Track how many active mutual funds hold electronics manufacturing stocks in India. Monthly data shows where institutional conviction across Dixon Technologies, Kaynes Technology, Syrma SGS, Avalon Technologies and Cyient DLM is rising or falling.
📅 Updated Jul 2026 · Index funds and ETFs excluded
| # | Stock Name | Apr | May % | Jun % | Jul % | Jul 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | Dixon Technologies (India) LimitedConsumer Durables | 126 | +10.3% | +7.2% | -10.1% | 134 | +6.3% | 14,063 |
| 2 | Amber Enterprises India LimitedConsumer Durables | 79 | +2.5% | -2.5% | -3.8% | 76 | -3.8% | 4,381 |
| 3 | Aditya Infotech LimitedIndustrial Manufacturing | 45 | +4.4% | -2.1% | -17.4% | 38 | -15.6% | 3,703 |
| 4 | PG Electroplast LimitedConsumer Durables | 44 | -11.4% | -5.1% | +2.7% | 38 | -13.6% | 3,023 |
| 5 | Syrma SGS Technology LimitedIndustrial Manufacturing | 32 | +3.1% | +3% | -2.9% | 33 | +3.1% | 2,208 |
| 6 | Avalon Technologies LimitedElectrical Equipment | 25 | +16% | 0% | -6.9% | 27 | +8% | 2,305 |
| 7 | Kaynes Technology India LimitedIndustrial Manufacturing | 42 | -19% | -14.7% | -17.2% | 24 | -42.9% | 2,106 |
| 8 | Redington LimitedCommercial Services & Supplies | 12 | +8.3% | +38.5% | +16.7% | 21 | +75% | 2,116 |
| 9 | Cyient DLM LtdAerospace & Defense | 13 | +15.4% | 0% | +13.3% | 17 | +30.8% | 1,358 |
| 10 | GNG Electronics Ltd.IT - Hardware | 8 | +50% | +25% | -33.3% | 10 | +25% | 215 |
| 11 | OPTIEMUS INFRACOM LIMITEDTelecom - Equipment & Accessories | 4 | 0% | 0% | +75% | 7 | +75% | 90 |
| 12 | Centum Electronics Ltd.Aerospace & Defense | 2 | +50% | 0% | 0% | 3 | +50% | 311 |
| 13 | Epack Durable LtdConsumer Durables | 4 | -25% | 0% | 0% | 3 | -25% | 98 |
| 14 | EQ - IVALUE INFOSOLUTIONS LIMITEDIT - Hardware | 2 | 0% | 0% | 0% | 2 | 0% | 103 |
| 15 | Elin Electronics Ltd.Consumer Durables | 1 | 0% | 0% | 0% | 1 | 0% | 7 |
| 16 | IKIO Technologies LimitedConsumer Durables | 1 | 0% | 0% | 0% | 1 | 0% | 14 |
Electronics manufacturing stocks include contract manufacturers and integrated electronics makers supplying to consumer electronics, defence, industrial, and telecom OEMs. Dixon Technologies is India largest EMS company, making televisions, washing machines, mobile phones and LED lighting. Kaynes Technology focuses on IoT, industrial, and aerospace electronics. Syrma SGS serves RFID and industrial electronics segments. Avalon Technologies makes printed circuit board assemblies. Cyient DLM specialises in defence and aerospace electronics. Together these companies are the backbone of India PLI-driven electronics manufacturing push.
Rising fund counts over four months signal growing institutional conviction. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
India Production Linked Incentive scheme for electronics has catalysed massive investments in domestic manufacturing capacity. Global OEMs are actively diversifying supply chains away from China and India is emerging as a key beneficiary. Apple, Samsung, and other brands are expanding India manufacturing. Dixon Technologies has signed multiple new partnerships. Defence electronics localisation is driving demand for Kaynes and Cyient DLM.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our market cap categories page.
No — all counts exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. Index funds mechanically hold stocks in proportion to index weight — their holdings do not reflect active manager conviction. By excluding them, fund counts here more accurately represent where professional stock pickers are actively building or reducing positions in India electronics manufacturing sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high manufacturing sector exposure. For a broader market view, see our AAUM data page.