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

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
66
May 2026
Equity Holdings
₹1,176.66 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.9%
Diversified
Top 10 Weight
34.2%
Diversified
Changes
61
1 new · 0 exits
Top Sector
Auto Components
14.4% of portfolio
📋 What Happened This Month Aditya Birla Sun Life Manufacturing Equity Fund added 1 new stock to its portfolio this month. The biggest new buy was Ambuja Cements Limited (Cement & Cement Products) at 0.51% weight. Among existing holdings, Vedanta Limited saw the biggest increase — now at 1.62% of the portfolio. IPCA Laboratories Limited was trimmed the most, now at 1.14%. Hindalco Industries Limited remains the top holding with Auto Components the dominant sector at 14.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Auto Components 13.7% 13.7% +0.0%
Industrial Products 12.0% 12.0% 0.0%
Automobiles 11.3% 10.8% -0.4%
Pharmaceuticals & Biotechnology 11.4% 10.6% -0.8%
Consumer Durables 8.1% 7.9% -0.2%
Ferrous Metals 6.2% 6.0% -0.2%
Non - Ferrous Metals 5.2% 5.4% +0.2%
Beverages 5.1% 4.8% -0.2%
Petroleum Products 4.9% 4.5% -0.3%
Electrical Equipment 3.8% 4.3% +0.5%
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%
🟢
Biggest New Buy
Ambuja Cements Limited
0.51% weight · Cement & Cement Products
Biggest Add
Vedanta Limited
+0.33% · now 1.62%
Biggest Trim
IPCA Laboratories Limited
-0.71% · now 1.14%
🤝 Other funds also bought this month
Ambuja Cements Limited 16 funds
Ambuja Cements Limited
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth - Direct Plan
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry ↑ 28 Increased ↓ 32 Decreased
#StockSectorWeight (May 2026)
1
Ambuja Cements Limited
₹6.14 Cr
Cement & Cement Products 0.51%
#StockSectorApr 2026May 2026Change
1
Vedanta Limited
₹19.39 Cr
Diversified Metals 1.29% 1.62% +0.33%
2
Samvardhana Motherson International Limited
₹28.08 Cr
Auto Components 2.02% 2.34% +0.32%
3
Cummins India Limited
₹50.33 Cr
Industrial Products 3.89% 4.20% +0.31%
4
Shivalik Bimetal Controls Ltd
₹19.47 Cr
Industrial Products 1.35% 1.63% +0.28%
5
Hindalco Industries Limited
₹67.60 Cr
Non - Ferrous Metals 5.38% 5.64% +0.26%
6
Sansera Engineering Limited
₹28.61 Cr
Auto Components 2.17% 2.39% +0.22%
7
AIA Engineering Limited
₹27.41 Cr
Industrial Products 2.08% 2.29% +0.21%
8
TD Power Systems Limited
₹25.05 Cr
Electrical Equipment 1.89% 2.09% +0.20%
9
Thermax Limited
₹16.20 Cr
Electrical Equipment 1.15% 1.35% +0.20%
10
Shilpa Medicare Ltd
₹15.71 Cr
Pharmaceuticals & Biotechnology 1.11% 1.31% +0.20%
#StockSectorApr 2026May 2026Change
1
IPCA Laboratories Limited
₹13.72 Cr
Pharmaceuticals & Biotechnology 1.85% 1.14% -0.71%
2
Reliance Industries Limited
₹48.44 Cr
Petroleum Products 4.53% 4.04% -0.49%
3
Voltas Limited
₹19.96 Cr
Consumer Durables 1.98% 1.67% -0.31%
4
United Breweries Limited
₹22.07 Cr
Beverages 2.11% 1.84% -0.27%
5
Mahindra & Mahindra Limited
₹44.03 Cr
Automobiles 3.87% 3.67% -0.20%
6
Bharat Electronics Limited
₹27.86 Cr
Aerospace & Defense 2.53% 2.33% -0.20%
7
Blue Star Limited
₹13.70 Cr
Consumer Durables 1.33% 1.14% -0.19%
8
Maruti Suzuki India Limited
₹40.49 Cr
Automobiles 3.55% 3.38% -0.17%
9
Tata Steel Limited
₹37.35 Cr
Ferrous Metals 3.28% 3.12% -0.16%
10
Praj Industries Limited
₹9.42 Cr
Industrial Manufacturing 0.94% 0.79% -0.15%

What Stocks Does This Fund Hold?

66 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹67.60 Cr
Non - Ferrous Metals
5.64%
2
₹50.33 Cr
Industrial Products
4.20%
3
₹48.44 Cr
Petroleum Products
4.04%
4
₹44.03 Cr
Automobiles
3.67%
5
₹40.49 Cr
Automobiles
3.38%
6
₹37.35 Cr
Ferrous Metals
3.12%
7
₹34.23 Cr
Pharmaceuticals & Biotechnology
2.86%
8
₹30.96 Cr
Ferrous Metals
2.58%
9
₹28.61 Cr
Auto Components
2.39%
10
₹28.08 Cr
Auto Components
2.34%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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