What stocks does HDFC Manufacturing Fund hold?

HDFC Manufacturing Fund holds a portfolio of Indian equity stocks disclosed monthly by HDFC 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 HDFC Manufacturing Fund?

HDFC Manufacturing Fund is managed by HDFC Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is HDFC Manufacturing Fund?

HDFC Manufacturing Fund is classified as a Equity mutual fund under SEBI's mutual fund categorisation framework.

How often is HDFC Manufacturing Fund portfolio data updated?

Portfolio holdings for HDFC Manufacturing 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.

← HDFC Mutual Fund

HDFC Manufacturing Fund

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

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Stocks Held

May 2026

Equity Holdings

₹10,244.75 Cr

Equity only, excl. debt & cash

Top 5 Weight

20.5%

Diversified

Top 10 Weight

33.4%

Diversified

Changes

1 new · 0 exits

Top Sector

Pharmaceuticals & Biotechnology

15.6% of portfolio

📋 What Happened This Month HDFC Manufacturing Fund added 1 new stock to its portfolio this month. The biggest new buy was Premier Energies Limited (Electrical Equipment) at 0.54% weight. Among existing holdings, Hyundai Motor India Ltd saw the biggest increase — now at 1.56% of the portfolio. Glenmark Pharmaceuticals Limited was trimmed the most, now at 1.62%. Reliance Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 15.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · HDFC Manufacturing Fund

+0.54%

+8.11%

+3.05%

+8.20%

Latest NAV

₹11.43

12 Jun 2026

52W High

₹11.80

-3% from High

52W Low

₹9.05

+26% from Low

Calendar Year Returns

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

2025

+8.2%

Rolling Returns

Performance across every possible investment start date.

1Y Rolling Avg

6.4%

+ve in 87% windows

24.3% / -4.5%

Crisis Period Behaviour

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

2024–25 Tariff

-21.5%

Rec: May 2026 (1yr 9mo)

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹11.43 12 Jun 2026

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

HDFC Manufacturing Fund

Chart shows indexed performance (base = 100). Actual NAV: ₹11.43

Sector Shift Industry allocation month-over-month

Earlier shift unavailable

Needs 3 months of holdings data.

Apr 2026 → May 2026

Sector	Prev	Curr ▼	Delta
Pharmaceuticals & Biotechnology	15.7%	15.6%	● -0.1%
Automobiles	12.6%	14.0%	▲ +1.3%
Auto Components	9.4%	9.3%	▼ -0.1%
Petroleum Products	9.4%	9.0%	▼ -0.5%
Aerospace & Defense	7.2%	7.3%	● +0.1%
Electrical Equipment	6.5%	7.2%	▲ +0.7%
Industrial Products	6.2%	6.6%	▲ +0.4%
Ferrous Metals	6.5%	6.2%	▼ -0.2%
Consumer Durables	4.6%	4.5%	▼ -0.2%
Agricultural, Commercial & Construction Vehicles	4.6%	4.4%	▼ -0.3%

