Fund Tracker
SchemeAxis Mutual FundEquity Schemes - Thematic FundAMFI code 152202

Axis India Manufacturing Fund

NAV, Axis India Manufacturing Fund - Direct Plan - Growth Option₹16.790025 Sep 2026 · Source: AMFI
AUM₹5,227 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 0.92 % · Regular 2.08 %a year, as of 25 Sep 2026 · Source: AMFI
Equity held₹5,724 cr74 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund98.7%Rest 1.3%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund31.4%as the AMC's file prints % of NAV
New5stocks, by share count
Added14stocks, by share count
Trimmed17stocks, by share count
Exited4stocks, by share count

Stocks held by month, last 12 months collected. Source: Axis Mutual Fund monthly portfolios.

Changes, Aug 2026 vs Jul 2026

41 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
DHOOTTRANS New—2.86 lakh+2.86 lakh₹42.2 cr
ASHOKLEY New—22.44 lakh+22.44 lakh₹39.4 cr
CYIENTDLM New—3.09 lakh+3.09 lakh₹26.1 cr
AETHER New—99,353+99,353₹16.8 cr
CPPLUS New—21,443+21,443₹7.6 cr
ATHERENERG Added7.00 lakh7.69 lakh+68,671₹132 cr
GVT&D Added2.57 lakh2.77 lakh+19,655₹123 cr
APARINDS Added63,42767,226+3,799₹119 cr
HYUNDAI Added4.27 lakh4.35 lakh+7,584₹95.8 cr
WELCORP Added3.50 lakh3.64 lakh+14,546₹87.1 cr
CGPOWER Added7.61 lakh7.94 lakh+32,334₹72.7 cr
AMBER Added71,02189,795+18,774₹68.4 cr
SAILIFE Added3.07 lakh3.87 lakh+80,621₹56.6 cr
INDOMIM Added3.28 lakh6.38 lakh+3.10 lakh₹55.9 cr
GLAND Added1.07 lakh1.67 lakh+60,499₹48.3 cr
CARBORUNIV Added3.78 lakh4.36 lakh+57,897₹48.3 cr
KEI Added58,55979,658+21,099₹45.7 cr
KIRLOSENG Added1.15 lakh1.26 lakh+10,387₹26.4 cr
MTARTECH Added23,35027,227+3,877₹19.2 cr
SUNPHARMA Trimmed11.29 lakh11.01 lakh−28,219₹219 cr
SONACOMS Trimmed22.47 lakh21.43 lakh−1.04 lakh₹174 cr
RELIANCE Trimmed13.58 lakh13.14 lakh−44,024₹168 cr
TVSMOTOR Trimmed3.93 lakh3.80 lakh−13,705₹165 cr
HINDALCO Trimmed14.95 lakh13.30 lakh−1.65 lakh₹135 cr
TORNTPHARM Trimmed2.90 lakh2.44 lakh−45,966₹124 cr
TATASTEEL Trimmed59.34 lakh53.12 lakh−6.22 lakh₹97.9 cr
BHARATFORG Trimmed4.45 lakh4.05 lakh−39,740₹85.3 cr
SOLARINDS Trimmed43,40941,978−1,431₹84.4 cr
JSWSTEEL Trimmed6.61 lakh5.65 lakh−96,039₹73.8 cr
PIDILITIND Trimmed4.27 lakh3.92 lakh−34,754₹66.2 cr
GLENMARK Trimmed2.85 lakh2.61 lakh−23,382₹64.8 cr
SYRMA Trimmed3.47 lakh3.44 lakh−3,082₹49.4 cr
BLUESTARCO Trimmed3.64 lakh3.06 lakh−58,123₹44.8 cr
BOSCHLTD Trimmed10,6667,432−3,234₹37.2 cr
AVALON Trimmed1.46 lakh1.04 lakh−41,339₹24.8 cr
ASIANPAINT Trimmed1.01 lakh19,482−81,172₹5.2 cr
COROMANDEL Exited1.03 lakh—−1.03 lakh₹21.4 cr
DOMS Exited69,271—−69,271₹15.7 cr
TMPV Exited1.78 lakh—−1.78 lakh₹6.0 cr
HEROMOTOCO Exited8,657—−8,657₹4.7 cr
TDPOWERSYS ISIN changed5.22 lakh13.86 lakh—₹108 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Axis Mutual Fund monthly portfolios.

