HDFC Manufacturing Fund — Portfolio Holdings (HDFC Mutual Fund)

Equity positions

Portfolio coverage

100.00%

Latest month

Sep 2026

Top equity holdings

Stock	Value	% of AUM	MoM
DIVISLAB · Divi's Laboratories Limited	₹617.88 Cr	6.01%	▼ Trimmed
RELIANCE · Reliance Industries Limited	₹462.93 Cr	4.50%	→ Held
M&M · Mahindra & Mahindra Limited	₹359.61 Cr	3.50%	→ Held
MARUTI · Maruti Suzuki India Limited	₹342.26 Cr	3.33%	→ Held
JSWSTEEL · JSW Steel Limited	₹338.42 Cr	3.29%	→ Held
TMCV · Tata Motors Limited	₹295.15 Cr	2.87%	→ Held
BEL · Bharat Electronics Limited	₹248.51 Cr	2.42%	→ Held
HAL · Hindustan Aeronautics Limited	₹245.07 Cr	2.38%	→ Held
BAJAJ-AUTO · Bajaj Auto Limited	₹228.35 Cr	2.22%	→ Held
CUMMINSIND · Cummins India Limited	₹211.82 Cr	2.06%	→ Held
CYIENTDLM · Cyient DLM Limited	₹207.34 Cr	2.02%	▼ Trimmed
TMPV · Tata Motors Passenger Vehicles Limited	₹204.12 Cr	1.99%	→ Held
SUNPHARMA · Sun Pharmaceutical Industries Limited	₹195.28 Cr	1.90%	→ Held
DIXON · Dixon Technologies (India) Limited	₹189.95 Cr	1.85%	→ Held
HINDPETRO · Hindustan Petroleum Corporation Limited	₹187.79 Cr	1.83%	→ Held

Showing the top 15 of 91 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

Every holding, every month, plus quantity changes — via one REST API call.