What stocks does Aditya Birla Sun Life Manufacturing Equity Fund hold?

Aditya Birla Sun Life Manufacturing Equity Fund holds a portfolio of Indian equity stocks disclosed monthly by Aditya Birla Sun Life Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Aditya Birla Sun Life Manufacturing Equity Fund?

Aditya Birla Sun Life Manufacturing Equity Fund is managed by Aditya Birla Sun Life Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Aditya Birla Sun Life Manufacturing Equity Fund?

Aditya Birla Sun Life Manufacturing Equity Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is Aditya Birla Sun Life Manufacturing Equity Fund portfolio data updated?

Portfolio holdings for Aditya Birla Sun Life Manufacturing Equity Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026

Share: WhatsApp X

Stocks Held

Jun 2026

Equity Holdings

₹1,156.66 Cr

Equity only, excl. debt & cash

Top 5 Weight

16.8%

Diversified

Top 10 Weight

28.8%

Diversified

Changes

6 new · 7 exits

Top Sector

Industrial Products

14.7% of portfolio

📋 What Happened This Month Aditya Birla Sun Life Manufacturing Equity Fund made 6 new additions and exited 7 stocks this month. The biggest new buy was TVS Motor Company Limited (Automobiles) at 1.55% weight. United Breweries Limited was the biggest exit (Beverages), which was held at 1.84%. Among existing holdings, Sai Life Sciences Limited saw the biggest increase — now at 1.64% of the portfolio. Hindalco Industries Limited was trimmed the most, now at 2.54%. Cummins India Limited remains the top holding with Industrial Products the dominant sector at 14.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth

+3.09%

+9.26%

+15.62%

+17.91%

Latest NAV

₹41.67

15 Jul 2026

52W High

₹41.67

At High

52W Low

₹29.45

+41% from Low

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025

+4.5%

2024

+26.2%

2023

+33.7%

2022

-0.4%

2021

+23.1%

2020

+27.3%

2019

-3.2%

2018

-12.1%

2017

+43.2%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

16.4%

+ve in 74% windows

80.9% / -26.4%

3Y Rolling Avg

14.1% p.a.

+ve in 96% windows

27.8% / -7.5%

5Y Rolling Avg

15.0% p.a.

+ve in 100% windows

27.3% / 4.8%

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

-23.0%

Rec: Apr 2026 (1yr 6mo)

COVID-19 Crash

-30.2%

Rec: Aug 2020 (6 mo)

2022 Rate Hike

-17.4%

Rec: Jun 2023 (1yr 5mo)

2018 IL&FS

-15.6%

Rec: Sep 2020 (2yr 10mo)

Risk Ratios

3 years daily NAV · Risk-free rate 6.5% p.a. What do these mean? →

Sharpe Ratio (3Y)

1.05

Return per unit of risk. >1 is good.

Sortino Ratio (3Y)

1.45

Penalises downside volatility only.

Std Deviation (3Y)

15.6%

Lower = more consistent returns.

NAV Chart ₹41.67 15 Jul 2026

Simple Moving Avg: Click to draw · click again to remove

Aditya Birla Sun Life Manufacturing Equity Fund - Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹41.67

Sector Shift Industry allocation month-over-month

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Auto Components	13.7%	14.4%	▲ +0.7%
Industrial Products	12.0%	13.0%	▲ +0.9%
Automobiles	10.8%	10.5%	▼ -0.3%
Pharmaceuticals & Biotechnology	10.6%	10.0%	▼ -0.5%
Consumer Durables	7.9%	7.2%	▼ -0.7%
Ferrous Metals	6.0%	5.7%	▼ -0.3%
Non - Ferrous Metals	5.4%	5.6%	▲ +0.3%
Electrical Equipment	4.3%	4.7%	▲ +0.4%
Beverages	4.8%	4.5%	▼ -0.4%
Petroleum Products	4.5%	4.0%	▼ -0.5%

