Mahindra Manulife Manufacturing Fund holds 53 instruments (94.75% equity), led by Divi's Laboratories Limited (5.42%), Mahindra & Mahindra Limited (4.42%) and Shriram Pistons & Rings Limited (4.21%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Mahindra Manulife Manufacturing Fund, managed by Mahindra Manulife Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 53 instruments with an equity allocation of 94.75%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Mahindra Manulife Manufacturing Fund's top 10 holdings account for 37.06% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 31.99% of net assets, spread across 6 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 3 positions, with Hindustan Aeronautics Limited seeing the largest move (+0.76pp to 2.48%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
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 |
|---|---|---|
| Hindustan Aeronautics Limited | 1.72% → 2.48% | ▲ +0.76 |
| Powerica Limited | 1.21% → 1.48% | ▲ +0.27 |
| Isgec Heavy Engineering Limited | 1.28% → 1.51% | ▲ +0.23 |
| Tata Steel Limited | 3.41% → 3.6% | ▲ +0.19 |
| Divi's Laboratories Limited | 5.23% → 5.42% | ▲ +0.19 |
| Thejo Engineering Limited | 1.6% → 1.77% | ▲ +0.17 |
| Vesuvius India Limited | 1.53% → 1.69% | ▲ +0.16 |
| LG Balakrishnan & Bros Limited | 1.91% → 2.06% | ▲ +0.15 |
| PTC Industries Limited | 2.41% → 2.56% | ▲ +0.15 |
| Varun Beverages Limited | 0.82% → 0.94% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| Mahindra & Mahindra Limited | 4.65% → 4.42% | ▼ -0.23 |
| Bajaj Auto Limited | 3.07% → 2.91% | ▼ -0.16 |
| Technocraft Industries (India) Limited | 2.33% → 2.18% | ▼ -0.15 |
| Shriram Pistons & Rings Limited | 4.36% → 4.21% | ▼ -0.15 |
| Sun Pharmaceutical Industries Limited | 4.06% → 3.92% | ▼ -0.14 |
| Ingersoll Rand (India) Limited | 1.04% → 0.93% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Mar – Sept 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: Mahindra Manulife Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.