📊 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 Aug 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
291
Unique Stocks
18
Fresh Entries
10
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 Aug 2026, ICICI Bank Limited is the most widely held stock, present in 14 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 Jul 2026 and Aug 2026, Mahindra Manulife Mutual Fund's active equity funds made 18 fresh stock entries and fully exited 10 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 14 funds ₹1,265.6 Cr Equity, ELSS, Large Cap, Focused, Flexi Cap, Aggressive Hybrid, Mid Cap, Balanced Advantage, Value/Contra, Multi Asset, Multi Cap
2
Reliance Industries Limited
Petroleum Products
Petroleum Products 13 funds ₹583.4 Cr Focused, Large Cap, Value/Contra, ELSS, Aggressive Hybrid, Balanced Advantage, Equity, Multi Asset, Mid Cap, Flexi Cap, Multi Cap
3
Axis Bank Limited
Banks
Banks 13 funds ₹451.8 Cr Equity, Focused, Large Cap, Mid Cap, Value/Contra, ELSS, Balanced Advantage, Flexi Cap, Aggressive Hybrid, Multi Asset
4
IndusInd Bank Limited
Banks
Banks 12 funds ₹608.3 Cr Focused, Mid Cap, Equity, Balanced Advantage, Value/Contra, Flexi Cap, ELSS, Large Cap, Aggressive Hybrid, Multi Cap
5
Tech Mahindra Limited
IT - Software
IT - Software 12 funds ₹330.2 Cr Focused, Large Cap, ELSS, Equity, Flexi Cap, Value/Contra, Balanced Advantage, Mid Cap, Multi Asset, Aggressive Hybrid, Multi Cap
6
Larsen & Toubro Limited
Construction
Construction 11 funds ₹491.4 Cr Focused, Large Cap, ELSS, Flexi Cap, Equity, Mid Cap, Aggressive Hybrid, Balanced Advantage, Multi Cap, Multi Asset
7
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 10 funds ₹696.2 Cr Multi Cap, Small Cap, Equity, Multi Asset, Mid Cap, Large Cap, Balanced Advantage, Aggressive Hybrid
8
HDFC Bank Limited
Banks
Banks 10 funds ₹545.6 Cr Equity, Large Cap, ELSS, Aggressive Hybrid, Flexi Cap, Focused, Multi Asset, Mid Cap, Balanced Advantage, Value/Contra
9
Bajaj Auto Limited
Automobiles
Automobiles 10 funds ₹435.5 Cr Focused, Equity, Value/Contra, Mid Cap, Multi Cap, Flexi Cap, Balanced Advantage, Small Cap
10
Eternal Limited
Retailing
Retailing 10 funds ₹312.3 Cr Equity, Large Cap, Mid Cap, Balanced Advantage, Flexi Cap, ELSS, Aggressive Hybrid, Multi Asset, Multi Cap
Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Jul 2026 Aug 2026

