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HDFC Manufacturing Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on Oct 31, 2025| Number of stocks | 82 |
| Top 10 Stocks (%) | 34.49 % |
| Top 5 Stocks (%) | 21.910000000000004 % |
| Top 3 Stocks (%) | 15.760000000000002 % |
Portfolio Aggregates
as on Oct 31, 2025Large Cap Stocks (%)
55.169556 %
This fund
Vs
48.37 %
Category
Mid Cap Stocks (%)
20.103316 %
This fund
Vs
22.96 %
Category
Small Cap Stocks (%)
24.35709 %
This fund
Vs
28.67 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Oct 31, 2025- %
- #
| Sector | Oct 25 | Sep 25 | Aug 25 | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Automobile | 25.52 % | 2,983 Cr | 26.090000000000007 % | 3,022 Cr | 26.180000000000003 % | 3,019 Cr | 25.669999999999998 % | 3,104 Cr | 24.81 % | 2,876 Cr | 24.039999999999996 % | 3,020 Cr | 24.25 % | 3,094 Cr | 24.34 % | 3,109 Cr | 25.52 % | 3,480 Cr | 24.3 % | 3,225 Cr | 23.24 % | 3,023 Cr | 23.69 % | 2,815 Cr | 24.24 % | 2,508 Cr | |
| Capital Goods | 19.030000000000005 % | 2,222 Cr | 18.790000000000006 % | 2,173 Cr | 17.47 % | 2,017 Cr | 15.430000000000001 % | 1,865 Cr | 14.809999999999999 % | 1,716 Cr | 15.209999999999999 % | 1,911 Cr | 15.899999999999999 % | 2,029 Cr | 15.990000000000002 % | 2,044 Cr | 15.700000000000001 % | 2,139 Cr | 15.760000000000002 % | 2,091 Cr | 16.31 % | 2,121 Cr | 18.830000000000002 % | 2,238 Cr | 19.099999999999994 % | 1,975 Cr | |
| Healthcare | 16.47 % | 1,924 Cr | 16.86 % | 1,952 Cr | 19.29 % | 2,226 Cr | 20.63 % | 2,495 Cr | 21.41 % | 2,482 Cr | 23.339999999999996 % | 2,932 Cr | 22.740000000000002 % | 2,897 Cr | 23.01 % | 2,938 Cr | 21.06 % | 2,870 Cr | 20.750000000000004 % | 2,753 Cr | 19.25 % | 2,501 Cr | 15.360000000000001 % | 1,824 Cr | 14.38 % | 1,487 Cr | |
| Energy | 12.3 % | 1,437 Cr | 11.590000000000002 % | 1,340 Cr | 10.669999999999998 % | 1,230 Cr | 10.680000000000001 % | 1,291 Cr | 9.77 % | 1,131 Cr | 7.79 % | 977.47 Cr | 7.71 % | 983.7 Cr | 8.18 % | 1,045 Cr | 8.43 % | 1,150 Cr | 7.119999999999999 % | 944.16 Cr | 6.95 % | 905.08 Cr | 7.06 % | 839.35 Cr | 7.8999999999999995 % | 817.96 Cr | |
| Metals & Mining | 12.140000000000002 % | 1,418 Cr | 11.43 % | 1,324 Cr | 10.350000000000001 % | 1,192 Cr | 9.309999999999999 % | 1,125 Cr | 9.680000000000001 % | 1,123 Cr | 8.28 % | 1,040 Cr | 8.58 % | 1,094 Cr | 8.690000000000001 % | 1,110 Cr | 8.97 % | 1,225 Cr | 7.030000000000001 % | 931.72 Cr | 6.81 % | 884.98 Cr | 6.650000000000001 % | 788.95 Cr | 6.69 % | 692.31 Cr | |
| Materials | 5.16 % | 602.68 Cr | 5.950000000000001 % | 688.53 Cr | 6.76 % | 780.14 Cr | 6.949999999999999 % | 841.09 Cr | 7.23 % | 838.48 Cr | 6.94 % | 872.42 Cr | 6.869999999999999 % | 875.83 Cr | 6.699999999999998 % | 856.36 Cr | 6.93 % | 944.13 Cr | 5.89 % | 782.02 Cr | 5.35 % | 694.87 Cr | 5.499999999999999 % | 654.8 Cr | 5.09 % | 525.1 Cr | |
| Consumer Staples | 3.1799999999999997 % | 371.87 Cr | 3.31 % | 382.77 Cr | 3.53 % | 407.14 Cr | 3.45 % | 417.32 Cr | 3.5 % | 406.2 Cr | 2.73 % | 342.94 Cr | 2.67 % | 340.9 Cr | 2.68 % | 342.3 Cr | 2.58 % | 351.61 Cr | 2.6500000000000004 % | 351.48 Cr | 2.66 % | 346.23 Cr | 2.63 % | 311.82 Cr | 2.02 % | 208.78 Cr | |
