← Mahindra Manulife Mutual Fund

Mahindra Manulife Value Fund - Direct Plan - Growth

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
69
Aug 2026
Equity Holdings
₹999.07 Cr
Equity only, excl. debt & cash
AAUM
₹802.26 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.9%
Diversified
Top 10 Weight
26.1%
Diversified
Changes
74
7 new · 7 exits
Top Sector
Banks
16.7% of portfolio
Launch Date
07 Feb 2025
1 years old

AAUM (Average Assets Under Management) of ₹802.26 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 Value Fund made 7 new additions and exited 7 stocks this month. The biggest new buy was Steel Authority of India Limited (Ferrous Metals) at 1.71% weight. The Federal Bank Limited was the biggest exit (Banks), which was held at 1.36%. Among existing holdings, Jindal Saw Limited saw the biggest increase — now at 2.60% of the portfolio. ICICI Bank Limited was trimmed the most, now at 3.89%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.7%. ↓ 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 20.9% 19.7% -1.2%
Pharmaceuticals & Biotechnology 9.3% 9.0% -0.3%
Power 5.7% 7.2% +1.4%
IT - Software 6.3% 6.9% +0.7%
Auto Components 7.0% 6.3% -0.7%
Cement & Cement Products 5.0% 5.5% +0.5%
Finance 4.4% 4.2% -0.2%
Industrial Products 4.4% 4.1% -0.3%
Automobiles 3.2% 4.1% +0.9%
Telecom - Services 4.2% 3.8% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 19.7% 16.7% -3.1%
Pharmaceuticals & Biotechnology 9.0% 8.7% -0.3%
IT - Software 6.9% 6.5% -0.4%
Industrial Products 4.1% 5.8% +1.6%
Power 7.2% 5.4% -1.8%
Auto Components 6.3% 5.3% -1.1%
Cement & Cement Products 5.5% 5.0% -0.5%
Finance 4.2% 5.0% +0.8%
Telecom - Services 3.8% 4.3% +0.6%
Metals & Minerals Trading 3.6% 3.6% 0.0%
🟢
Biggest New Buy
Steel Authority of India Limited
1.71% weight · Ferrous Metals
🔴
Biggest Exit
The Federal Bank Limited
1.36% was held · Banks
Biggest Add
Jindal Saw Limited
+0.80% · now 2.60%
Biggest Trim
ICICI Bank Limited
-1.04% · now 3.89%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Hindustan Zinc Limited 22 funds
Hindustan Zinc Limited
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth
JM Large & Mid Cap Fund (Direct) - Growth Option
Mirae Asset Nifty Next 50 ETF + more
Canara Bank 17 funds
Canara Bank
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Mirae Asset Nifty Bank ETF
Bandhan Nifty 500 Value 50 Index Fund + more
Steel Authority of India Limited 17 funds
Steel Authority of India Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Multicap Fund - Direct Plan - Growth
Mirae Asset Nifty 500 Value 50 ETF + more
HEG Limited 9 funds
HEG Limited
Bank of India Aggressive Hybrid Fund
HDFC Manufacturing Fund
HDFC MNC Fund - Growth Option - Direct Plan + more
IIFL Finance Limited 7 funds
IIFL Finance Limited
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF
WhiteOak Capital Aggressive Hybrid Fund + more
👋 Other funds also exited
Tata Steel Limited 46 funds
Tata Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
The Federal Bank Limited 41 funds
The Federal Bank Limited
Kotak Nifty Bank ETF
Kotak Nifty Private Bank ETF
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more
RBL Bank Limited 23 funds
RBL Bank Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth + more
Aurobindo Pharma Limited 22 funds
Aurobindo Pharma Limited
quant ESG Integration Strategy Fund
