%	2,51,300	14.76	₹587
25	Fine Organic Industries Limited	INE686Y01026	Chemicals & Petrochemicals	1.44%	22,325	8.83	₹3,957
28	NOCIL Limited	INE163A01018	Chemicals & Petrochemicals	1.38%	5,50,000	8.45	₹154
42	SRF Limited	INE647A01010	Chemicals & Petrochemicals	1.03%	26,000	6.34	₹2,438
Aerospace & Defense 2 stocks5.01%
5	Bharat Electronics Limited	INE263A01024	Aerospace & Defense	4.01%	6,12,600	24.54	₹401
44	Hindustan Aeronautics Limited	INE066F01020	Aerospace & Defense	1.00%	17,500	6.10	₹3,487
Industrial Manufacturing 4 stocks5.01%
21	Tega Industries Limited	INE011K01018	Industrial Manufacturing	1.80%	66,567	11.06	₹1,661
31	Thejo Engineering Limited	INE121N01019	Industrial Manufacturing	1.25%	52,653	7.67	₹1,457
41	LMW Limited	INE269B01029	Industrial Manufacturing	1.06%	5,415	6.50	₹11,997
46	Disa India Limited	INE131C01011	Industrial Manufacturing	0.90%	4,986	5.50	₹11,029
Construction 3 stocks4.20%
23	ISGEC Heavy Engineering Limited	INE858B01029	Construction	1.56%	1,11,137	9.58	₹862
27	Afcons Infrastructure Limited	INE101I01011	Construction	1.41%	3,18,328	8.65	₹272
33	Larsen & Toubro Limited	INE018A01030	Construction	1.23%	21,500	7.53	₹3,504
Non - Ferrous Metals 1 stocks3.93%
6	Hindalco Industries Limited	INE038A01020	Non - Ferrous Metals	3.93%	2,72,000	24.06	₹884
Cement & Cement Products 2 stocks3.17%
18	Grasim Industries Limited	INE047A01021	Cement & Cement Products	1.98%	47,500	12.15	₹2,558
36	Shree Cement Limited	INE070A01015	Cement & Cement Products	1.19%	3,175	7.31	₹23,020
Electrical Equipment 2 stocks2.69%
26	Triveni Turbine Limited	INE152M01016	Electrical Equipment	1.43%	1,98,803	8.74	₹440
30	Siemens Energy India Limited	INE1NPP01017	Electrical Equipment	1.26%	30,000	7.70	₹2,566
Retailing 1 stocks2.04%
17	Aditya Vision Ltd	INE679V01027	Retailing	2.04%	2,61,250	12.49	₹478
Textiles & Apparels 1 stocks1.79%
22	S. P. Apparels Limited	INE212I01016	Textiles & Apparels	1.79%	1,57,267	10.96	₹697
Consumer Durables 1 stocks1.12%
38	Havells India Limited	INE176B01034	Consumer Durables	1.12%	57,500	6.85	₹1,191
Fertilizers & Agrochemicals 1 stocks1.11%
40	Coromandel International Limited	INE169A01031	Fertilizers & Agrochemicals	1.11%	35,587	6.80	₹1,910
Beverages 1 stocks1.02%
43	Varun Beverages Ltd	INE200M01039	Beverages	1.02%	1,62,000	6.22	₹384