← Mahindra Manulife Mutual Fund

Mahindra Manulife Multi Asset Allocation Fund- Direct Plan - Growth

Multi Asset Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
57
Aug 2026
Equity Holdings
₹658.21 Cr
Equity only, excl. debt & cash
AAUM
₹1,106.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.4%
Diversified
Top 10 Weight
20.4%
Diversified
Changes
56
3 new · 3 exits
Top Sector
Banks
12.0% of portfolio
Launch Date
20 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,106.15 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 Multi Asset Allocation Fund made 3 new additions and exited 3 stocks this month. The biggest new buy was Hyundai Motor India Ltd (Automobiles) at 0.68% weight. Maruti Suzuki India Limited was the biggest exit (Automobiles), which was held at 0.63%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 2.03% of the portfolio. HDFC Bank Limited was trimmed the most, now at 3.44%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 12.0%. ↓ 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
Banks 13.0% 12.3% -0.7%
Pharmaceuticals & Biotechnology 4.1% 4.4% +0.3%
IT - Software 2.9% 3.4% +0.4%
Industrial Products 3.4% 3.3% -0.1%
Power 2.8% 2.7% -0.1%
Finance 2.6% 2.6% +0.0%
Telecom - Services 2.3% 2.4% +0.1%
Retailing 2.3% 2.3% 0.0%
Petroleum Products 2.8% 2.2% -0.6%
Automobiles 1.9% 2.0% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.3% 12.0% -0.3%
Pharmaceuticals & Biotechnology 4.4% 4.7% +0.3%
Industrial Products 3.3% 3.6% +0.3%
IT - Software 3.4% 3.3% -0.1%
Finance 2.6% 2.5% -0.1%
Power 2.7% 2.4% -0.3%
Retailing 2.3% 2.2% -0.1%
Petroleum Products 2.2% 2.1% -0.1%
Telecom - Services 2.4% 2.1% -0.3%
Automobiles 2.0% 2.0% 0.0%
🟢
Biggest New Buy
Hyundai Motor India Ltd
0.68% weight · Automobiles
🔴
Biggest Exit
Maruti Suzuki India Limited
0.63% was held · Automobiles
Biggest Add
Divi's Laboratories Limited
+0.25% · now 2.03%
Biggest Trim
HDFC Bank Limited
-0.31% · now 3.44%
🤝 Other funds also bought this month
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
National Aluminium Company Limited 25 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
Godfrey Phillips India Limited 6 funds
Godfrey Phillips India Limited
NJ Value Fund
Mirae Asset Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Maruti Suzuki India Limited 46 funds
Maruti Suzuki India Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
Mirae Asset Nifty Top 20 Equal Weight ETF + more
ITC Limited 29 funds
ITC Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
ITI Bharat Consumption Fund - Direct Plan - Growth
Mirae Asset Great Consumer Fund + more
Tega Industries Limited 6 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
🟢 3 New Entries 🔴 3 Exits ↑ 21 Increased ↓ 29 Decreased
#StockSectorWeight (Aug 2026)
1
Hyundai Motor India Ltd
₹8.38 Cr
Automobiles 0.68%
2
Godfrey Phillips India Limited
₹7.58 Cr
Cigarettes & Tobacco Products 0.61%
3
National Aluminium Company Limited
₹6.68 Cr
Non - Ferrous Metals 0.54%
#StockSectorLast Weight (Jul 2026)
1
Maruti Suzuki India Limited
₹7.57 Cr
Automobiles 0.63%
2
ITC Limited
₹5.61 Cr
Diversified FMCG 0.47%
3
Tega Industries Limited
₹2.63 Cr
Industrial Manufacturing 0.22%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹25.01 Cr
Pharmaceuticals & Biotechnology 1.78% 2.03% +0.25%
2
PTC Industries Limited
₹11.13 Cr
Industrial Products 0.75% 0.90% +0.15%
3
Inox India Limited
₹11.83 Cr
Industrial Products 0.88% 0.96% +0.08%
4
Gland Pharma Limited
₹9.93 Cr
Pharmaceuticals & Biotechnology 0.72% 0.80% +0.08%
5
Technocraft Industries (India) Limited
₹7.84 Cr
Industrial Products 0.58% 0.64% +0.06%
6
Kotak Mahindra Bank Limited
₹17.08 Cr
Banks 1.33% 1.38% +0.05%
7
Anthem Biosciences Limited
₹9.40 Cr
Pharmaceuticals & Biotechnology 0.71% 0.76% +0.05%
8
K.P.R. Mill Limited
₹7.68 Cr
Textiles & Apparels 0.57% 0.62% +0.05%
9
Eternal Limited
₹12.14 Cr
Retailing 0.94% 0.98% +0.04%
10
Ingersoll Rand (India) Limited
₹6.55 Cr
Industrial Products 0.49% 0.53% +0.04%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹42.48 Cr
Banks 3.75% 3.44% -0.31%
2
Bharti Airtel Limited
₹26.06 Cr
Telecom - Services 2.37% 2.11% -0.26%
3
Reliance Industries Limited
₹26.03 Cr
Petroleum Products 2.23% 2.11% -0.12%
4
Aditya Vision Ltd
₹15.58 Cr
Retailing 1.38% 1.26% -0.12%
5
Tata Power Company Limited
₹10.41 Cr
Power 0.96% 0.84% -0.12%
6
Coromandel International Limited
₹11.69 Cr
Fertilizers & Agrochemicals 1.06% 0.95% -0.11%
7
Bajaj Finance Limited
₹11.31 Cr
Finance 1.02% 0.92% -0.10%
8
NTPC Limited
₹11.56 Cr
Power 1.03% 0.94% -0.09%
9
Shree Cement Limited
₹7.14 Cr
Cement & Cement Products 0.67% 0.58% -0.09%
10
ICICI Bank Limited
₹45.32 Cr
Banks 3.74% 3.67% -0.07%

What Stocks Does This Fund Hold?

57 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹45.32 Cr
Banks
3.67%
2
₹42.48 Cr
Banks
3.44%
3
₹26.06 Cr
Telecom - Services
2.11%
4
₹26.03 Cr
Petroleum Products
2.11%
5
₹25.01 Cr
Pharmaceuticals & Biotechnology
2.03%
6
₹21.77 Cr
Banks
1.76%
7
₹17.08 Cr
Banks
1.38%
8
₹16.79 Cr
Auto Components
1.36%
9
₹15.99 Cr
Banks
1.29%
10
₹15.58 Cr
Retailing
1.26%
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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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