Mahindra Manulife Multi Asset Allocation Fund

Mahindra Manulife Mutual FundHybridPortfolio as of 30 June 2026

Mahindra Manulife Multi Asset Allocation Fund holds 86 instruments (61.22% equity), led by HDFC Bank Limited (4.15%), ICICI Bank Limited (3.72%) and BROOKFIELD INDIA REAL ESTATE (3.49%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
86
Equity Allocation
61.22%
AMC
Mahindra Manulife Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Mahindra Manulife Multi Asset Allocation Fund, managed by Mahindra Manulife Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 86 instruments with an equity allocation of 61.22%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Mahindra Manulife Multi Asset Allocation Fund's top 10 holdings account for 23.61% of its portfolio, more diversified than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 16.72% of net assets, spread across 12 sectors in total. Since its 31 May 2026 disclosure, the fund added 7 new positions and exited 3 positions, with BROOKFIELD INDIA REAL ESTATE seeing the largest move (+1.29pp to 3.49%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

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.

7 new entries3 exits10 increased9 reduced

Biggest Weight Increases

StockWeightChange
BROOKFIELD INDIA REAL ESTATE2.2% → 3.49%▲ +1.29
ICICI Bank Limited2.8% → 3.72%▲ +0.92
Kotak Mahindra Bank Limited0.87% → 1.39%▲ +0.52
HDFC Bank Limited3.66% → 4.15%▲ +0.49
Aditya Vision Limited1.24% → 1.48%▲ +0.24
Shriram Pistons & Rings Limited1.1% → 1.32%▲ +0.22
S. P. Apparels Limited0.69% → 0.9%▲ +0.21
INOX India Limited0.74% → 0.94%▲ +0.2
Coromandel International Limited0.96% → 1.07%▲ +0.11
K.P.R. Mill Limited0.56% → 0.67%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Hindalco Industries Limited0.99% → 0.44%▼ -0.55
Oil & Natural Gas Corporation Limited0.7% → 0.3%▼ -0.4
Mahindra & Mahindra Limited0.99% → 0.71%▼ -0.28
Infosys Limited1.25% → 1.05%▼ -0.2
ITC Limited0.68% → 0.5%▼ -0.18
Tata Steel Limited1.13% → 0.99%▼ -0.14
Tata Power Company Limited1.13% → 1%▼ -0.13
NTPC Limited1.22% → 1.09%▼ -0.13
Reliance Industries Limited2.41% → 2.29%▼ -0.12

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).

Jan: 3.67%, Feb: 3.45%, Mar: 3.94%, Apr: 3.86%, May: 3.66%, Jun: 4.15%
4.15%
Jan: 2.82%, Feb: 3.01%, Mar: 2.94%, Apr: 2.86%, May: 2.8%, Jun: 3.72%
3.72%
Jan: 1.33%, Feb: 0.91%, Mar: 0.84%, Apr: 2.17%, May: 2.2%, Jun: 3.49%
3.49%
Jan: 2.18%, Feb: 1.99%, Mar: 2.51%, Apr: 2.47%, May: 2.35%, Jun: 2.31%
2.31%
Jan: 2.29%, Feb: 2.19%, Mar: 2.39%, Apr: 2.66%, May: 2.41%, Jun: 2.29%
2.29%

Full Portfolio (86 holdings)

