← Mahindra Manulife Mutual Fund

Mahindra Manulife Manufacturing Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
52
Jun 2026
Equity Holdings
₹646.22 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.8%
Diversified
Top 10 Weight
37.1%
Diversified
Changes
51
11 new · 2 exits
Top Sector
Auto Components
14.5% of portfolio
📋 What Happened This Month Mahindra Manulife Manufacturing Fund made 11 new additions and exited 2 stocks this month. The biggest new buy was Aegis Logistics Limited (Gas) at 1.21% weight. Carborundum Universal Limited was the biggest exit (Industrial Products), which was held at 1.56%. Among existing holdings, Shriram Pistons & Rings Limited saw the biggest increase — now at 4.00% of the portfolio. Tata Steel Limited was trimmed the most, now at 4.96%. Tata Steel Limited remains the top holding with Auto Components the dominant sector at 14.5%. ↓ 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
Auto Components 14.9% 14.9% +0.0%
Industrial Products 12.0% 12.1% +0.2%
Automobiles 9.2% 9.4% +0.2%
Pharmaceuticals & Biotechnology 9.1% 9.4% +0.2%
Ferrous Metals 7.1% 7.1% 0.0%
Industrial Manufacturing 5.2% 5.2% 0.0%
Aerospace & Defense 5.0% 4.9% -0.1%
Petroleum Products 5.1% 4.8% -0.3%
Chemicals & Petrochemicals 5.9% 4.6% -1.3%
Non - Ferrous Metals 4.2% 4.6% +0.4%
May 2026 Jun 2026
Sector Prev Curr Delta
Auto Components 14.9% 14.5% -0.4%
Industrial Products 12.1% 13.9% +1.8%
Pharmaceuticals & Biotechnology 9.4% 10.3% +0.9%
Automobiles 9.4% 9.5% +0.1%
Industrial Manufacturing 5.2% 7.1% +2.0%
Petroleum Products 4.8% 6.4% +1.6%
Ferrous Metals 7.1% 5.0% -2.1%
Chemicals & Petrochemicals 4.6% 4.7% +0.1%
Aerospace & Defense 4.9% 3.9% -1.0%
Textiles & Apparels 3.0% 3.4% +0.4%
🟢
Biggest New Buy
Aegis Logistics Limited
1.21% weight · Gas
🔴
Biggest Exit
Carborundum Universal Limited
1.56% was held · Industrial Products
Biggest Add
Shriram Pistons & Rings Limited
+0.70% · now 4.00%
Biggest Trim
Tata Steel Limited
-1.28% · now 4.96%
🤝 Other funds also bought this month
ICICI Bank Limited 21 funds
ICICI Bank Limited
IB44-Groww Nifty 50 ETF
360 ONE ELSS Tax Saver Nifty 50 Index Fund
Sundaram Equity Savings Fund + more
Hindustan Petroleum Corporation Limited 18 funds
Hindustan Petroleum Corporation Limited
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund
Helios Large & Mid Cap Fund - Direct Plan - Growth Option + more
Tata Motors Passenger Vehicles Limited 17 funds
Tata Motors Passenger Vehicles Limited
Bandhan Nifty 500 Value 50 Index Fund
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
Groww Nifty EV & New Age Automotive ETF FOF + more
Bharat Petroleum Corporation Limited 15 funds
Bharat Petroleum Corporation Limited
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund
Axis Quant Fund - Direct Plan - Growth + more
Dr. Reddy's Laboratories Limited 12 funds
Dr. Reddy's Laboratories Limited
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
Groww Multi Asset Allocation Fund Direct Growth
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan + more
APL Apollo Tubes Limited 11 funds
APL Apollo Tubes Limited
TRUSTMF MID CAP FUND -DIRECT -GROWTH
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND - Direct Plan Growth
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth + more
👋 Other funds also exited
