← Mahindra Manulife Mutual Fund

Mahindra Manulife Manufacturing Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
52
Aug 2026
Equity Holdings
₹656.83 Cr
Equity only, excl. debt & cash
AAUM
₹662.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.1%
Diversified
Top 10 Weight
37.5%
Diversified
Changes
54
4 new · 4 exits
Top Sector
Auto Components
15.9% of portfolio
Launch Date
31 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹662.49 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Mahindra Manulife Manufacturing Fund made 4 new additions and exited 4 stocks this month. The biggest new buy was JSW Steel Limited (Ferrous Metals) at 1.34% weight. Siemens Energy India Limited was the biggest exit (Electrical Equipment), which was held at 1.44%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 5.23% of the portfolio. Mahindra & Mahindra Limited was trimmed the most, now at 4.65%. Divi's Laboratories Limited remains the top holding with Auto Components the dominant sector at 15.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Auto Components 14.5% 15.0% +0.5%
Industrial Products 13.9% 13.5% -0.4%
Pharmaceuticals & Biotechnology 10.3% 12.5% +2.2%
Automobiles 9.5% 9.1% -0.3%
Industrial Manufacturing 7.1% 5.8% -1.4%
Aerospace & Defense 3.9% 4.9% +1.0%
Chemicals & Petrochemicals 4.7% 4.4% -0.2%
Petroleum Products 6.4% 3.9% -2.5%
Ferrous Metals 5.0% 3.6% -1.4%
Non - Ferrous Metals 3.4% 3.4% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Auto Components 15.0% 15.9% +0.9%
Pharmaceuticals & Biotechnology 12.5% 13.1% +0.7%
Industrial Products 13.5% 13.0% -0.5%
Automobiles 9.1% 9.0% -0.2%
Industrial Manufacturing 5.8% 5.9% +0.1%
Aerospace & Defense 4.9% 5.5% +0.5%
Ferrous Metals 3.6% 4.8% +1.2%
Non - Ferrous Metals 3.4% 4.5% +1.0%
Chemicals & Petrochemicals 4.4% 4.5% +0.0%
Petroleum Products 3.9% 3.8% -0.2%
🟢
Biggest New Buy
JSW Steel Limited
1.34% weight · Ferrous Metals
🔴
Biggest Exit
Siemens Energy India Limited
1.44% was held · Electrical Equipment
Biggest Add
Divi's Laboratories Limited
+0.71% · now 5.23%
Biggest Trim
Mahindra & Mahindra Limited
-0.25% · now 4.65%
🤝 Other funds also bought this month
JSW Steel Limited 33 funds
JSW Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
Hyundai Motor India Ltd 31 funds
Hyundai Motor India Ltd
Mirae Asset BSE Select IPO ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Franklin India Multi Cap Fund - Direct - Growth + more
GE Vernova T&D India Limited 29 funds
GE Vernova T&D India Limited
WCMC-The Wealth Company Mid cap fund
Taurus Mid Cap Fund
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
National Aluminium Company Limited 24 funds
National Aluminium Company Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Quant Fund - Direct - Growth
Invesco India PSU Equity Fund + more
👋 Other funds also exited
Maruti Suzuki India Limited 77 funds
Maruti Suzuki India Limited
Kotak Nifty MNC ETF
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
APL Apollo Tubes Limited 19 funds
APL Apollo Tubes Limited
Motilal Oswal Quant Fund - Direct - Growth
DSP Multicap Fund - Direct - Growth
Kotak Nifty Commodities Index Fund-Direct Growth + more
