Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Mutual FundThematicPortfolio as of 31 July 2026

Aditya Birla Sun Life Manufacturing Equity Fund holds 71 instruments (94.38% equity), led by Mahindra & Mahindra Limited (3.81%), Reliance Industries Limited (3.72%) and Cummins India Limited (3.67%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings

Equity Allocation

94.38%

AMC

Aditya Birla Sun Life Mutual Fund

Portfolio Analysis

Aditya Birla Sun Life Manufacturing Equity Fund's top 10 holdings account for 27.51% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 34.86% of net assets, spread across 8 sectors in total. Since its 30 June 2026 disclosure, the fund added 5 new positions and exited 2 positions, with Kirloskar Brothers Limited seeing the largest move (+0.76pp to 1.11%).

Top 10 Equity Holdings

Mahindra & Mahindra Limited · 3.81%Reliance Industries Limited · 3.72%Cummins India Limited · 3.67%Sansera Engineering Limited · 2.6%Hindalco Industries Limited · 2.47%Bharat Forge Limited · 2.38%Samvardhana Motherson International Limited · 2.25%Sona BLW Precision Forgings Limited · 2.25%JINDAL STEEL LIMITED · 2.19%AIA Engineering Limited · 2.17%

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

5 new entries2 exits10 increased10 reduced

New Entries

Adani Enterprises Limited · 1.1%Astral Limited · 1.01%LOHIA CORP LTD · 0.72%Biocon Limited · 0.13%INDO-MIM LTD · 0.04%

Complete Exits

Tata Steel Limited · was 2.75%Maruti Suzuki India Limited · was 0.5%

Biggest Weight Increases

Stock	Weight	Change
Kirloskar Brothers Limited	0.35% → 1.11%	▲ +0.76
Craftsman Automation Limited	0.71% → 1.43%	▲ +0.72
Dixon Technologies (India) Limited	1.26% → 1.96%	▲ +0.7
Cyient DLM Limited	1.2% → 1.67%	▲ +0.47
Sona BLW Precision Forgings Limited	1.9% → 2.25%	▲ +0.35
TVS Motor Company Limited	1.55% → 1.84%	▲ +0.29
Mahindra & Mahindra Limited	3.61% → 3.81%	▲ +0.2
Piramal Pharma Limited	0.97% → 1.08%	▲ +0.11
Radico Khaitan Limited	2.01% → 2.11%	▲ +0.1
United Spirits Limited	1.37% → 1.47%	▲ +0.1

Biggest Weight Reductions

Stock	Weight	Change
AIA Engineering Limited	2.52% → 2.17%	▼ -0.35
Thermax Limited	1.36% → 1.09%	▼ -0.27
Cummins India Limited	3.94% → 3.67%	▼ -0.27
Carborundum Universal Limited	1.99% → 1.72%	▼ -0.27
Bharat Electronics Limited	2.27% → 2.04%	▼ -0.23
TD Power Systems Limited	1.91% → 1.72%	▼ -0.19
Tube Investments of India Limited	1.23% → 1.07%	▼ -0.16
Reliance Industries Limited	3.86% → 3.72%	▼ -0.14
Vedanta Limited	1.26% → 1.13%	▼ -0.13
Gokaldas Exports Limited	1.24% → 1.11%	▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Mahindra & Mahindra Limited

3.81%

Reliance Industries Limited

3.72%

Cummins India Limited

3.67%

Sansera Engineering Limited

2.6%

Hindalco Industries Limited

2.47%

Full Portfolio (71 holdings)

