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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 January 2026 it disclosed 61 stocks worth ₹1,051 Cr, down ₹48.4 Cr from Dec 2025. Its largest positions were Hindalco Industries Limited (5.5%), Reliance Industries Limited (4.9%), Mahindra & Mahindra Limited (4.7%); the ten largest together made up 38.1% of the portfolio, and Industrial Products was the biggest sector at 14.2% of its equity. Cash and debt stood at 1.1%. Compared with Dec 2025 the fund entered 0 new stocks and exited 0.
Against 229 other Sectoral / Thematic funds
Concentration
27%
Top-10 weight is higher than 27% 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 January 2026
Download CSVEvery line the fund disclosed, with the change against Dec 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Hindalco Industries Limited | 5.50% | up 0.14 pts | ₹57.8 Cr | down ₹1.1 Cr | Trimmed |
| Reliance Industries Limited | 4.87% | down 0.37 pts | ₹51.2 Cr | down ₹6.4 Cr | Trimmed |
| Mahindra & Mahindra Limited | 4.72% | down 0.16 pts | ₹49.6 Cr | down ₹4 Cr | Trimmed |
| Maruti Suzuki India Limited | 4.29% | down 0.66 pts | ₹45 Cr | down ₹9.4 Cr | Trimmed |
| Vedanta Limited | 3.57% | up 0.54 pts | ₹37.5 Cr | up ₹4.2 Cr | Added |
| Cummins India Limited | 3.35% | down 0.10 pts | ₹35.2 Cr | down ₹2.8 Cr | Trimmed |
| Tata Steel Limited | 3.30% | up 0.18 pts | ₹34.7 Cr | up ₹41 L | Added |
| Bharat Electronics Limited | 2.90% | up 0.43 pts | ₹30.5 Cr | up ₹3.4 Cr | Added |
| Sun Pharmaceutical Industries Limited | 2.89% | down 0.09 pts | ₹30.3 Cr | down ₹2.4 Cr | Trimmed |
| Jindal Steel & Power Limited | 2.76% | up 0.30 pts | ₹29 Cr | up ₹2 Cr | Added |
| United Breweries Limited | 2.34% | down 0.13 pts | ₹24.6 Cr | down ₹2.6 Cr | Trimmed |
| AIA Engineering Limited | 2.31% | up 0.09 pts | ₹24.3 Cr | down ₹17 L | Trimmed |
| Bajaj Auto Limited | 2.15% | up 0.15 pts | ₹22.6 Cr | up ₹60 L | Added |
| Samvardhana Motherson International Limited | 2.07% | down 0.03 pts | ₹21.8 Cr | down ₹1.4 Cr | Trimmed |
| Voltas Limited | 2.02% | up 0.04 pts | ₹21.3 Cr | down ₹53 L | Trimmed |
| IPCA Laboratories Limited | 1.96% | up 0.15 pts | ₹20.6 Cr | up ₹73 L | Added |
| Bharat Forge Limited | 1.91% | up 0.05 pts | ₹20.1 Cr | down ₹40 L | Trimmed |
| Ajanta Pharma Limited | 1.85% | up 0.09 pts | ₹19.5 Cr | up ₹9 L | Held |
| Sona BLW Precision Forgings Limited | 1.78% | up 0.13 pts | ₹18.7 Cr | up ₹62 L | Added |
| Endurance Technologies Limited | 1.71% | down 0.03 pts | ₹18 Cr | down ₹1.2 Cr | Trimmed |
| Sansera Engineering Limited | 1.65% | up 0.13 pts | ₹17.4 Cr | up ₹58 L | Added |
| Radico Khaitan Limited | 1.59% | down 0.20 pts | ₹16.7 Cr | down ₹2.9 Cr | Trimmed |
| Carborundum Universal Limited | 1.56% | down 0.06 pts | ₹16.4 Cr | down ₹1.4 Cr | Trimmed |
| Asian Paints Limited | 1.49% | down 0.13 pts | ₹15.7 Cr | down ₹2.2 Cr | Trimmed |
| Blue Star Limited | 1.49% | up 0.13 pts | ₹15.7 Cr | up ₹74 L | Added |
| Happy Forgings Limited | 1.44% | down 0.05 pts | ₹15.1 Cr | down ₹1.2 Cr | Trimmed |
| Lakshmi Machine Works Limited | 1.42% | up 0.06 pts | ₹14.9 Cr | down ₹6 L | Held |
| Bluestone Jewellery And Lifestyle Ltd | 1.38% | down 0.03 pts | ₹14.5 Cr | down ₹1 Cr | Trimmed |
| SRF Limited | 1.34% | down 0.06 pts | ₹14.1 Cr | down ₹1.3 Cr | Trimmed |
| Tube Investments of India Limited | 1.33% | down 0.09 pts | ₹14 Cr | down ₹1.7 Cr | Trimmed |
| Shyam Metalics and Energy Limited | 1.33% | up 0.07 pts | ₹14 Cr | up ₹14 L | Added |
| TD Power Systems Limited | 1.32% | up 0.11 pts | ₹13.9 Cr | up ₹52 L | Added |
