HDFC Manufacturing Fund holds 91 instruments (99.3% equity), led by Divi's Laboratories Limited (5.13%), Reliance Industries Limited (5.09%) and Mahindra & Mahindra Limited (3.91%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of HDFC Manufacturing Fund, managed by HDFC Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 91 instruments with an equity allocation of 99.3%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
HDFC Manufacturing Fund's top 10 holdings account for 33.55% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 28.85% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 8 new positions and exited 4 positions, with Divi's Laboratories Limited seeing the largest move (+0.64pp to 5.13%).
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.
| Stock | Weight | Change |
|---|---|---|
| Divi's Laboratories Limited | 4.49% → 5.13% | ▲ +0.64 |
| Cyient DLM Limited | 0.98% → 1.39% | ▲ +0.41 |
| Mahindra & Mahindra Limited | 3.62% → 3.91% | ▲ +0.29 |
| Dixon Technologies (India) Limited | 1.67% → 1.92% | ▲ +0.25 |
| Kaynes Technology India Limited | 1.19% → 1.42% | ▲ +0.23 |
| Archean Chemical Industries Limited | 0.74% → 0.94% | ▲ +0.2 |
| Hyundai Motor India Limited | 1.55% → 1.73% | ▲ +0.18 |
| Jubilant Ingrevia Limited | 0.71% → 0.84% | ▲ +0.13 |
| Bajaj Auto Limited | 2.26% → 2.38% | ▲ +0.12 |
| Balkrishna Industries Limited | 1.1% → 1.21% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| Bosch Limited | 1.31% → 0.78% | ▼ -0.53 |
| Gland Pharma Limited | 1.69% → 1.21% | ▼ -0.48 |
| CG Power and Industrial Solutions Limited | 1.84% → 1.55% | ▼ -0.29 |
| Atlanta Electricals Limited | 1.19% → 0.92% | ▼ -0.27 |
| Bharat Forge Limited | 2.28% → 2.03% | ▼ -0.25 |
| Bharat Electronics Limited | 2.55% → 2.34% | ▼ -0.21 |
| Tata Steel Limited | 1.22% → 1.02% | ▼ -0.2 |
| Siemens Energy India Limited | 0.89% → 0.69% | ▼ -0.2 |
| Siemens Limited | 1.05% → 0.89% | ▼ -0.16 |
| Tata Motors Passenger Vehicles Limited | 2.46% → 2.31% | ▼ -0.15 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
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: HDFC 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.