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Mahindra Manulife Manufacturing Fund - Direct Plan - Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
44
Apr 2026
Equity Holdings
₹622.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.6%
Diversified
Top 10 Weight
40.8%
Moderate
Changes
48
2 new · 6 exits
Top Sector
Auto Components
14.9% of portfolio
📋 What Happened This Month Mahindra Manulife Manufacturing Fund made 2 new additions and exited 6 stocks this month. The biggest new buy was Powerica Ltd. (Industrial Products) at 1.16% weight. Triveni Turbine Limited was the biggest exit (Electrical Equipment), which was held at 1.43%. Among existing holdings, Bosch Limited saw the biggest increase — now at 1.93% of the portfolio. Samvardhana Motherson International Limited was trimmed the most, now at 2.01%. Tata Steel Limited remains the top holding with Auto Components the dominant sector at 14.9%. ↓ 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
Auto Components 17.0% 16.3% -0.6%
Industrial Products 12.8% 12.0% -0.8%
Automobiles 9.6% 9.4% -0.1%
Pharmaceuticals & Biotechnology 7.6% 9.4% +1.7%
Ferrous Metals 6.1% 7.1% +1.0%
Petroleum Products 6.2% 6.4% +0.2%
Chemicals & Petrochemicals 6.8% 6.3% -0.6%
Aerospace & Defense 5.1% 5.0% -0.1%
Industrial Manufacturing 5.1% 5.0% 0.0%
Construction 4.1% 4.2% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Auto Components 16.3% 14.9% -1.4%
Industrial Products 12.0% 12.0% +0.0%
Automobiles 9.4% 9.2% -0.2%
Pharmaceuticals & Biotechnology 9.4% 9.1% -0.2%
Ferrous Metals 7.1% 7.1% 0.0%
Chemicals & Petrochemicals 6.3% 5.9% -0.4%
Industrial Manufacturing 5.0% 5.2% +0.1%
Petroleum Products 6.4% 5.1% -1.3%
Aerospace & Defense 5.0% 5.0% +0.0%
Non - Ferrous Metals 3.9% 4.2% +0.3%
🟢
Biggest New Buy
Powerica Ltd.
1.16% weight · Industrial Products
🔴
Biggest Exit
Triveni Turbine Limited
1.43% was held · Electrical Equipment
Biggest Add
Bosch Limited
+0.70% · now 1.93%
Biggest Trim
Samvardhana Motherson International Limited
-0.63% · now 2.01%
🤝 Other funds also bought this month
K.P.R. Mill Limited 16 funds
K.P.R. Mill Limited
ICICI Prudential Multicap Fund - Direct Plan - Growth
HDFC BSE India Sector Leaders Index Fund (An open ended scheme replicating/tracking BSE India Sector Leaders Index (TRI))
Bandhan BSE India Sector Leaders Index Fund + more
Powerica Ltd. 8 funds
Powerica Ltd.
Bank of India Mid Cap Fund - Direct Plan Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
👋 Other funds also exited
Larsen & Toubro Limited 24 funds
Larsen & Toubro Limited
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Direct Plan - Growth + more
Indian Oil Corporation Limited 10 funds
Indian Oil Corporation Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth + more
Afcons Infrastructure Limited 2 funds
Afcons Infrastructure Limited
LIC MF Small Cap Fund-Direct Plan-Growth
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth
Triveni Turbine Limited 2 funds
Triveni Turbine Limited
SBI Small Cap Fund - Direct Plan - Growth
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF
Asahi India Glass Limited 1 fund
Asahi India Glass Limited
Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth
Kirloskar Ferrous Industries Ltd. 1 fund
Kirloskar Ferrous Industries Ltd.
LIC MF Multi Asset Allocation Fund-Direct Plan-Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries 🔴 6 Exits ↑ 19 Increased ↓ 21 Decreased
#StockSectorWeight (Apr 2026)
1
Powerica Ltd.