🟢

Biggest New Buy

Premier Energies Limited

0.54% weight · Electrical Equipment

↑

Biggest Add

Hyundai Motor India Ltd

+0.61% · now 1.56%

↓

Biggest Trim

Glenmark Pharmaceuticals Limited

-0.59% · now 1.62%

🤝 Other funds also bought this month

Premier Energies Limited 22 funds

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 → May 2026

🟢 1 New Entry ↑ 39 Increased ↓ 41 Decreased

#	Stock	Sector	Weight (May 2026)
1	Premier Energies Limited ₹55.55 Cr	Electrical Equipment	0.54%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Hyundai Motor India Ltd ₹161.62 Cr	Automobiles	0.95%	1.56%	+0.61%
2	Mahindra & Mahindra Limited ₹371.26 Cr	Automobiles	3.05%	3.59%	+0.54%
3	Tata Motors Passenger Vehicles Limited ₹283.61 Cr	Automobiles	2.37%	2.74%	+0.37%
4	Cummins India Limited ₹261.70 Cr	Industrial Products	2.26%	2.53%	+0.27%
5	Gland Pharma Limited ₹177.86 Cr	Pharmaceuticals & Biotechnology	1.49%	1.72%	+0.23%
6	CG Power and Industrial Solutions Limited ₹183.49 Cr	Electrical Equipment	1.57%	1.77%	+0.20%
7	Wockhardt Limited ₹60.94 Cr	Pharmaceuticals & Biotechnology	0.40%	0.59%	+0.19%
8	Siemens Energy India Limited ₹96.80 Cr	Electrical Equipment	0.79%	0.94%	+0.15%
9	Divi's Laboratories Limited ₹470.39 Cr	Pharmaceuticals & Biotechnology	4.43%	4.55%	+0.12%
10	Hindustan Petroleum Corporation Limited ₹211.10 Cr	Petroleum Products	1.94%	2.04%	+0.10%
11	Hindalco Industries Limited ₹236.61 Cr	Non - Ferrous Metals	2.20%	2.29%	+0.09%
12	Bharat Forge Limited ₹234.86 Cr	Auto Components	2.18%	2.27%	+0.09%
13	Timken India Limited ₹119.55 Cr	Industrial Products	1.09%	1.16%	+0.07%
14	Centum Electronics Ltd. ₹102.83 Cr	Aerospace & Defense	0.92%	0.99%	+0.07%
15	Cyient DLM Ltd ₹92.53 Cr	Aerospace & Defense	0.83%	0.90%	+0.07%
16	Birla Corporation Limited ₹76.17 Cr	Cement & Cement Products	0.67%	0.74%	+0.07%
17	Dixon Technologies (India) Limited ₹167.10 Cr	Consumer Durables	1.56%	1.62%	+0.06%
18	Bansal Wire Industries Limited ₹81.36 Cr	Industrial Products	0.73%	0.79%	+0.06%
19	KSH International Limited ₹74.64 Cr	Industrial Products	0.66%	0.72%	+0.06%
20	Samvardhana Motherson International Limited ₹34.98 Cr	Auto Components	0.28%	0.34%	+0.06%
21	SEDEMAC MECHATRONICS LTD ₹36.53 Cr	Auto Components	0.30%	0.35%	+0.05%
22	Craftsman Automation Limited ₹81.67 Cr	Auto Components	0.75%	0.79%	+0.04%
23	Carborundum Universal Limited ₹54.66 Cr	Industrial Products	0.49%	0.53%	+0.04%
24	Hindustan Aeronautics Limited ₹258.23 Cr	Aerospace & Defense	2.47%	2.50%	+0.03%
25	Balkrishna Industries Limited ₹114.69 Cr	Auto Components	1.08%	1.11%	+0.03%
26	Sudeep Pharma Limited ₹65.46 Cr	Pharmaceuticals & Biotechnology	0.60%	0.63%	+0.03%
27	Jubilant Pharmova Limited ₹49.75 Cr	Pharmaceuticals & Biotechnology	0.45%	0.48%	+0.03%
28	Piramal Pharma Limited ₹41.47 Cr	Pharmaceuticals & Biotechnology	0.37%	0.40%	+0.03%
29	Ambuja Cements Limited ₹219.45 Cr	Cement & Cement Products	2.10%	2.12%	+0.02%
30	Sundram Fasteners Limited ₹68.84 Cr	Auto Components	0.65%	0.67%	+0.02%
31	Eris Lifesciences Limited ₹53.16 Cr	Pharmaceuticals & Biotechnology	0.49%	0.51%	+0.02%
32	Siemens Limited ₹129.20 Cr	Electrical Equipment	1.24%	1.25%	+0.01%
33	Dabur India Limited ₹93.11 Cr	Personal Products	0.89%	0.90%	+0.01%
34	Crompton Greaves Consumer Electricals Limited ₹56.23 Cr	Consumer Durables	0.53%	0.54%	+0.01%
35	West Coast Paper Mills Ltd. ₹41.53 Cr	Paper, Forest & Jute Products	0.39%	0.40%	+0.01%
36	Aequs Limited ₹34.04 Cr	Aerospace & Defense	0.32%	0.33%	+0.01%
37	RHI Magnesita India Limited ₹24.40 Cr	Industrial Products	0.23%	0.24%	+0.01%
38	JNK INDIA LIMITED ₹18.49 Cr	Industrial Manufacturing	0.17%	0.18%	+0.01%
39	Grindwell Norton Limited ₹7.60 Cr	Industrial Products	0.06%	0.07%	+0.01%