| Chemicals | 2.0100000000000002 % | 234.87 Cr | 2.0500000000000003 % | 237.47 Cr | 2.12 % | 244.18 Cr | 2.0100000000000002 % | 243.42 Cr | 2.38 % | 276.14 Cr | 2.56 % | 319.07 Cr | 2.56 % | 325.36 Cr | 2.52 % | 321.44 Cr | 2.02 % | 274.6 Cr | 1.64 % | 218.35 Cr | 1.52 % | 197.6 Cr | 1.65 % | 196.21 Cr | 1.76 % | 182.11 Cr | |
| Consumer Discretionary | 1.19 % | 139.93 Cr | 1.15 % | 133.66 Cr | 0.73 % | 84.38 Cr | 0.8300000000000001 % | 100.68 Cr | 0.7100000000000001 % | 81.68 Cr | 0.9099999999999999 % | 114.78 Cr | 0.8999999999999999 % | 115.84 Cr | 1.01 % | 129.26 Cr | 1.05 % | 143.91 Cr | 1.06 % | 141.71 Cr | 1.01 % | 130.77 Cr | 0.95 % | 112.6 Cr | 0.95 % | 98.14 Cr | |
| Textiles | 0.9 % | 105.75 Cr | 0.88 % | 102.24 Cr | 1.04 % | 119.47 Cr | 1.21 % | 145.97 Cr | 1.18 % | 136.84 Cr | 1.48 % | 185.71 Cr | 1.04 % | 133.13 Cr | 0.83 % | 106.52 Cr | 0.74 % | 101.16 Cr | 0.84 % | 111.73 Cr | 0.85 % | 110.4 Cr | 0 % | 0 | 0 % | 0 | |
| Services | 0.77 % | 89.54 Cr | 0.72 % | 83.4 Cr | 0.7 % | 80.46 Cr | 0.78 % | 93.26 Cr | 0.72 % | 82.8 Cr | 0.78 % | 98.6 Cr | 0.79 % | 99.8 Cr | 0.8699999999999999 % | 110.77 Cr | 0.8500000000000001 % | 116.08 Cr | 0.8500000000000001 % | 113.5 Cr | 0.9 % | 117.6 Cr | 0.64 % | 76.51 Cr | 0.65 % | 67.03 Cr | |
| Communication | 0.35 % | 40.87 Cr | 0.35 % | 41.04 Cr | 0.34 % | 39.32 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Construction | 0.6000000000000001 % | 70.54 Cr | 0.5900000000000001 % | 67.35 Cr | 0.65 % | 75.38 Cr | 2.87 % | 346.85 Cr | 3.26 % | 377.26 Cr | 3.11 % | 390.22 Cr | 3.19 % | 407.25 Cr | 3.1199999999999997 % | 398.91 Cr | 3.68 % | 501.83 Cr | 3.72 % | 493.94 Cr | 3.89 % | 505.58 Cr | 3.61 % | 428.49 Cr | 3.77 % | 389.48 Cr |
Complete Current Stock Holdings
as on Oct 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Maruti Suzuki India Ltd. | Automobile | 6.09 % | 712.18 Cr | 4.06% | 4.56% | |
| Reliance Industries Ltd. | Energy | 5.53 % | 646.58 Cr | 2.32% | 2.6% | |
| Divi's Laboratories Ltd. | Healthcare | 4.14 % | 483.91 Cr | 2.43% | 2.0% | |
| JSW Steel Ltd. | Metals & Mining | 3.3 % | 385.92 Cr | 2.3% | 2.42% | |
| Ambuja Cements Ltd. | Materials | 2.85 % | 333.58 Cr | 1.92% | 1.58% | |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 2.81 % | 328 Cr | 3.89% | 4.53% | |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 2.53 % | 295.87 Cr | 5.71% | 5.23% | |
| Hindalco Industries Ltd. | Metals & Mining | 2.47 % | 288.26 Cr | 1.75% | 2.02% | |
| Hindustan Aeronautics Ltd. | Capital Goods | 2.4 % | 280.78 Cr | 1.96% | 1.91% | |
| Bharat Electronics Ltd. | Capital Goods | 2.37 % | 276.96 Cr | 1.59% | 1.42% | |
| Hindustan Petroleum Corporation Ltd. | Energy | 2.36 % | 276.08 Cr | 2.12% | 2.1% | |
| Bajaj Auto Ltd. | Automobile | 2.28 % | 266.77 Cr | 1.4% | 1.63% | |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 2.24 % | 261.31 Cr | 1.41% | 1.17% | |
| Cummins India Ltd. | Capital Goods | 2.16 % | 251.95 Cr | 1.6% | 1.72% | |
