Get App Open
In App
Lending
Lending
Open App
you are here:

LIC MF Manufacturing Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : LIC Mutual Fund
Equity Holding : 92.82% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 92.82%
No of Stocks : 72 (Category Avg - 44.21) | Large Cap Investments : 15.8%| Mid Cap Investments : 15.48% | Small Cap Investments : 28.71% | Other : 32.83%

Portfolio Summary (as on 30th Sep,2025)

Particulars This Scheme Category
No. of Stocks 72 43.18
Top 5 Stock Weight 17.68% 32.82%
Top 10 Stock Weight 29.34% 49.99%
Top 3 Sector Weight 29.69% 43.93%
Particulars This Scheme Category
Average mcap (Cr) 26665.59 74325.33
Holdings in large cap stocks 15.8% 38.15%
Holdings in mid cap stocks 15.48% 14.7%
Holdings in small cap stocks 28.71% 13.28%

Top 10 Stocks holding in Portfolio (as on 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Shakti Pumps (India) Ltd. Compressors, pumps & diesel engines 428.1 5.12% 0.00% 5.42% (Jul 2025) 0% (Sep 2024) 5.24 L 0.00
# Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 293.3 3.51% 0.00% 4.19% (Apr 2025) 0% (Sep 2024) 85.57 k 0.00
# Manorama Industries Ltd. Other food products 291.7 3.49% 0.00% 3.91% (Apr 2025) 0% (Sep 2024) 2.09 L 0.00
# Garware Hi-Tech Films Ltd. Plastic products - industrial 241.9 2.90% 0.00% 4.42% (May 2025) 0% (Sep 2024) 82.27 k 0.00
# Cummins India Ltd. Compressors, pumps & diesel engines 222.4 2.66% 0.00% 3.91% (Mar 2025) 0% (Sep 2024) 56.64 k -0.11 L
# Carraro India Ltd. Auto components & equipments 212.6 2.54% 0.00% 3.23% (Dec 2024) 0% (Sep 2024) 4.66 L 0.00
# Bharat Bijlee Ltd. Other electrical equipment 212.2 2.54% 0.00% 2.25% (Aug 2025) 0% (Sep 2024) 67.61 k 4.82 k
# Hero Motocorp Ltd. 2/3 wheelers 197.6 2.36% 0.00% 3.17% (Aug 2025) 0% (Sep 2024) 36.10 k -0.15 L
# Piramal Pharma Ltd. Pharmaceuticals 177.6 2.13% 0.00% 2.12% (Jul 2025) 0% (Sep 2024) 9.29 L 0.00
# Schneider Electric Infrastructure Ltd. Heavy electrical equipment 174.5 2.09% 0.00% 2.47% (Jul 2025) 0% (Sep 2024) 2.13 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.

Complete equity Portfolio (as on 30th Sep,2025)