#	Stock	Sector	Apr 2026	May 2026	Change
1	Glenmark Pharmaceuticals Limited ₹167.21 Cr	Pharmaceuticals & Biotechnology	2.21%	1.62%	-0.59%
2	Reliance Industries Limited ₹544.33 Cr	Petroleum Products	5.83%	5.27%	-0.56%
3	Kaynes Technology India Limited ₹123.61 Cr	Industrial Manufacturing	1.54%	1.20%	-0.34%
4	Bosch Limited ₹124.53 Cr	Auto Components	1.42%	1.20%	-0.22%
5	Tata Steel Limited ₹191.38 Cr	Ferrous Metals	2.00%	1.85%	-0.15%
6	Atlanta Electricals Ltd ₹133.10 Cr	Electrical Equipment	1.44%	1.29%	-0.15%
7	Escorts Kubota Limited ₹108.67 Cr	Agricultural, Commercial & Construction Vehicles	1.19%	1.05%	-0.14%
8	Bajaj Auto Limited ₹251.04 Cr	Automobiles	2.56%	2.43%	-0.13%
9	Pearl Global Industries Limited ₹107.48 Cr	Textiles & Apparels	1.17%	1.04%	-0.13%
10	Bharat Electronics Limited ₹262.88 Cr	Aerospace & Defense	2.66%	2.54%	-0.12%
11	Archean Chemical Industries Limited ₹71.41 Cr	Chemicals & Petrochemicals	0.80%	0.69%	-0.11%
12	Schaeffler India Limited ₹72.25 Cr	Auto Components	0.80%	0.70%	-0.10%
13	Time Technoplast Limited ₹59.40 Cr	Industrial Products	0.66%	0.57%	-0.09%
14	Bajaj Electricals Limited ₹36.79 Cr	Consumer Durables	0.45%	0.36%	-0.09%
15	JSW Steel Limited ₹357.84 Cr	Ferrous Metals	3.54%	3.46%	-0.08%
16	Tata Motors Ltd ₹265.65 Cr	Agricultural, Commercial & Construction Vehicles	2.65%	2.57%	-0.08%
17	Jubilant Ingrevia Limited ₹77.88 Cr	Chemicals & Petrochemicals	0.83%	0.75%	-0.08%
18	Godavari Biorefineries Ltd ₹50.78 Cr	Diversified Fmcg	0.56%	0.49%	-0.07%
19	Blue Dart Express Limited ₹45.52 Cr	Transport Services	0.51%	0.44%	-0.07%
20	Godrej Consumer Products Limited ₹181.59 Cr	Personal Products	1.82%	1.76%	-0.06%
21	CIE Automotive India Limited ₹107.66 Cr	Auto Components	1.10%	1.04%	-0.06%
22	Maruti Suzuki India Limited ₹375.43 Cr	Automobiles	3.68%	3.63%	-0.05%
23	Havells India Limited ₹102.97 Cr	Consumer Durables	1.05%	1.00%	-0.05%
24	GMM Pfaudler Ltd. ₹28.75 Cr	Industrial Manufacturing	0.33%	0.28%	-0.05%
25	Whirlpool of India Limited ₹24.68 Cr	Consumer Durables	0.29%	0.24%	-0.05%
26	Cohance Lifesciences Limited ₹38.91 Cr	Pharmaceuticals & Biotechnology	0.42%	0.38%	-0.04%
27	Lupin Limited ₹181.42 Cr	Pharmaceuticals & Biotechnology	1.78%	1.75%	-0.03%
28	Anthem Biosciences Limited ₹113.99 Cr	Pharmaceuticals & Biotechnology	1.13%	1.10%	-0.03%
29	Saatvik Green Energy Limited ₹93.86 Cr	Electrical Equipment	0.94%	0.91%	-0.03%
30	BEML Limited ₹77.51 Cr	Agricultural, Commercial & Construction Vehicles	0.78%	0.75%	-0.03%
31	Amber Enterprises India Limited ₹60.92 Cr	Consumer Durables	0.62%	0.59%	-0.03%
32	M&B Engineering Ltd ₹25.09 Cr	Construction	0.27%	0.24%	-0.03%
33	Indraprastha Gas Limited ₹69.00 Cr	Gas	0.69%	0.67%	-0.02%
34	Sun Pharmaceutical Industries Limited ₹193.41 Cr	Pharmaceuticals & Biotechnology	1.88%	1.87%	-0.01%
35	Bharat Petroleum Corporation Limited ₹169.92 Cr	Petroleum Products	1.65%	1.64%	-0.01%
36	Jindal Steel Limited ₹93.56 Cr	Ferrous Metals	0.91%	0.90%	-0.01%
37	Petronet LNG Limited ₹48.76 Cr	Gas	0.48%	0.47%	-0.01%
38	Sharda Motor Industries Ltd. ₹43.38 Cr	Auto Components	0.43%	0.42%	-0.01%
39	Clean Science and Technology Limited ₹31.90 Cr	Chemicals & Petrochemicals	0.32%	0.31%	-0.01%
40	TCI Express Limited ₹19.15 Cr	Transport Services	0.20%	0.19%	-0.01%
41	Cello World Ltd ₹12.16 Cr	Consumer Durables	0.13%	0.12%	-0.01%

What Stocks Does This Fund Hold?