| Bosch Ltd. | Automobile | 2.05 % | 239.42 Cr | 1.98% | 2.02% | |
| Bharat Petroleum Corporation Ltd. | Energy | 1.95 % | 228.35 Cr | 0.15% | 0.17% | |
| Tata Steel Ltd. | Metals & Mining | 1.88 % | 219.4 Cr | 1.32% | 1.48% | |
| Gland Pharma Ltd. | Healthcare | 1.82 % | 212.17 Cr | 2.34% | 1.94% | |
| Hero Motocorp Ltd. | Automobile | 1.79 % | 209.22 Cr | 1.06% | 1.34% | |
| Tata Motors Ltd. | Automobile | 1.78 % | 208.6 Cr | -- | -- | |
| Godrej Consumer Products Ltd. | Consumer Staples | 1.72 % | 201.34 Cr | 1.29% | 1.33% | |
| Bharat Forge Ltd. | Automobile | 1.72 % | 201.35 Cr | -- | -- | |
| Mahindra & Mahindra Ltd. | Automobile | 1.64 % | 191.79 Cr | 5.45% | 5.56% | |
| Jindal Steel Ltd. | Metals & Mining | 1.64 % | 192.02 Cr | 1.33% | 1.37% | |
| Lupin Ltd. | Healthcare | 1.6 % | 186.53 Cr | 1.69% | 1.29% | |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 1.38 % | 161.71 Cr | 0.58% | 1.15% | |
| Escorts Kubota Ltd. | Automobile | 1.3 % | 151.46 Cr | 1.06% | 1.03% | |
| Hyundai Motor India Ltd. | Automobile | 1.29 % | 151.24 Cr | 0.83% | -- | |
| Dabur India Ltd. | Consumer Staples | 1.15 % | 134.07 Cr | 1.31% | 1.25% | |
| ACC Ltd. | Materials | 1.13 % | 131.7 Cr | 1.63% | 1.77% | |
| Havells India Ltd. | Capital Goods | 1.12 % | 130.71 Cr | 0.4% | 0.63% | |
| Balkrishna Industries Ltd. | Automobile | 1.02 % | 119.68 Cr | 0.81% | 0.78% | |
| Kaynes Technology India Ltd. | Capital Goods | 0.98 % | 113.97 Cr | -- | 0.2% | |
| Siemens Ltd. | Capital Goods | 0.97 % | 113.01 Cr | 1.9% | 1.94% | |
| Saatvik Green Energy Ltd. | Energy | 0.96 % | 111.79 Cr | -- | -- | |
| Cipla Ltd. | Healthcare | 0.96 % | 112.59 Cr | 3.47% | 3.4% | |
| Timken India Ltd. | Capital Goods | 0.93 % | 108.46 Cr | 0.51% | 0.57% | |
| Pearl Global Industries Ltd. | Textiles | 0.9 % | 105.75 Cr | 1.3% | 0.74% | |
| CIE Automotive India Ltd. | Metals & Mining | 0.89 % | 104.22 Cr | 0.9% | 0.98% | |
| Atlanta Electricals Ltd. | Capital Goods | 0.85 % | 98.88 Cr | -- | -- | |
| Cyient DLM Ltd. | Capital Goods | 0.85 % | 99.4 Cr | 1.17% | 0.93% | |
| Anthem Biosciences Ltd. | Healthcare | 0.85 % | 99.41 Cr | -- | -- | |
| Jain Resource Recycling Ltd. | Metals & Mining | 0.83 % | 96.46 Cr | -- | -- | |
| Indraprastha Gas Ltd. | Energy | 0.82 % | 95.37 Cr | 1.03% | 0.49% | |
| Birla Corporation Ltd. | Materials | 0.77 % | 90.03 Cr | 0.74% | 0.7% | |
| BEML Ltd. | Capital Goods | 0.75 % | 87.99 Cr | 0.81% | 0.68% | |
| Centum Electronics Ltd. | Capital Goods | 0.74 % | 86.26 Cr | -- | -- | |
| Craftsman Automation Ltd. | Automobile | 0.73 % | 84.79 Cr | 0.43% | 0.47% | |
| Jubilant Ingrevia Ltd. | Chemicals | 0.71 % | 83.14 Cr | -- | 0.06% | |
| Syrma SGS Technology Ltd. | Capital Goods | 0.7 % | 81.38 Cr | -- | -- | |
| Schaeffler India Ltd. | Capital Goods | 0.69 % | 80.42 Cr | 0.66% | 0.7% | |
| Siemens Energy India Ltd. | Energy | 0.68 % | 79.64 Cr | -- | -- | |
| Bansal Wire Industries Ltd. | Metals & Mining | 0.66 % | 77.68 Cr | 0.18% | 0.16% | |
| Sundram Fasteners Ltd. | Capital Goods | 0.65 % | 75.95 Cr | 0.67% | 0.81% | |
