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Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
71
Jul 2026
Equity Holdings
₹1,508.77 Cr
Equity only, excl. debt & cash
AAUM
₹1,523.32 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.0%
Diversified
Top 10 Weight
32.0%
Diversified
Changes
75
8 new · 6 exits
Top Sector
Banks
22.4% of portfolio
Launch Date
30 Jul 2021
5 years old

AAUM (Average Assets Under Management) of ₹1,523.32 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 Mahindra Manulife Flexi Cap Fund made 8 new additions and exited 6 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.46% weight. Dr. Reddy's Laboratories Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.61%. Among existing holdings, Acme Solar Holdings Ltd saw the biggest increase — now at 0.97% of the portfolio. Avenue Supermarts Limited was trimmed the most, now at 1.26%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.4%. ↓ 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
Banks 21.9% 22.9% +0.9%
Retailing 7.6% 8.0% +0.5%
Pharmaceuticals & Biotechnology 6.6% 7.7% +1.1%
Finance 5.0% 5.5% +0.5%
Telecom - Services 6.1% 5.1% -1.0%
Industrial Products 3.1% 4.5% +1.4%
IT - Software 7.3% 4.4% -3.0%
Automobiles 4.2% 4.2% 0.0%
Consumer Durables 4.2% 4.0% -0.2%
Construction 3.5% 3.6% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 22.9% 22.4% -0.5%
Retailing 8.0% 7.4% -0.7%
Pharmaceuticals & Biotechnology 7.7% 6.9% -0.8%
Finance 5.5% 6.1% +0.6%
IT - Software 4.4% 4.7% +0.3%
Automobiles 4.2% 4.5% +0.4%
Industrial Products 4.5% 4.3% -0.2%
Telecom - Services 5.1% 4.2% -0.9%
Consumer Durables 4.0% 4.0% 0.0%
Construction 3.6% 3.3% -0.3%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
1.46% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Dr. Reddy's Laboratories Limited
1.61% was held · Pharmaceuticals & Biotechnology
Biggest Add
Acme Solar Holdings Ltd
+0.79% · now 0.97%
Biggest Trim
Avenue Supermarts Limited
-0.86% · now 1.26%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Multi Commodity Exchange of India Limited 27 funds
Multi Commodity Exchange of India Limited
Edel BSE Capital Markets & Insurance ETF
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
👋 Other funds also exited
Hindustan Unilever Limited 43 funds
Hindustan Unilever Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
SBI Quant Fund- Direct Plan- Growth + more
Dr. Reddy's Laboratories Limited 42 funds
Dr. Reddy's Laboratories Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 500 Healthcare ETF
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth + more
Indus Towers Limited 35 funds
Indus Towers Limited
SBI Multicap Fund- Direct Plan- Growth option
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
LTIMindtree Limited 25 funds
LTIMindtree Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more
CESC Limited 16 funds
CESC Limited
Groww Nifty Smallcap250 ETF
Samco Special Opportunities Fund
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Escorts Kubota Limited 15 funds
Escorts Kubota Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
ITI Mid Cap Fund - Direct Plan - Growth Option
Invesco India Manufacturing Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 6 Exits ↑ 29 Increased ↓ 32 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹23.05 Cr
Pharmaceuticals & Biotechnology 1.46%
2
Multi Commodity Exchange of India Limited
₹15.35 Cr
Capital Markets 0.97%
3
Varun Beverages Limited
₹15.04 Cr
Beverages 0.95%
4
Adani Enterprises Limited
₹12.85 Cr
Metals & Minerals Trading 0.81%
5
Belrise Industries Ltd.
₹12.66 Cr
Auto Components 0.80%
6
Coforge Limited
₹8.61 Cr
IT - Software 0.55%
7
Radico Khaitan Limited
₹7.81 Cr
Beverages 0.50%
8
Manipal Health Enterprises Ltd
₹5.00 Cr
Healthcare Services 0.32%
#StockSectorLast Weight (Jun 2026)
1
Dr. Reddy's Laboratories Limited
₹25.11 Cr
Pharmaceuticals & Biotechnology 1.61%
2
CESC Limited
₹16.88 Cr
Power 1.08%
3
Indus Towers Limited
₹15.12 Cr
Telecom - Services 0.97%
4
Hindustan Unilever Limited
₹12.92 Cr
Diversified FMCG 0.83%
5
LTIMindtree Limited
₹12.87 Cr
IT - Software 0.83%
6
Escorts Kubota Limited
₹7.10 Cr
Agricultural, Commercial & Construction Vehicles 0.46%
#StockSectorJun 2026Jul 2026Change
1
Acme Solar Holdings Ltd
₹15.23 Cr
Power 0.18% 0.97% +0.79%
2
Bajaj Finance Limited
₹55.80 Cr
Finance 3.15% 3.54% +0.39%
3
TVS Motor Company Limited
₹29.80 Cr
Automobiles 1.53% 1.89% +0.36%
4
IndusInd Bank Limited
₹30.53 Cr
Banks 1.60% 1.94% +0.34%
5
ICICI Bank Limited
₹132.77 Cr
Banks 8.16% 8.42% +0.26%
6
Persistent Systems Limited
₹19.42 Cr
IT - Software 0.97% 1.23% +0.26%
7
Info Edge (India) Limited
₹20.58 Cr
Retailing 1.05% 1.30% +0.25%
8
Shriram Finance Limited
₹18.98 Cr
Finance 0.96% 1.20% +0.24%
9
Eternal Limited
₹31.15 Cr
Retailing 1.75% 1.97% +0.22%
10
Tech Mahindra Limited
₹24.60 Cr
IT - Software 1.34% 1.56% +0.22%
#StockSectorJun 2026Jul 2026Change
1
Avenue Supermarts Limited
₹19.80 Cr
Retailing 2.12% 1.26% -0.86%
2
Mankind Pharma Limited
₹10.19 Cr
Pharmaceuticals & Biotechnology 1.49% 0.65% -0.84%
3
HDFC Bank Limited
₹62.62 Cr
Banks 4.74% 3.97% -0.77%
4
Suzlon Energy Limited
₹14.40 Cr
Electrical Equipment 1.13% 0.91% -0.22%
5
Axis Bank Limited
₹31.23 Cr
Banks 2.19% 1.98% -0.21%
6
MTAR Technologies Limited
₹9.16 Cr
Aerospace & Defense 0.78% 0.58% -0.20%
7
Doms Industries Limited
₹11.87 Cr
Household Products 0.93% 0.75% -0.18%
8
Bandhan Bank Limited
₹13.13 Cr
Banks 0.99% 0.83% -0.16%
9
Larsen & Toubro Limited
₹35.82 Cr
Construction 2.42% 2.27% -0.15%
10
Trent Limited
₹22.31 Cr
Retailing 1.56% 1.41% -0.15%

What Stocks Does This Fund Hold?

71 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹132.77 Cr
Banks
8.42%
2
₹62.62 Cr
Banks
3.97%
3
₹55.80 Cr
Finance
3.54%
4
₹53.24 Cr
Telecom - Services
3.38%
5
₹41.76 Cr
Banks
2.65%
6
₹35.82 Cr
Construction
2.27%
7
₹31.23 Cr
Banks
1.98%
8
₹31.15 Cr
Retailing
1.97%
9
₹30.53 Cr
Banks
1.94%
10
₹30.08 Cr
Petroleum Products
1.91%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Mahindra Manulife Mutual Fund — Portfolio & Holdings
See all funds managed by Mahindra Manulife 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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