Mahindra Manulife Multi Cap Fund

Mahindra Manulife Mutual FundEquityPortfolio as of 30 June 2026

Mahindra Manulife Multi Cap Fund holds 82 instruments (98.24% equity), led by ICICI Bank Limited (3.65%), Neuland Laboratories Limited (3.25%) and Larsen & Toubro Limited (3.15%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
82
Equity Allocation
98.24%
AMC
Mahindra Manulife Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Mahindra Manulife Multi Cap Fund, managed by Mahindra Manulife Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 82 instruments with an equity allocation of 98.24%. 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 Cap Fund's top 10 holdings account for 27.7% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 26.58% of net assets, spread across 12 sectors in total. Since its 31 May 2026 disclosure, the fund added 3 new positions and exited 4 positions, with ICICI Bank Limited seeing the largest move (+2.04pp to 3.65%).

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.

3 new entries4 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
ICICI Bank Limited1.61% → 3.65%▲ +2.04
Avenue Supermarts Limited0.46% → 2.09%▲ +1.63
Vedanta Aluminium Metal Limited0.33% → 1.17%▲ +0.84
Neuland Laboratories Limited2.41% → 3.25%▲ +0.84
APL Apollo Tubes Limited1.79% → 2.38%▲ +0.59
Nippon Life India Asset Management Limited2.14% → 2.64%▲ +0.5
InterGlobe Aviation Limited2.01% → 2.34%▲ +0.33
Max Healthcare Institute Limited1.26% → 1.42%▲ +0.16
Gokaldas Exports Limited0.67% → 0.82%▲ +0.15
Shriram Finance Limited2% → 2.12%▲ +0.12

Biggest Weight Reductions

StockWeightChange
IDFC First Bank Limited0.78% → 0.3%▼ -0.48
Belrise Industries Limited1.4% → 0.96%▼ -0.44
ITC Limited1.04% → 0.66%▼ -0.38
Crisil Limited0.43% → 0.09%▼ -0.34
BSE Limited2.5% → 2.23%▼ -0.27
Vedanta Oil and Gas Limited0.33% → 0.08%▼ -0.25
Vedanta Iron and Steel Limited0.33% → 0.09%▼ -0.24
SRF Limited1.23% → 1%▼ -0.23
Vedanta Power Limited0.33% → 0.1%▼ -0.23
Bajaj Auto Limited1.78% → 1.59%▼ -0.19

Top Holdings — Weight Trend

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

Jan: 3.82%, Feb: 3.8%, Mar: 1.82%, Apr: 1.67%, May: 1.61%, Jun: 3.65%
3.65%
Jan: 1.6%, Feb: 1.52%, Mar: 1.57%, Apr: 2.18%, May: 2.41%, Jun: 3.25%
3.25%
Jan: 1.36%, Feb: 3.01%, Mar: 3.26%, Apr: 3.28%, May: 3.23%, Jun: 3.15%
3.15%
Jan: –, Feb: –, Mar: –, Apr: 2.39%, May: 3.16%, Jun: 3.13%
3.13%
Jan: 2.85%, Feb: 2.96%, Mar: 2.99%, Apr: 2.88%, May: 2.86%, Jun: 2.71%
2.71%