83 stocks — May 2026

#	Stock	Sector	Weight & Value
1	Reliance Industries Limited ₹544.33 Cr	Petroleum Products	5.27%
2	Divi's Laboratories Limited ₹470.39 Cr	Pharmaceuticals & Biotechnology	4.55%
3	Maruti Suzuki India Limited ₹375.43 Cr	Automobiles	3.63%
4	Mahindra & Mahindra Limited ₹371.26 Cr	Automobiles	3.59%
5	JSW Steel Limited ₹357.84 Cr	Ferrous Metals	3.46%
6	Tata Motors Passenger Vehicles Limited ₹283.61 Cr	Automobiles	2.74%
7	Tata Motors Ltd ₹265.65 Cr	Agricultural, Commercial & Construction Vehicles	2.57%
8	Bharat Electronics Limited ₹262.88 Cr	Aerospace & Defense	2.54%
9	Cummins India Limited ₹261.70 Cr	Industrial Products	2.53%
10	Hindustan Aeronautics Limited ₹258.23 Cr	Aerospace & Defense	2.50%
11	Bajaj Auto Limited ₹251.04 Cr	Automobiles	2.43%
12	Hindalco Industries Limited ₹236.61 Cr	Non - Ferrous Metals	2.29%
13	Bharat Forge Limited ₹234.86 Cr	Auto Components	2.27%
14	Ambuja Cements Limited ₹219.45 Cr	Cement & Cement Products	2.12%
15	Hindustan Petroleum Corporation Limited ₹211.10 Cr	Petroleum Products	2.04%
16	Sun Pharmaceutical Industries Limited ₹193.41 Cr	Pharmaceuticals & Biotechnology	1.87%
17	Tata Steel Limited ₹191.38 Cr	Ferrous Metals	1.85%
18	CG Power and Industrial Solutions Limited ₹183.49 Cr	Electrical Equipment	1.77%
19	Godrej Consumer Products Limited ₹181.59 Cr	Personal Products	1.76%
20	Lupin Limited ₹181.42 Cr	Pharmaceuticals & Biotechnology	1.75%
21	Gland Pharma Limited ₹177.86 Cr	Pharmaceuticals & Biotechnology	1.72%
22	Bharat Petroleum Corporation Limited ₹169.92 Cr	Petroleum Products	1.64%
23	Glenmark Pharmaceuticals Limited ₹167.21 Cr	Pharmaceuticals & Biotechnology	1.62%
24	Dixon Technologies (India) Limited ₹167.10 Cr	Consumer Durables	1.62%
25	Hyundai Motor India Ltd ₹161.62 Cr	Automobiles	1.56%
26	Atlanta Electricals Ltd ₹133.10 Cr	Electrical Equipment	1.29%
27	Siemens Limited ₹129.20 Cr	Electrical Equipment	1.25%
28	Bosch Limited ₹124.53 Cr	Auto Components	1.20%
29	Kaynes Technology India Limited ₹123.61 Cr	Industrial Manufacturing	1.20%
30	Timken India Limited ₹119.55 Cr	Industrial Products	1.16%
31	Balkrishna Industries Limited ₹114.69 Cr	Auto Components	1.11%
32	Anthem Biosciences Limited ₹113.99 Cr	Pharmaceuticals & Biotechnology	1.10%
33	Escorts Kubota Limited ₹108.67 Cr	Agricultural, Commercial & Construction Vehicles	1.05%
34	CIE Automotive India Limited ₹107.66 Cr	Auto Components	1.04%
35	Pearl Global Industries Limited ₹107.48 Cr	Textiles & Apparels	1.04%
36	Havells India Limited ₹102.97 Cr	Consumer Durables	1.00%
37	Centum Electronics Ltd. ₹102.83 Cr	Aerospace & Defense	0.99%
38	Siemens Energy India Limited ₹96.80 Cr	Electrical Equipment	0.94%
39	Saatvik Green Energy Limited ₹93.86 Cr	Electrical Equipment	0.91%
40	Jindal Steel Limited ₹93.56 Cr	Ferrous Metals	0.90%
41	Cyient DLM Ltd ₹92.53 Cr	Aerospace & Defense	0.90%
