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Sectoral / Thematic · Aditya Birla Sun Life Mutual Fund · AMFI code 133513Aditya Birla Sun Life Manufacturing Equity Fund
Disclosed for 111 months, Feb 2015 to Sep 2026.Published as: ADITYA BIRLA SUN LIFE MANUFACTURING EQUITY FUND
Portfolio value
₹1,386 Cr
down ₹15.8 Cr vs Aug 2026
- Stocks held
- 71
- down 1 vs Aug 2026
- Top 10 weight
- 25.1%
- of the portfolio in its ten largest
- Cash & debt
- 4.1%
- cash, money market and debt
- Moves this month
- 4 in · 5 out
- added to 10, trimmed 46
Aditya Birla Sun Life Manufacturing Equity Fund is an active equity fund in the Sectoral / Thematic category from Aditya Birla Sun Life Mutual Fund. In September 2026 it disclosed 71 stocks worth ₹1,386 Cr, down ₹15.8 Cr from Aug 2026. Its largest positions were Sansera Engineering Limited (3.3%), Reliance Industries Limited (3.1%), Cummins India Limited (2.9%); the ten largest together made up 25.1% of the portfolio, and Industrial Products was the biggest sector at 18.6% of its equity. Cash and debt stood at 4.1%. Compared with Aug 2026 the fund entered 4 new stocks and exited 5.
Against 226 other Sectoral / Thematic funds
Concentration
0%
Top-10 weight is higher than 0% of peers
Breadth
92%
Holds more stocks than 92% of peers
Cash
62%
Holds more cash than 62% of peers
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 2026. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 4.14%
- Δ weight
- up 0.76 pts
- Value
- ₹57.3 Cr
- Δ value
- up ₹10 Cr
- Status
- Added
- Weight
- 3.27%
- Δ weight
- up 0.41 pts
- Value
- ₹45.4 Cr
- Δ value
- up ₹5.2 Cr
- Status
- Added
- Weight
- 3.14%
- Δ weight
- down 0.20 pts
- Value
- ₹43.5 Cr
- Δ value
- down ₹3.3 Cr
- Status
- Trimmed
- Weight
- 2.94%
- Δ weight
- down 0.18 pts
- Value
- ₹40.7 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 2.44%
- Δ weight
- down 0.24 pts
- Value
- ₹33.8 Cr
- Δ value
- down ₹3.8 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- up 0.25 pts
- Value
- ₹33 Cr
- Δ value
- up ₹3.1 Cr
- Status
- Added
- Weight
- 2.26%
- Δ weight
- up 0.07 pts
- Value
- ₹31.3 Cr
- Δ value
- up ₹64 L
- Status
- Added
- Weight
- 2.22%
- Δ weight
- up 0.05 pts
- Value
- ₹30.8 Cr
- Δ value
- up ₹35 L
- Status
- Added
- Weight
- 2.22%
- Δ weight
- down 0.15 pts
- Value
- ₹30.7 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- down 0.33 pts
- Value
- ₹29.4 Cr
- Δ value
- down ₹4.9 Cr
- Status
- Trimmed
- Weight
- 2.12%
- Δ weight
- up 0.19 pts
- Value
- ₹29.3 Cr
- Δ value
- up ₹2.3 Cr
- Status
- Added
- Weight
- 2.10%
- Δ weight
- down 0.08 pts
- Value
- ₹29.1 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 2.08%
- Δ weight
- up 0.11 pts
- Value
- ₹28.8 Cr
- Δ value
- up ₹1.2 Cr
- Status
- Added
- Weight
- 2.04%
- Δ weight
- up 0.03 pts
- Value
- ₹28.2 Cr
- Δ value
- up ₹4 L
- Status
- Held
- Weight
- 1.97%
- Δ weight
- down 0.03 pts
- Value
- ₹27.3 Cr
- Δ value
- down ₹74 L
- Status
- Trimmed
- Weight
- 1.94%
- Δ weight
- down 0.16 pts
- Value
- ₹26.9 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 1.92%
- Δ weight
- down 0.06 pts
- Value
- ₹26.6 Cr
- Δ value
- down ₹1.2 Cr
- Status
- Trimmed
- Weight
- 1.90%
- Δ weight
- down 0.11 pts
- Value
- ₹26.3 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 1.88%
- Δ weight
- up 0.24 pts
- Value
- ₹26 Cr
- Δ value
- up ₹3 Cr
- Status
- Added
- Weight
- 1.83%
- Δ weight
- up 0.03 pts
- Value
- ₹25.3 Cr
- Δ value
- up ₹13 L
- Status
- Added
- Weight
- 1.80%
- Δ weight
- down 0.08 pts
- Value
- ₹24.9 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.77%
- Δ weight
- up 0.23 pts
- Value
- ₹24.5 Cr
- Δ value
- up ₹2.9 Cr
- Status
