Portfolio Holdings
As of 30 Jun 2026
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Mahindra Manulife Manufacturing Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Auto Components
14.48%
Industrial Products
12.44%
Automobiles
9.46%
Pharmaceuticals & Biotechnology
8.52%
Industrial Manufacturing
7.10%
Petroleum Products
6.38%
Ferrous Metals
4.96%
Chemicals & Petrochemicals
4.68%
Aerospace & Defense
3.94%
Textiles & Apparels
3.39%
Non - Ferrous Metals
3.35%
Electrical Equipment
3.09%
Cement & Cement Products
2.60%
Retailing
2.54%
Others
6.71%

All Holdings

Complete list of 51 stocks, grouped by sector. Filter by industry to focus.

51 holdings37.1% top 10 weight20 sectors
#Stock% of NAVValue (₹Cr)
Auto Components 7 stocks14.48%
4Shriram Pistons and Rings Limited4.00%27.11
12Samvardhana Motherson International Limited2.34%15.82
13Craftsman Automation Limited2.18%14.76
17LG Balakrishnan & Bros Limited1.82%12.31
24Bosch Limited1.54%10.45
31Bharat Forge Limited1.31%8.90
32Schaeffler India Limited1.29%8.74
Industrial Products 8 stocks12.44%
11Kirloskar Brothers Limited2.40%16.24
14Technocraft Industries (India) Limited2.15%14.58
16PTC Industries Ltd1.89%12.81
18Vesuvius India Limited1.74%11.80
29Inox India Limited1.40%9.47
40APL Apollo Tubes Limited0.98%6.62
43Grindwell Norton Limited0.95%6.45
45Ingersoll Rand (India) Limited0.93%6.30
Automobiles 4 stocks9.46%
3Mahindra & Mahindra Limited4.40%29.78
8Bajaj Auto Limited2.87%19.43
34Maruti Suzuki India Limited1.25%8.47
44Tata Motors Passenger Vehicles Limited0.94%6.34
Pharmaceuticals & Biotechnology 3 stocks8.52%
5Sun Pharmaceutical Industries Limited3.85%26.08
6Divi's Laboratories Limited3.67%24.87
39Dr Reddys Laboratories Limited1.00%6.79
Industrial Manufacturing 6 stocks7.10%
19Tega Industries Limited1.67%11.30
26Thejo Engineering Limited1.49%10.10
33LMW Limited1.26%8.51
47Mazagon Dock Shipbuilders Limited0.92%6.24
49Cochin Shipyard Limited0.89%6.03
50Disa India Limited0.87%5.92
Petroleum Products 3 stocks6.38%
2Reliance Industries Limited4.60%31.18
46Hindustan Petroleum Corporation Limited0.93%6.31
51Bharat Petroleum Corporation Limited0.85%5.77
Ferrous Metals 1 stocks4.96%
1Tata Steel Limited4.96%33.57
Chemicals & Petrochemicals 3 stocks4.68%
20Archean Chemical Industries Limited1.63%11.04
23Fine Organic Industries Limited1.59%10.76
28NOCIL Limited1.46%9.89
Aerospace & Defense 2 stocks3.94%
9Bharat Electronics Limited2.81%19.05
36Hindustan Aeronautics Limited1.13%7.67
Textiles & Apparels 2 stocks3.39%
15S. P. Apparels Limited2.04%13.83
30K.P.R. Mill Limited1.35%9.11
Non - Ferrous Metals 1 stocks3.35%
7Hindalco Industries Limited3.35%22.67
Electrical Equipment 2 stocks3.09%
21Siemens Energy India Limited1.63%11.05
27Powerica Limited1.46%9.87
Cement & Cement Products 2 stocks2.60%
22Grasim Industries Limited1.62%11.01
41Shree Cement Limited0.98%6.63
Retailing 1 stocks2.54%
10Aditya Vision Ltd2.54%17.19
Construction 1 stocks1.52%
25ISGEC Heavy Engineering Limited1.52%10.27
Gas 1 stocks1.21%
35Aegis Logistics Limited1.21%8.22
Beverages 1 stocks1.06%
37Varun Beverages Ltd1.06%7.16
Fertilizers & Agrochemicals 1 stocks1.05%
38Coromandel International Limited1.05%7.14
Consumer Durables 1 stocks0.96%
42Blue Star Limited0.96%6.51
Banks 1 stocks0.91%
48ICICI Bank Limited0.91%6.19