42	Dabur India Limited ₹93.11 Cr	Personal Products	0.90%
43	Craftsman Automation Limited ₹81.67 Cr	Auto Components	0.79%
44	Bansal Wire Industries Limited ₹81.36 Cr	Industrial Products	0.79%
45	BEML Limited ₹77.51 Cr	Agricultural, Commercial & Construction Vehicles	0.75%
46	Jubilant Ingrevia Limited ₹77.88 Cr	Chemicals & Petrochemicals	0.75%
47	Birla Corporation Limited ₹76.17 Cr	Cement & Cement Products	0.74%
48	KSH International Limited ₹74.64 Cr	Industrial Products	0.72%
49	Schaeffler India Limited ₹72.25 Cr	Auto Components	0.70%
50	Archean Chemical Industries Limited ₹71.41 Cr	Chemicals & Petrochemicals	0.69%
51	Sundram Fasteners Limited ₹68.84 Cr	Auto Components	0.67%
52	Indraprastha Gas Limited ₹69.00 Cr	Gas	0.67%
53	Sudeep Pharma Limited ₹65.46 Cr	Pharmaceuticals & Biotechnology	0.63%
54	Amber Enterprises India Limited ₹60.92 Cr	Consumer Durables	0.59%
55	Wockhardt Limited ₹60.94 Cr	Pharmaceuticals & Biotechnology	0.59%
56	Time Technoplast Limited ₹59.40 Cr	Industrial Products	0.57%
57	Crompton Greaves Consumer Electricals Limited ₹56.23 Cr	Consumer Durables	0.54%
58	Premier Energies Limited ₹55.55 Cr	Electrical Equipment	0.54%
59	Carborundum Universal Limited ₹54.66 Cr	Industrial Products	0.53%
60	Eris Lifesciences Limited ₹53.16 Cr	Pharmaceuticals & Biotechnology	0.51%
61	Godavari Biorefineries Ltd ₹50.78 Cr	Diversified Fmcg	0.49%
62	ABB India Limited ₹50.77 Cr	Electrical Equipment	0.49%
63	Jubilant Pharmova Limited ₹49.75 Cr	Pharmaceuticals & Biotechnology	0.48%
64	Petronet LNG Limited ₹48.76 Cr	Gas	0.47%
65	Blue Dart Express Limited ₹45.52 Cr	Transport Services	0.44%
66	Sona BLW Precision Forgings Limited ₹44.78 Cr	Auto Components	0.43%
67	Sharda Motor Industries Ltd. ₹43.38 Cr	Auto Components	0.42%
68	Piramal Pharma Limited ₹41.47 Cr	Pharmaceuticals & Biotechnology	0.40%
69	West Coast Paper Mills Ltd. ₹41.53 Cr	Paper, Forest & Jute Products	0.40%
70	Cohance Lifesciences Limited ₹38.91 Cr	Pharmaceuticals & Biotechnology	0.38%
71	Bajaj Electricals Limited ₹36.79 Cr	Consumer Durables	0.36%
72	SEDEMAC MECHATRONICS LTD ₹36.53 Cr	Auto Components	0.35%
73	Samvardhana Motherson International Limited ₹34.98 Cr	Auto Components	0.34%
74	Aequs Limited ₹34.04 Cr	Aerospace & Defense	0.33%
75	Clean Science and Technology Limited ₹31.90 Cr	Chemicals & Petrochemicals	0.31%
76	GMM Pfaudler Ltd. ₹28.75 Cr	Industrial Manufacturing	0.28%
77	M&B Engineering Ltd ₹25.09 Cr	Construction	0.24%
78	RHI Magnesita India Limited ₹24.40 Cr	Industrial Products	0.24%
79	Whirlpool of India Limited ₹24.68 Cr	Consumer Durables	0.24%
80	TCI Express Limited ₹19.15 Cr	Transport Services	0.19%
81	JNK INDIA LIMITED ₹18.49 Cr	Industrial Manufacturing	0.18%
82	Cello World Ltd ₹12.16 Cr	Consumer Durables	0.12%
83	Grindwell Norton Limited ₹7.60 Cr	Industrial Products	0.07%