Full Portfolio (82 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services3.65%
2Neuland Laboratories LimitedHealthcare3.25%
3Larsen & Toubro LimitedIndustrials3.15%
4Adani Enterprises LimitedMaterials3.13%
5Divi's Laboratories LimitedHealthcare2.71%
6Nippon Life India Asset Management LimitedFinancial Services2.64%
7APL Apollo Tubes LimitedIndustrials2.38%
8InterGlobe Aviation LimitedServices2.34%
9BSE LimitedFinancial Services2.23%
10Aditya Birla Capital LimitedFinancial Services2.22%
11Polycab India LimitedIndustrials2.21%
12Laurus Labs LimitedHealthcare2.19%
13Shriram Finance LimitedFinancial Services2.12%
14Avenue Supermarts LimitedConsumer Discretionary2.09%
15UltraTech Cement LimitedMaterials2.03%
16PTC Industries LimitedIndustrials1.79%
17Bandhan Bank LimitedFinancial Services1.75%
18Angel One LimitedFinancial Services1.71%
19State Bank of IndiaFinancial Services1.71%
20MphasiS LimitedInformation Technology1.65%
21Bajaj Auto LimitedConsumer Discretionary1.59%
22Vodafone Idea LimitedTelecommunication1.53%
23Voltamp Transformers LimitedIndustrials1.52%
24Maruti Suzuki India LimitedConsumer Discretionary1.49%
25PB Fintech LimitedFinancial Services1.44%
26Manappuram Finance LimitedFinancial Services1.43%
27Aarti Industries LimitedMaterials1.43%
28Jindal Saw LimitedIndustrials1.42%
29Max Healthcare Institute LimitedHealthcare1.42%
30Oracle Financial Services Software LimitedInformation Technology1.24%
31Radico Khaitan LimitedConsumer Staples1.22%
32Glenmark Pharmaceuticals LimitedHealthcare1.18%
33Vedanta Aluminium Metal LimitedDiversified1.17%
34Ujjivan Small Finance Bank LimitedFinancial Services1.13%
35Mahindra & Mahindra LimitedConsumer Discretionary1.11%
36Triparty Repotreps1.1%
37The Ramco Cements LimitedMaterials1.08%
38Kajaria Ceramics LimitedConsumer Discretionary1.07%
39SRF LimitedMaterials1%
40DCB Bank LimitedFinancial Services0.99%
41ETERNAL LIMITEDConsumer Discretionary0.98%
42Belrise Industries LimitedConsumer Discretionary0.96%
43Godfrey Phillips India LimitedConsumer Staples0.94%
44Reliance Industries LimitedEnergy0.93%
45NTPC LimitedUtilities0.93%
46Max Financial Services LimitedFinancial Services0.91%
47Adani Energy Solutions LimitedUtilities0.88%
48LTM LimitedInformation Technology0.88%
49IndusInd Bank LimitedFinancial Services0.87%
50JSW Steel LimitedMaterials0.87%
51Anthem Biosciences LimitedHealthcare0.85%
52Infosys LimitedInformation Technology0.83%
53Gokaldas Exports LimitedConsumer Discretionary0.82%
54JK Cement LimitedMaterials0.81%
55Tech Mahindra LimitedInformation Technology0.81%
56Dalmia Bharat LimitedMaterials0.8%
57Blue Star LimitedConsumer Discretionary0.79%
58Cholamandalam Financial Holdings LimitedFinancial Services0.79%
59Supreme Industries LimitedIndustrials0.79%
60P N Gadgil Jewellers LimitedConsumer Discretionary0.78%
61Sai Life Sciences LimitedHealthcare0.77%
62Coal India LimitedEnergy0.76%
63Sun TV Network LimitedConsumer Discretionary0.74%
64SAGILITY LIMITEDInformation Technology0.72%
65Astral LimitedIndustrials0.7%
66ITC LimitedConsumer Staples0.66%
67Nitin Spinners LimitedConsumer Discretionary0.65%
68Net Receivables / (Payables)other0.62%
69Union Bank of IndiaFinancial Services0.6%
70Stylam Industries LimitedConsumer Discretionary0.55%
71Tilaknagar Industries LimitedConsumer Staples0.51%
72Arvind Fashions LimitedConsumer Discretionary0.5%
73Tega Industries LimitedIndustrials0.49%
74Navin Fluorine International LimitedMaterials0.49%
75Oswal Pumps LimitedIndustrials0.45%
76DOMS Industries LimitedConsumer Staples0.36%
77IDFC First Bank LimitedFinancial Services0.3%
78Vedanta Power LimitedDiversified0.1%
79Crisil LimitedFinancial Services0.09%
80Vedanta Iron and Steel LimitedDiversified0.09%
81Vedanta Oil and Gas LimitedDiversified0.08%
82Margin placed with CCIL & ARCLother0.04%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, ICICI Bank Limited is 3.65% of Mahindra Manulife Multi Cap Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, Neuland Laboratories Limited is 3.25% of Mahindra Manulife Multi Cap Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Larsen & Toubro Limited is 3.15% of Mahindra Manulife Multi Cap Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Adani Enterprises Limited is 3.13% of Mahindra Manulife Multi Cap Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Divi's Laboratories Limited is 2.71% of Mahindra Manulife Multi Cap 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.