#	Holding	Sector	% to NAV
1	Mahindra & Mahindra Limited	Consumer Discretionary	3.81%
2	Reliance Industries Limited	Energy	3.72%
3	Cummins India Limited	Industrials	3.67%
4	TREPStreps	—	3.54%
5	Reverse Repotreps	—	2.99%
6	Sansera Engineering Limited	Consumer Discretionary	2.6%
7	Hindalco Industries Limited	Materials	2.47%
8	Bharat Forge Limited	Consumer Discretionary	2.38%
9	Samvardhana Motherson International Limited	Consumer Discretionary	2.25%
10	Sona BLW Precision Forgings Limited	Consumer Discretionary	2.25%
11	JINDAL STEEL LIMITED	Materials	2.19%
12	AIA Engineering Limited	Industrials	2.17%
13	Vedanta Aluminium Metal Limited	Diversified	2.13%
14	Radico Khaitan Limited	Consumer Staples	2.11%
15	Bharat Electronics Limited	Industrials	2.04%
16	Dixon Technologies (India) Limited	Consumer Discretionary	1.96%
17	Endurance Technologies Limited	Consumer Discretionary	1.96%
18	Ajanta Pharma Limited	Healthcare	1.88%
19	TVS Motor Company Limited	Consumer Discretionary	1.84%
20	Happy Forgings Limited	Industrials	1.82%
21	Bajaj Auto Limited	Consumer Discretionary	1.8%
22	TD Power Systems Limited	Industrials	1.72%
23	Carborundum Universal Limited	Industrials	1.72%
24	Cyient DLM Limited	Industrials	1.67%
25	Ather Energy Limited	Consumer Discretionary	1.66%
26	Sai Life Sciences Limited	Healthcare	1.66%
27	Voltas Limited	Consumer Discretionary	1.65%
28	Shivalik Bimetal Controls Limited	Industrials	1.53%
29	Shilpa Medicare Limited	Healthcare	1.49%
30	United Spirits Limited	Consumer Staples	1.47%
31	Craftsman Automation Limited	Consumer Discretionary	1.43%
32	Sun Pharmaceutical Industries Limited	Healthcare	1.41%
33	BlueStone Jewellery and Lifestyle Limited	Consumer Discretionary	1.41%
34	Asian Paints Limited	Consumer Discretionary	1.38%
35	LMW Limited	Industrials	1.25%
36	Mankind Pharma Limited	Healthcare	1.23%
37	Bharat Petroleum Corporation Limited	Energy	1.22%
38	Welspun Corp Limited	Industrials	1.15%
39	ABB India Limited	Industrials	1.13%
40	Vedanta Limited	Materials	1.13%
41	Blue Star Limited	Consumer Discretionary	1.12%
42	Kirloskar Brothers Limited	Industrials	1.11%
43	Gokaldas Exports Limited	Consumer Discretionary	1.11%
44	Adani Enterprises Limited	Materials	1.1%
45	Lenskart Solutions Limited	Consumer Discretionary	1.09%
46	Thermax Limited	Industrials	1.09%
47	Piramal Pharma Limited	Healthcare	1.08%
48	Tube Investments of India Limited	Consumer Discretionary	1.07%
49	SRF Limited	Materials	1.02%
50	Hyundai Motor India Limited	Consumer Discretionary	1.01%
51	Astral Limited	Industrials	1.01%
52	Ingersoll Rand (India) Limited	Industrials	0.96%
53	Ambuja Cements Limited	Materials	0.92%
54	Adani Power Limited	Utilities	0.87%
55	NMDC Limited	Materials	0.83%
56	Alkyl Amines Chemicals Limited	Materials	0.79%
57	Onesource Specialty Pharma Limited	Healthcare	0.75%
58	V-Guard Industries Limited	Consumer Discretionary	0.73%
59	LOHIA CORP LTD	Industrials	0.72%
60	Praj Industries Limited	Industrials	0.65%
61	PI Industries Limited	Materials	0.64%
62	H.G. Infra Engineering Limited	Industrials	0.63%
63	Techno Electric & Engineering Company Limited	Industrials	0.53%
64	Shyam Metalics and Energy Limited	Industrials	0.38%
65	Eureka Forbes Limited	Consumer Discretionary	0.35%
66	Vedanta Oil and Gas Limited	Diversified	0.15%
67	Vedanta Iron and Steel Limited	Diversified	0.14%
68	Biocon Limited	Healthcare	0.13%
69	INDO-MIM LTD	Industrials	0.04%
70	Balkrishna Industries Limited	Consumer Discretionary	0%
71	Net Receivable / Payableother	—	-0.91%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 3.81% of Aditya Birla Sun Life Manufacturing Equity Fund's net assets — its number 1 holding.

Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 3.72% of Aditya Birla Sun Life Manufacturing Equity Fund's net assets — its number 2 holding.

Yes. As of its 31 July 2026 disclosure, Cummins India Limited is 3.67% of Aditya Birla Sun Life Manufacturing Equity Fund's net assets — its number 3 holding.

Yes. As of its 31 July 2026 disclosure, Sansera Engineering Limited is 2.6% of Aditya Birla Sun Life Manufacturing Equity Fund's net assets — its number 4 holding.

Yes. As of its 31 July 2026 disclosure, Hindalco Industries Limited is 2.47% of Aditya Birla Sun Life Manufacturing Equity Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Aditya Birla Sun Life Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.