Help me understand this table
Stock Invested in
Sector
Sector Total
Value(Mn)
% of Total Holdings
1M Change
1Y Highest Holding
1Y Lowest Holding
Quantity
1M Change in Qty
M-Cap
GroupName
# Shakti Pumps (India) Ltd. Compressors, pumps & diesel engines 14.52 428.1 5.12% 0.00% 5.42% (Jul 2025) 0% (Sep 2024) 5.24 L 0.00 Small Cap 28.71
# Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 6.65 293.3 3.51% 0.00% 4.19% (Apr 2025) 0% (Sep 2024) 85.57 k 0.00 Large Cap 15.8
# Manorama Industries Ltd. Other food products 3.49 291.7 3.49% 0.00% 3.91% (Apr 2025) 0% (Sep 2024) 2.09 L 0.00 Other 32.83
# Garware Hi-Tech Films Ltd. Plastic products - industrial 2.9 241.9 2.90% 0.00% 4.42% (May 2025) 0% (Sep 2024) 82.27 k 0.00 Small Cap 28.71
# Cummins India Ltd. Compressors, pumps & diesel engines 14.52 222.4 2.66% 0.00% 3.91% (Mar 2025) 0% (Sep 2024) 56.64 k -0.11 L Mid Cap 15.48
# Carraro India Ltd. Auto components & equipments 6.6 212.6 2.54% 0.00% 3.23% (Dec 2024) 0% (Sep 2024) 4.66 L 0.00 Other 32.83
# Bharat Bijlee Ltd. Other electrical equipment 4.43 212.2 2.54% 0.00% 2.25% (Aug 2025) 0% (Sep 2024) 67.61 k 4.82 k Other 32.83
# Hero Motocorp Ltd. 2/3 wheelers 3.47 197.6 2.36% 0.00% 3.17% (Aug 2025) 0% (Sep 2024) 36.10 k -0.15 L Large Cap 15.8
# Piramal Pharma Ltd. Pharmaceuticals 5.98 177.6 2.13% 0.00% 2.12% (Jul 2025) 0% (Sep 2024) 9.29 L 0.00 Other 32.83
# Schneider Electric Infrastructure Ltd. Heavy electrical equipment 8.52 174.5 2.09% 0.00% 2.47% (Jul 2025) 0% (Sep 2024) 2.13 L 0.00 Small Cap 28.71
# Ingersoll Rand (india) Ltd. Compressors, pumps & diesel engines 14.52 167.5 2.00% 0.00% 1.96% (Aug 2025) 0% (Sep 2024) 42.55 k 0.00 Small Cap 28.71
# Grindwell Norton Ltd. Abrasives & bearings 1.91 159.3 1.91% 0.00% 2.4% (Oct 2024) 0% (Sep 2024) 1.00 L 0.00 Small Cap 28.71
# Hindustan Unilever Ltd. Diversified fmcg 3.1 158.3 1.90% 0.00% 3.75% (Jul 2025) 0% (Sep 2024) 62.97 k -0.49 L Large Cap 15.8
# Avalon Technologies Ltd. Other electrical equipment 4.43 158 1.89% 0.00% 1.57% (Aug 2025) 0% (Sep 2024) 1.57 L 0.00 Other 32.83
# Gabriel India Ltd. Auto components & equipments 6.6 157.9 1.89% 0.00% 2.05% (Aug 2025) 0% (Sep 2024) 1.34 L -0.13 L Small Cap 28.71
# Bharat Forge Ltd. Castings & forgings 1.86 155 1.86% 0.00% 4.36% (Jan 2025) 0% (Sep 2024) 1.28 L 0.00 Mid Cap 15.48
# Maruti Suzuki India Ltd. Passenger cars & utility vehicles 6.65 154.7 1.85% 0.00% 2.75% (Dec 2024) 0% (Sep 2024) 9.65 k 5.34 k Large Cap 15.8
# Honeywell Automation India Ltd. Industrial products 5.81 152 1.82% 0.00% 2.05% (Jan 2025) 0% (Sep 2024) 4.21 k 0.00 Mid Cap 15.48
# S H Kelkar & Company Ltd. Personal care 2.6 147.1 1.76% 0.00% 1.92% (Aug 2025) 0% (Sep 2024) 6.37 L 0.00 Small Cap 28.71
# TD Power Systems Ltd. Heavy electrical equipment 8.52 141.4 1.69% 0.00% 2.69% (Apr 2025) 0% (Sep 2024) 2.39 L -0.86 L Other 32.83
# GE T&D India Ltd. Heavy electrical equipment 8.52 139.2 1.67% 0.00% 1.79% (Aug 2025) 0% (Sep 2024) 47.01 k -6.13 k Small Cap 28.71
# Afcons Infrastructure Ltd. Civil construction 3.34 132.2 1.58% 0.00% 1.81% (Dec 2024) 0% (Sep 2024) 2.91 L 0.00 Other 32.83
# Cyient DLM Ltd. Industrial products 5.81 131.1 1.57% 0.00% 1.67% (Jun 2025) 0% (Sep 2024) 3.11 L 0.00 Other 32.83
# Bharat Heavy Electricals Ltd. Heavy electrical equipment 8.52 125.3 1.50% 0.00% 2.49% (Apr 2025) 0% (Sep 2024) 5.25 L 0.00 Mid Cap 15.48
# Mahindra Lifespace Developers Ltd. Residential, commercial