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Mahindra Manulife Innovation Opportunities Fund - Direct - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
44
Apr 2026
Equity Holdings
₹176.70 Cr
Equity only, excl. debt & cash
Top 5 Weight
17.8%
Diversified
Top 10 Weight
31.7%
Diversified
Changes
44
4 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
10.7% of portfolio
📋 What Happened This Month Mahindra Manulife Innovation Opportunities Fund added 4 new stocks to its portfolio this month. The biggest new buy was Navin Fluorine International Limited (Chemicals & Petrochemicals) at 2.18% weight. Among existing holdings, Bharti Airtel Limited saw the biggest increase — now at 2.96% of the portfolio. Acutaas Chemicals Ltd was trimmed the most, now at 3.34%. Eternal Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 10.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 9.0% 9.6% +0.6%
Banks 7.4% 8.2% +0.8%
Retailing 6.6% 6.4% -0.2%
Auto Components 6.4% 6.1% -0.3%
IT - Software 5.8% 5.8% +0.1%
Healthcare Services 5.0% 5.3% +0.3%
Transport Services 5.7% 5.2% -0.5%
Finance 5.8% 4.8% -0.9%
Electrical Equipment 4.3% 4.6% +0.3%
Industrial Products 4.2% 4.3% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 9.6% 10.7% +1.1%
Banks 8.2% 9.7% +1.6%
Transport Services 5.2% 6.9% +1.7%
Auto Components 6.1% 6.0% -0.1%
Retailing 6.4% 6.0% -0.5%
IT - Software 5.8% 5.2% -0.7%
Finance 4.8% 4.9% +0.1%
Electrical Equipment 4.6% 4.9% +0.3%
Healthcare Services 5.3% 4.8% -0.5%
Telecom - Services 4.1% 4.5% +0.4%
🟢
Biggest New Buy
Navin Fluorine International Limited
2.18% weight · Chemicals & Petrochemicals
Biggest Add
Bharti Airtel Limited
+0.36% · now 2.96%
Biggest Trim
Acutaas Chemicals Ltd
-0.45% · now 3.34%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 27 funds
Torrent Pharmaceuticals Limited
Mirae Asset Nifty 500 Healthcare ETF
HDFC Large Cap Fund - Growth Option - Direct Plan
HDFC NIFTY100 Low Volatility 30 Index Fund (An open ended scheme replicating/tracking NIFTY100 Low Volatility 30 Index (TRI)) + more
Navin Fluorine International Limited 22 funds
Navin Fluorine International Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Karur Vysya Bank Limited 19 funds
Karur Vysya Bank Limited
Invesco India Financial Services Fund
HSBC Aggressive Hybrid Fund
Mirae Asset Banking and Financial Services Fund + more
Black Buck Ltd 11 funds
Black Buck Ltd
quant ESG Integration Strategy Fund
quant Teck Fund
Mahindra Manulife Large & Mid Cap Fund - Direct Plan -Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 4 New Entries ↑ 15 Increased ↓ 25 Decreased
#StockSectorWeight (Apr 2026)
1
Navin Fluorine International Limited
₹3.96 Cr
Chemicals & Petrochemicals 2.18%
2
Karur Vysya Bank Limited
₹3.64 Cr
Banks 2.01%
3
Torrent Pharmaceuticals Limited
₹3.43 Cr
Pharmaceuticals & Biotechnology 1.89%
4
Black Buck Ltd
₹3.40 Cr
Transport Services 1.88%
#StockSectorMar 2026Apr 2026Change
1
Bharti Airtel Limited
₹5.38 Cr
Telecom - Services 2.60% 2.96% +0.36%
2
Radico Khaitan Limited
₹4.14 Cr
Beverages 2.02% 2.28% +0.26%
3
Varun Beverages Limited
₹3.26 Cr
Beverages 1.55% 1.80% +0.25%
4
PB Fintech Limited
₹4.67 Cr
Financial Technology (Fintech) 2.33% 2.57% +0.24%
5
CG Power and Industrial Solutions Limited
₹4.44 Cr
Electrical Equipment 2.27% 2.45% +0.18%
6
Hindustan Aeronautics Limited
₹4.17 Cr
Aerospace & Defense 2.12% 2.30% +0.18%
7
GE Vernova T&D India Limited
₹4.46 Cr
Electrical Equipment 2.31% 2.46% +0.15%
8
KEI Industries Limited
₹3.81 Cr
Industrial Products 2.01% 2.10% +0.09%
9
Vodafone Idea Limited
₹2.87 Cr
Telecom - Services 1.52% 1.58% +0.06%
10
Bajaj Finance Limited
₹6.06 Cr
Finance 3.29% 3.34% +0.05%
#StockSectorMar 2026Apr 2026Change
1
Acutaas Chemicals Ltd
₹6.05 Cr
Pharmaceuticals & Biotechnology 3.79% 3.34% -0.45%
2
Infosys Limited
₹3.43 Cr
IT - Software 2.31% 1.89% -0.42%
3
ICICI Bank Limited
₹6.41 Cr
Banks 3.88% 3.54% -0.34%
4
Reliance Industries Limited
₹6.32 Cr
Petroleum Products 3.77% 3.48% -0.29%
5
Eternal Limited
₹7.51 Cr
Retailing 4.42% 4.14% -0.28%
6
Aster DM Healthcare Limited
₹4.71 Cr
Healthcare Services 2.86% 2.60% -0.26%
7
Biocon Limited
₹3.02 Cr
Pharmaceuticals & Biotechnology 1.92% 1.67% -0.25%
8
Mahindra & Mahindra Limited
₹4.36 Cr
Automobiles 2.64% 2.40% -0.24%
9
Dr. Lal Path Labs Limited
₹3.95 Cr
Healthcare Services 2.40% 2.18% -0.22%
10
Swiggy Limited
₹3.31 Cr
Retailing 2.02% 1.83% -0.19%

Full Portfolio

44 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹7.51 Cr
Retailing
4.14%
2
₹6.41 Cr
Banks
3.54%
3
₹6.32 Cr
Petroleum Products
3.48%
4
₹6.06 Cr
Finance
3.34%
5
₹6.05 Cr
Pharmaceuticals & Biotechnology
3.34%
6
₹5.38 Cr
Telecom - Services
2.96%
7
₹5.36 Cr
Construction
2.96%
8
₹4.94 Cr
Banks
2.72%
9
₹4.71 Cr
Healthcare Services
2.60%
10
₹4.68 Cr
Transport Services
2.58%
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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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