| Cohance Lifesciences Ltd. | Healthcare | 0.58 % | 67.94 Cr | -- | -- | |
| Archean Chemical Industries Ltd. | Chemicals | 0.54 % | 63.47 Cr | 0.43% | 0.42% | |
| Blue Dart Express Ltd. | Services | 0.54 % | 63.09 Cr | 0.53% | 0.54% | |
| Eris Lifesciences Ltd. | Healthcare | 0.54 % | 63.66 Cr | 0.36% | 0.32% | |
| Sharda Motor Industries Ltd. | Automobile | 0.52 % | 60.66 Cr | 0.46% | 0.56% | |
| Bajaj Electricals Ltd. | Consumer Discretionary | 0.51 % | 60.1 Cr | 0.71% | 0.83% | |
| Jubilant Pharmova Ltd. | Healthcare | 0.47 % | 55.05 Cr | -- | -- | |
| Godavari Biorefineries Ltd. | Chemicals | 0.46 % | 53.3 Cr | 0.32% | -- | |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.43 % | 50.54 Cr | -- | -- | |
| Carborundum Universal Ltd. | Metals & Mining | 0.41 % | 47.82 Cr | 0.44% | 0.47% | |
| Time Technoplast Ltd. | Materials | 0.41 % | 47.36 Cr | 0.71% | 0.5% | |
| Piramal Pharma Ltd. | Healthcare | 0.41 % | 47.91 Cr | 0.51% | -- | |
| GMM Pfaudler Ltd. | Capital Goods | 0.41 % | 48.35 Cr | 0.35% | 0.39% | |
| Techno Electric & Engineering Company Ltd. | Capital Goods | 0.4 % | 46.38 Cr | 0.75% | 0.7% | |
| Aditya Infotech Ltd. | Communication | 0.35 % | 40.87 Cr | -- | -- | |
| Wockhardt Ltd. | Healthcare | 0.33 % | 38.44 Cr | 0.44% | -- | |
| ABB India Ltd. | Capital Goods | 0.31 % | 36.54 Cr | 0.39% | 0.41% | |
| West Coast Paper Mills Ltd. | Consumer Staples | 0.31 % | 36.45 Cr | 0.13% | -- | |
| Clean Science And Technology Ltd. | Chemicals | 0.3 % | 34.95 Cr | -- | -- | |
| Sona BLW Precision Forgings Ltd. | Automobile | 0.3 % | 34.85 Cr | 0.16% | 0.19% | |
| Power Mech Projects Ltd. | Construction | 0.28 % | 32.72 Cr | 0.27% | 0.32% | |
| RHI Magnesita India Ltd. | Capital Goods | 0.24 % | 28.6 Cr | 0.23% | 0.26% | |
| TCI Express Ltd. | Services | 0.23 % | 26.45 Cr | 0.25% | 0.31% | |
| Samvardhana Motherson International Ltd. | Automobile | 0.2 % | 23.85 Cr | 0.19% | 0.23% | |
| Cello World Ltd. | Consumer Discretionary | 0.18 % | 21.61 Cr | 0.2% | 0.22% | |
| JNK India Ltd. | Capital Goods | 0.13 % | 14.62 Cr | 0.26% | -- | |
| LG Electronics India Ltd. | Consumer Discretionary | 0.07 % | 7.67 Cr | -- | -- | |
| Grindwell Norton Ltd. | Metals & Mining | 0.06 % | 6.97 Cr | 0.06% | 0.07% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Motors Ltd. | Automobile | 208.6 Cr | -- | 208.6 Cr |
| Divi's Laboratories Ltd. | Healthcare | 483.91 Cr | 398.26 Cr | 85.65 Cr |
| Reliance Industries Ltd. | Energy | 646.58 Cr | 593.34 Cr | 53.24 Cr |
| Jain Resource Recycling Ltd. | Metals & Mining | 96.46 Cr | 50 Cr | 46.46 Cr |
| JSW Steel Ltd. | Metals & Mining | 385.92 Cr | 365.66 Cr | 20.25 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Gland Pharma Ltd. | Healthcare | 212.17 Cr | 238.99 Cr | 26.81 Cr |
| Construction | 37.81 Cr | 31.88 Cr | 31.88 Cr | |
| Aurobindo Pharma Ltd. | Healthcare | -- | 43.35 Cr | 43.35 Cr |
| Dalmia Bharat Ltd. | Materials | -- | 85.25 Cr | 85.25 Cr |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 328 Cr | 544.16 Cr | 216.16 Cr |