projects 1.38 115.6 1.38% 0.00% 1.41% (Jul 2025) 0% (Sep 2024) 3.27 L 0.00 Small Cap 28.71
# Hindustan Aeronautics Ltd. Aerospace & defense 2.62 113 1.35% 0.00% 2.37% (Apr 2025) 0% (Sep 2024) 23.80 k 0.00 Other 32.83
# KSB Ltd. Compressors, pumps & diesel engines 14.52 110.7 1.32% 0.00% 1.08% (Apr 2025) 0% (Sep 2024) 1.35 L 38.96 k Other 32.83
# Vinati Organics Ltd. Specialty chemicals 1.49 108.9 1.30% 0.00% 1.41% (Jun 2025) 0% (Sep 2024) 62.73 k 0.00 Other 32.83
# Kirloskar Oil Engines Ltd. Compressors, pumps & diesel engines 14.52 108.7 1.30% 0.00% 1.28% (Aug 2025) 0% (Sep 2024) 1.18 L 0.00 Small Cap 28.71
# Syngene International Ltd. Healthcare research, analytics & technology 1.3 108.7 1.30% 0.00% 1.44% (Jul 2025) 0% (Sep 2024) 1.74 L 0.00 Mid Cap 15.48
# Tata Motors Ltd. Passenger cars & utility vehicles 6.65 107.4 1.29% 1.29% 0% (Oct 2025) 0% (Oct 2025) 1.58 L 1.58 L Large Cap 15.8
# Bharat Electronics Ltd. Aerospace & defense 2.62 105.8 1.27% 0.00% 1.82% (Nov 2024) 0% (Sep 2024) 2.62 L 0.00 Mid Cap 15.48
# Sun Pharmaceutical Industries Ltd. Pharmaceuticals 5.98 100.9 1.21% 0.00% 1.29% (Apr 2025) 0% (Sep 2024) 63.28 k 0.00 Large Cap 15.8
# ITC Limited Diversified fmcg 3.1 100.4 1.20% 0.00% 2.02% (Nov 2024) 0% (Sep 2024) 2.50 L 0.00 Large Cap 15.8
# Tata Power Co. Ltd. Integrated power utilities 1.2 99.9 1.20% 0.00% 2.35% (Apr 2025) 0% (Sep 2024) 2.57 L 0.00 Mid Cap 15.48
# Arvind Ltd. Garments & apparels 1.14 95.1 1.14% 0.00% 1.45% (Apr 2025) 0% (Sep 2024) 3.13 L 0.00 Small Cap 28.71
# Kirloskar Pneumatic Co. Ltd. Compressors, pumps & diesel engines 14.52 94.1 1.13% 0.00% 1.65% (Apr 2025) 0% (Sep 2024) 78.20 k -9.00 k Small Cap 28.71
# 3M India Ltd. Diversified 1.1 91.7 1.10% 0.00% 1.27% (Oct 2024) 0% (Sep 2024) 3.12 k 0.00 Mid Cap 15.48
# TVS Motor Company Ltd. 2/3 wheelers 3.47 90.7 1.09% 0.00% 2.12% (Apr 2025) 0% (Sep 2024) 26.38 k -0.17 L Mid Cap 15.48
# Roto Pumps Ltd. Compressors, pumps & diesel engines 14.52 82.7 0.99% 0.00% 1.6% (May 2025) 0% (Sep 2024) 10.72 L 0.00 Other 32.83
# Siemens Ltd. Heavy electrical equipment 8.52 80.4 0.96% 0.00% 1.65% (May 2025) 0% (Sep 2024) 25.70 k -3.41 k Large Cap 15.8
# Texmaco Rail & Engineering Ltd. Industrial products 5.81 80.3 0.96% 0.00% 1.38% (Jan 2025) 0% (Sep 2024) 5.84 L 0.00 Small Cap 28.71
# Schaeffler India Ltd. Auto components & equipments 6.6 80.2 0.96% 0.00% 2.72% (Apr 2025) 0% (Sep 2024) 19.06 k 0.00 Other 32.83
# Motherson Sumi Wiring India Ltd. Auto components & equipments 6.6 75.9 0.91% 0.00% 1.17% (Apr 2025) 0% (Sep 2024) 16.61 L 0.00 Other 32.83
# Larsen & Toubro Ltd. Civil construction 3.34 75.5 0.90% 0.00% 0.9% (Aug 2025) 0% (Sep 2024) 20.62 k 0.00 Large Cap 15.8
# Campus Activewear Ltd. Footwear 0.9 75.2 0.90% 0.00% 0.89% (Aug 2025) 0% (Sep 2024) 2.79 L 0.00 Other 32.83
# Kennametal India Ltd. Industrial products 5.81 74.9 0.90% 0.00% 0.91% (Aug 2025) 0% (Sep 2024) 35.85 k 1.79 k Small Cap 28.71
# ISGEC Heavy Engineering Ltd. Civil construction 3.34 71.9 0.86% 0.00% 1.34% (Dec 2024) 0% (Sep 2024) 81.88 k 0.00 Other 32.83
# Gujarat Gas Ltd. Gas transmission/marketing 0.85 70.7 0.85% 0.00% 0.96% (Jan 2025) 0% (Sep 2024) 1.65 L 0.00 Other 32.83
# Abbott India Ltd. Pharmaceuticals 5.98 70.5 0.84% 0.00% 1.66% (Oct 2024) 0% (Sep 2024) 2.41 k 0.00 Mid Cap 15.48
# Gillette India Ltd. Personal care 2.6 70.2 0.84% 0.00% 0.93% (Jul 2025) 0% (Sep 2024) 7.41 k 0.00 Mid Cap 15.48
