← HDFC Mutual Fund

HDFC Manufacturing Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
92
Aug 2026
Equity Holdings
₹10,614.42 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
33.5%
Diversified
Changes
89
6 new · 3 exits
Top Sector
Pharmaceuticals & Biotechnology
17.0% 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 6 new additions and exited 3 stocks this month. The biggest new buy was HEG Limited (Industrial Products) at 0.52% weight. Sundram Fasteners Limited was the biggest exit (Auto Components), which was held at 0.65%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 5.94% of the portfolio. Reliance Industries Limited was trimmed the most, now at 4.63%. Divi's Laboratories Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 17.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 16.2% 17.0% +0.8%
Automobiles 14.4% 13.8% -0.6%
Auto Components 8.8% 8.2% -0.6%
Petroleum Products 8.8% 8.2% -0.6%
Aerospace & Defense 7.3% 7.7% +0.4%
Industrial Products 6.3% 6.6% +0.3%
Electrical Equipment 6.8% 6.6% -0.2%
Agricultural, Commercial & Construction Vehicles 4.7% 4.9% +0.2%
Consumer Durables 4.5% 4.8% +0.3%
Ferrous Metals 4.3% 4.0% -0.3%
🟢
Biggest New Buy
HEG Limited
0.52% weight · Industrial Products
🔴
Biggest Exit
Sundram Fasteners Limited
0.65% was held · Auto Components
Biggest Add
Divi's Laboratories Limited
+0.81% · now 5.94%
Biggest Trim
Reliance Industries Limited
-0.46% · now 4.63%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Tenneco Clean Air India Limited 38 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Groww Multicap Fund - Direct - Growth + more
Tempsens Instruments (India) Limited 20 funds
Tempsens Instruments (India) Limited
SBI Resurgent India Opportunities Scheme
Motilal Oswal Contra Fund
Edelweiss Business Cycle Fund - Direct Plan - Growth + more
Arvind Limited 15 funds
Arvind Limited
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
LIC MF Value Fund-Direct Plan-Growth + more
Lumino Industries Limited 14 funds
Lumino Industries Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Contra Fund
Bank of India Mid Cap Fund - Direct Plan Growth + more
HEG Limited 9 funds
HEG Limited
Bank of India Aggressive Hybrid Fund
Mahindra Manulife Value Fund - Direct Plan - Growth
HDFC MNC Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
Clean Science and Technology Limited 6 funds
Clean Science and Technology Limited
SBI Small Cap Fund - Direct Plan - Growth
IB52-Groww Nifty Smallcap 250 ETF
Kotak Nifty SmallCap 250 Index Fund- Direct - Growth + more
Sundram Fasteners Limited 5 funds
Sundram Fasteners Limited
Kotak Transportation & Logistics Fund-Direct Growth
Tata Large & MId Cap Fund -Direct Plan- Growth Option
UTI - Master Equity Plan Unit Scheme + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 3 Exits ↑ 33 Increased ↓ 47 Decreased
#StockSectorWeight (Aug 2026)
1
HEG Limited
₹56.44 Cr
Industrial Products 0.52%
2
Arvind Limited
₹44.01 Cr
Textiles & Apparels 0.41%
3
Dhoot Transmission Ltd
₹33.86 Cr
Automobile and Auto Components 0.31%
4
Tenneco Clean Air India Limited
₹32.07 Cr
Auto Components 0.30%
5
Tempsens Instruments (India) Limited
₹13.02 Cr
Industrial Manufacturing 0.12%
6
Lumino Industries Limited
₹8.39 Cr
Miscellaneous 0.08%
#StockSectorLast Weight (Jul 2026)
1
Sundram Fasteners Limited
₹68.42 Cr
Auto Components 0.65%
2
West Coast Paper Mills Ltd.
₹47.73 Cr
Paper, Forest & Jute Products 0.45%
3
Clean Science and Technology Limited
₹29.36 Cr
Chemicals & Petrochemicals 0.28%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹639.02 Cr
Pharmaceuticals & Biotechnology 5.13% 5.94% +0.81%
2
Cyient DLM Ltd
₹193.32 Cr
Aerospace & Defense 1.39% 1.80% +0.41%
3
Crompton Greaves Consumer Electricals Limited
₹82.57 Cr
Consumer Durables 0.49% 0.77% +0.28%
4
Sudeep Pharma Limited
₹100.41 Cr
Pharmaceuticals & Biotechnology 0.69% 0.93% +0.24%
5
Archean Chemical Industries Limited
₹121.36 Cr
Chemicals & Petrochemicals 0.94% 1.13% +0.19%
6
Tata Motors Ltd
₹329.77 Cr
Agricultural, Commercial & Construction Vehicles 2.89% 3.07% +0.18%
7
Pearl Global Industries Limited
₹141.23 Cr
Textiles & Apparels 1.13% 1.31% +0.18%
8
Gland Pharma Limited
₹147.18 Cr
Pharmaceuticals & Biotechnology 1.21% 1.37% +0.16%
9
Atlanta Electricals Ltd
₹115.32 Cr
Electrical Equipment 0.92% 1.07% +0.15%
10
Bosch Limited
₹100.00 Cr
Auto Components 0.78% 0.93% +0.15%
#StockSectorJul 2026Aug 2026Change
1
Reliance Industries Limited
₹498.03 Cr
Petroleum Products 5.09% 4.63% -0.46%
2
Godrej Consumer Products Limited
₹144.21 Cr
Personal Products 1.78% 1.34% -0.44%
3
Bharat Forge Limited
₹176.81 Cr
Auto Components 2.03% 1.64% -0.39%
4
Tata Steel Limited
₹77.43 Cr
Ferrous Metals 1.02% 0.72% -0.30%
5
Siemens Energy India Limited
₹45.70 Cr
Electrical Equipment 0.69% 0.43% -0.26%
6
Maruti Suzuki India Limited
₹387.44 Cr
Automobiles 3.84% 3.60% -0.24%
7
Tata Motors Passenger Vehicles Limited
₹222.37 Cr
Automobiles 2.31% 2.07% -0.24%
8
Cummins India Limited
₹227.17 Cr
Industrial Products 2.32% 2.11% -0.21%
9
Mahindra & Mahindra Limited
₹400.08 Cr
Automobiles 3.91% 3.72% -0.19%
10
Lupin Limited
₹175.07 Cr
Pharmaceuticals & Biotechnology 1.82% 1.63% -0.19%

What Stocks Does This Fund Hold?

92 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹639.02 Cr
Pharmaceuticals & Biotechnology
5.94%
2
₹498.03 Cr
Petroleum Products
4.63%
3
₹400.08 Cr
Automobiles
3.72%
4
₹387.44 Cr
Automobiles
3.60%
5
₹353.08 Cr
Ferrous Metals
3.28%
6
₹329.77 Cr
Agricultural, Commercial & Construction Vehicles
3.07%
7
₹265.25 Cr
Aerospace & Defense
2.47%
8
₹254.73 Cr
Automobiles
2.37%
9
₹252.08 Cr
Aerospace & Defense
2.34%
10
₹227.17 Cr
Industrial Products
2.11%
🏆 Top stocks held by Equity funds
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🏦 HDFC Mutual Fund — Portfolio & Holdings
See all funds managed by HDFC Mutual Fund — conviction stocks, monthly entries & exits

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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