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Sectoral / ThematicVery High RiskHDFC Mutual Fund

HDFC Manufacturing Fund

Portfolio as on Sep 2026 · 89 equity positions

Equity positions
89
Equity value
₹9,997 Cr
Top holding
6.01%
Divi's Laboratories Ltd
NAV per unit
₹11.68
Sep 2026
Avg AUM
₹10,559 Cr
Own another fund too? See how much they overlap →

The portfolio at a glance

HDFC Manufacturing Fund is a Sectoral / Thematic scheme from HDFC MF. Its Sep 2026 portfolio holds 89 stocks, and its average assets under management are ₹10,559 Cr.

Its largest position is Divi's Laboratories at 6.01% of the portfolio, and the ten largest together make up 32.58%.

By sector, Pharmaceuticals & Biotechnology is the largest at 16.12% of the equity portfolio, followed by Automobiles (13.37%) and Auto Components (8.80%).

Hold other funds too? The fund overlap tool shows how many of these stocks they share. A scheme's official riskometer is in its factsheet on the fund house's website.

NAV history

Chart will appear once NAV history has been loaded from AMFI (next monthly ingestion run).

Sector allocation

Pharmaceuticals & Biotechnology: 16% · ₹1,611 Cr · 12 fundsAutomobiles: 13% · ₹1,337 Cr · 6 fundsAuto Components: 9% · ₹880 Cr · 12 fundsAerospace & Defense: 9% · ₹860 Cr · 5 fundsPetroleum Products: 8% · ₹824 Cr · 3 fundsIndustrial Products: 8% · ₹818 Cr · 11 fundsElectrical Equipment: 6% · ₹614 Cr · 7 fundsOther: 31% · ₹3,053 Cr · 33 funds
89stocks
  • Pharmaceuticals & Biotechnology16%
  • Automobiles13%
  • Auto Components9%
  • Aerospace & Defense9%
  • Petroleum Products8%
  • Industrial Products8%
  • Electrical Equipment6%
  • Other31%

Top holdings

Top 10 holdings make up 32.6% of the portfolio · top 5 = 20.6%.

