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LIC MF Manufacturing Fund-Direct Plan-Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
54
Jun 2026
Equity Holdings
₹741.30 Cr
Equity only, excl. debt & cash
Top 5 Weight
20.0%
Diversified
Top 10 Weight
35.3%
Diversified
Changes
54
6 new · 1 exits
Top Sector
Industrial Products
16.0% of portfolio
📋 What Happened This Month LIC MF Manufacturing Fund made 6 new additions and exited 1 stock this month. The biggest new buy was SRF Limited (Chemicals & Petrochemicals) at 1.25% weight. Larsen & Toubro Limited was the biggest exit (Construction), which was held at 1.52%. Among existing holdings, Tata Motors Passenger Vehicles Limited saw the biggest increase — now at 5.00% of the portfolio. Siemens Energy India Limited was trimmed the most, now at 2.81%. Tata Motors Passenger Vehicles Limited remains the top holding with Industrial Products 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
Apr 2026 May 2026
Sector Prev Curr Delta
Industrial Products 16.0% 17.5% +1.5%
Electrical Equipment 10.6% 13.7% +3.1%
Pharmaceuticals & Biotechnology 12.2% 11.5% -0.7%
Automobiles 15.3% 11.0% -4.3%
Auto Components 11.1% 10.8% -0.3%
Aerospace & Defense 6.9% 5.7% -1.2%
Consumer Durables 5.2% 4.9% -0.3%
Agricultural, Commercial & Construction Vehicles 5.7% 4.7% -1.0%
Retailing 0.0% 3.5% +3.5%
Textiles & Apparels 2.2% 2.3% +0.2%
May 2026 Jun 2026
Sector Prev Curr Delta
Industrial Products 17.5% 16.0% -1.5%
Electrical Equipment 13.7% 13.0% -0.6%
Automobiles 11.0% 11.7% +0.7%
Auto Components 10.8% 9.7% -1.2%
Pharmaceuticals & Biotechnology 11.5% 9.7% -1.9%
Aerospace & Defense 5.7% 6.0% +0.3%
Chemicals & Petrochemicals 1.4% 4.4% +3.0%
Consumer Durables 4.9% 4.3% -0.6%
Agricultural, Commercial & Construction Vehicles 4.7% 4.0% -0.7%
Retailing 3.5% 3.4% -0.1%
🟢
Biggest New Buy
SRF Limited
1.25% weight · Chemicals & Petrochemicals
🔴
Biggest Exit
Larsen & Toubro Limited
1.52% was held · Construction
Biggest Add
Tata Motors Passenger Vehicles Limited
+0.97% · now 5.00%
Biggest Trim
Siemens Energy India Limited
-1.32% · now 2.81%
🤝 Other funds also bought this month
JSW Steel Limited 30 funds
JSW Steel Limited
Nippon India Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth Option
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + more
Britannia Industries Limited 16 funds
Britannia Industries Limited
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more
Navin Fluorine International Limited 14 funds
Navin Fluorine International Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund
Groww Nifty Smallcap 250 Momentum Quality 100 ETF + more
SRF Limited 10 funds
SRF Limited
The Wealth Company Large & Mid Cap Fund
LIC MF DIVIDEND YIELD FUND
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more
Linde India Limited 9 funds
Linde India Limited
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
Larsen & Toubro Limited 20 funds
Larsen & Toubro Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
quant Quantamental Fund
Mirae Asset BSE India Defence ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 6 New Entries 🔴 1 Exit ↑ 16 Increased ↓ 31 Decreased
#StockSectorWeight (Jun 2026)
1
SRF Limited
₹9.78 Cr
Chemicals & Petrochemicals 1.25%
2
Britannia Industries Limited
₹8.92 Cr
Food Products 1.14%
3
JSW Steel Limited
₹6.54 Cr
Ferrous Metals 0.84%
4
Navin Fluorine International Limited
₹6.18 Cr
Chemicals & Petrochemicals 0.79%
5
Galaxy Surfactants Limited
₹2.26 Cr
Chemicals & Petrochemicals 0.29%
6
Linde India Limited
₹2.11 Cr
Chemicals & Petrochemicals 0.27%
#StockSectorLast Weight (May 2026)
1
Larsen & Toubro Limited
₹11.64 Cr
Construction 1.52%
#StockSectorMay 2026Jun 2026Change
1
Tata Motors Passenger Vehicles Limited
₹39.11 Cr
Automobiles 4.03% 5.00% +0.97%
2
Gillette India Limited
₹12.63 Cr
Personal Products 0.70% 1.62% +0.92%
3
Hitachi Energy India Limited
₹16.70 Cr
Electrical Equipment 1.41% 2.14% +0.73%
4
K.P.R. Mill Limited
₹10.58 Cr
Textiles & Apparels 0.70% 1.35% +0.65%
5
Schneider Electric Infrastructure Limited
₹26.07 Cr
Electrical Equipment 2.91% 3.34% +0.43%
6
Tata Steel Limited
₹9.87 Cr
Ferrous Metals 0.90% 1.26% +0.36%
7
Vinati Organics Limited
₹10.26 Cr
Chemicals & Petrochemicals 0.96% 1.31% +0.35%
8
Bharat Dynamics Limited
₹21.72 Cr
Aerospace & Defense 2.50% 2.78% +0.28%
9
SKF INDIA INDUSTRIAL LTD
₹8.94 Cr
Industrial Products 0.87% 1.14% +0.27%
10
Kirloskar Oil Engines Limited
₹8.17 Cr
Industrial Products 0.87% 1.05% +0.18%
#StockSectorMay 2026Jun 2026Change
1
Siemens Energy India Limited
₹21.93 Cr
Electrical Equipment 4.13% 2.81% -1.32%
2
Sun Pharmaceutical Industries Limited
₹34.09 Cr
Pharmaceuticals & Biotechnology 5.29% 4.36% -0.93%
3
Tata Motors Ltd
₹30.87 Cr
Agricultural, Commercial & Construction Vehicles 4.66% 3.95% -0.71%
4
Garware Hi-Tech Films Ltd
₹25.48 Cr
Industrial Products 3.97% 3.26% -0.71%
5
Schaeffler India Limited
₹17.04 Cr
Auto Components 2.84% 2.18% -0.66%
6
LG Electronics India Ltd
₹10.32 Cr
Consumer Durables 1.72% 1.32% -0.40%
7
Onesource Specialty Pharma Limited
₹11.80 Cr
Pharmaceuticals & Biotechnology 1.90% 1.51% -0.39%
8
JB Chemicals & Pharmaceuticals Limited
₹3.92 Cr
Pharmaceuticals & Biotechnology 0.87% 0.50% -0.37%
9
Cummins India Limited
₹19.46 Cr
Industrial Products 2.84% 2.49% -0.35%
10
Tenneco Clean Air India Limited
₹11.17 Cr
Auto Components 1.77% 1.43% -0.34%

What Stocks Does This Fund Hold?

54 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹39.11 Cr
Automobiles
5.00%
2
₹34.09 Cr
Pharmaceuticals & Biotechnology
4.36%
3
₹30.87 Cr
Agricultural, Commercial & Construction Vehicles
3.95%
4
₹26.36 Cr
Retailing
3.37%
5
₹26.07 Cr
Electrical Equipment
3.34%
6
₹25.48 Cr
Industrial Products
3.26%
7
₹25.10 Cr
Auto Components
3.21%
8
₹23.49 Cr
Industrial Products
3.01%
9
₹22.73 Cr
Automobiles
2.91%
10
₹22.58 Cr
Automobiles
2.89%
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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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