#HoldingSector% to NAV
1ICICI Prudential Gold ETFmf8.62%
2Mahindra Manulife Liquid Fund - Direct Plan -Growthmf4.34%
3HDFC Bank LimitedFinancial Services4.15%
4ICICI Bank LimitedFinancial Services3.72%
5BROOKFIELD INDIA REAL ESTATEReal Estate3.49%
68.58% Muthoot Finance Limited 2029 (FRN)bond3.29%
7Bharti Airtel LimitedTelecommunication2.31%
8Reliance Industries LimitedEnergy2.29%
98.85% TVS Credit Services Limited 2027bond2.19%
108.7% Shriram Finance Limited 2028bond1.98%
11State Bank of IndiaFinancial Services1.83%
127.4% Bharti Telecom Limited 2029bond1.71%
138.12% Cholamandalam Investment and Finance Company Ltd 2029 (FRN)bond1.52%
14Divi's Laboratories LimitedHealthcare1.51%
15Triparty Repotreps1.49%
16Aditya Vision LimitedConsumer Discretionary1.48%
17Axis Bank LimitedFinancial Services1.44%
18Kotak Mahindra Bank LimitedFinancial Services1.39%
19Shriram Pistons & Rings LimitedConsumer Discretionary1.32%
207.29% National Housing Bank 2031bond1.31%
216.68% Government of India 2040bond1.31%
227.45% Power Finance Corporation Limited 2028bond1.31%
23Small Industries Development Bank of India - 7.34%bond1.31%
247.77% Bajaj Finance Limited 2029bond1.3%
256.90% Government of India (MD )bond1.25%
26Sun Pharmaceutical Industries LimitedHealthcare1.14%
27Larsen & Toubro LimitedIndustrials1.13%
28Nippon India Silver ETFmf1.11%
29NTPC LimitedUtilities1.09%
30Coromandel International LimitedMaterials1.07%
31Infosys LimitedInformation Technology1.05%
326.98% State Government Securities 2037bond1.04%
33Tata Power Company LimitedUtilities1%
34Tata Steel LimitedMaterials0.99%
35Tech Mahindra LimitedInformation Technology0.98%
36Net Receivables / (Payables)other0.95%
37INOX India LimitedIndustrials0.94%
38Bajaj Finance LimitedFinancial Services0.93%
39S. P. Apparels LimitedConsumer Discretionary0.9%
40EMBASSY OFFICE PARKS REITReal Estate0.9%
41Persistent Systems LimitedInformation Technology0.89%
42ETERNAL LIMITEDConsumer Discretionary0.85%
43L&T Finance LimitedFinancial Services0.83%
44Shriram Finance LimitedFinancial Services0.8%
45Grasim Industries LimitedMaterials0.77%
46PTC Industries LimitedIndustrials0.75%
47Gland Pharma LimitedHealthcare0.75%
48NEXUS SELECT TRUSTReal Estate0.74%
498.42% Godrej Industries Limited 2027bond0.74%
50Mahindra & Mahindra LimitedConsumer Discretionary0.71%
51Anthem Biosciences LimitedHealthcare0.7%
52Power Grid Corporation of India LimitedUtilities0.7%
53Aegis Logistics LimitedUtilities0.68%
54SHREE CEMENT LIMITEDMaterials0.68%
55Hindustan Aeronautics LimitedIndustrials0.67%
56K.P.R. Mill LimitedConsumer Discretionary0.67%
57Nippon Life India Asset Management LimitedFinancial Services0.66%
58InterGlobe Aviation LimitedServices0.65%
59Maruti Suzuki India LimitedConsumer Discretionary0.65%
60Isgec Heavy Engineering LimitedIndustrials0.6%
61Kirloskar Brothers LimitedIndustrials0.6%
62GAIL (India) LimitedUtilities0.59%
63Technocraft Industries (India) LimitedIndustrials0.59%
64TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.57%
65RAAJMARG INFRA INVESTMENT TRServices0.57%
66Tata Motors LimitedIndustrials0.56%
67JK Cement LimitedMaterials0.56%
68Tega Industries LimitedIndustrials0.55%
69Bharat Electronics LimitedIndustrials0.55%
70Hindustan Petroleum Corporation LimitedEnergy0.55%
71LG Balakrishnan & Bros LimitedConsumer Discretionary0.54%
72TVS Motor Company LimitedConsumer Discretionary0.53%
73Ingersoll Rand (India) LimitedIndustrials0.53%
74SBI Life Insurance Company LimitedFinancial Services0.51%
75ITC LimitedConsumer Staples0.5%
76Hindustan Unilever LimitedConsumer Staples0.47%
77Union Bank of IndiaFinancial Services0.46%
78Archean Chemical Industries LimitedMaterials0.45%
79Hindalco Industries LimitedMaterials0.44%
807.63% State Government Securities 2036bond0.44%
818.3721% Kotak Mahindra Investments Limited 2027bond0.44%
827.24% Central Government Securitiesbond0.43%
837.25% State Government Securities 2037bond0.43%
84Oil & Natural Gas Corporation LimitedEnergy0.3%
857.05% Sundaram Finance Limited 2028bond0.21%
86Margin placed with CCIL & ARCLother0.06%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, HDFC Bank Limited is 4.15% of Mahindra Manulife Multi Asset Allocation Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, ICICI Bank Limited is 3.72% of Mahindra Manulife Multi Asset Allocation Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, BROOKFIELD INDIA REAL ESTATE is 3.49% of Mahindra Manulife Multi Asset Allocation Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Bharti Airtel Limited is 2.31% of Mahindra Manulife Multi Asset Allocation Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Reliance Industries Limited is 2.29% of Mahindra Manulife Multi Asset Allocation Fund's net assets — its number 5 holding.

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: Mahindra Manulife Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.