📊 AMC Portfolio · RightAdvise

Mahindra Manulife Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of May 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

₹33,126.7 Cr
Avg AUM — Jan–Mar 2026 · +0.6%
17
Active Funds
285
Unique Stocks
12
Fresh Entries
6
Complete Exits
✓ Copied!
🏆 Conviction 🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (17)

Mahindra Manulife Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 17 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.

Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within Mahindra Manulife Mutual Fund. As of May 2026, ICICI Bank Limited is the most widely held stock, present in 13 active funds. The dominant sector exposure is Banks, followed by Pharmaceuticals & Biotechnology.

This page compares portfolio holdings month on month to surface active decisions. Between Apr 2026 and May 2026, Mahindra Manulife Mutual Fund's active equity funds made 12 fresh stock entries and fully exited 6 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

High Conviction

Which Stocks Are Held in 5 or More Funds?

Stocks held across multiple Mahindra Manulife Mutual Fund funds simultaneously.

#StockSectorNo. of FundsCombined ValueHeld By
1
ICICI Bank Limited
Banks
Banks 13 funds ₹979.8 Cr Focused, Large Cap, ELSS, Flexi Cap, Aggressive Hybrid, Value/Contra, Mid Cap, Equity, Balanced Advantage, Multi Asset, Multi Cap
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 13 funds ₹603.6 Cr Focused, Large Cap, Equity, ELSS, Aggressive Hybrid, Value/Contra, Mid Cap, Balanced Advantage, Multi Asset, Flexi Cap, Multi Cap
3
Infosys Limited
IT - Software
IT - Software 12 funds ₹404.2 Cr Large Cap, Focused, ELSS, Equity, Aggressive Hybrid, Flexi Cap, Value/Contra, Multi Asset, Mid Cap, Balanced Advantage, Multi Cap
4
Tech Mahindra Limited
IT - Software
IT - Software 12 funds ₹312.8 Cr Focused, Equity, Large Cap, Value/Contra, ELSS, Flexi Cap, Balanced Advantage, Mid Cap, Multi Asset, Aggressive Hybrid, Multi Cap
5
HDFC Bank Limited
Banks
Banks 11 funds ₹646.2 Cr Large Cap, ELSS, Aggressive Hybrid, Focused, Flexi Cap, Multi Asset, Mid Cap, Balanced Advantage, Value/Contra, Equity
6
Larsen & Toubro Limited
Construction
Construction 11 funds ₹625.8 Cr Focused, Large Cap, Multi Cap, ELSS, Equity, Flexi Cap, Aggressive Hybrid, Mid Cap, Balanced Advantage, Multi Asset
7
IndusInd Bank Limited
Banks
Banks 11 funds ₹475.8 Cr Mid Cap, Equity, Focused, Value/Contra, Balanced Advantage, ELSS, Flexi Cap, Large Cap, Aggressive Hybrid, Multi Cap
8
Indus Towers Limited
Telecom - Services
Telecom - Services 11 funds ₹399.5 Cr Focused, Equity, Value/Contra, Mid Cap, Flexi Cap, Balanced Advantage, ELSS, Large Cap, Aggressive Hybrid
9
Shriram Finance Limited
Finance
Finance 11 funds ₹340.9 Cr Equity, Value/Contra, Multi Cap, Mid Cap, Flexi Cap, Large Cap, Aggressive Hybrid, ELSS, Multi Asset
10
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 10 funds ₹439.1 Cr Equity, Multi Cap, Small Cap, Mid Cap, Multi Asset, Large Cap, Balanced Advantage, Aggressive Hybrid
Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Apr 2026 May 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
360 One WAM Limited
Capital Markets
NEW 3 funds 1.46% ₹79.3 Cr
2
HDFC Life Insurance Company Limited
Insurance
NEW 3 funds 1.01% ₹38.7 Cr
3
Krishna Institute Of Medical Sciences Limited
Healthcare Services
NEW 2 funds 1.38% ₹35.8 Cr
4
Fedbank Financial Ser Ltd
Finance
NEW 2 funds 0.88% ₹15.0 Cr
5
Titagarh Rail Systems Limited
Industrial Manufacturing
NEW 2 funds 0.45% ₹16.5 Cr
6
Kirloskar Oil Engines Limited
Industrial Products
NEW 2 funds 0.42% ₹15.4 Cr
7
Sona BLW Precision Forgings Limited
Auto Components
NEW 1 fund 1.11% ₹51.0 Cr
8
Mold-Tek Packaging Limited
Industrial Products
NEW 1 fund 1.11% ₹50.9 Cr
9
Punjab National Bank
Banks
NEW 1 fund 1.02% ₹8.5 Cr
10
Global Health Limited
Healthcare Services
NEW 1 fund 0.87% ₹23.6 Cr
#StockSectorFundsWas WeightValue
1
Vedanta Limited
Diversified Metals
EXITED 3 funds 0.55% ₹58.4 Cr
2
Thermax Limited
Electrical Equipment
EXITED 1 fund 1.63% ₹12.6 Cr
3
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
EXITED 1 fund 0.68% ₹30.2 Cr
4
ABB India Limited
Electrical Equipment
EXITED 1 fund 0.40% ₹5.2 Cr
5
Birlasoft Limited
IT - Software
EXITED 1 fund 0.33% ₹14.8 Cr
6
Prudent Corporate Advisory Services Limited
Capital Markets
EXITED 1 fund 0.32% ₹1.4 Cr
#StockSectorFundsApr 2026May 2026ChangeValue
1
ICICI Prudential Asset Management Company Limited
Capital Markets
Capital Markets 1 1.52% 2.98% +1.46% ₹12.8 Cr
2
Garware Hi-Tech Films Ltd
Industrial Products
Industrial Products 1 0.92% 2.14% +1.22% ₹98.0 Cr
3
BSE Limited
Capital Markets
Capital Markets 2 1.25% 2.12% +0.87% ₹173.3 Cr
4
Kotak Mahindra Bank Limited
Banks
Banks 7 2.12% 2.69% +0.57% ₹264.5 Cr
5
Adani Enterprises Limited
Metals & Minerals Trading
Metals & Minerals Trading 3 1.75% 2.32% +0.57% ₹253.2 Cr
6
JSW Steel Limited
Ferrous Metals
Ferrous Metals 1 0.39% 0.94% +0.55% ₹62.5 Cr
7
Vodafone Idea Limited
Telecom - Services
Telecom - Services 8 1.53% 2.08% +0.55% ₹360.3 Cr
8
Coforge Limited
IT - Software
IT - Software 5 1.10% 1.59% +0.49% ₹220.6 Cr
9
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 4 0.61% 1.09% +0.48% ₹59.8 Cr
10
Grindwell Norton Limited
Industrial Products
Industrial Products 2 0.29% 0.77% +0.48% ₹22.1 Cr
#StockSectorFundsApr 2026May 2026ChangeValue
1
Welspun Corp Limited
Industrial Products
Industrial Products 1 2.58% 1.20% -1.38% ₹55.1 Cr
2
Cholamandalam Investment and Finance Company Ltd
Finance
Finance 1 3.04% 1.99% -1.05% ₹8.5 Cr
3
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 7 2.42% 1.48% -0.94% ₹348.8 Cr
4
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 2 1.38% 0.64% -0.74% ₹64.3 Cr
5
State Bank of India
Banks
Banks 7 3.23% 2.66% -0.57% ₹321.1 Cr
6
Steel Authority of India Limited
Ferrous Metals
Ferrous Metals 1 1.02% 0.53% -0.49% ₹4.4 Cr
7
Tata Steel Limited
Ferrous Metals
Ferrous Metals 9 2.10% 1.62% -0.48% ₹190.4 Cr
8
Reliance Industries Limited
Petroleum Products
Petroleum Products 13 3.70% 3.32% -0.38% ₹603.6 Cr
9
Multi Commodity Exchange of India Limited
Capital Markets
Capital Markets 5 1.11% 0.76% -0.35% ₹91.5 Cr
10
Titan Company Limited
Consumer Durables
Consumer Durables 7 2.02% 1.71% -0.31% ₹119.5 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

