Aditya Birla Sun Life Manufacturing Equity Fund holds 73 instruments (95.93% equity), led by Sansera Engineering Limited (3.27%), Reliance Industries Limited (3.14%) and Cummins India Limited (2.94%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Aditya Birla Sun Life Manufacturing Equity Fund, managed by Aditya Birla Sun Life Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 73 instruments with an equity allocation of 95.93%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Aditya Birla Sun Life Manufacturing Equity Fund's top 10 holdings account for 25.11% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 31.9% of net assets, spread across 9 sectors in total. Since its 31 August 2026 disclosure, the fund added 4 new positions and exited 5 positions, with Blue Star Limited seeing the largest move (+0.78pp to 1.68%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Blue Star Limited | 0.9% → 1.68% | ▲ +0.78 |
| Sansera Engineering Limited | 2.87% → 3.27% | ▲ +0.4 |
| Astral Limited | 0.98% → 1.29% | ▲ +0.31 |
| Shilpa Medicare Limited | 2.13% → 2.38% | ▲ +0.25 |
| Carborundum Universal Limited | 1.64% → 1.88% | ▲ +0.24 |
| Welspun Corp Limited | 1.54% → 1.77% | ▲ +0.23 |
| Cyient DLM Limited | 1.93% → 2.12% | ▲ +0.19 |
| Sai Life Sciences Limited | 1.97% → 2.08% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| Ather Energy Limited | 2.08% → 1.75% | ▼ -0.33 |
| Happy Forgings Limited | 2.44% → 2.12% | ▼ -0.32 |
| Mahindra & Mahindra Limited | 2.68% → 2.44% | ▼ -0.24 |
| Dixon Technologies (India) Limited | 1.91% → 1.7% | ▼ -0.21 |
| Reliance Industries Limited | 3.34% → 3.14% | ▼ -0.2 |
| Cummins India Limited | 3.12% → 2.94% | ▼ -0.18 |
| Bajaj Auto Limited | 1.74% → 1.58% | ▼ -0.16 |
| Bharat Forge Limited | 2.09% → 1.94% | ▼ -0.15 |
| Ingersoll Rand (India) Limited | 0.99% → 0.85% | ▼ -0.14 |
| Hindalco Industries Limited | 2.36% → 2.22% | ▼ -0.14 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Aditya Birla Sun Life Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.