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

#StockSectorFundsAvg WeightValue
1
Piramal Finance Ltd
Finance
NEW 7 funds 0.62% ₹79.6 Cr
2
Hyundai Motor India Ltd
Automobiles
NEW 3 funds 1.16% ₹24.5 Cr
3
Hindustan Zinc Limited
Non - Ferrous Metals
NEW 2 funds 1.64% ₹165.2 Cr
4
Steel Authority of India Limited
Ferrous Metals
NEW 2 funds 1.50% ₹35.1 Cr
5
KEC International Limited
Construction
NEW 2 funds 1.09% ₹64.6 Cr
6
SBI Cards and Payment Services Limited
Finance
NEW 2 funds 1.00% ₹81.5 Cr
7
Smartworks Coworking Spaces Ltd.
Commercial Services & Supplies
NEW 2 funds 0.77% ₹10.9 Cr
8
National Aluminium Company Limited
Non - Ferrous Metals
NEW 2 funds 0.75% ₹13.2 Cr
9
Foseco India Limited
Chemicals & Petrochemicals
NEW 2 funds 0.55% ₹36.1 Cr
10
Life Insurance Corporation Of India
Insurance
NEW 1 fund 1.54% ₹15.9 Cr
#StockSectorFundsWas WeightValue
1
Power Finance Corporation Limited
Finance
EXITED 1 fund 2.54% ₹55.0 Cr
2
ICICI Prudential Asset Management Company Limited
Capital Markets
EXITED 1 fund 2.00% ₹9.2 Cr
3
Asian Paints Limited
Consumer Durables
EXITED 1 fund 1.53% ₹7.7 Cr
4
Siemens Energy India Limited
Electrical Equipment
EXITED 1 fund 1.44% ₹9.7 Cr
5
NHPC Limited
Power
EXITED 1 fund 1.00% ₹9.4 Cr
6
LIC Housing Finance Limited
Finance
EXITED 1 fund 0.85% ₹44.2 Cr
7
Rolex Rings Limited
Auto Components
EXITED 1 fund 0.76% ₹7.2 Cr
8
Wakefit Innovations Limited
Consumer Durables
EXITED 1 fund 0.73% ₹3.7 Cr
9
Repco Home Finance Limited
Finance
EXITED 1 fund 0.51% ₹2.4 Cr
10
Stylam Industries Ltd
Consumer Durables
EXITED 1 fund 0.25% ₹17.9 Cr
#StockSectorFundsJul 2026Aug 2026ChangeValue
1
ITC Limited
Diversified FMCG
Diversified FMCG 1 1.54% 2.76% +1.22% ₹13.5 Cr
2
Ather Energy Limited
Automobiles
Automobiles 1 1.12% 1.89% +0.77% ₹103.5 Cr
3
Multi Commodity Exchange of India Limited
Capital Markets
Capital Markets 7 2.41% 3.14% +0.73% ₹803.0 Cr
4
Jio Financial Services Limited
Finance
Finance 1 0.68% 1.41% +0.73% ₹14.5 Cr
5
Jindal Saw Limited
Industrial Products
Industrial Products 3 1.99% 2.58% +0.59% ₹344.7 Cr
6
RBL Bank Limited
Banks
Banks 1 0.86% 1.36% +0.50% ₹21.7 Cr
7
Balrampur Chini Mills Limited
Agricultural Food & other Products
Agricultural Food & other Products 1 0.93% 1.42% +0.49% ₹14.6 Cr
8
TILAKNAGAR INDUSTRIES LIMITED
Beverages
Beverages 3 0.72% 1.21% +0.49% ₹125.7 Cr
9
Kirloskar Oil Engines Limited
Industrial Products
Industrial Products 2 0.45% 0.91% +0.46% ₹44.5 Cr
10
One 97 Communications Limited
Financial Technology (Fintech)
Financial Technology (Fintech) 4 1.52% 1.98% +0.46% ₹132.6 Cr
#StockSectorFundsJul 2026Aug 2026ChangeValue
1
BSE Limited
Capital Markets
Capital Markets 1 2.33% 0.15% -2.18% ₹71.7 L
2
Garware Hi-Tech Films Ltd
Industrial Products
Industrial Products 2 2.85% 1.56% -1.29% ₹161.8 Cr
3
Tata Consultancy Services Limited
IT - Software
IT - Software 2 2.26% 1.44% -0.82% ₹24.3 Cr
4
Angel One Limited
Capital Markets
Capital Markets 1 1.38% 0.64% -0.74% ₹3.1 Cr
5
Manappuram Finance Limited
Finance
Finance 3 1.76% 1.06% -0.70% ₹150.1 Cr
6
HDFC Bank Limited
Banks
Banks 10 4.90% 4.28% -0.62% ₹545.6 Cr
7
Bajaj Finserv Limited
Finance
Finance 3 2.50% 1.95% -0.55% ₹82.5 Cr
8
Aditya Birla Real Estate Limited
Paper, Forest & Jute Products
Paper, Forest & Jute Products 1 1.27% 0.75% -0.52% ₹41.2 Cr
9
Acutaas Chemicals Ltd
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 5 1.53% 1.08% -0.45% ₹92.7 Cr
10
Petronet LNG Limited
Gas
Gas 1 0.89% 0.44% -0.45% ₹4.5 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

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

Banks
16.9%
17 funds
Pharmaceuticals & Biotechnology
9.1%
15 funds
Finance
6.6%
15 funds
Industrial Products
5.3%
15 funds
Automobiles
5.3%
15 funds
Retailing
5.3%
13 funds
Auto Components
5.0%
13 funds
IT - Software
4.5%
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.