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HF
Hdfc Mutual Fund - Hdfc Manufacturing Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹5,058 Cr
Today
+₹17.6 Cr +0.35%
Companies
11
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +14.8% NIFTY 50 -4.4%ahead of NIFTY by 19.2 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
91%
Wtd P/E
25.4
Wtd ROE
23.6%
Holdings
11
By market cap
Large 67% Mid 29% Small 4%
Bought / added last quarter
WEST COAST PAPER MILLS LT+0.31pp
Jubilant Ingrevia Ltd+0.06pp
KSH International Ltd+0.02pp
M & B Engineering Ltd+0.01pp
Holdings · 11
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| JSW Steel Ltd JSWSTEEL · Metals & Mining | 1.07% | ₹3,380.5 Cr | -0.08% | NEW | 12.4 | 28% |
| Sundram Fasteners Ltd SUNDRMFAST · Automobile and Auto Components | 3.90% | ₹697 Cr | +1.27% | NEW | 30.2 | 15% |
| Atlanta Electricals Ltd ATLANTAELE · Capital Goods | 1.40% | ₹196.6 Cr | -0.84% | ▼ -0.04pp | 69.7 | 22% |
| Jubilant Ingrevia Ltd JUBLINGREA · Chemicals | 1.93% | ₹195.9 Cr | +2.37% | ▲ +0.06pp | 36.6 | 9% |
| Archean Chemical Industries Ltd ACI · Chemicals | 2.31% | ₹153.8 Cr | -0.76% | – | 63.1 | 6% |
| Saatvik Green Energy Ltd SAATVIKGL · Capital Goods | 2.11% | ₹126 Cr | -1.39% | ▲ +0.00pp | 16.5 | 27% |
| KSH International Ltd KSHINTL · Capital Goods | 1.56% | ₹91.3 Cr | +5.32% | ▲ +0.02pp | 53.1 | 14% |
| Bansal Wire Industries Ltd BANSALWIRE · Capital Goods | 1.63% | ₹80.1 Cr | +3.16% | ▲ +0.00pp | 30.5 | 12% |
| Godavari Biorefineries Ltd GODAVARIB · Fast Moving Consumer Goods | 4.00% | ₹58.3 Cr | +2.28% | ▼ -0.10pp | 412.3 | 0% |
| WEST COAST PAPER MILLS LT WSTCSTPAPR · Forest Materials | 1.57% | ₹53 Cr | +3.26% | ▲ +0.31pp | 21.6 | 4% |
| M & B Engineering Ltd MBEL · Construction | 1.47% | ₹25.8 Cr | +6.85% | ▲ +0.01pp | 18.9 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| JSW Steel Ltd | 1.07 | · | · | · |
| Sundram Fasteners Ltd | 3.90 | · | · | · |
| Atlanta Electricals Ltd | 1.40 | 1.44 | 1.38 | · |
| Jubilant Ingrevia Ltd | 1.93 | 1.87 | 1.86 | 1.70 |
| Archean Chemical Industries Ltd | 2.31 | 2.31 | · | · |
| Saatvik Green Energy Ltd | 2.11 | 2.11 | 2.09 | · |
| KSH International Ltd | 1.56 | 1.54 | · | · |
| Bansal Wire Industries Ltd | 1.63 | 1.63 | 1.58 | · |
| Godavari Biorefineries Ltd | 4.00 | 4.10 | 4.10 | 4.10 |
| WEST COAST PAPER MILLS LT | 1.57 | 1.26 | 1.22 | 1.22 |
| M & B Engineering Ltd | 1.47 | 1.46 | 1.60 | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.