89 stocks
#
1Divi's LaboratoriesPharmaceuticals & Biotechnology₹617.88 Cr
6.01%
2Reliance IndustriesPetroleum Products₹462.93 Cr
4.50%
3Mahindra & MahindraAutomobiles₹359.61 Cr
3.50%
4Maruti Suzuki IndiaAutomobiles₹342.26 Cr
3.33%
5JSW SteelFerrous Metals₹338.42 Cr
3.29%
6Tata MotorsAgricultural, Commercial & Construction Vehicles₹295.16 Cr
2.87%
7Bharat ElectronicsAerospace & Defense₹248.51 Cr
2.42%
8Hindustan AeronauticsAerospace & Defense₹245.07 Cr
2.38%
9Bajaj AutoAutomobiles₹228.35 Cr
2.22%
10Cummins IndiaIndustrial Products₹211.82 Cr
2.06%
11Cyient DLMAerospace & Defense₹207.34 Cr
2.02%
12Tata Motors Passenger VehiclesAutomobiles₹204.12 Cr
1.99%
13Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology₹195.28 Cr
1.90%
14Dixon Technologies (India)Consumer Durables₹189.95 Cr
1.85%
15Hindustan Petroleum CorporationPetroleum Products₹187.79 Cr
1.83%
16Ambuja CementsCement & Cement Products₹183.26 Cr
1.78%
17LupinPharmaceuticals & Biotechnology₹182.72 Cr
1.78%
18Bharat Petroleum CorporationPetroleum Products₹172.82 Cr
1.68%
19Hyundai Motor IndiaAutomobiles₹170.60 Cr
1.66%
20Vedanta Aluminium MetalNon - Ferrous Metals₹170.02 Cr
1.65%
21CG Power and Industrial SolutionsElectrical Equipment₹162.30 Cr
1.58%
22Bharat ForgeAuto Components₹161.78 Cr
1.57%
23Gland PharmaPharmaceuticals & Biotechnology₹147.87 Cr
1.44%
24Kaynes Technology IndiaIndustrial Manufacturing₹143.54 Cr
1.40%
25Pearl Global IndustriesTextiles & Apparels₹141.03 Cr
1.37%
26Archean Chemical IndustriesChemicals & Petrochemicals₹140.90 Cr
1.37%
27Godrej Consumer ProductsPersonal Products₹136.00 Cr
1.32%
28Glenmark PharmaceuticalsPharmaceuticals & Biotechnology₹134.25 Cr
1.31%
29Hindalco IndustriesNon - Ferrous Metals₹122.43 Cr
1.19%
30Balkrishna IndustriesAuto Components₹110.08 Cr
1.07%
31Centum ElectronicsAerospace & Defense₹109.71 Cr
1.07%
32Bansal Wire IndustriesIndustrial Products₹108.85 Cr
1.06%
33Escorts KubotaAgricultural, Commercial & Construction Vehicles₹103.18 Cr
1.00%
34Atlanta ElectricalsElectrical Equipment₹101.31 Cr
0.99%
35Sudeep PharmaChemicals & Petrochemicals₹100.08 Cr
0.97%
36HEG Advanced MaterialsIndustrial Products₹97.44 Cr
0.95%
37Timken IndiaIndustrial Products₹94.08 Cr
0.92%
38Crompton Greaves Consumer ElectricalsConsumer Durables₹93.90 Cr
0.91%
39Craftsman AutomationAuto Components₹93.75 Cr
0.91%
40CIE Automotive IndiaAuto Components₹93.16 Cr
0.91%
41BEMLAgricultural, Commercial & Construction Vehicles₹89.66 Cr
0.87%
42Havells IndiaConsumer Durables₹88.90 Cr
0.86%
43Saatvik Green EnergyElectrical Equipment₹88.01 Cr
0.86%
44BoschAuto Components₹84.78 Cr
0.82%
45KSH InternationalIndustrial Products₹79.78 Cr
0.78%
46Diamond Power InfrastructureElectrical Equipment₹79.35 Cr
0.77%
47Jubilant IngreviaChemicals & Petrochemicals₹78.72 Cr
0.77%
48Tata SteelFerrous Metals₹77.41 Cr
0.75%
49SiemensElectrical Equipment₹74.51 Cr
0.72%
50Carborundum UniversalIndustrial Products₹66.52 Cr
0.65%
51Birla CorporationCement & Cement Products₹64.16 Cr
0.62%
52WockhardtPharmaceuticals & Biotechnology₹63.49 Cr
0.62%
53ABB IndiaElectrical Equipment₹62.81 Cr
0.61%
54Indraprastha GasGas₹62.61 Cr
0.61%
55Schaeffler IndiaAuto Components₹62.35 Cr
0.61%
56Sona Blw Precision ForgingsAuto Components₹61.19 Cr
0.60%
57Time TechnoplastIndustrial Products₹60.18 Cr
0.59%
58Graphite IndiaIndustrial Products₹59.67 Cr
0.58%
59Sedemac MechatronicsAuto Components₹59.52 Cr
0.58%
60GMM PfaudlerIndustrial Manufacturing₹55.00 Cr
0.54%
61Amber Enterprises IndiaConsumer Durables₹53.38 Cr
0.52%
62Jubilant PharmovaPharmaceuticals & Biotechnology₹51.44 Cr
0.50%
63AequsAerospace & Defense₹49.67 Cr
0.48%
64Piramal PharmaPharmaceuticals & Biotechnology₹49.56 Cr
0.48%
65Sharda Motor IndustriesAuto Components₹49.23 Cr
0.48%
66Premier EnergiesElectrical Equipment₹45.56 Cr
0.44%
67Eris LifesciencesPharmaceuticals & Biotechnology₹45.29 Cr
0.44%
68Anthem BiosciencesPharmaceuticals & Biotechnology₹42.93 Cr
0.42%
69ArvindTextiles & Apparels₹42.76 Cr
0.42%
70Godavari BiorefineriesDiversified FMCG₹42.00 Cr
0.41%
71BioconPharmaceuticals & Biotechnology₹40.56 Cr
0.39%
72Cohance LifesciencesPharmaceuticals & Biotechnology₹40.04 Cr
0.39%
73Vedanta PowerPower₹39.41 Cr
0.38%
74Samvardhana Motherson InternationalAuto Components₹39.18 Cr
0.38%
75Blue Dart ExpressTransport Services₹37.52 Cr
0.36%
76Bajaj ElectricalsConsumer Durables₹35.50 Cr
0.35%
77Dhoot TransmissionAuto Components₹34.19 Cr
0.33%
78Ather EnergyAutomobiles₹31.92 Cr
0.31%
79Tenneco Clean Air IndiaAuto Components₹30.79 Cr
0.30%
80INDO-MIMIndustrial Manufacturing₹26.23 Cr
0.26%
81M & B EngineeringConstruction₹25.09 Cr
0.24%
82Laser Power & InfraIndustrial Products₹24.66 Cr
0.24%
83JNK IndiaIndustrial Manufacturing₹21.91 Cr
0.21%
84TCI ExpressTransport Services₹20.33 Cr
0.20%
85Tempsens Instruments (India)Industrial Manufacturing₹12.17 Cr
0.12%
86PI IndustriesFertilizers & Agrochemicals₹11.55 Cr
0.11%
87Cello WorldConsumer Durables₹10.75 Cr
0.10%
88Lumino IndustriesIndustrial Products₹10.48 Cr
0.10%
89CMR Green TechnologiesIndustrial Products₹4.55 Cr
0.04%

HDFC Manufacturing Fund — FAQ

What are the top holdings of HDFC Manufacturing Fund?
HDFC Manufacturing Fund holds 89 equity positions; the largest is Divi's Laboratories Ltd at 6.01% of the portfolio, as on Sep 2026. Information only, not investment advice.
How concentrated is HDFC Manufacturing Fund?
Its single largest equity position is Divi's Laboratories Ltd, at 6.01% of the fund's disclosed portfolio.
As of when is this HDFC Manufacturing Fund portfolio?
Portfolio as on Sep 2026, taken from HDFC Mutual Fund's public monthly portfolio disclosure.
What is the NAV of HDFC Manufacturing Fund?
The latest NAV (Net Asset Value) of HDFC Manufacturing Fund is ₹11.68 per unit, as on Sep 2026, sourced from AMFI's public scheme data. NAV changes daily with market movements. Information only, not investment advice.
What is the AUM of HDFC Manufacturing Fund?
HDFC Manufacturing Fund has a Monthly Average AUM (Assets Under Management) of ₹10,559 Cr, as per AMFI's latest published data. AUM reflects the total market value of all assets managed across all plans of this scheme. Information only, not investment advice.

Similar funds

How much does HDFC Manufacturing overlap with ICICI Technology? →

Equity holdings only, ISIN-verified, from HDFC Mutual Fund's public monthly portfolio disclosure (Sep 2026). Not investment advice.
Weight = the position as a % of this fund's portfolio. Values in ₹: L = Lakh (1,00,000), Cr = Crore (1,00,00,000).