₹7.84 Cr
Industrial Products 1.16%
2
K.P.R. Mill Limited
₹7.25 Cr
Textiles & Apparels 1.07%
#StockSectorLast Weight (Mar 2026)
1
Triveni Turbine Limited
₹8.74 Cr
Electrical Equipment 1.43%
2
Afcons Infrastructure Limited
₹8.65 Cr
Construction 1.41%
3
Larsen & Toubro Limited
₹7.53 Cr
Construction 1.23%
4
Asahi India Glass Limited
₹6.98 Cr
Auto Components 1.14%
5
Indian Oil Corporation Limited
₹6.77 Cr
Petroleum Products 1.11%
6
Kirloskar Ferrous Industries Ltd.
₹5.70 Cr
Industrial Products 0.93%
#StockSectorMar 2026Apr 2026Change
1
Bosch Limited
₹13.02 Cr
Auto Components 1.23% 1.93% +0.70%
2
Hindalco Industries Limited
₹28.23 Cr
Non - Ferrous Metals 3.93% 4.18% +0.25%
3
ISGEC HEAVY ENGINEERING LIMITED
₹12.10 Cr
Construction 1.56% 1.79% +0.23%
4
Siemens Energy India Limited
₹9.84 Cr
Electrical Equipment 1.26% 1.46% +0.20%
5
Thejo Engineering Limited
₹9.57 Cr
Industrial Manufacturing 1.25% 1.42% +0.17%
6
Shriram Pistons & Rings Limited
₹22.60 Cr
Auto Components 3.19% 3.35% +0.16%
7
Vesuvius India Limited
₹13.37 Cr
Industrial Products 1.83% 1.98% +0.15%
8
Carborundum Universal Limited
₹9.58 Cr
Industrial Products 1.28% 1.42% +0.14%
9
Hindustan Aeronautics Limited
₹7.59 Cr
Aerospace & Defense 1.00% 1.12% +0.12%
10
LAKSHMI MACHINE WORKS LTD
₹7.89 Cr
Industrial Manufacturing 1.06% 1.17% +0.11%
#StockSectorMar 2026Apr 2026Change
1
Samvardhana Motherson International Limited
₹13.55 Cr
Auto Components 2.64% 2.01% -0.63%
2
Archean Chemical Industries Limited
₹12.83 Cr
Chemicals & Petrochemicals 2.41% 1.90% -0.51%
3
Inox India Limited
₹7.04 Cr
Industrial Products 1.46% 1.04% -0.42%
4
Schaeffler India Limited
₹15.57 Cr
Auto Components 2.64% 2.31% -0.33%
5
Sun Pharmaceutical Industries Limited
₹25.32 Cr
Pharmaceuticals & Biotechnology 4.02% 3.75% -0.27%
6
Mahindra & Mahindra Limited
₹34.40 Cr
Automobiles 5.36% 5.10% -0.26%
7
Reliance Industries Limited
₹34.48 Cr
Petroleum Products 5.29% 5.11% -0.18%
8
Craftsman Automation Limited
₹13.70 Cr
Auto Components 2.19% 2.03% -0.16%
9
Tega Industries Limited
₹11.07 Cr
Industrial Manufacturing 1.80% 1.64% -0.16%
10
Bharat Electronics Limited
₹26.42 Cr
Aerospace & Defense 4.01% 3.91% -0.10%

Full Portfolio

44 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹42.21 Cr
Ferrous Metals
6.25%
2
₹34.48 Cr
Petroleum Products
5.11%
3
₹34.40 Cr
Automobiles
5.10%
4
₹28.23 Cr
Non - Ferrous Metals
4.18%
5
₹26.42 Cr
Aerospace & Defense
3.91%
6
₹25.32 Cr
Pharmaceuticals & Biotechnology
3.75%
7
₹24.58 Cr
Pharmaceuticals & Biotechnology
3.64%
8
₹22.60 Cr
Auto Components
3.35%
9
₹19.99 Cr
Automobiles
2.96%
10
₹16.90 Cr
Industrial Products
2.50%
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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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