May 2026 → Jun 2026

Sector	Prev	Curr ▼	Delta
Industrial Products	13.0%	14.7%	▲ +1.8%
Auto Components	14.4%	13.2%	▼ -1.2%
Automobiles	10.5%	10.0%	▼ -0.5%
Pharmaceuticals & Biotechnology	10.0%	9.6%	▼ -0.4%
Consumer Durables	7.2%	8.0%	▲ +0.8%
Petroleum Products	4.0%	5.1%	▲ +1.0%
Ferrous Metals	5.7%	5.0%	▼ -0.7%
Electrical Equipment	4.7%	4.4%	▼ -0.2%
Aerospace & Defense	3.5%	3.5%	● +0.0%
Beverages	4.5%	3.4%	▼ -1.1%

🟢

Biggest New Buy

TVS Motor Company Limited

1.55% weight · Automobiles

🔴

Biggest Exit

United Breweries Limited

1.84% was held · Beverages

↑

Biggest Add

Sai Life Sciences Limited

+1.16% · now 1.64%

↓

Biggest Trim

Hindalco Industries Limited

-3.10% · now 2.54%

🤝 Other funds also bought this month

Craftsman Automation Limited 30 funds

TVS Motor Company Limited 21 funds

Mankind Pharma Limited 16 funds

Bharat Petroleum Corporation Limited 15 funds

Hyundai Motor India Ltd 8 funds

Kirloskar Brothers Limited 3 funds

👋 Other funds also exited

Talwandi Sabo Power Limited 145 funds

Exide Industries Limited 8 funds

IPCA Laboratories Limited 3 funds

United Breweries Limited 2 funds

NOCIL Limited 1 fund

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 → Jun 2026

🟢 6 New Entries 🔴 7 Exits ↑ 24 Increased ↓ 33 Decreased

#	Stock	Sector	Weight (Jun 2026)
1	TVS Motor Company Limited ₹19.03 Cr	Automobiles	1.55%
2	Mankind Pharma Limited ₹16.29 Cr	Pharmaceuticals & Biotechnology	1.33%
3	Bharat Petroleum Corporation Limited ₹14.87 Cr	Petroleum Products	1.21%
4	Hyundai Motor India Ltd ₹11.42 Cr	Automobiles	0.93%
5	Craftsman Automation Limited ₹8.70 Cr	Auto Components	0.71%
6	Kirloskar Brothers Limited ₹4.30 Cr	Industrial Products	0.35%

#	Stock	Sector	Last Weight (May 2026)
1	United Breweries Limited ₹22.07 Cr	Beverages	1.84%
2	IPCA Laboratories Limited ₹13.72 Cr	Pharmaceuticals & Biotechnology	1.14%
3	Exide Industries Limited ₹12.56 Cr	Auto Components	1.05%
4	Sundram Fasteners Limited ₹12.05 Cr	Auto Components	1.01%
5	NOCIL Limited ₹7.54 Cr	Chemicals & Petrochemicals	0.63%
6	Solara Active Pharma Sciences Limited ₹7.40 Cr	Pharmaceuticals & Biotechnology	0.62%
7	Talwandi Sabo Power Limited ₹2.00 Cr	Power	0.17%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Sai Life Sciences Limited ₹20.11 Cr	Pharmaceuticals & Biotechnology	0.48%	1.64%	+1.16%
2	Ingersoll Rand (India) Limited ₹12.85 Cr	Industrial Products	0.01%	1.05%	+1.04%
3	Dixon Technologies (India) Limited ₹15.50 Cr	Consumer Durables	0.48%	1.26%	+0.78%
4	United Spirits Limited ₹16.88 Cr	Beverages	0.79%	1.37%	+0.58%
5	Vedanta Aluminium Metal Limited ₹27.08 Cr	Metals & Minerals Trading	1.69%	2.20%	+0.51%
6	Ambuja Cements Limited ₹11.56 Cr	Cement & Cement Products	0.51%	0.94%	+0.43%
7	Endurance Technologies Limited ₹24.42 Cr	Auto Components	1.68%	1.99%	+0.31%
8	Ajanta Pharma Limited ₹23.96 Cr	Pharmaceuticals & Biotechnology	1.71%	1.95%	+0.24%
9	AIA Engineering Limited ₹30.93 Cr	Industrial Products	2.29%	2.52%	+0.23%
10	Gokaldas Exports Limited ₹15.28 Cr	Textiles & Apparels	1.01%	1.24%	+0.23%
11	Shilpa Medicare Ltd ₹18.84 Cr	Pharmaceuticals & Biotechnology	1.31%	1.53%	+0.22%
12	Sansera Engineering Limited ₹31.96 Cr	Auto Components	2.39%	2.60%	+0.21%
13	Carborundum Universal Limited ₹24.49 Cr	Industrial Products	1.78%	1.99%	+0.21%
14	Ather Energy Limited ₹19.39 Cr	Automobiles	1.37%	1.58%	+0.21%
15	Radico Khaitan Limited ₹24.66 Cr	Beverages	1.84%	2.01%	+0.17%
16	Bharat Forge Limited ₹29.90 Cr	Auto Components	2.28%	2.43%	+0.15%
17	Bluestone Jewellery And Lifestyle Ltd ₹18.01 Cr	Consumer Durables	1.32%	1.47%	+0.15%
18	Happy Forgings Limited ₹21.84 Cr	Industrial Products	1.64%	1.78%	+0.14%
19	Welspun Corp Limited ₹13.70 Cr	Industrial Products	1.03%	1.11%	+0.08%
20	Vedanta Iron And Steel Limited ₹1.94 Cr	Metals & Minerals Trading	0.08%	0.16%	+0.08%
21	Cyient DLM Ltd ₹14.77 Cr	Aerospace & Defense	1.13%	1.20%	+0.07%
22	Thermax Limited ₹16.77 Cr	Electrical Equipment	1.35%	1.36%	+0.01%
23	Alkyl Amines Chemicals Limited ₹9.79 Cr	Chemicals & Petrochemicals	0.79%	0.80%	+0.01%
24	Eureka Forbes Ltd ₹4.67 Cr	Consumer Durables	0.37%	0.38%	+0.01%

