← Mahindra Manulife Mutual Fund

Mahindra Manulife Flexi Cap Fund - Direct Plan -Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
72
Aug 2026
Equity Holdings
₹1,533.33 Cr
Equity only, excl. debt & cash
AAUM
₹1,523.32 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.8%
Diversified
Top 10 Weight
30.9%
Diversified
Changes
67
3 new · 2 exits
Top Sector
Banks
22.2% 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 3 new additions and exited 2 stocks this month. The biggest new buy was Acutaas Chemicals Ltd (Pharmaceuticals & Biotechnology) at 1.03% weight. Infosys Limited was the biggest exit (IT - Software), which was held at 1.35%. Among existing holdings, Coforge Limited saw the biggest increase — now at 1.45% of the portfolio. Kotak Mahindra Bank Limited was trimmed the most, now at 2.08%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 22.2%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.4% 22.2% -0.2%
Pharmaceuticals & Biotechnology 6.9% 8.2% +1.3%
Finance 6.1% 6.4% +0.3%
Retailing 7.4% 6.3% -1.1%
Automobiles 4.5% 4.5% 0.0%
Industrial Products 4.3% 4.4% +0.1%
IT - Software 4.7% 4.2% -0.5%
Telecom - Services 4.2% 4.0% -0.2%
Consumer Durables 4.0% 4.0% 0.0%
Construction 3.3% 3.5% +0.2%
🟢
Biggest New Buy
Acutaas Chemicals Ltd
1.03% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Infosys Limited
1.35% was held · IT - Software
Biggest Add
Coforge Limited
+0.90% · now 1.45%
Biggest Trim
Kotak Mahindra Bank Limited
-0.57% · now 2.08%
🤝 Other funds also bought this month
Piramal Finance Ltd 42 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
Acutaas Chemicals Ltd 15 funds
Acutaas Chemicals Ltd
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Tata India Pharma & Healthcare Fund-Direct Plan-Growth
Mirae Asset Nifty 500 Healthcare ETF + more
Smartworks Coworking Spaces Ltd. 3 funds
Smartworks Coworking Spaces Ltd.
Mahindra Manulife Innovation Opportunities Fund - Direct - Growth
the Quantum Small Cap Fund
Mirae Asset Nifty Total Market Index Fund
👋 Other funds also exited
Infosys Limited 45 funds
Infosys Limited
HDFC Nifty Growth Sectors 15 ETF
quant Teck Fund
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Avenue Supermarts Limited 16 funds
Avenue Supermarts Limited
Mirae Asset Great Consumer Fund
Mirae Asset Nifty India New Age Consumption ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 2 Exits ↑ 32 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Acutaas Chemicals Ltd
₹16.30 Cr
Pharmaceuticals & Biotechnology 1.03%
2
Smartworks Coworking Spaces Ltd.
₹8.21 Cr
Commercial Services & Supplies 0.52%
3
Piramal Finance Ltd
₹8.14 Cr
Finance 0.51%
#StockSectorLast Weight (Jul 2026)
1
Infosys Limited
₹21.23 Cr
IT - Software 1.35%
2
Avenue Supermarts Limited
₹19.80 Cr
Retailing 1.26%
#StockSectorJul 2026Aug 2026Change
1
Coforge Limited
₹23.03 Cr
IT - Software 0.55% 1.45% +0.90%
2
The Federal Bank Limited
₹27.64 Cr
Banks 1.24% 1.74% +0.50%
3
Radico Khaitan Limited
₹12.11 Cr
Beverages 0.50% 0.76% +0.26%
4
Multi Commodity Exchange of India Limited
₹19.38 Cr
Capital Markets 0.97% 1.22% +0.25%
5
Neuland Laboratories Limited
₹20.71 Cr
Pharmaceuticals & Biotechnology 1.09% 1.30% +0.21%
6
Engineers India Limited
₹19.12 Cr
Construction 1.03% 1.20% +0.17%
7
Eternal Limited
₹33.79 Cr
Retailing 1.97% 2.13% +0.16%
8
MTAR Technologies Limited
₹11.27 Cr
Aerospace & Defense 0.58% 0.71% +0.13%
9
UNO Minda Limited
₹29.47 Cr
Auto Components 1.73% 1.85% +0.12%
10
LG Electronics India Ltd
₹15.99 Cr
Consumer Durables 0.89% 1.01% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Kotak Mahindra Bank Limited
₹33.13 Cr
Banks 2.65% 2.08% -0.57%
2
Bharti Airtel Limited
₹48.92 Cr
Telecom - Services 3.38% 3.08% -0.30%
3
Bajaj Finance Limited
₹51.69 Cr
Finance 3.54% 3.25% -0.29%
4
HDFC Bank Limited
₹59.34 Cr
Banks 3.97% 3.73% -0.24%
5
Tata Power Company Limited
₹17.87 Cr
Power 1.24% 1.12% -0.12%
6
Adani Ports and Special Economic Zone Limited
₹22.30 Cr
Transport Infrastructure 1.51% 1.40% -0.11%
7
Voltas Limited
₹14.44 Cr
Consumer Durables 1.02% 0.91% -0.11%
8
Jubilant Ingrevia Limited
₹16.98 Cr
Chemicals & Petrochemicals 1.17% 1.07% -0.10%
9
Crompton Greaves Consumer Electricals Limited
₹14.15 Cr
Consumer Durables 0.99% 0.89% -0.10%
10
Varun Beverages Limited
₹13.62 Cr
Beverages 0.95% 0.86% -0.09%

What Stocks Does This Fund Hold?

72 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹134.50 Cr
Banks
8.46%
2
₹59.34 Cr
Banks
3.73%
3
₹51.69 Cr
Finance
3.25%
4
₹48.92 Cr
Telecom - Services
3.08%
5
₹36.79 Cr
Construction
2.31%
6
₹33.79 Cr
Retailing
2.13%
7
₹33.13 Cr
Banks
2.08%
8
₹33.02 Cr
Banks
2.08%
9
₹30.65 Cr
Banks
1.93%
10
₹30.00 Cr
Automobiles
1.89%
🏆 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.