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Lic Mf Manufacturing Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹433 Cr
Today
+₹12 Cr +2.84%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +3.2% NIFTY 50 -4.4%ahead of NIFTY by 7.6 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
100%
Wtd P/E
36.8
Wtd ROE
13.8%
Holdings
4
By market cap
Large 0% Mid 38% Small 62%
Bought / added last quarter
Carraro India Ltd+0.53pp
KSH International Ltd+0.35pp
Bharat Bijlee Limited+0.06pp
Sold / trimmed last quarter
Vidya Wires Ltd-0.07pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| KSH International Ltd KSHINTL · Capital Goods | 2.81% | ₹164.3 Cr | +5.32% | ▲ +0.35pp | 53.1 | 14% |
| Bharat Bijlee Limited BBL · Capital Goods | 3.96% | ₹124.9 Cr | +0.51% | ▲ +0.06pp | 26.3 | 6% |
| Carraro India Ltd CARRARO · Automobile and Auto Components | 3.06% | ₹92.2 Cr | +0.63% | ▲ +0.53pp | 23.0 | 26% |
| Vidya Wires Ltd VIDYAWIRES · Capital Goods | 2.60% | ₹51.7 Cr | +5.00% | ▼ -0.07pp | 34.5 | 12% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| KSH International Ltd | 2.81 | 2.46 | · | · |
| Bharat Bijlee Limited | 3.96 | 3.90 | 3.96 | 3.57 |
| Carraro India Ltd | 3.06 | 2.53 | 2.15 | 2.15 |
| Vidya Wires Ltd | 2.60 | 2.67 | · | · |
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.