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LIC MF Manufacturing Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on Oct 31, 2025| Number of stocks | 74 |
| Top 10 Stocks (%) | 30.900000000000002 % |
| Top 5 Stocks (%) | 18.44 % |
| Top 3 Stocks (%) | 12.16 % |
Portfolio Aggregates
as on Oct 31, 2025Large Cap Stocks (%)
19.530426999999996 %
This fund
Vs
48.37 %
Category
Mid Cap Stocks (%)
18.22331 %
This fund
Vs
22.96 %
Category
Small Cap Stocks (%)
57.656262999999996 %
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 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Goods | 41.190000000000005 % | 345.56 Cr | 40.02 % | 334.4 Cr | 41.71 % | 344.96 Cr | 41.88 % | 365.79 Cr | 45.14000000000001 % | 346.89 Cr | 39.41 % | 357.81 Cr | 32.14 % | 298.21 Cr | 24.43 % | 222.04 Cr | |
| Automobile | 14.87 % | 124.7 Cr | 15.08 % | 125.89 Cr | 13.870000000000001 % | 114.73 Cr | 12.99 % | 113.42 Cr | 15.4 % | 118.34 Cr | 18.16 % | 164.78 Cr | 16.62 % | 154.25 Cr | 10.96 % | 99.57 Cr | |
| Consumer Staples | 9.020000000000001 % | 75.56 Cr | 9.09 % | 75.97 Cr | 11.350000000000001 % | 93.81 Cr | 7.55 % | 65.96 Cr | 9.95 % | 76.38 Cr | 10.990000000000002 % | 99.54 Cr | 12.090000000000002 % | 112.17 Cr | 5.71 % | 51.77 Cr | |
| Healthcare | 7.4399999999999995 % | 62.49 Cr | 7.279999999999999 % | 60.76 Cr | 7.390000000000001 % | 61.08 Cr | 5.31 % | 46.26 Cr | 5.949999999999999 % | 45.78 Cr | 6.279999999999999 % | 56.99 Cr | 7.42 % | 68.85 Cr | 7.04 % | 63.88 Cr | |
| Chemicals | 4.56 % | 38.21 Cr | 4.4 % | 36.82 Cr | 4.680000000000001 % | 38.68 Cr | 4.07 % | 35.54 Cr | 3.8499999999999996 % | 29.55 Cr | 3.96 % | 35.87 Cr | 3.9899999999999998 % | 37.11 Cr | 3.4400000000000004 % | 31.13 Cr | |
| Construction | 4.04 % | 33.95 Cr | 3.86 % | 32.32 Cr | 4.06 % | 33.59 Cr | 3.94 % | 34.5 Cr | 0.72 % | 5.55 Cr | 1.81 % | 16.42 Cr | 1.63 % | 15.17 Cr | 0 % | 0 | |
| Materials | 3.35 % | 28.06 Cr | 2.9 % | 24.18 Cr | 2.68 % | 22.19 Cr | 4.42 % | 38.63 Cr | 4.25 % | 32.67 Cr | 2.71 % | 24.63 Cr | 2.54 % | 23.6 Cr | 1.86 % | 16.92 Cr | |
| Metals & Mining | 3.26 % | 27.36 Cr | 3.0599999999999996 % | 25.54 Cr | 2.5700000000000003 % | 21.22 Cr | 3.08 % | 26.96 Cr | 3.19 % | 24.55 Cr | 3.66 % | 33.2 Cr | 4.0200000000000005 % | 37.27 Cr | 2.48 % | 22.47 Cr | |
| Energy | 2.74 % | 22.96 Cr | 2.8 % | 23.36 Cr | 3.1100000000000003 % | 25.74 Cr | 3.0300000000000002 % | 26.43 Cr | 3.67 % | 28.16 Cr | 3.0900000000000003 % | 27.98 Cr | 2.71 % | 25.21 Cr | 2.54 % | 23.01 Cr | |
| Textiles | 1.98 % | 16.6 Cr | 1.93 % | 16.11 Cr | 1.8 % | 14.9 Cr | 2.08 % | 18.18 Cr | 1.19 % | 9.12 Cr | 0.94 % | 8.51 Cr | 0.85 % | 7.96 Cr | 0.76 % | 6.91 Cr | |
| Services | 1.47 % | 12.32 Cr | 1.5 % | 12.53 Cr | 1.99 % | 16.36 Cr | 1.84 % | 16.1 Cr | 1.46 % | 11.21 Cr | 1.3499999999999999 % | 12.27 Cr | 1.44 % | 13.33 Cr | 1.1400000000000001 % | 10.37 Cr | |
| Consumer Discretionary | 1.46 % | 12.29 Cr | 0.9 % | 7.52 Cr | 0.89 % | 7.37 Cr | 0.6 % | 5.24 Cr | 0.79 % | 6.13 Cr | 0.7 % | 6.36 Cr | 0.7 % | 6.52 Cr | 0.69 % | 6.27 Cr |
Complete Current Stock Holdings
