← Mahindra Manulife Mutual Fund

Mahindra Manulife Manufacturing Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
43
May 2026
Equity Holdings
₹610.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.5%
Diversified
Top 10 Weight
41.0%
Moderate
Changes
43
1 new · 2 exits
Top Sector
Auto Components
14.9% of portfolio
📋 What Happened This Month Mahindra Manulife Manufacturing Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Blue Star Limited (Consumer Durables) at 0.96% weight. Havells India Limited was the biggest exit (Consumer Durables), which was held at 1.06%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 2.45% of the portfolio. Bosch Limited was trimmed the most, now at 1.44%. 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
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%
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%
🟢
Biggest New Buy
Blue Star Limited
0.96% weight · Consumer Durables
🔴
Biggest Exit
Havells India Limited
1.06% was held · Consumer Durables
Biggest Add
Samvardhana Motherson International Limited
+0.44% · now 2.45%
Biggest Trim
Bosch Limited
-0.49% · now 1.44%
🤝 Other funds also bought this month
Blue Star Limited 13 funds
Blue Star Limited
quant Consumption Fund - Growth Option - Direct Plan
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
👋 Other funds also exited
Havells India Limited 12 funds
Havells India Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH + more
SRF Limited 11 funds
SRF Limited
360 ONE QUANT FUND DIRECT GROWTH
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH
HDFC MNC Fund - Growth Option - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry 🔴 2 Exits ↑ 24 Increased ↓ 16 Decreased
#StockSectorWeight (May 2026)
1
Blue Star Limited
₹6.36 Cr
Consumer Durables 0.96%
#StockSectorLast Weight (Apr 2026)
1
Havells India Limited
₹7.13 Cr
Consumer Durables 1.06%
2
SRF Limited
₹6.55 Cr
Chemicals & Petrochemicals 0.97%
#StockSectorApr 2026May 2026Change
1
Samvardhana Motherson International Limited
₹16.29 Cr
Auto Components 2.01% 2.45% +0.44%
2
Hindalco Industries Limited
₹30.65 Cr
Non - Ferrous Metals 4.18% 4.61% +0.43%
3
Siemens Energy India Limited
₹11.62 Cr
Electrical Equipment 1.46% 1.75% +0.29%
4
Craftsman Automation Limited
₹15.33 Cr
Auto Components 2.03% 2.30% +0.27%
5
Grasim Industries Limited
₹14.83 Cr
Cement & Cement Products 1.97% 2.23% +0.26%
6
Bajaj Auto Limited
₹20.92 Cr
Automobiles 2.96% 3.14% +0.18%
7
Powerica Ltd.
₹8.82 Cr
Industrial Products 1.16% 1.33% +0.17%
8
Divi's Laboratories Limited
₹25.20 Cr
Pharmaceuticals & Biotechnology 3.64% 3.79% +0.15%
9
Carborundum Universal Limited
₹10.36 Cr
Industrial Products 1.42% 1.56% +0.14%
10
Tega Industries Limited
₹11.76 Cr
Industrial Manufacturing 1.64% 1.77% +0.13%
#StockSectorApr 2026May 2026Change
1
Bosch Limited
₹9.59 Cr
Auto Components 1.93% 1.44% -0.49%
2
Reliance Industries Limited
₹31.84 Cr
Petroleum Products 5.11% 4.79% -0.32%
3
LG Balakrishnan & Bros Limited
₹11.67 Cr
Auto Components 2.01% 1.75% -0.26%
4
ISGEC HEAVY ENGINEERING LIMITED
₹10.33 Cr
Construction 1.79% 1.55% -0.24%
5
Archean Chemical Industries Limited
₹11.10 Cr
Chemicals & Petrochemicals 1.90% 1.67% -0.23%
6
Thejo Engineering Limited
₹8.24 Cr
Industrial Manufacturing 1.42% 1.24% -0.18%
7
Vesuvius India Limited
₹12.06 Cr
Industrial Products 1.98% 1.81% -0.17%
8
Bharat Electronics Limited
₹25.16 Cr
Aerospace & Defense 3.91% 3.78% -0.13%
9
Kirloskar Brothers Limited
₹15.95 Cr
Industrial Products 2.50% 2.40% -0.10%
10
Coromandel International Limited
₹6.24 Cr
Fertilizers & Agrochemicals 1.04% 0.94% -0.10%

What Stocks Does This Fund Hold?

43 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹41.54 Cr
Ferrous Metals
6.24%
2
₹33.82 Cr
Automobiles
5.08%
3
₹31.84 Cr
Petroleum Products
4.79%
4
₹30.65 Cr
Non - Ferrous Metals
4.61%
5
₹25.20 Cr
Pharmaceuticals & Biotechnology
3.79%
6
₹25.19 Cr
Pharmaceuticals & Biotechnology
3.79%
7
₹25.16 Cr
Aerospace & Defense
3.78%
8
₹21.95 Cr
Auto Components
3.30%
9
₹20.92 Cr
Automobiles
3.14%
10
₹16.29 Cr
Auto Components
2.45%
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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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