← Mahindra Manulife Mutual Fund

Mahindra Manulife Focused Fund - Direct Plan -Growth

Focused Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
30
Jun 2026
Equity Holdings
₹2,170.88 Cr
Equity only, excl. debt & cash
Top 5 Weight
30.8%
Moderate
Top 10 Weight
49.4%
Moderate
Changes
31
3 new · 2 exits
Top Sector
Banks
28.9% of portfolio
📋 What Happened This Month Mahindra Manulife Focused Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was Axis Bank Limited (Banks) at 2.94% weight. Oil & Natural Gas Corporation Limited was the biggest exit (Oil), which was held at 2.69%. Among existing holdings, State Bank of India saw the biggest increase — now at 4.85% of the portfolio. Indus Towers Limited was trimmed the most, now at 2.86%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 28.9%. ↓ 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
Banks 23.8% 24.3% +0.5%
Pharmaceuticals & Biotechnology 7.0% 7.5% +0.5%
IT - Software 6.0% 7.1% +1.1%
Petroleum Products 7.0% 6.6% -0.5%
Telecom - Services 5.7% 6.3% +0.6%
Cement & Cement Products 5.8% 6.2% +0.4%
Finance 5.9% 5.8% -0.1%
Construction 4.9% 5.0% +0.1%
Retailing 5.1% 4.8% -0.3%
Automobiles 4.6% 3.7% -0.9%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 24.3% 28.9% +4.7%
Pharmaceuticals & Biotechnology 7.5% 7.5% +0.0%
IT - Software 7.1% 6.4% -0.8%
Petroleum Products 6.6% 6.4% -0.2%
Cement & Cement Products 6.2% 6.3% +0.0%
Finance 5.8% 6.0% +0.3%
Retailing 4.8% 5.5% +0.7%
Telecom - Services 6.3% 5.1% -1.2%
Construction 5.0% 5.0% +0.0%
Power 3.6% 3.3% -0.3%
🟢
Biggest New Buy
Axis Bank Limited
2.94% weight · Banks
🔴
Biggest Exit
Oil & Natural Gas Corporation Limited
2.69% was held · Oil
Biggest Add
State Bank of India
+1.08% · now 4.85%
Biggest Trim
Indus Towers Limited
-0.70% · now 2.86%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 42 funds
InterGlobe Aviation Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Invesco India Consumption Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
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
Axis Bank Limited 25 funds
Axis Bank Limited
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
Sundaram Equity Savings Fund
IB44-Groww Nifty 50 ETF + more
👋 Other funds also exited
Oil & Natural Gas Corporation Limited 36 funds
Oil & Natural Gas Corporation Limited
Groww Nifty PSE ETF
NJ Flexi Cap Fund
Axis Momentum Fund - Direct Plan - Growth Option + more
Jindal Steel Limited 16 funds
Jindal Steel Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Special Opportunities Fund + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 3 New Entries 🔴 2 Exits ↑ 12 Increased ↓ 14 Decreased
#StockSectorWeight (Jun 2026)
1
Axis Bank Limited
₹64.59 Cr
Banks 2.94%
2
JSW Steel Limited
₹42.31 Cr
Ferrous Metals 1.93%
3
InterGlobe Aviation Limited
₹34.89 Cr
Transport Services 1.59%
#StockSectorLast Weight (May 2026)
1
Oil & Natural Gas Corporation Limited
₹58.65 Cr
Oil 2.69%
2
Jindal Steel Limited
₹48.17 Cr
Ferrous Metals 2.21%
#StockSectorMay 2026Jun 2026Change
1
State Bank of India
₹106.59 Cr
Banks 3.77% 4.85% +1.08%
2
ICICI Bank Limited
₹214.70 Cr
Banks 9.16% 9.77% +0.61%
3
Trent Limited
₹46.28 Cr
Retailing 1.67% 2.11% +0.44%
4
Bajaj Finance Limited
₹77.06 Cr
Finance 3.20% 3.51% +0.31%
5
Avenue Supermarts Limited
₹74.47 Cr
Retailing 3.17% 3.39% +0.22%
6
HDFC Bank Limited
₹104.53 Cr
Banks 4.62% 4.76% +0.14%
7
The Ramco Cements Limited
₹43.06 Cr
Cement & Cement Products 1.85% 1.96% +0.11%
8
GAIL (India) Limited
₹49.52 Cr
Gas 2.16% 2.25% +0.09%
9
Dr. Reddy's Laboratories Limited
₹50.89 Cr
Pharmaceuticals & Biotechnology 2.25% 2.32% +0.07%
10
Elgi Equipments Limited
₹43.24 Cr
Industrial Products 1.90% 1.97% +0.07%
#StockSectorMay 2026Jun 2026Change
1
Indus Towers Limited
₹62.79 Cr
Telecom - Services 3.56% 2.86% -0.70%
2
Bajaj Auto Limited
₹68.01 Cr
Automobiles 3.70% 3.09% -0.61%
3
Infosys Limited
₹69.45 Cr
IT - Software 3.70% 3.16% -0.54%
4
Vodafone Idea Limited
₹50.09 Cr
Telecom - Services 2.78% 2.28% -0.50%
5
Adani Ports and Special Economic Zone Limited
₹68.43 Cr
Transport Infrastructure 3.47% 3.11% -0.36%
6
NTPC Limited
₹72.58 Cr
Power 3.62% 3.30% -0.32%
7
ITC Limited
₹52.83 Cr
Diversified FMCG 2.69% 2.40% -0.29%
8
Tech Mahindra Limited
₹70.94 Cr
IT - Software 3.44% 3.23% -0.21%
9
Reliance Industries Limited
₹139.91 Cr
Petroleum Products 6.56% 6.37% -0.19%
10
Biocon Limited
₹60.44 Cr
Pharmaceuticals & Biotechnology 2.85% 2.75% -0.10%

What Stocks Does This Fund Hold?

30 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹214.70 Cr
Banks
9.77%
2
₹139.91 Cr
Petroleum Products
6.37%
3
₹110.42 Cr
Construction
5.02%
4
₹106.59 Cr
Banks
4.85%
5
₹104.53 Cr
Banks
4.76%
6
₹94.67 Cr
Cement & Cement Products
4.31%
7
₹89.83 Cr
Banks
4.09%
8
₹77.06 Cr
Finance
3.51%
9
₹74.47 Cr
Retailing
3.39%
10
₹72.58 Cr
Power
3.30%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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.