as on Oct 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Shakti Pumps (India) Ltd. | Capital Goods | 5.12 % | 42.94 Cr | 3.34% | ||
| Mahindra & Mahindra Ltd. | Automobile | 3.56 % | 29.84 Cr | 3.73% | ||
| Manorama Industries Ltd. | Consumer Staples | 3.48 % | 29.15 Cr | 2.4% | ||
| Garware Hi-Tech Films Ltd. | Materials | 3.35 % | 28.06 Cr | 1.91% | ||
| Cummins India Ltd. | Capital Goods | 2.93 % | 24.6 Cr | 3.56% | ||
| Carraro India Ltd. | Capital Goods | 2.91 % | 24.37 Cr | 3.23% | ||
| Bharat Bijlee Ltd. | Capital Goods | 2.83 % | 23.72 Cr | 1.84% | ||
| Hero Motocorp Ltd. | Automobile | 2.39 % | 20.01 Cr | 2.04% | ||
| Piramal Pharma Ltd. | Healthcare | 2.21 % | 18.54 Cr | 1.02% | ||
| Schneider Electric Infrastructure Ltd. | Capital Goods | 2.12 % | 17.78 Cr | 1.49% | ||
| Grindwell Norton Ltd. | Metals & Mining | 2.02 % | 16.93 Cr | 2.08% | ||
| Bharat Forge Ltd. | Automobile | 2.02 % | 16.93 Cr | 4.35% | ||
| Avalon Technologies Ltd. | Capital Goods | 2.0 % | 16.73 Cr | -- | ||
| Ingersoll-Rand (India) Ltd. | Capital Goods | 1.94 % | 16.25 Cr | 1.62% | ||
| Maruti Suzuki India Ltd. | Automobile | 1.86 % | 15.61 Cr | 2.75% | ||
| Hindustan Unilever Ltd. | Consumer Staples | 1.85 % | 15.52 Cr | 1.9% | ||
| Honeywell Automation India Ltd. | Capital Goods | 1.83 % | 15.36 Cr | 2.0% | ||
| TD Power Systems Ltd. | Capital Goods | 1.71 % | 14.35 Cr | 1.95% | ||
| GE Vernova T&D India Ltd | Capital Goods | 1.7 % | 14.28 Cr | 0.91% | ||
| SH Kelkar And Company Ltd. | Chemicals | 1.68 % | 14.08 Cr | 1.03% | ||
| Cyient DLM Ltd. | Capital Goods | 1.67 % | 14.04 Cr | 1.66% | ||
| Bharat Heavy Electricals Ltd. | Capital Goods | 1.66 % | 13.94 Cr | 1.92% | ||
| Gabriel India Ltd. | Automobile | 1.58 % | 13.29 Cr | -- | ||
| Afcons Infrastructure Ltd. | Construction | 1.55 % | 13.01 Cr | 1.81% | ||
| Mahindra Lifespace Developers Ltd. | Construction | 1.5 % | 12.61 Cr | -- | ||
| Kirloskar Oil Engines Ltd. | Capital Goods | 1.41 % | 11.83 Cr | 0.99% | ||
| Syngene International Ltd. | Healthcare | 1.35 % | 11.34 Cr | 1.07% | ||
| KSB Ltd. | Capital Goods | 1.35 % | 11.33 Cr | 1.01% | ||
| Hindustan Aeronautics Ltd. | Capital Goods | 1.33 % | 11.13 Cr | 1.19% | ||
| Bharat Electronics Ltd. | Capital Goods | 1.33 % | 11.16 Cr | 1.46% | ||
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.28 % | 10.69 Cr | 1.18% | ||
| ITC Ltd. | Consumer Staples | 1.25 % | 10.51 Cr | -- | ||
| Vinati Organics Ltd. | Chemicals | 1.24 % | 10.36 Cr | 0.63% | ||
| Tata Power Company Ltd. | Energy | 1.24 % | 10.4 Cr | 1.72% | ||
| Arvind Ltd. | Textiles | 1.19 % | 9.98 Cr | 0.94% | ||
| 3M India Ltd. | Consumer Staples | 1.1 % | 9.2 Cr | 1.07% | ||
| TVS Motor Company Ltd. | Automobile | 1.1 % | 9.25 Cr | 1.52% | ||
| Kirloskar Pneumatic Company Ltd. | Capital Goods | 1.04 % | 8.74 Cr | -- | ||
| Larsen & Toubro Ltd. | Construction | 0.99 % | 8.31 Cr | -- | ||
| Texmaco Rail & Engineering Ltd. | Services | 0.95 % | 7.96 Cr | 1.18% | ||
| Siemens Ltd. | Capital Goods | 0.95 % | 7.95 Cr | -- | ||
| Motherson Sumi Wiring India Ltd. | Automobile | 0.94 % | 7.84 Cr | 0.82% | ||
