← Mahindra Manulife Mutual Fund

Mahindra Manulife Mid Cap Fund - Direct Plan -Growth

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
55
Jul 2026
Equity Holdings
₹5,047.78 Cr
Equity only, excl. debt & cash
AAUM
₹4,695.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.0%
Diversified
Top 10 Weight
26.8%
Diversified
Changes
58
0 new · 3 exits
Top Sector
Banks
14.7% of portfolio
Launch Date
08 Jan 2018
8 years old

AAUM (Average Assets Under Management) of ₹4,695.42 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 Mid Cap Fund exited 3 stocks from its portfolio this month. Indian Bank was the biggest exit (Banks), which was held at 1.83%. Among existing holdings, Aditya Birla Capital Limited saw the biggest increase — now at 2.51% of the portfolio. Bank of Maharashtra was trimmed the most, now at 2.02%. The Federal Bank Limited remains the top holding with Banks the dominant sector at 14.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 15.1% 15.6% +0.5%
Industrial Products 10.0% 9.8% -0.3%
Auto Components 9.1% 9.2% +0.1%
Pharmaceuticals & Biotechnology 6.9% 6.8% -0.1%
Finance 6.4% 6.6% +0.2%
Electrical Equipment 4.3% 4.1% -0.2%
Capital Markets 4.1% 4.1% 0.0%
IT - Software 4.0% 3.8% -0.2%
Consumer Durables 3.8% 3.8% +0.0%
Chemicals & Petrochemicals 3.2% 3.6% +0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 15.6% 14.7% -0.9%
Auto Components 9.2% 9.6% +0.4%
Industrial Products 9.8% 9.2% -0.6%
Finance 6.6% 7.3% +0.7%
Pharmaceuticals & Biotechnology 6.8% 6.3% -0.6%
IT - Software 3.8% 4.2% +0.4%
Electrical Equipment 4.1% 4.2% +0.1%
Capital Markets 4.1% 4.2% +0.1%
Consumer Durables 3.8% 3.7% -0.1%
Healthcare Services 3.1% 3.6% +0.6%
🔴
Biggest Exit
Indian Bank
1.83% was held · Banks
Biggest Add
Aditya Birla Capital Limited
+0.81% · now 2.51%
Biggest Trim
Bank of Maharashtra
-0.35% · now 2.02%
👋 Other funds also exited
Indian Bank 40 funds
Indian Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Indus Towers Limited 35 funds
Indus Towers Limited
SBI Multicap Fund- Direct Plan- Growth option
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Alkem Laboratories Limited 31 funds
Alkem Laboratories Limited
SAMCO FLEXICAP FUND
SAMCO ELSS TAX SAVER FUND
Mirae Asset Nifty 500 Healthcare ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 3 Exits ↑ 27 Increased ↓ 28 Decreased
#StockSectorLast Weight (Jun 2026)
1
Indian Bank
₹92.90 Cr
Banks 1.83%
2
Indus Towers Limited
₹70.88 Cr
Telecom - Services 1.40%
3
Alkem Laboratories Limited
₹69.07 Cr
Pharmaceuticals & Biotechnology 1.36%
#StockSectorJun 2026Jul 2026Change
1
Aditya Birla Capital Limited
₹129.92 Cr
Finance 1.70% 2.51% +0.81%
2
Belrise Industries Ltd.
₹96.20 Cr
Auto Components 1.17% 1.85% +0.68%
3
Godrej Properties Limited
₹79.38 Cr
Realty 0.91% 1.53% +0.62%
4
IndusInd Bank Limited
₹181.38 Cr
Banks 2.89% 3.50% +0.61%
5
Elecon Engineering Company Limited
₹58.28 Cr
Electrical Equipment 0.51% 1.12% +0.61%
6
Fortis Healthcare Limited
₹117.94 Cr
Healthcare Services 1.71% 2.27% +0.56%
7
Biocon Limited
₹95.61 Cr
Pharmaceuticals & Biotechnology 1.34% 1.84% +0.50%
8
The Federal Bank Limited
₹195.77 Cr
Banks 3.32% 3.77% +0.45%
9
Cochin Shipyard Limited
₹102.06 Cr
Industrial Manufacturing 1.59% 1.97% +0.38%
10
Coforge Limited
₹131.81 Cr
IT - Software 2.21% 2.54% +0.33%
#StockSectorJun 2026Jul 2026Change
1
Bank of Maharashtra
₹104.56 Cr
Banks 2.37% 2.02% -0.35%
2
AIA Engineering Limited
₹118.88 Cr
Industrial Products 2.59% 2.29% -0.30%
3
GE Vernova T&D India Limited
₹83.32 Cr
Electrical Equipment 1.88% 1.61% -0.27%
4
Triveni Turbine Limited
₹76.42 Cr
Electrical Equipment 1.73% 1.47% -0.26%
5
KEI Industries Limited
₹120.74 Cr
Industrial Products 2.58% 2.33% -0.25%
6
Tube Investments of India Limited
₹98.51 Cr
Auto Components 2.14% 1.90% -0.24%
7
JSW Energy Limited
₹116.59 Cr
Power 2.41% 2.25% -0.16%
8
Max Financial Services Limited
₹105.84 Cr
Insurance 2.20% 2.04% -0.16%
9
LIC Housing Finance Limited
₹44.20 Cr
Finance 0.99% 0.85% -0.14%
10
SRF Limited
₹103.27 Cr
Chemicals & Petrochemicals 2.12% 1.99% -0.13%

What Stocks Does This Fund Hold?

55 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹195.77 Cr
Banks
3.77%
2
₹181.38 Cr
Banks
3.50%
3
₹135.24 Cr
Capital Markets
2.61%
4
₹132.77 Cr
Finance
2.56%
5
₹131.81 Cr
IT - Software
2.54%
6
₹129.92 Cr
Finance
2.51%
7
₹126.05 Cr
Pharmaceuticals & Biotechnology
2.43%
8
₹120.74 Cr
Industrial Products
2.33%
9
₹118.88 Cr
Industrial Products
2.29%
10
₹117.94 Cr
Healthcare Services
2.27%
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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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