Siemens Energy India Limited 16 funds
Siemens Energy India Limited
Kotak Nifty MNC ETF
LIC MF Value Fund-Direct Plan-Growth
LIC MF Focused Fund-Direct Plan-Growth + more
Tega Industries Limited 7 funds
Tega Industries Limited
PGIM India Small Cap Fund - Direct Plan- Growth Option
ITI Multi Cap Fund - Direct Plan - Growth Option
ITI Flexi Cap Fund- Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 26 Increased ↓ 20 Decreased
#StockSectorWeight (Aug 2026)
1
JSW Steel Limited
₹9.15 Cr
Ferrous Metals 1.34%
2
Hyundai Motor India Ltd
₹8.60 Cr
Automobiles 1.26%
3
GE Vernova T&D India Limited
₹6.96 Cr
Electrical Equipment 1.02%
4
National Aluminium Company Limited
₹6.49 Cr
Non - Ferrous Metals 0.95%
#StockSectorLast Weight (Jul 2026)
1
Siemens Energy India Limited
₹9.69 Cr
Electrical Equipment 1.44%
2
Maruti Suzuki India Limited
₹8.54 Cr
Automobiles 1.27%
3
APL Apollo Tubes Limited
₹6.73 Cr
Industrial Products 1.00%
4
Tega Industries Limited
₹38.83 L
Industrial Manufacturing 0.06%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹35.79 Cr
Pharmaceuticals & Biotechnology 4.52% 5.23% +0.71%
2
PTC Industries Limited
₹16.52 Cr
Industrial Products 1.97% 2.41% +0.44%
3
Ideaforge Technology Limited
₹6.44 Cr
Aerospace & Defense 0.57% 0.94% +0.37%
4
Bosch Limited
₹13.09 Cr
Auto Components 1.60% 1.91% +0.31%
5
Samvardhana Motherson International Limited
₹18.23 Cr
Auto Components 2.39% 2.66% +0.27%
6
Craftsman Automation Limited
₹17.47 Cr
Auto Components 2.29% 2.55% +0.26%
7
LAKSHMI MACHINE WORKS LTD
₹10.28 Cr
Industrial Manufacturing 1.30% 1.50% +0.20%
8
Anthem Biosciences Limited
₹13.84 Cr
Pharmaceuticals & Biotechnology 1.86% 2.02% +0.16%
9
Technocraft Industries (India) Limited
₹15.95 Cr
Industrial Products 2.18% 2.33% +0.15%
10
Shriram Pistons & Rings Limited
₹29.84 Cr
Auto Components 4.23% 4.36% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Mahindra & Mahindra Limited
₹31.85 Cr
Automobiles 4.90% 4.65% -0.25%
2
Aditya Vision Ltd
₹15.69 Cr
Retailing 2.48% 2.29% -0.19%
3
Vesuvius India Limited
₹10.50 Cr
Industrial Products 1.70% 1.53% -0.17%
4
Reliance Industries Limited
₹25.67 Cr
Petroleum Products 3.91% 3.75% -0.16%
5
Tata Steel Limited
₹23.32 Cr
Ferrous Metals 3.57% 3.41% -0.16%
6
Blue Star Limited
₹6.48 Cr
Consumer Durables 1.11% 0.95% -0.16%
7
Archean Chemical Industries Limited
₹10.26 Cr
Chemicals & Petrochemicals 1.65% 1.50% -0.15%
8
Shree Cement Limited
₹6.09 Cr
Cement & Cement Products 1.02% 0.89% -0.13%
9
Coromandel International Limited
₹6.78 Cr
Fertilizers & Agrochemicals 1.10% 0.99% -0.11%
10
Varun Beverages Limited
₹5.65 Cr
Beverages 0.93% 0.82% -0.11%

What Stocks Does This Fund Hold?

52 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹35.79 Cr
Pharmaceuticals & Biotechnology
5.23%
2
₹31.85 Cr
Automobiles
4.65%
3
₹29.84 Cr
Auto Components
4.36%
4
₹27.79 Cr
Pharmaceuticals & Biotechnology
4.06%
5
₹25.67 Cr
Petroleum Products
3.75%
6
₹24.07 Cr
Non - Ferrous Metals
3.52%
7
₹23.32 Cr
Ferrous Metals
3.41%
8
₹21.03 Cr
Automobiles
3.07%
9
₹19.17 Cr
Aerospace & Defense
2.80%
10
₹18.23 Cr
Auto Components
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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