Mahindra Manulife Focused Fund Direct-Growth
Mahindra Manulife
Detailed equity portfolio holdings for Mahindra Manulife Focused Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
30 holdings· 97.08% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| ICICI Bank Ltd ICICIBANK | 9.03% | -0.60 pp | Banks | Decreased |
| Reliance Industries Ltd RELIANCE | 6.31% | -0.23 pp | Petroleum Products | Decreased |
| State Bank of India SBIN | 5.22% | +0.29 pp | Banks | Increased |
| Larsen & Toubro Ltd LT | 5.11% | +0.25 pp | Construction | Increased |
| Grasim Industries Ltd GRASIM | 4.88% | +0.50 pp | Construction | Increased |
| Axis Bank Ltd AXISBANK | 4.68% | +1.67 pp | Banks | Increased |
| Bajaj Auto Ltd BAJAJ-AUTO | 4.60% | +0.34 pp | Automobiles | Increased |
| Bajaj Finance Ltd BAJFINANCE | 4.35% | +0.30 pp | Financial Services | Increased |
| Tech Mahindra Ltd TECHM | 3.59% | -0.27 pp | Information Technology | Decreased |
| HDFC Bank Ltd HDFCBANK | 3.48% | -2.70 pp | Banks | Decreased |
| IndusInd Bank Ltd INDUSINDBK | 3.25% | +0.09 pp | Banks | Increased |
| Sun Pharmaceutical Industries Ltd SUNPHARMA | 3.15% | +0.48 pp | Healthcare | Increased |
| Avenue Supermarts Ltd DMART | 3.14% | +0.06 pp | Retail | Increased |
| NTPC Ltd NTPC | 2.87% | -0.40 pp | Power | Decreased |
| Adani Ports & Special Economic Zone Ltd ADANIPORTS | 2.86% | -0.11 pp | Transport | Decreased |
| Vodafone Idea Ltd IDEA | 2.83% | +0.74 pp | Telecom | Increased |
| Biocon Ltd BIOCON | 2.82% | -0.03 pp | Healthcare | Decreased |
| Infosys Ltd INFY | 2.56% | -0.42 pp | Information Technology | Decreased |
| JSW Steel Ltd JSWSTEEL | 2.55% | +0.52 pp | Metals & Mining | Increased |
| Elgi Equipments Ltd ELGIEQUIP | 2.15% | +0.24 pp | Industrial Products | Increased |
| DLF Ltd DLF | 2.07% | +0.14 pp | Realty | Increased |
| Dr Reddys Laboratories Ltd DRREDDY | 2.05% | +0.06 pp | Healthcare | Increased |
| Hindustan Aeronautics Ltd HAL | 1.95% | +1.95 pp | Aerospace & Defense | New |
| The Ramco Cements Ltd RAMCOCEM | 1.93% | -0.04 pp | Construction | Decreased |
| Trent Ltd TRENT | 1.93% | -0.03 pp | Retail | Decreased |
| Indus Towers Ltd INDUSTOWER | 1.67% | -0.33 pp | Telecom | Decreased |
| Interglobe Aviation Ltd INDIGO | 1.61% | +0.05 pp | Aviation | Increased |
| Piramal Finance Ltd PIRAMALFIN | 1.60% | +1.60 pp | Financial Services | New |
| SBI Funds Management Ltd SBIFUNDS | 1.48% | +0.01 pp | Financial Services | Increased |
| Coal India Ltd COALINDIA | 1.36% | -0.31 pp | Energy | Decreased |