#	Stock	Sector	May 2026	Jun 2026	Change
1	Hindalco Industries Limited ₹31.19 Cr	Non - Ferrous Metals	5.64%	2.54%	-3.10%
2	Maruti Suzuki India Limited ₹6.18 Cr	Automobiles	3.38%	0.50%	-2.88%
3	Sun Pharmaceutical Industries Limited ₹16.99 Cr	Pharmaceuticals & Biotechnology	2.86%	1.38%	-1.48%
4	Balkrishna Industries Limited ₹0.68 L	Auto Components	0.42%	0.00%	-0.42%
5	Tata Steel Limited ₹33.77 Cr	Ferrous Metals	3.12%	2.75%	-0.37%
6	Jindal Steel Limited ₹27.18 Cr	Ferrous Metals	2.58%	2.21%	-0.37%
7	Vedanta Limited ₹15.44 Cr	Diversified Metals	1.62%	1.26%	-0.36%
8	Cummins India Limited ₹48.44 Cr	Industrial Products	4.20%	3.94%	-0.26%
9	Bajaj Auto Limited ₹22.89 Cr	Automobiles	2.06%	1.86%	-0.20%
10	Reliance Industries Limited ₹47.44 Cr	Petroleum Products	4.04%	3.86%	-0.18%
11	TD Power Systems Limited ₹23.53 Cr	Electrical Equipment	2.09%	1.91%	-0.18%
12	Malco Energy Limited ₹1.77 Cr	Power	0.28%	0.14%	-0.14%
13	Adani Power Limited ₹11.82 Cr	Power	1.07%	0.96%	-0.11%
14	Onesource Specialty Pharma Limited ₹9.79 Cr	Pharmaceuticals & Biotechnology	0.90%	0.80%	-0.10%
15	Tube Investments of India Limited ₹15.15 Cr	Auto Components	1.31%	1.23%	-0.08%
16	ABB India Limited ₹14.06 Cr	Electrical Equipment	1.21%	1.14%	-0.07%
17	PI Industries Limited ₹7.67 Cr	Fertilizers & Agrochemicals	0.69%	0.62%	-0.07%
18	Mahindra & Mahindra Limited ₹44.37 Cr	Automobiles	3.67%	3.61%	-0.06%
19	Bharat Electronics Limited ₹27.93 Cr	Aerospace & Defense	2.33%	2.27%	-0.06%
20	Asian Paints Limited ₹17.02 Cr	Consumer Durables	1.44%	1.38%	-0.06%
21	NMDC Limited ₹10.76 Cr	Minerals & Mining	0.93%	0.87%	-0.06%
22	Piramal Pharma Limited ₹11.92 Cr	Pharmaceuticals & Biotechnology	1.02%	0.97%	-0.05%
23	Lenskart Solutions Limited ₹12.87 Cr	Retailing	1.09%	1.05%	-0.04%
24	V-Guard Industries Limited ₹9.00 Cr	Consumer Durables	0.77%	0.73%	-0.04%
25	LAKSHMI MACHINE WORKS LTD ₹15.72 Cr	Industrial Manufacturing	1.31%	1.28%	-0.03%
26	Praj Industries Limited ₹9.39 Cr	Industrial Manufacturing	0.79%	0.76%	-0.03%
27	H.G. Infra Engineering Limited ₹8.56 Cr	Construction	0.73%	0.70%	-0.03%
28	Techno Electric & Engineering Company Limited ₹7.32 Cr	Construction	0.63%	0.60%	-0.03%
29	Samvardhana Motherson International Limited ₹28.53 Cr	Auto Components	2.34%	2.32%	-0.02%
30	SRF Limited ₹13.70 Cr	Chemicals & Petrochemicals	1.13%	1.11%	-0.02%
31	Shyam Metalics and Energy Limited ₹4.46 Cr	Industrial Products	0.38%	0.36%	-0.02%
32	Sona BLW Precision Forgings Limited ₹23.38 Cr	Auto Components	1.91%	1.90%	-0.01%
33	Voltas Limited ₹20.47 Cr	Consumer Durables	1.67%	1.66%	-0.01%