# K.P.R. Mill Ltd. Other textile products 0.79 66 0.79% 0.00% 0.82% (Jul 2025) 0% (Sep 2024) 61.97 k 0.00 Other 32.83
# Foseco India Ltd. Chemicals - speciality 0.77 64.7 0.77% 0.00% 0.91% (Aug 2025) 0% (Sep 2024) 12.07 k 0.00 Small Cap 28.71
# Siemens Energy India Ltd. Power generation 0.75 63 0.75% 0.00% 1.12% (Aug 2025) 0% (Sep 2024) 18.35 k -8.98 k Other 32.83
# J.b. Chemicals & Pharmaceuticals Ltd. Pharmaceuticals 5.98 58.3 0.70% 0.00% 1.27% (Oct 2024) 0% (Sep 2024) 34.09 k 0.00 Other 32.83
# Cipla Ltd. Pharmaceuticals 5.98 51.5 0.62% 0.00% 0.66% (Aug 2025) 0% (Sep 2024) 34.26 k 0.00 Large Cap 15.8
# JNK India Ltd. Industrial products 5.81 46.7 0.56% 0.00% 1.06% (Dec 2024) 0% (Sep 2024) 1.67 L 0.00 Other 32.83
# Ador Welding Ltd. Electrodes & refractories 0.72 45.1 0.54% 0.00% 0.56% (Feb 2025) 0% (Sep 2024) 46.78 k 0.00 Small Cap 28.71
# DEE Development Engineers Ltd. Construction projects 0.54 45.1 0.54% 0.00% 0.61% (Jun 2025) 0% (Sep 2024) 1.69 L 0.00 Other 32.83
# Tata Steel Ltd. Iron & steel products 0.91 44.2 0.53% 0.00% 0.49% (Aug 2025) 0% (Sep 2024) 2.62 L 0.00 Other 32.83
# Onesource Specialty Pharma Ltd. Pharmaceuticals 5.98 40.2 0.48% 0.00% 0.5% (Aug 2025) 0% (Sep 2024) 21.85 k 0.00 Other 32.83
# ABB Power Products and Systems India Ltd. Heavy electrical equipment 8.52 34 0.41% 0.00% 1.66% (Apr 2025) 0% (Sep 2024) 1.89 k 0.00 Other 32.83
# Ratnamani Metals & Tubes Ltd. Iron & steel products 0.91 31.8 0.38% 0.38% 0.04% (Apr 2025) 0% (Sep 2024) 13.20 k 13.20 k Small Cap 28.71
# Savita Oil Technologies Ltd. Lubricants 0.38 31.4 0.38% 0.00% 0.43% (Dec 2024) 0% (Sep 2024) 76.98 k 5.98 k Other 32.83
# Bikaji Foods International Ltd. Packaged foods 0.3 25.4 0.30% 0.00% 0.33% (Aug 2025) 0% (Sep 2024) 34.15 k 0.00 Other 32.83
# S.J.S. Enterprises Ltd. Auto components & equipments 6.6 24.7 0.30% 0.00% 0.27% (Aug 2025) 0% (Sep 2024) 17.02 k 0.00 Other 32.83
# Godfrey Phillips India Ltd. Cigarettes & tobacco products 0.26 21.9 0.26% 0.00% 0.33% (Apr 2025) 0% (Sep 2024) 6.48 k 4.32 k Small Cap 28.71
# Kirloskar Ferrous Industries Ltd. Pig iron 0.24 20.1 0.24% 0.00% 0.18% (Aug 2025) 0% (Sep 2024) 37.68 k 10.48 k Small Cap 28.71
# Quality Power Electrical Equipments Ltd. Heavy electrical equipment 8.52 16.6 0.20% 0.00% 0.5% (Feb 2025) 0% (Sep 2024) 15.53 k -0.21 L Other 32.83
# Galaxy Surfactants Ltd. Specialty chemicals 1.49 16.3 0.19% 0.00% 0.2% (Aug 2025) 0% (Sep 2024) 7.38 k 0.00 Small Cap 28.71
# Orient Refractories Ltd. Electrodes & refractories 0.72 15.1 0.18% 0.00% 0.2% (Aug 2025) 0% (Sep 2024) 34.16 k 0.00 Small Cap 28.71
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 3.47 1.8 0.02% 0.00% 0% (Oct 2025) 0% (Oct 2025) 1.75 L 0.00 Other 32.83
Triveni Turbine Ltd. Heavy electrical equipment 8.52 25.8 0.00% -0.31% - - - - Small Cap 28.71
Hindustan Foods Ltd. Consumer food 35.4 0.00% -0.43% - - - - Other 32.83
Dabur India Ltd. Personal care 2.6 93.1 0.00% -1.13% - - - - Large Cap 15.8
KEI Industries Ltd. Cables - electricals 129.1 0.00% -1.56% - - - - Small Cap 28.71
Tata Technologies Ltd. Computers - software & consulting 38.5 0.00% -0.47% - - - - Other 32.83
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Tata Motors Ltd. Passenger cars & utility vehicles 107.4 1.29% 1.29% 0% (Oct 2025) 0% (Oct 2025) 1.58 L 157873
# Ratnamani Metals & Tubes Ltd. Iron & steel products 31.8 0.38% 0.38% 0.04% (Apr 2025) 0% (Sep 2024) 13.20 k 13203