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
Carborundum Universal Limited 3 funds
Carborundum Universal Limited
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth
Groww Nifty Smallcap250 ETF
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 11 New Entries 🔴 2 Exits ↑ 17 Increased ↓ 21 Decreased
#StockSectorWeight (Jun 2026)
1
Aegis Logistics Limited
₹8.22 Cr
Gas 1.21%
2
Dr. Reddy's Laboratories Limited
₹6.79 Cr
Pharmaceuticals & Biotechnology 1.00%
3
APL Apollo Tubes Limited
₹6.62 Cr
Industrial Products 0.98%
4
Grindwell Norton Limited
₹6.45 Cr
Industrial Products 0.95%
5
Tata Motors Passenger Vehicles Limited
₹6.34 Cr
Automobiles 0.94%
6
Hindustan Petroleum Corporation Limited
₹6.31 Cr
Petroleum Products 0.93%
7
Ingersoll Rand (India) Limited
₹6.30 Cr
Industrial Products 0.93%
8
Mazagon Dock Shipbuilders Limited
₹6.24 Cr
Industrial Manufacturing 0.92%
9
ICICI Bank Limited
₹6.19 Cr
Banks 0.91%
10
Cochin Shipyard Limited
₹6.03 Cr
Industrial Manufacturing 0.89%
#StockSectorLast Weight (May 2026)
1
Carborundum Universal Limited
₹10.36 Cr
Industrial Products 1.56%
2
Jindal Steel Limited
₹5.43 Cr
Ferrous Metals 0.82%
#StockSectorMay 2026Jun 2026Change
1
Shriram Pistons & Rings Limited
₹27.11 Cr
Auto Components 3.30% 4.00% +0.70%
2
Aditya Vision Ltd
₹17.19 Cr
Retailing 2.10% 2.54% +0.44%
3
Inox India Limited
₹9.47 Cr
Industrial Products 1.09% 1.40% +0.31%
4
Thejo Engineering Limited
₹10.10 Cr
Industrial Manufacturing 1.24% 1.49% +0.25%
5
K.P.R. Mill Limited
₹9.11 Cr
Textiles & Apparels 1.12% 1.35% +0.23%
6
S P Apparels Ltd
₹13.83 Cr
Textiles & Apparels 1.85% 2.04% +0.19%
7
Powerica Ltd.
₹9.87 Cr
Industrial Products 1.33% 1.46% +0.13%
8
Coromandel International Limited
₹7.14 Cr
Fertilizers & Agrochemicals 0.94% 1.05% +0.11%
9
Bosch Limited
₹10.45 Cr
Auto Components 1.44% 1.54% +0.10%
10
PTC Industries Limited
₹12.81 Cr
Industrial Products 1.82% 1.89% +0.07%
#StockSectorMay 2026Jun 2026Change
1
Tata Steel Limited
₹33.57 Cr
Ferrous Metals 6.24% 4.96% -1.28%
2
Hindalco Industries Limited
₹22.67 Cr
Non - Ferrous Metals 4.61% 3.35% -1.26%
3
Schaeffler India Limited
₹8.74 Cr
Auto Components 2.34% 1.29% -1.05%
4
Bharat Electronics Limited
₹19.05 Cr
Aerospace & Defense 3.78% 2.81% -0.97%
5
Mahindra & Mahindra Limited
₹29.78 Cr
Automobiles 5.08% 4.40% -0.68%
6
Grasim Industries Limited
₹11.01 Cr
Cement & Cement Products 2.23% 1.62% -0.61%
7
Bajaj Auto Limited
₹19.43 Cr
Automobiles 3.14% 2.87% -0.27%
8
Shree Cement Limited
₹6.63 Cr
Cement & Cement Products 1.21% 0.98% -0.23%
9
Reliance Industries Limited
₹31.18 Cr
Petroleum Products 4.79% 4.60% -0.19%
10
Divi's Laboratories Limited
₹24.87 Cr
Pharmaceuticals & Biotechnology 3.79% 3.67% -0.12%

What Stocks Does This Fund Hold?

52 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹33.57 Cr
Ferrous Metals
4.96%
2
₹31.18 Cr
Petroleum Products
4.60%
3
₹29.78 Cr
Automobiles
4.40%
4
₹27.11 Cr
Auto Components
4.00%
5
₹26.08 Cr
Pharmaceuticals & Biotechnology
3.85%
6
₹24.87 Cr
Pharmaceuticals & Biotechnology
3.67%
7
₹22.67 Cr
Non - Ferrous Metals
3.35%
8
₹19.43 Cr
Automobiles
2.87%
9
₹19.05 Cr
Aerospace & Defense
2.81%
10
₹17.19 Cr
Retailing
2.54%
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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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