Average sector allocation across all active funds. Index/ETF excluded.

Banks
19.1%
15 funds
Pharmaceuticals & Biotechnology
8.0%
15 funds
Finance
6.4%
15 funds
IT - Software
5.8%
14 funds
Retailing
5.0%
14 funds
Industrial Products
4.9%
15 funds
Automobiles
4.9%
15 funds
Auto Components
4.8%
14 funds
Active Funds

What Are the Active Equity Funds Under This AMC?

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth Mahindra Manulife Banking & Financial Services Fund - Direct - Growth Mahindra Manulife Business Cycle Fund - Direct Plan - Growth Mahindra Manulife Consumption Fund - Direct Plan -Growth Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth Mahindra Manulife Focused Fund - Direct Plan -Growth Mahindra Manulife Innovation Opportunities Fund - Direct - Growth Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth Mahindra Manulife Large Cap Fund - Direct Plan -Growth Mahindra Manulife Manufacturing Fund - Direct Plan - Growth Mahindra Manulife Mid Cap Fund - Direct Plan -Growth Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Mahindra Manulife Small Cap Fund - Direct Plan - Growth Mahindra Manulife Value Fund - Direct Plan - Growth
Stock Search

Which Funds Hold a Specific Stock?

Search any stock to see which Mahindra Manulife Mutual Fund active funds hold it.

Frequently Asked Questions

Frequently Asked Questions About Mahindra Manulife Mutual Fund

How many equity funds does Mahindra Manulife Mutual Fund have?

Mahindra Manulife Mutual Fund manages 17 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.

What stocks does Mahindra Manulife Mutual Fund hold across its funds?

You can search any stock in the search box above to see which Mahindra Manulife Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.

Which stocks did Mahindra Manulife Mutual Fund buy or sell recently?

The Monthly Portfolio Changes section on this page shows stocks that Mahindra Manulife Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.

How often does Mahindra Manulife Mutual Fund disclose its portfolio?

SEBI requires all AMCs including Mahindra Manulife Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.