| Sundram Fasteners Limited | 1.27% | up 0.08 pts | ₹13.3 Cr | up ₹25 L | Added |
| Cyient Dlm Ltd | 1.14% | down 0.07 pts | ₹12 Cr | down ₹1.3 Cr | Trimmed |
| Lenskart Solutions Limited | 1.09% | up 0.06 pts | ₹11.4 Cr | up ₹17 L | Added |
| Cash, TREPS & receivables | 1.07% | up 0.49 pts | ₹11.3 Cr | up ₹4.8 Cr | Added |
| Shivalik Bimetal Controls Ltd | 1.06% | up 0.04 pts | ₹11.2 Cr | down ₹12 L | Trimmed |
| ABB India Limited | 1.06% | up 0.12 pts | ₹11.2 Cr | up ₹82 L | Added |
| Piramal Pharma Limited | 1.04% | up 0.11 pts | ₹11 Cr | up ₹69 L | Added |
| Ather Energy Limited | 1.01% | down 0.16 pts | ₹10.6 Cr | down ₹2.3 Cr | Trimmed |
| V-Guard Industries Limited | 1.00% | up 0.11 pts | ₹10.6 Cr | up ₹72 L | Added |
| Exide Industries Limited | 0.99% | down 0.08 pts | ₹10.5 Cr | down ₹1.3 Cr | Trimmed |
| NMDC Limited | 0.98% | down 0.16 pts | ₹10.3 Cr | down ₹2.2 Cr | Trimmed |
| Gokaldas Exports Limited | 0.92% | down 0.27 pts | ₹9.6 Cr | down ₹3.4 Cr | Trimmed |
| PI Industries Limited | 0.91% | up 0.03 pts | ₹9.6 Cr | down ₹13 L | Trimmed |
| Thermax Limited | 0.89% | down <0.01 pts | ₹9.4 Cr | down ₹47 L | Trimmed |
| Shilpa Medicare Limited | 0.87% | up 0.04 pts | ₹9.1 Cr | down ₹3 L | Held |
| Alkyl Amines Chemicals Limited | 0.85% | up 0.02 pts | ₹9 Cr | down ₹15 L | Trimmed |
| H.G. Infra Engineering Limited | 0.72% | down 0.09 pts | ₹7.5 Cr | down ₹1.3 Cr | Trimmed |
| Solara Active Pharma Sciences Limited | 0.70% | down 0.05 pts | ₹7.4 Cr | down ₹86 L | Trimmed |
What changed, Dec 2025 to Jan 2026
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Vedanta Limitedup ₹4.2 Cr (+0.54% pts)
- Bharat Electronics Limitedup ₹3.4 Cr (+0.43% pts)
- Jindal Steel & Power Limitedup ₹2 Cr (+0.30% pts)
- ABB India Limitedup ₹82 L (+0.12% pts)
- Blue Star Limitedup ₹74 L (+0.13% pts)
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 Dec 2025, the weight rose most in Diversified Metals (+0.6 pts) and Ferrous Metals (+0.5 pts), and fell most in Automobiles (−0.8 pts) and Petroleum Products (−0.3 pts).
- Diversified Metals3.0% → 3.6%+0.6 pts
- Ferrous Metals5.6% → 6.1%+0.5 pts
- Aerospace & Defense3.7% → 4.1%+0.4 pts
- Electrical Equipment3.1% → 3.3%+0.2 pts
- Auto Components11.3% → 11.4%+0.2 pts
- Non - Ferrous Metals5.4% → 5.6%+0.2 pts
- Automobiles13.1% → 12.3%−0.8 pts
- Petroleum Products5.3% → 4.9%−0.3 pts
- Beverages4.3% → 4.0%−0.3 pts
- Textiles & Apparels1.2% → 0.9%−0.3 pts
- Minerals & Mining1.1% → 1.0%−0.2 pts
- Industrial Products14.3% → 14.2%−0.1 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 | Jan 2023 | Jan 2025 | Jun 2025 | Oct 2025 | Dec 2025 | Jan 2026 |
|---|---|---|---|---|---|---|
| Industrial Products | 12.4% | 16.0% | 16.2% | 14.5% | 14.3% | 14.2% |
| Automobiles | 6.7% | 9.9% | 11.1% | 12.5% | 13.1% | 12.3% |
| Auto Components | 1.8% | 7.7% | 11.2% | 11.1% | 11.3% | 11.4% |
| Pharmaceuticals & Biotechnology | 4.4% | 7.5% | 7.4% | 10.1% | 10.5% | 10.5% |
| Consumer Durables | 12.4% | 8.1% | 6.8% | 9.5% | 9.1% | 9.1% |
| Ferrous Metals | 5.0% | 4.1% | 5.0% | 5.6% | 5.6% | 6.1% |
| Non - Ferrous Metals | 3.7% | 2.8% | 4.4% | 5.3% | 5.4% | 5.6% |
| Petroleum Products | 7.2% | 4.8% | 6.5% | 5.3% | 5.3% | 4.9% |
| Aerospace & Defense | 5.9% | 2.6% | 4.1% | 3.9% | 3.7% | 4.1% |
| Beverages | 8.0% | 7.0% | 6.4% | 4.6% | 4.3% | 4.0% |
Allocation in Jan 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. More on reading cash.
Cash & debt, Jan 2026
1.1%
▲ 0.5 pts vs Dec 2025
- Cash alone
- 1.1%
- cash and net receivables
- A year earlier
- 1.1%
- Jan 2025 · now ▼ 0.1 pts
- Last 12 months
- 0.6% – 1.6%
- 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.