- Added
- Weight
- 1.75%
- Δ weight
- down 0.12 pts
- Value
- ₹24.3 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.75%
- Δ weight
- down 0.34 pts
- Value
- ₹24.2 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 1.70%
- Δ weight
- down 0.21 pts
- Value
- ₹23.6 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 1.68%
- Δ weight
- up 0.78 pts
- Value
- ₹23.2 Cr
- Δ value
- up ₹10.6 Cr
- Status
- Added
- Weight
- 1.67%
- Δ weight
- down 0.12 pts
- Value
- ₹23.1 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 1.63%
- Δ weight
- down 0.07 pts
- Value
- ₹22.6 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- down 0.16 pts
- Value
- ₹21.9 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 1.58%
- Δ weight
- down 0.14 pts
- Value
- ₹21.9 Cr
- Δ value
- down ₹2.2 Cr
- Status
- Trimmed
- Weight
- 1.48%
- Δ weight
- down <0.01 pts
- Value
- ₹20.6 Cr
- Δ value
- down ₹30 L
- Status
- Trimmed
- Weight
- 1.41%
- Δ weight
- down 0.09 pts
- Value
- ₹19.5 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 1.29%
- Δ weight
- up 0.31 pts
- Value
- ₹17.8 Cr
- Δ value
- up ₹4.1 Cr
- Status
- Added
- Weight
- 1.28%
- Δ weight
- down 0.02 pts
- Value
- ₹17.7 Cr
- Δ value
- down ₹50 L
- Status
- Trimmed
- Weight
- 1.26%
- Δ weight
- down 0.04 pts
- Value
- ₹17.5 Cr
- Δ value
- down ₹82 L
- Status
- Trimmed
- Weight
- 1.24%
- Δ weight
- up 0.05 pts
- Value
- ₹17.1 Cr
- Δ value
- up ₹57 L
- Status
- Added
- Weight
- 1.22%
- Δ weight
- down 0.11 pts
- Value
- ₹16.9 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.22%
- Δ weight
- down 0.14 pts
- Value
- ₹16.9 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 1.21%
- Δ weight
- up 1.21 pts
- Value
- ₹16.8 Cr
- Δ value
- up ₹16.8 Cr
- Status
- New
- Weight
- 1.20%
- Δ weight
- down 0.10 pts
- Value
- ₹16.6 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 1.16%
- Δ weight
- up 0.05 pts
- Value
- ₹16 Cr
- Δ value
- up ₹54 L
- Status
- Added
- Weight
- 1.12%
- Δ weight
- down 0.10 pts
- Value
- ₹15.5 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 1.11%
- Δ weight
- down 0.05 pts
- Value
- ₹15.3 Cr
- Δ value
- down ₹85 L
- Status
- Trimmed
- Weight
- 1.07%
- Δ weight
- down 0.06 pts
- Value
- ₹14.9 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 1.06%
- Δ weight
- down 0.03 pts
- Value
- ₹14.6 Cr
- Δ value
- down ₹56 L
- Status
- Trimmed
- Weight
- 1.05%
- Δ weight
- up 1.05 pts
- Value
- ₹14.5 Cr
- Δ value
- up ₹14.5 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- down 0.06 pts
- Value
- ₹14.2 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 0.98%
- Δ weight
- up 0.03 pts
- Value
- ₹13.6 Cr
- Δ value
- up ₹21 L
- Status
- Added
- Weight
- 0.98%
- Δ weight
- down 0.11 pts
- Value
- ₹13.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- down 0.02 pts
- Value
- ₹12.4 Cr
- Δ value
- down ₹44 L
- Status
- Trimmed
- Weight
- 0.89%
- Δ weight
- up 0.89 pts
- Value
- ₹12.3 Cr
- Δ value
- up ₹12.3 Cr
- Status
- New
- Weight
- 0.87%
- Δ weight
- down 0.11 pts
- Value
- ₹12 Cr
- Δ value
- down ₹1.6 Cr
- Status
- Trimmed
- Weight
- 0.86%
- Δ weight
- down 0.13 pts
- Value
- ₹11.9 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 0.85%
- Δ weight
- down 0.13 pts
- Value
- ₹11.8 Cr
- Δ value
- down ₹2 Cr
- Status
- Trimmed
- Weight
- 0.81%
- Δ weight
- down 0.06 pts
- Value
- ₹11.2 Cr
- Δ value
- down ₹91 L
- Status
- Trimmed
- Weight
- 0.80%
- Δ weight
- down 0.11 pts
- Value
- ₹11 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.78%
- Δ weight
- up 0.03 pts
- Value
- ₹10.8 Cr
- Δ value
- up ₹32 L
- Status
- Added
- Weight
- 0.74%
- Δ weight
- down 0.04 pts
- Value
- ₹10.2 Cr
- Δ value
- down ₹74 L
