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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
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 June 2025 it disclosed 61 stocks worth ₹1,085 Cr, up ₹26.8 Cr from May 2025. Its largest positions were Reliance Industries Limited (6.4%), Mahindra & Mahindra Limited (4.4%), Hindalco Industries Limited (4.4%); the ten largest together made up 36.0% of the portfolio, and Industrial Products was the biggest sector at 16.2% of its equity. Cash and debt stood at 1.0%. Compared with May 2025 the fund entered 1 new stock and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
20%
Top-10 weight is higher than 20% of peers
Breadth
86%
Holds more stocks than 86% of peers
Cash
12%
Holds more cash than 12% of peers
What these mean: concentration · cash
Holdings in June 2025
Download CSVEvery line the fund disclosed, with the change against May 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Reliance Industries Limited | 6.42% | up 0.19 pts | ₹69.7 Cr | up ₹3.7 Cr | Added |
| Mahindra & Mahindra Limited | 4.40% | up 0.18 pts | ₹47.7 Cr | up ₹3.1 Cr | Added |
| Hindalco Industries Limited | 4.39% | up 0.27 pts | ₹47.7 Cr | up ₹4.1 Cr | Added |
| Maruti Suzuki India Limited | 4.00% | down 0.07 pts | ₹43.4 Cr | up ₹28 L | Added |
| Cummins India Limited | 3.38% | up 0.05 pts | ₹36.7 Cr | up ₹1.4 Cr | Added |
| United Breweries Limited | 3.01% | down 0.12 pts | ₹32.6 Cr | down ₹43 L | Trimmed |
| Tata Steel Limited | 2.80% | down 0.09 pts | ₹30.4 Cr | down ₹24 L | Trimmed |
| Bharat Electronics Limited | 2.63% | up 0.17 pts | ₹28.6 Cr | up ₹2.5 Cr | Added |
| Vedanta Limited | 2.50% | up 0.08 pts | ₹27.1 Cr | up ₹1.5 Cr | Added |
| Sun Pharmaceutical Industries Limited | 2.48% | down 0.07 pts | ₹26.9 Cr | down ₹3 L | Held |
| Interarch Building Products Ltd | 2.35% | down 0.22 pts | ₹25.5 Cr | down ₹1.7 Cr | Trimmed |
| Radico Khaitan Limited | 2.25% | down 0.18 pts | ₹24.4 Cr | down ₹1.3 Cr | Trimmed |
| Voltas Limited | 2.23% | up 0.03 pts | ₹24.3 Cr | up ₹95 L | Added |
| Jindal Steel & Power Limited | 2.15% | down 0.07 pts | ₹23.4 Cr | down ₹18 L | Trimmed |
| Shyam Metalics and Energy Limited | 2.12% | up 0.01 pts | ₹23 Cr | up ₹72 L | Added |
| Larsen & Toubro Limited | 2.10% | down 0.25 pts | ₹22.8 Cr | down ₹2.1 Cr | Trimmed |
| Endurance Technologies Limited | 1.89% | up 0.19 pts | ₹20.5 Cr | up ₹2.5 Cr | Added |
| AIA Engineering Limited | 1.86% | down 0.16 pts | ₹20.1 Cr | down ₹1.1 Cr | Trimmed |
| Carborundum Universal Limited | 1.85% | down 0.10 pts | ₹20.1 Cr | down ₹55 L | Trimmed |
| Samvardhana Motherson International Limited | 1.83% | down 0.03 pts | ₹19.9 Cr | up ₹22 L | Added |
| Bajaj Auto Limited | 1.82% | down 0.10 pts | ₹19.7 Cr | down ₹54 L | Trimmed |
| Tube Investments of India Limited | 1.72% | down 0.02 pts | ₹18.7 Cr | up ₹28 L | Added |
| Bharat Forge Limited | 1.68% | up 0.05 pts | ₹18.2 Cr | up ₹94 L | Added |
| Sona BLW Precision Forgings Limited | 1.67% | down 0.27 pts | ₹18.2 Cr | down ₹2.4 Cr | Trimmed |
| Welspun Corp Limited | 1.49% | down 0.19 pts | ₹16.2 Cr | down ₹1.6 Cr | Trimmed |
| Lakshmi Machine Works Limited | 1.48% | down 0.04 pts | ₹16 Cr | up ₹1 L | Held |
| IPCA Laboratories Limited | 1.45% | down 0.07 pts | ₹15.7 Cr | down ₹40 L | Trimmed |
| Cyient Dlm Ltd | 1.40% | down 0.06 pts | ₹15.2 Cr | down ₹30 L | Trimmed |
| Asian Paints Limited | 1.39% | up 0.01 pts | ₹15.1 Cr | up ₹53 L | Added |
| Gokaldas Exports Limited | 1.37% | down 0.18 pts | ₹14.8 Cr | down ₹1.5 Cr | Trimmed |
| Shivalik Bimetal Controls Ltd | 1.36% | up 0.12 pts | ₹14.7 Cr | up ₹1.7 Cr | Added |
| NMDC Limited | 1.35% | down 0.06 pts | ₹14.7 Cr | down ₹25 L | Trimmed |