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
NHPC Limited 13 funds
NHPC Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty Commodities Index Fund-Direct Growth
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH + more
Sun TV Network Limited 9 funds
Sun TV Network Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Kotak Multicap Fund-Direct Plan-Growth
Kotak Consumption Fund - Direct plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 7 New Entries 🔴 7 Exits ↑ 17 Increased ↓ 43 Decreased
#StockSectorWeight (Aug 2026)
1
Steel Authority of India Limited
₹17.55 Cr
Ferrous Metals 1.71%
2
Life Insurance Corporation Of India
₹15.88 Cr
Insurance 1.54%
3
Hindustan Zinc Limited
₹13.40 Cr
Non - Ferrous Metals 1.30%
4
KEC International Limited
₹12.50 Cr
Construction 1.21%
5
HEG Limited
₹9.84 Cr
Industrial Products 0.96%
6
IIFL Finance Limited
₹9.70 Cr
Finance 0.94%
7
Canara Bank
₹7.61 Cr
Banks 0.74%
#StockSectorLast Weight (Jul 2026)
1
The Federal Bank Limited
₹12.92 Cr
Banks 1.36%
2
NHPC Limited
₹9.45 Cr
Power 1.00%
3
Tata Steel Limited
₹8.49 Cr
Ferrous Metals 0.90%
4
Rolex Rings Limited
₹7.17 Cr
Auto Components 0.76%
5
RBL Bank Limited
₹5.63 Cr
Banks 0.59%
6
Aurobindo Pharma Limited
₹3.58 Cr
Pharmaceuticals & Biotechnology 0.38%
7
Sun TV Network Limited
₹1.45 Cr
Entertainment 0.15%
#StockSectorJul 2026Aug 2026Change
1
Jindal Saw Limited
₹26.78 Cr
Industrial Products 1.80% 2.60% +0.80%
2
Jio Financial Services Limited
₹14.48 Cr
Finance 0.68% 1.41% +0.73%
3
Vodafone Idea Limited
₹24.82 Cr
Telecom - Services 1.69% 2.41% +0.72%
4
Reliance Industries Limited
₹35.76 Cr
Petroleum Products 2.90% 3.48% +0.58%
5
Axis Bank Limited
₹26.00 Cr
Banks 1.96% 2.53% +0.57%
6
Glenmark Pharmaceuticals Limited
₹17.76 Cr
Pharmaceuticals & Biotechnology 1.22% 1.73% +0.51%
7
Balrampur Chini Mills Limited
₹14.56 Cr
Agricultural Food & other Products 0.93% 1.42% +0.49%
8
Engineers India Limited
₹13.09 Cr
Construction 0.88% 1.27% +0.39%
9
Vedanta Aluminium Metal Limited
₹13.05 Cr
Metals & Minerals Trading 0.96% 1.27% +0.31%
10
Anthem Biosciences Limited
₹9.04 Cr
Pharmaceuticals & Biotechnology 0.66% 0.88% +0.22%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹39.99 Cr
Banks 4.93% 3.89% -1.04%
2
Punjab National Bank
₹16.49 Cr
Banks 2.25% 1.60% -0.65%
3
Shriram Finance Limited
₹16.28 Cr
Finance 2.17% 1.58% -0.59%
4
Bajaj Auto Limited
₹21.83 Cr
Automobiles 2.62% 2.12% -0.50%
5
Petronet LNG Limited
₹4.51 Cr
Gas 0.89% 0.44% -0.45%
6
Adani Energy Solutions Limited
₹16.48 Cr
Power 2.02% 1.60% -0.42%
7
Ambuja Cements Limited
₹21.36 Cr
Cement & Cement Products 2.43% 2.08% -0.35%
8
Adani Enterprises Limited
₹24.00 Cr
Metals & Minerals Trading 2.67% 2.33% -0.34%
9
JSW Energy Limited
₹22.12 Cr
Power 2.49% 2.15% -0.34%
10
REC Limited
₹11.14 Cr
Finance 1.36% 1.08% -0.28%

What Stocks Does This Fund Hold?

69 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹39.99 Cr
Banks
3.89%
2
₹35.76 Cr
Petroleum Products
3.48%
3
₹26.78 Cr
Industrial Products
2.60%
4
₹26.00 Cr
Banks
2.53%
5
₹24.82 Cr
Telecom - Services
2.41%
6
₹24.61 Cr
Oil
2.39%
7
₹24.00 Cr
Metals & Minerals Trading
2.33%
8
₹22.97 Cr
Banks
2.23%
9
₹22.12 Cr
Power
2.15%
10
₹21.83 Cr
Automobiles
2.12%
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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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