| Campus Activewear Ltd. | Consumer Discretionary | 0.93 % | 7.81 Cr | -- | ||
| Schaeffler India Ltd. | Capital Goods | 0.91 % | 7.66 Cr | 2.38% | ||
| Roto Pumps Ltd. | Capital Goods | 0.9 % | 7.5 Cr | 1.19% | ||
| Kennametal India Ltd. | Capital Goods | 0.89 % | 7.47 Cr | 0.9% | ||
| ISGEC Heavy Engineering Ltd. | Capital Goods | 0.86 % | 7.2 Cr | 1.34% | ||
| Abbott India Ltd. | Healthcare | 0.83 % | 6.97 Cr | 1.22% | ||
| Foseco India Ltd. | Chemicals | 0.82 % | 6.88 Cr | 0.49% | ||
| Gillette India Ltd. | Consumer Staples | 0.8 % | 6.68 Cr | -- | ||
| Gujarat Gas Ltd. | Energy | 0.8 % | 6.7 Cr | 0.93% | ||
| K.P.R. Mill Ltd. | Textiles | 0.79 % | 6.62 Cr | -- | ||
| Siemens Energy India Ltd. | Energy | 0.7 % | 5.84 Cr | -- | ||
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | 0.68 % | 5.73 Cr | 0.5% | ||
| Ador Welding Ltd. | Capital Goods | 0.63 % | 5.24 Cr | 0.52% | ||
| Cipla Ltd. | Healthcare | 0.61 % | 5.14 Cr | -- | ||
| JNK India Ltd. | Capital Goods | 0.58 % | 4.89 Cr | 1.06% | ||
| Tata Steel Ltd. | Metals & Mining | 0.57 % | 4.79 Cr | -- | ||
| Tata Motors Ltd. | Automobile | 0.57 % | 4.76 Cr | -- | ||
| LG Electronics India Ltd. | Consumer Discretionary | 0.53 % | 4.48 Cr | -- | ||
| DEE Development Engineers Ltd. | Services | 0.52 % | 4.35 Cr | 0.17% | ||
| Bosch Ltd. | Automobile | 0.5 % | 4.21 Cr | -- | ||
| Onesource Specialty Pharma Ltd. | Healthcare | 0.48 % | 4.05 Cr | -- | ||
| Hitachi Energy India Ltd. | Capital Goods | 0.4 % | 3.35 Cr | 0.7% | ||
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | 0.39 % | 3.28 Cr | -- | ||
| Savita Oil Technologies Ltd. | Chemicals | 0.36 % | 3.04 Cr | 0.43% | ||
| SJS Enterprises Ltd. | Automobile | 0.33 % | 2.74 Cr | -- | ||
| Bikaji Foods International Ltd. | Consumer Staples | 0.3 % | 2.49 Cr | -- | ||
| Kirloskar Ferrous Industries Ltd. | Metals & Mining | 0.28 % | 2.34 Cr | -- | ||
| Pidilite Industries Ltd. | Chemicals | 0.25 % | 2.08 Cr | -- | ||
| Godfrey Phillips India Ltd. | Consumer Staples | 0.24 % | 1.99 Cr | -- | ||
| Galaxy Surfactants Ltd. | Chemicals | 0.21 % | 1.75 Cr | -- | ||
| RHI Magnesita India Ltd. | Capital Goods | 0.19 % | 1.62 Cr | -- | ||
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.02 % | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Motors Ltd. | Automobile | 4.76 Cr | -- | 4.76 Cr |
| LG Electronics India Ltd. | Consumer Discretionary | 4.48 Cr | -- | 4.48 Cr |
| Bosch Ltd. | Automobile | 4.21 Cr | -- | 4.21 Cr |
| Garware Hi-Tech Films Ltd. | Materials | 28.06 Cr | 24.18 Cr | 3.88 Cr |
| Carraro India Ltd. | Capital Goods | 24.37 Cr | 21.25 Cr | 3.11 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Kirloskar Pneumatic Company Ltd. | Capital Goods | 8.74 Cr | 9.41 Cr | 66.31L |
| Roto Pumps Ltd. | Capital Goods | 7.5 Cr | 8.27 Cr | 76.54L |
| Quality Power Electrical Equipments Ltd. | Capital Goods | -- | 1.66 Cr | 1.66 Cr |
| Gabriel India Ltd. | Automobile | 13.29 Cr | 15.78 Cr | 2.49 Cr |
| Tata Motors Passenger Vehicles Ltd. | Automobile | -- | 10.73 Cr | 10.73 Cr |