| Sundram Fasteners Limited | 1.34% | down 0.02 pts | ₹14.5 Cr | up ₹16 L | Added |
| GE Vernova T&D India Limited | 1.30% | down 0.05 pts | ₹14.1 Cr | down ₹20 L | Trimmed |
| Sansera Engineering Limited | 1.27% | down 0.01 pts | ₹13.8 Cr | up ₹19 L | Added |
| Happy Forgings Limited | 1.26% | down 0.05 pts | ₹13.6 Cr | down ₹17 L | Trimmed |
| Onesource Specialty Pharma Limited | 1.20% | up 0.12 pts | ₹13.1 Cr | up ₹1.6 Cr | Added |
| Praj Industries Limited | 1.13% | up 0.04 pts | ₹12.2 Cr | up ₹69 L | Added |
| United Spirits Limited | 1.08% | down 0.10 pts | ₹11.7 Cr | down ₹75 L | Trimmed |
| V-Guard Industries Limited | 1.07% | down <0.01 pts | ₹11.6 Cr | up ₹24 L | Added |
| Ajanta Pharma Limited | 1.07% | down <0.01 pts | ₹11.6 Cr | up ₹28 L | Added |
| Techno Electric & Engineering Company Limited | 1.02% | up 0.10 pts | ₹11.1 Cr | up ₹1.3 Cr | Added |
| Cash, TREPS & receivables | 1.02% | up 0.13 pts | ₹11 Cr | up ₹1.7 Cr | Added |
| H.G. Infra Engineering Limited | 0.97% | down 0.06 pts | ₹10.5 Cr | down ₹41 L | Trimmed |
| TD Power Systems Limited | 0.93% | down 0.06 pts | ₹10.1 Cr | down ₹43 L | Trimmed |
| Blue Star Limited | 0.92% | up 0.04 pts | ₹10 Cr | up ₹63 L | Added |
| Solara Active Pharma Sciences Limited | 0.86% | up 0.19 pts | ₹9.3 Cr | up ₹2.3 Cr | Added |
| Exide Industries Limited | 0.85% | down 0.02 pts | ₹9.3 Cr | up ₹2 L | Held |
| NOCIL Limited | 0.82% | up 0.06 pts | ₹8.9 Cr | up ₹87 L | Added |
| Alkyl Amines Chemicals Limited | 0.75% | up 0.47 pts | ₹8.2 Cr | up ₹5.1 Cr | Added |
What changed, May 2025 to Jun 2025
New New positions (1)
- Sai Life Sciences Limited0.2% · ₹2.7 Cr
Exited Exited (1)
- APL Apollo Tubes Limitedwas 0.1% · ₹1.5 Cr
Added Biggest additions
- Alkyl Amines Chemicals Limitedup ₹5.1 Cr (+0.47% pts)
- Hindalco Industries Limitedup ₹4.1 Cr (+0.27% pts)
- Reliance Industries Limitedup ₹3.7 Cr (+0.19% pts)
- Mahindra & Mahindra Limited
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 May 2025, the weight rose most in Chemicals & Petrochemicals (+0.6 pts) and Pharmaceuticals & Biotechnology (+0.4 pts), and fell most in Construction (−0.4 pts) and Industrial Products (−0.4 pts).
- Chemicals & Petrochemicals1.5% → 2.1%+0.6 pts
- Pharmaceuticals & Biotechnology6.9% → 7.4%+0.4 pts
- Non - Ferrous Metals4.2% → 4.4%+0.3 pts
- Petroleum Products6.3% → 6.5%+0.2 pts
- Aerospace & Defense4.0% → 4.1%+0.1 pts
- Construction6.9% → 6.5%−0.4 pts
- Industrial Products16.6% → 16.2%−0.4 pts
- Beverages6.8% → 6.4%−0.4 pts
- Auto Components11.4% → 11.2%−0.2 pts
- Textiles & Apparels1.6% → 1.4%−0.2 pts
- Ferrous Metals5.2% → 5.0%−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 | Jun 2022 | Jun 2024 | Dec 2024 | Mar 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|---|
| Industrial Products | 10.8% | 14.4% | 14.9% | 16.3% | 16.6% | 16.2% |
| Auto Components | 1.9% | 6.3% | 8.6% | 9.2% | 11.4% | 11.2% |
| Automobiles | 4.4% | 10.6% | 8.7% | 9.3% | 11.0% | 11.1% |
| Pharmaceuticals & Biotechnology | 10.5% | 5.0% | 7.5% | 7.2% | 6.9% | 7.4% |
| Consumer Durables | 14.9% | 8.7% | 8.4% | 7.9% | 6.8% | 6.8% |
| Construction | — | 6.3% | 11.2% | 6.6% | 6.9% | 6.5% |
| Petroleum Products | 7.7% | 5.4% | 4.4% | 6.0% | 6.3% | 6.5% |
| Beverages | 5.8% | 7.4% | 7.0% | 7.2% | 6.8% | 6.4% |
| Ferrous Metals | 4.2% | 3.4% | 3.6% | 5.1% | 5.2% | 5.0% |
| Non - Ferrous Metals | 3.2% | 2.6% | 2.6% | 4.4% | 4.2% | 4.4% |
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. More on reading cash.
Cash & debt, Jun 2025
1.0%
▲ 0.1 pts vs May 2025
- Cash alone
- 1.0%
- cash and net receivables
- A year earlier
- 4.1%
- Jun 2024 · now ▼ 3.1 pts
- Last 12 months
- 0.6% – 1.9%
- 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.