Stocks removed from Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Triveni Turbine Ltd. Heavy electrical equipment 25.8 0.00% -0.31% 0.62% (Apr 2025) 0% (Sep 2024) 0.00 -49651
Hindustan Foods Ltd. Consumer food 35.4 0.00% -0.43% 0.43% (Jul 2025) 0% (Sep 2024) 0.00 -67512
Dabur India Ltd. Personal care 93.1 0.00% -1.13% 1.25% (Feb 2025) 0% (Sep 2024) 0.00 -178735
KEI Industries Ltd. Cables - electricals 129.1 0.00% -1.56% 1.56% (Aug 2025) 0% (Sep 2024) 0.00 -33875
Tata Technologies Ltd. Computers - software & consulting 38.5 0.00% -0.47% 0.48% (Jul 2025) 0% (Sep 2024) 0.00 -58585

Trend in stock holdings (Top 15 Holding)

Stock Sep 2025 Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024
Shakti Pumps (India) Ltd. 5.12% 5.11% 5.42% 3.87% 3.34% 3.23% 3.84% 3.77% 3.63% 3.34% 2.39% 2.34% -
Cummins India Ltd. 2.66% 3.12% 3.23% 3.80% 3.68% 3.63% 3.91% 3.80% 3.36% 3.56% 3.70% 2.78% -
Mahindra & Mahindra Ltd. 3.51% 3.31% 3.99% 3.68% 3.47% 4.19% 2.91% 3.08% 3.02% 3.73% 3.60% 2.24% -
Manorama Industries Ltd. 3.49% 3.43% 3.69% 3.73% 3.80% 3.91% 3.53% 3.42% 3.11% 2.40% 0.64% 0.21% -
Garware Hi-Tech Films Ltd. 2.90% 2.68% 3.30% 3.92% 4.42% 3.34% 3.64% 3.69% 2.42% 1.91% 1.60% 0.94% -
Bharat Forge Ltd. 1.86% 1.71% 1.73% 1.90% 2.29% 2.27% 3.48% 4.26% 4.36% 4.35% 2.84% 2.05% -
Carraro India Ltd. 2.54% 2.31% 2.60% 2.41% 2.44% 2.22% 1.87% 2.13% 3.23% 3.23% - - -
Hero Motocorp Ltd. 2.36% 3.17% 2.55% 2.48% 2.55% 2.52% 2.50% 2.70% 2.70% 2.04% 2.28% 1.83% -
Hindustan Unilever Ltd. 1.90% 3.60% 3.75% 3.52% 1.75% 1.95% 2.12% 2.24% 2.15% 1.90% 2.00% - -
TD Power Systems Ltd. 1.69% 1.97% 2.12% 2.03% 2.35% 2.69% 2.60% 2.14% 1.93% 1.95% 2.27% 2.09% -
Tata Consumer Products Ltd. - - - - - - 2.18% 2.29% 2.54% 2.22% 2.27% 1.39% -
Grindwell Norton Ltd. 1.91% 1.90% 1.79% 1.97% 2.06% 2.16% 2.21% 1.95% 2.22% 2.08% 2.23% 2.40% -
Tata Power Co. Ltd. 1.20% 1.16% 2.21% 2.21% 2.16% 2.35% 2.35% 2.32% 2.11% 1.72% 1.77% 1.93% -
Schaeffler India Ltd. 0.96% 0.89% 0.91% 1.06% 1.49% 2.72% 2.70% 2.67% 2.54% 2.38% 2.44% 2.10% -
Bharat Bijlee Ltd. 2.54% 2.25% 1.76% 1.79% 1.73% 1.89% 1.79% 1.67% 1.74% 1.84% 1.70% - -
Name Type of Instrument Weight (%)
TREPS TREPS 4.23%
Net Receivables Net Receivables 2.95%

Forum

+ See More