What Stocks Does This Fund Hold?

65 stocks — Jun 2026

#	Stock	Sector	Weight & Value
1	Cummins India Limited ₹48.44 Cr	Industrial Products	3.94%
2	Reliance Industries Limited ₹47.44 Cr	Petroleum Products	3.86%
3	Mahindra & Mahindra Limited ₹44.37 Cr	Automobiles	3.61%
4	Tata Steel Limited ₹33.77 Cr	Ferrous Metals	2.75%
5	Sansera Engineering Limited ₹31.96 Cr	Auto Components	2.60%
6	Hindalco Industries Limited ₹31.19 Cr	Non - Ferrous Metals	2.54%
7	AIA Engineering Limited ₹30.93 Cr	Industrial Products	2.52%
8	Bharat Forge Limited ₹29.90 Cr	Auto Components	2.43%
9	Samvardhana Motherson International Limited ₹28.53 Cr	Auto Components	2.32%
10	Bharat Electronics Limited ₹27.93 Cr	Aerospace & Defense	2.27%
11	Jindal Steel Limited ₹27.18 Cr	Ferrous Metals	2.21%
12	Vedanta Aluminium Metal Limited ₹27.08 Cr	Metals & Minerals Trading	2.20%
13	Radico Khaitan Limited ₹24.66 Cr	Beverages	2.01%
14	Carborundum Universal Limited ₹24.49 Cr	Industrial Products	1.99%
15	Endurance Technologies Limited ₹24.42 Cr	Auto Components	1.99%
16	Ajanta Pharma Limited ₹23.96 Cr	Pharmaceuticals & Biotechnology	1.95%
17	TD Power Systems Limited ₹23.53 Cr	Electrical Equipment	1.91%
18	Sona BLW Precision Forgings Limited ₹23.38 Cr	Auto Components	1.90%
19	Bajaj Auto Limited ₹22.89 Cr	Automobiles	1.86%
20	Happy Forgings Limited ₹21.84 Cr	Industrial Products	1.78%
21	Voltas Limited ₹20.47 Cr	Consumer Durables	1.66%
22	Sai Life Sciences Limited ₹20.11 Cr	Pharmaceuticals & Biotechnology	1.64%
23	Shivalik Bimetal Controls Ltd ₹20.01 Cr	Industrial Products	1.63%
24	Ather Energy Limited ₹19.39 Cr	Automobiles	1.58%
25	TVS Motor Company Limited ₹19.03 Cr	Automobiles	1.55%
26	Shilpa Medicare Ltd ₹18.84 Cr	Pharmaceuticals & Biotechnology	1.53%
27	Bluestone Jewellery And Lifestyle Ltd ₹18.01 Cr	Consumer Durables	1.47%
28	Asian Paints Limited ₹17.02 Cr	Consumer Durables	1.38%
29	Sun Pharmaceutical Industries Limited ₹16.99 Cr	Pharmaceuticals & Biotechnology	1.38%
30	United Spirits Limited ₹16.88 Cr	Beverages	1.37%
31	Thermax Limited ₹16.77 Cr	Electrical Equipment	1.36%
32	Mankind Pharma Limited ₹16.29 Cr	Pharmaceuticals & Biotechnology	1.33%