- Status
- Trimmed
- Weight
- 0.73%
- Δ weight
- down 0.09 pts
- Value
- ₹10.1 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 0.70%
- Δ weight
- down 0.10 pts
- Value
- ₹9.7 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- up 0.01 pts
- Value
- ₹9.6 Cr
- Δ value
- up ₹10 L
- Status
- Added
- Weight
- 0.65%
- Δ weight
- up 0.01 pts
- Value
- ₹9 Cr
- Δ value
- up ₹1 L
- Status
- Held
- Weight
- 0.64%
- Δ weight
- down 0.10 pts
- Value
- ₹8.9 Cr
- Δ value
- down ₹1.5 Cr
- Status
- Trimmed
- Weight
- 0.64%
- Δ weight
- down 0.06 pts
- Value
- ₹8.8 Cr
- Δ value
- down ₹99 L
- Status
- Trimmed
- Weight
- 0.59%
- Δ weight
- down 0.07 pts
- Value
- ₹8.2 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 0.51%
- Δ weight
- up 0.02 pts
- Value
- ₹7 Cr
- Δ value
- up ₹19 L
- Status
- Added
- Weight
- 0.47%
- Δ weight
- down 0.04 pts
- Value
- ₹6.5 Cr
- Δ value
- down ₹66 L
- Status
- Trimmed
- Weight
- 0.36%
- Δ weight
- down 0.01 pts
- Value
- ₹5 Cr
- Δ value
- down ₹13 L
- Status
- Trimmed
- Weight
- 0.32%
- Δ weight
- down <0.01 pts
- Value
- ₹4.4 Cr
- Δ value
- down ₹8 L
- Status
- Trimmed
- Weight
- 0.05%
- Δ weight
- up 0.02 pts
- Value
- ₹73 L
- Δ value
- up ₹22 L
- Status
- Added
- Weight
- 0.04%
- Δ weight
- up 0.01 pts
- Value
- ₹55 L
- Δ value
- up ₹18 L
- Status
- Added
- Weight
- <0.01%
- Δ weight
- up <0.01 pts
- Value
- ₹2 L
- Δ value
- up ₹2 L
- Status
- New
What changed, Aug 2026 to Sep 2026
New New positions (4)
- Dynamatic Technologies Limited1.2% · ₹16.8 Cr
- Gland Pharma Limited1.0% · ₹14.5 Cr
- Century Plyboards (India) Limited0.9% · ₹12.3 Cr
- Century Textiles & Industries Limited<0.1% · ₹2 L
Exited Exited (5)
- Voltas Limitedwas 0.9% · ₹13.2 Cr
- H.G. Infra Engineering Limitedwas 0.5% · ₹7.4 Cr
- Eureka Forbes Limitedwas 0.3% · ₹4.4 Cr
- Malco Energy Limitedwas 0.2% · ₹2.1 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Aug 2026, the weight rose most in Pharmaceuticals & Biotechnology (+1.4 pts) and Industrial Manufacturing (+1.1 pts), and fell most in Automobiles (−0.9 pts) and Construction (−0.5 pts).
- Pharmaceuticals & Biotechnology12.5% → 13.9%+1.4 pts
- Industrial Manufacturing2.8% → 3.9%+1.1 pts
- Auto Components11.8% → 12.0%+0.2 pts
- Aerospace & Defense4.1% → 4.2%+0.1 pts
- Automobiles10.4% → 9.5%−0.9 pts
- Construction2.6% → 2.1%−0.5 pts
- Petroleum Products4.6% → 4.4%−0.2 pts
- Ferrous Metals2.4% → 2.2%−0.2 pts
- Non - Ferrous Metals4.4% → 4.2%−0.2 pts
- Electrical Equipment5.5% → 5.3%−0.2 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2023 | Sep 2025 | Mar 2026 | Jun 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|
| Industrial Products | 12.4% | 15.3% | 14.4% | 18.2% | 18.7% | 18.6% |
| Pharmaceuticals & Biotechnology | 6.1% | 8.9% | 11.5% | 10.2% | 12.5% | 13.9% |
| Auto Components | 1.8% | 11.3% | 11.4% | 11.4% | 11.8% | 12.0% |
| Automobiles | 7.9% | 12.7% | 11.3% | 10.7% | 10.4% | 9.5% |
| Consumer Durables | 11.3% | 9.5% | 8.2% | 8.5% | 7.6% | 7.6% |
| Electrical Equipment | 3.3% | 3.2% | 3.8% | 4.7% | 5.5% | 5.3% |
| Petroleum Products | 6.4% | 5.1% | 4.9% | 5.4% | 4.6% | 4.4% |
| Aerospace & Defense | 7.7% | 3.9% | 3.6% | 3.7% | 4.1% | 4.2% |
| Non - Ferrous Metals | 2.9% | 5.0% | 5.3% | 5.0% | 4.4% | 4.2% |
| Industrial Manufacturing | 4.1% | 2.9% | 2.0% | 2.2% | 2.8% | 3.9% |
Allocation in Sep 2026
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Sep 2026
4.1%
▲ 0.8 pts vs Aug 2026
- Cash alone
- 4.1%
- cash and net receivables
- A year earlier
- 1.2%
- Sep 2025 · now ▲ 2.9 pts
- Last 12 months
- 0.6% – 5.9%
- lowest to highest · record 29.8% in Feb 2015
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.