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Mahindra Manulife Large Cap Fund - Direct Plan -Growth

Large Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
43
May 2026
Equity Holdings
₹654.03 Cr
Equity only, excl. debt & cash
Top 5 Weight
32.6%
Moderate
Top 10 Weight
47.9%
Moderate
Changes
43
2 new · 0 exits
Top Sector
Banks
27.3% of portfolio
📋 What Happened This Month Mahindra Manulife Large Cap Fund added 2 new stocks to its portfolio this month. The biggest new buy was HDFC Life Insurance Company Limited (Insurance) at 1.30% weight. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 8.89% of the portfolio. State Bank of India was trimmed the most, now at 1.75%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 27.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 28.4% 28.0% -0.4%
IT - Software 9.9% 9.2% -0.7%
Automobiles 5.4% 6.6% +1.2%
Telecom - Services 6.1% 6.5% +0.4%
Retailing 4.5% 5.8% +1.3%
Petroleum Products 7.5% 5.5% -2.0%
Finance 5.0% 5.3% +0.3%
Pharmaceuticals & Biotechnology 4.3% 4.9% +0.6%
Power 3.7% 4.0% +0.3%
Consumer Durables 3.8% 3.5% -0.3%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 28.0% 27.3% -0.7%
IT - Software 9.2% 9.1% -0.2%
Telecom - Services 6.5% 6.6% +0.1%
Automobiles 6.6% 6.5% -0.1%
Retailing 5.8% 5.7% -0.1%
Finance 5.3% 5.4% +0.1%
Petroleum Products 5.5% 5.2% -0.3%
Pharmaceuticals & Biotechnology 4.9% 4.6% -0.3%
Construction 3.4% 3.5% +0.1%
Consumer Durables 3.5% 3.0% -0.4%
🟢
Biggest New Buy
HDFC Life Insurance Company Limited
1.30% weight · Insurance
Biggest Add
HDFC Bank Limited
+0.96% · now 8.89%
Biggest Trim
State Bank of India
-1.98% · now 1.75%
🤝 Other funds also bought this month
Hindustan Aeronautics Limited 29 funds
Hindustan Aeronautics Limited
Motilal Oswal BSE Quality Index Fund
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
HDFC Life Insurance Company Limited 23 funds
HDFC Life Insurance Company Limited
Motilal Oswal BSE Low Volatility Index Fund
ICICI Prudential Banking & Financial Services Fund
ICICI Prudential Value Fund + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 2 New Entries ↑ 22 Increased ↓ 19 Decreased
#StockSectorWeight (May 2026)
1
HDFC Life Insurance Company Limited
₹8.92 Cr
Insurance 1.30%
2
Hindustan Aeronautics Limited
₹5.59 Cr
Aerospace & Defense 0.81%
#StockSectorApr 2026May 2026Change
1
HDFC Bank Limited
₹61.05 Cr
Banks 7.93% 8.89% +0.96%
2
Tata Motors Passenger Vehicles Limited
₹10.64 Cr
Automobiles 0.97% 1.55% +0.58%
3
Eicher Motors Limited
₹9.33 Cr
Automobiles 1.01% 1.36% +0.35%
4
SRF Limited
₹8.96 Cr
Chemicals & Petrochemicals 1.01% 1.30% +0.29%
5
Dr. Reddy's Laboratories Limited
₹8.60 Cr
Pharmaceuticals & Biotechnology 1.06% 1.25% +0.19%
6
Indus Towers Limited
₹10.38 Cr
Telecom - Services 1.37% 1.51% +0.14%
7
ICICI Bank Limited
₹62.86 Cr
Banks 9.02% 9.15% +0.13%
8
Grasim Industries Limited
₹7.18 Cr
Cement & Cement Products 0.92% 1.05% +0.13%
9
Larsen & Toubro Limited
₹24.33 Cr
Construction 3.42% 3.54% +0.12%
10
Pidilite Industries Limited
₹9.34 Cr
Chemicals & Petrochemicals 1.24% 1.36% +0.12%
#StockSectorApr 2026May 2026Change
1
State Bank of India
₹12.06 Cr
Banks 3.73% 1.75% -1.98%
2
NTPC Limited
₹9.41 Cr
Power 2.67% 1.37% -1.30%
3
Mahindra & Mahindra Limited
₹12.18 Cr
Automobiles 2.73% 1.77% -0.96%
4
Tata Steel Limited
₹6.97 Cr
Ferrous Metals 1.91% 1.01% -0.90%
5
Divi's Laboratories Limited
₹9.33 Cr
Pharmaceuticals & Biotechnology 1.86% 1.36% -0.50%
6
Titan Company Limited
₹9.78 Cr
Consumer Durables 1.81% 1.42% -0.39%
7
Reliance Industries Limited
₹35.80 Cr
Petroleum Products 5.53% 5.21% -0.32%
8
Tata Consultancy Services Limited
₹20.78 Cr
IT - Software 3.25% 3.02% -0.23%
9
Avenue Supermarts Limited
₹12.57 Cr
Retailing 2.03% 1.83% -0.20%
10
Tata Power Company Limited
₹7.78 Cr
Power 1.30% 1.13% -0.17%

What Stocks Does This Fund Hold?

43 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹62.86 Cr
Banks
9.15%
2
₹61.05 Cr
Banks
8.89%
3
₹35.80 Cr
Petroleum Products
5.21%
4
₹35.12 Cr
Telecom - Services
5.11%
5
₹29.06 Cr
IT - Software
4.23%
6
₹24.33 Cr
Construction
3.54%
7
₹21.32 Cr
Banks
3.10%
8
₹20.78 Cr
IT - Software
3.02%
9
₹20.33 Cr
Banks
2.96%
10
₹18.24 Cr
Diversified FMCG
2.66%
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🏦 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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