33	LAKSHMI MACHINE WORKS LTD ₹15.72 Cr	Industrial Manufacturing	1.28%
34	Vedanta Limited ₹15.44 Cr	Diversified Metals	1.26%
35	Dixon Technologies (India) Limited ₹15.50 Cr	Consumer Durables	1.26%
36	Gokaldas Exports Limited ₹15.28 Cr	Textiles & Apparels	1.24%
37	Tube Investments of India Limited ₹15.15 Cr	Auto Components	1.23%
38	Bharat Petroleum Corporation Limited ₹14.87 Cr	Petroleum Products	1.21%
39	Cyient DLM Ltd ₹14.77 Cr	Aerospace & Defense	1.20%
40	ABB India Limited ₹14.06 Cr	Electrical Equipment	1.14%
41	Blue Star Limited ₹14.04 Cr	Consumer Durables	1.14%
42	Welspun Corp Limited ₹13.70 Cr	Industrial Products	1.11%
43	SRF Limited ₹13.70 Cr	Chemicals & Petrochemicals	1.11%
44	Lenskart Solutions Limited ₹12.87 Cr	Retailing	1.05%
45	Ingersoll Rand (India) Limited ₹12.85 Cr	Industrial Products	1.05%
46	Piramal Pharma Limited ₹11.92 Cr	Pharmaceuticals & Biotechnology	0.97%
47	Adani Power Limited ₹11.82 Cr	Power	0.96%
48	Ambuja Cements Limited ₹11.56 Cr	Cement & Cement Products	0.94%
49	Hyundai Motor India Ltd ₹11.42 Cr	Automobiles	0.93%
50	NMDC Limited ₹10.76 Cr	Minerals & Mining	0.87%
51	Alkyl Amines Chemicals Limited ₹9.79 Cr	Chemicals & Petrochemicals	0.80%
52	Onesource Specialty Pharma Limited ₹9.79 Cr	Pharmaceuticals & Biotechnology	0.80%
53	Praj Industries Limited ₹9.39 Cr	Industrial Manufacturing	0.76%
54	V-Guard Industries Limited ₹9.00 Cr	Consumer Durables	0.73%
55	Craftsman Automation Limited ₹8.70 Cr	Auto Components	0.71%
56	H.G. Infra Engineering Limited ₹8.56 Cr	Construction	0.70%
57	PI Industries Limited ₹7.67 Cr	Fertilizers & Agrochemicals	0.62%
58	Techno Electric & Engineering Company Limited ₹7.32 Cr	Construction	0.60%
59	Maruti Suzuki India Limited ₹6.18 Cr	Automobiles	0.50%
60	Eureka Forbes Ltd ₹4.67 Cr	Consumer Durables	0.38%
61	Shyam Metalics and Energy Limited ₹4.46 Cr	Industrial Products	0.36%
62	Kirloskar Brothers Limited ₹4.30 Cr	Industrial Products	0.35%
63	Vedanta Iron And Steel Limited ₹1.94 Cr	Metals & Minerals Trading	0.16%
64	Malco Energy Limited ₹1.77 Cr	Power	0.14%
65	Balkrishna Industries Limited ₹0.68 L	Auto Components	0.00%