← HDFC Mutual Fund

HDFC Manufacturing Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
89
Jul 2026
Equity Holdings
₹10,514.28 Cr
Equity only, excl. debt & cash
AAUM
₹10,198.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.2%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
89
8 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
16.2% of portfolio
Launch Date
26 Apr 2024
2 years old

AAUM (Average Assets Under Management) of ₹10,198.59 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month HDFC Manufacturing Fund made 8 new additions and exited 4 stocks this month. The biggest new buy was Diamond Power Infrastructure Limited (Electrical Equipment) at 0.71% weight. Dabur India Limited was the biggest exit (Personal Products), which was held at 0.86%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 5.13% of the portfolio. Bosch Limited was trimmed the most, now at 0.78%. Divi's Laboratories Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 16.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 15.6% 15.7% +0.1%
Automobiles 14.0% 13.8% -0.2%
Auto Components 9.3% 9.7% +0.4%
Petroleum Products 9.0% 8.9% -0.1%
Aerospace & Defense 7.3% 7.4% +0.2%
Electrical Equipment 7.2% 7.1% -0.1%
Industrial Products 6.6% 6.8% +0.2%
Agricultural, Commercial & Construction Vehicles 4.4% 4.7% +0.4%
Ferrous Metals 6.2% 4.5% -1.7%
Consumer Durables 4.5% 4.5% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 15.7% 16.2% +0.5%
Automobiles 13.8% 14.4% +0.6%
Auto Components 9.7% 8.8% -0.9%
Petroleum Products 8.9% 8.8% -0.1%
Aerospace & Defense 7.4% 7.3% -0.1%
Electrical Equipment 7.1% 6.8% -0.3%
Industrial Products 6.8% 6.3% -0.5%
Agricultural, Commercial & Construction Vehicles 4.7% 4.7% +0.0%
Consumer Durables 4.5% 4.5% +0.0%
Ferrous Metals 4.5% 4.3% -0.3%
🟢
Biggest New Buy
Diamond Power Infrastructure Limited
0.71% weight · Electrical Equipment
🔴
Biggest Exit
Dabur India Limited
0.86% was held · Personal Products
Biggest Add
Divi's Laboratories Limited
+0.64% · now 5.13%
Biggest Trim
Bosch Limited
-0.53% · now 0.78%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
Laser Power And Infra Limited 15 funds
Laser Power And Infra Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth + more
👋 Other funds also exited
Dabur India Limited 16 funds
Dabur India Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
SBI Nifty Midcap 150 ETF + more
Whirlpool of India Limited 13 funds
Whirlpool of India Limited
Groww Nifty Smallcap250 ETF
Franklin India Focused Equity Fund - Direct - Growth
UTI Small Cap Fund - Direct Plan - Growth Option + more
RHI Magnesita India Limited 7 funds
RHI Magnesita India Limited
Groww Nifty Smallcap250 ETF
HDFC Dividend Yield Fund
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan + more
Grindwell Norton Limited 2 funds
Grindwell Norton Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 4 Exits ↑ 28 Increased ↓ 49 Decreased
#StockSectorWeight (Jul 2026)
1
Diamond Power Infrastructure Limited
₹75.11 Cr
Electrical Equipment 0.71%
2
Adani Enterprises Limited
₹70.46 Cr
Metals & Minerals Trading 0.67%
3
Biocon Limited
₹46.63 Cr
Pharmaceuticals & Biotechnology 0.44%
4
Ather Energy Limited
₹28.23 Cr
Automobiles 0.27%
5
Laser Power And Infra Limited
₹27.98 Cr
Industrial Products 0.26%
6
Praj Industries Limited
₹25.18 Cr
Industrial Manufacturing 0.24%
7
Indo-MIM Limited
₹16.38 Cr
Industrial Manufacturing 0.15%
8
PI Industries Limited
₹13.76 Cr
Fertilizers & Agrochemicals 0.13%
#StockSectorLast Weight (Jun 2026)
1
Dabur India Limited
₹88.66 Cr
Personal Products 0.86%
2
Whirlpool of India Limited
₹24.38 Cr
Consumer Durables 0.24%
3
RHI Magnesita India Limited
₹22.07 Cr
Industrial Products 0.21%
4
Grindwell Norton Limited
₹8.95 Cr
Industrial Products 0.09%
#StockSectorJun 2026Jul 2026Change
1
Divi's Laboratories Limited
₹543.78 Cr
Pharmaceuticals & Biotechnology 4.49% 5.13% +0.64%
2
Cyient DLM Ltd
₹147.41 Cr
Aerospace & Defense 0.98% 1.39% +0.41%
3
Mahindra & Mahindra Limited
₹414.28 Cr
Automobiles 3.62% 3.91% +0.29%
4
Dixon Technologies (India) Limited
₹203.71 Cr
Consumer Durables 1.67% 1.92% +0.25%
5
Kaynes Technology India Limited
₹150.07 Cr
Industrial Manufacturing 1.19% 1.42% +0.23%
6
Archean Chemical Industries Limited
₹99.79 Cr
Chemicals & Petrochemicals 0.74% 0.94% +0.20%
7
Hyundai Motor India Ltd
₹183.18 Cr
Automobiles 1.55% 1.73% +0.18%
8
Jubilant Ingrevia Limited
₹88.66 Cr
Chemicals & Petrochemicals 0.71% 0.84% +0.13%
9
Bajaj Auto Limited
₹252.55 Cr
Automobiles 2.26% 2.38% +0.12%
10
Balkrishna Industries Limited
₹128.62 Cr
Auto Components 1.10% 1.21% +0.11%
#StockSectorJun 2026Jul 2026Change
1
Bosch Limited
₹82.17 Cr
Auto Components 1.31% 0.78% -0.53%
2
Gland Pharma Limited
₹127.65 Cr
Pharmaceuticals & Biotechnology 1.69% 1.21% -0.48%
3
CG Power and Industrial Solutions Limited
₹164.05 Cr
Electrical Equipment 1.84% 1.55% -0.29%
4
Atlanta Electricals Ltd
₹96.96 Cr
Electrical Equipment 1.19% 0.92% -0.27%
5
Bharat Forge Limited
₹214.48 Cr
Auto Components 2.28% 2.03% -0.25%
6
Bharat Electronics Limited
₹248.22 Cr
Aerospace & Defense 2.55% 2.34% -0.21%
7
Tata Steel Limited
₹108.12 Cr
Ferrous Metals 1.22% 1.02% -0.20%
8
Siemens Energy India Limited
₹72.69 Cr
Electrical Equipment 0.89% 0.69% -0.20%
9
Siemens Limited
₹94.00 Cr
Electrical Equipment 1.05% 0.89% -0.16%
10
Tata Motors Passenger Vehicles Limited
₹244.62 Cr
Automobiles 2.46% 2.31% -0.15%

What Stocks Does This Fund Hold?

89 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹543.78 Cr
Pharmaceuticals & Biotechnology
5.13%
2
₹538.81 Cr
Petroleum Products
5.09%
3
₹414.28 Cr
Automobiles
3.91%
4
₹407.09 Cr
Automobiles
3.84%
5
₹342.90 Cr
Ferrous Metals
3.24%
6
₹305.76 Cr
Agricultural, Commercial & Construction Vehicles
2.89%
7
₹255.56 Cr
Aerospace & Defense
2.41%
8
₹252.55 Cr
Automobiles
2.38%
9
₹248.22 Cr
Aerospace & Defense
2.34%
10
₹245.60 Cr
Industrial Products
2.32%
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🏦 HDFC Mutual Fund — Portfolio & Holdings
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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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