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Invesco India Manufacturing Fund - Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
48
Apr 2026
Equity Holdings
₹648.27 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.0%
Diversified
Top 10 Weight
34.3%
Diversified
Changes
49
0 new · 2 exits
Top Sector
Auto Components
16.0% of portfolio
📋 What Happened This Month Invesco India Manufacturing Fund exited 2 stocks from its portfolio this month. Transformers And Rectifiers (India) Limited was the biggest exit (Electrical Equipment), which was held at 0.33%. Among existing holdings, Eicher Motors Limited saw the biggest increase — now at 2.39% of the portfolio. Ather Energy Limited was trimmed the most, now at 1.32%. Mahindra & Mahindra Limited remains the top holding with Auto Components the dominant sector at 16.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Mar 2026 Apr 2026
Sector Prev Curr Delta
Auto Components 15.4% 16.0% +0.6%
Industrial Products 13.8% 14.5% +0.8%
Pharmaceuticals & Biotechnology 13.7% 13.5% -0.2%
Automobiles 13.3% 12.9% -0.4%
Consumer Durables 9.5% 9.0% -0.5%
Electrical Equipment 8.3% 7.9% -0.4%
Aerospace & Defense 6.4% 6.3% -0.1%
Cement & Cement Products 5.6% 5.0% -0.6%
Agricultural, Commercial & Construction Vehicles 3.9% 3.8% -0.1%
Industrial Manufacturing 2.9% 3.2% +0.3%
🔴
Biggest Exit
Transformers And Rectifiers (India) Limited
0.33% was held · Electrical Equipment
Biggest Add
Eicher Motors Limited
+1.16% · now 2.39%
Biggest Trim
Ather Energy Limited
-0.80% · now 1.32%
👋 Other funds also exited
Tata Steel Limited 18 funds
Tata Steel Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Transformers And Rectifiers (India) Limited 1 fund
Transformers And Rectifiers (India) Limited
Motilal Oswal Small Cap Fund - Direct - Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🔴 2 Exits ↑ 22 Increased ↓ 25 Decreased
#StockSectorLast Weight (Mar 2026)
1
Transformers And Rectifiers (India) Limited
₹1.92 Cr
Electrical Equipment 0.33%
2
Tata Steel Limited
₹1.96 L
Ferrous Metals 0.00%
#StockSectorMar 2026Apr 2026Change
1
Eicher Motors Limited
₹15.73 Cr
Automobiles 1.23% 2.39% +1.16%
2
SEDEMAC MECHATRONICS LTD
₹17.51 Cr
Auto Components 1.73% 2.66% +0.93%
3
Gabriel India Limited
₹10.24 Cr
Auto Components 1.02% 1.56% +0.54%
4
Bansal Wire Industries Limited
₹14.86 Cr
Industrial Products 1.79% 2.26% +0.47%
5
Grindwell Norton Limited
₹9.15 Cr
Industrial Products 1.01% 1.39% +0.38%
6
Honeywell Automation India Limited
₹7.79 Cr
Industrial Manufacturing 0.89% 1.19% +0.30%
7
Hindustan Aeronautics Limited
₹16.51 Cr
Aerospace & Defense 2.27% 2.51% +0.24%
8
Blue Star Limited
₹9.91 Cr
Consumer Durables 1.27% 1.51% +0.24%
9
Tenneco Clean Air India Limited
₹21.59 Cr
Auto Components 3.06% 3.29% +0.23%
10
Cipla Limited
₹18.17 Cr
Pharmaceuticals & Biotechnology 2.55% 2.77% +0.22%
#StockSectorMar 2026Apr 2026Change
1
Ather Energy Limited
₹8.64 Cr
Automobiles 2.12% 1.32% -0.80%
2
Dixon Technologies (India) Limited
₹11.93 Cr
Consumer Durables 2.49% 1.82% -0.67%
3
JK Cement Limited
₹17.60 Cr
Cement & Cement Products 3.21% 2.68% -0.53%
4
BIKAJI FOODS INTERNATIONAL LIMITED
₹6.77 Cr
Food Products 1.48% 1.03% -0.45%
5
Mahindra & Mahindra Limited
₹40.55 Cr
Automobiles 6.57% 6.17% -0.40%
6
TVS Motor Company Limited
₹19.49 Cr
Automobiles 3.37% 2.97% -0.40%
7
Schaeffler India Limited
₹12.57 Cr
Auto Components 2.31% 1.91% -0.40%
8
Tube Investments of India Limited
₹12.88 Cr
Auto Components 2.33% 1.96% -0.37%
9
CEAT Limited
₹8.06 Cr
Auto Components 1.54% 1.23% -0.31%
10
Bharat Electronics Limited
₹24.94 Cr
Aerospace & Defense 4.10% 3.80% -0.30%

Full Portfolio

48 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹40.55 Cr
Automobiles
6.17%
2
₹24.94 Cr
Aerospace & Defense
3.80%
3
₹22.78 Cr
Pharmaceuticals & Biotechnology
3.47%
4
₹21.59 Cr
Auto Components
3.29%
5
₹21.47 Cr
Consumer Durables
3.27%
6
₹21.10 Cr
Industrial Products
3.21%
7
₹19.49 Cr
Automobiles
2.97%
8
₹18.17 Cr
Pharmaceuticals & Biotechnology
2.77%
9
₹17.60 Cr
Cement & Cement Products
2.68%
10
₹17.51 Cr
Auto Components
2.66%
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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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