Full portfolio, Aug 2026 (74 stocks)

CSV, with the 11 months before
Sector
M&M Mahindra & Mahindra Limited Automobile and Auto Components9.05 lakh₹297 cr5.13%
SUNPHARMA Sun Pharmaceutical Industries Limited Healthcare11.01 lakh₹219 cr3.77%
DIVISLAB Divi's Laboratories Limited Healthcare2.13 lakh₹201 cr3.47%
BEL Bharat Electronics Limited Capital Goods42.14 lakh₹175 cr3.01%
SONACOMS Sona BLW Precision Forgings Limited Automobile and Auto Components21.43 lakh₹174 cr3.01%
RELIANCE Reliance Industries Limited Oil, Gas & Consumable Fuels13.14 lakh₹168 cr2.89%
TVSMOTOR TVS Motor Company Limited Automobile and Auto Components3.80 lakh₹165 cr2.84%
BHEL Bharat Heavy Electricals Limited Capital Goods33.10 lakh₹146 cr2.53%
CUMMINSIND Cummins India Limited Capital Goods2.78 lakh₹142 cr2.45%
HINDALCO Hindalco Industries Limited Metals & Mining13.30 lakh₹135 cr2.33%
ATHERENERG Ather Energy Limited Automobile and Auto Components7.69 lakh₹132 cr2.28%
MOTHERSON Samvardhana Motherson International Limited Automobile and Auto Components76.67 lakh₹131 cr2.26%
CRAFTSMAN Craftsman Automation Limited Automobile and Auto Components1.12 lakh₹126 cr2.17%
TORNTPHARM Torrent Pharmaceuticals Limited Healthcare2.44 lakh₹124 cr2.13%
GVT&D GE Vernova T&D India Limited Capital Goods2.77 lakh₹123 cr2.13%
MARUTI Maruti Suzuki India Limited Automobile and Auto Components90,739₹123 cr2.12%
APARINDS Apar Industries Limited Capital Goods67,226₹119 cr2.05%
TDPOWERSYS TD Power Systems Limited Capital Goods13.86 lakh₹108 cr1.86%
SANSERA Sansera Engineering Limited Automobile and Auto Components2.64 lakh₹106 cr1.83%
TATASTEEL Tata Steel Limited Metals & Mining53.12 lakh₹97.9 cr1.69%
HAL Hindustan Aeronautics Limited Capital Goods2.02 lakh₹96.9 cr1.67%
BAJAJ-AUTO Bajaj Auto Limited Automobile and Auto Components79,687₹96.7 cr1.67%
HYUNDAI Hyundai Motor India Limited Automobile and Auto Components4.35 lakh₹95.8 cr1.65%
WELCORP Welspun Corp Limited Capital Goods3.64 lakh₹87.1 cr1.50%
BHARATFORG Bharat Forge Limited Automobile and Auto Components4.05 lakh₹85.3 cr1.47%
SOLARINDS Solar Industries India Limited Chemicals41,978₹84.4 cr1.46%
MINDACORP Minda Corporation Limited Automobile and Auto Components11.24 lakh₹80.1 cr1.38%
ULTRACEMCO UltraTech Cement Limited Construction Materials69,475₹79.5 cr1.37%
PREMIERENE Premier Energies Limited Capital Goods7.58 lakh₹78.6 cr1.36%
DIXON Dixon Technologies (India) Limited Consumer Durables52,646₹78.2 cr1.35%
HAPPYFORGE Happy Forgings Limited Capital Goods3.21 lakh₹77.4 cr1.33%
VAML Vedanta Aluminium Metal Limited Metals & Mining17.68 lakh₹76.9 cr1.33%
JSWSTEEL JSW Steel Limited Metals & Mining5.65 lakh₹73.8 cr1.27%
CGPOWER CG Power and Industrial Solutions Limited Capital Goods7.94 lakh₹72.7 cr1.25%
AMBER Amber Enterprises India Limited Consumer Durables89,795₹68.4 cr1.18%
PIDILITIND Pidilite Industries Limited Chemicals3.92 lakh₹66.2 cr1.14%
GLENMARK Glenmark Pharmaceuticals Limited Healthcare2.61 lakh₹64.8 cr1.12%
JINDALSTEL JINDAL STEEL LIMITED Metals & Mining5.14 lakh₹61.3 cr1.06%
SCHAEFFLER Schaeffler India Limited Automobile and Auto Components1.52 lakh₹61.0 cr1.05%
BPCL Bharat Petroleum Corporation Limited Oil, Gas & Consumable Fuels18.62 lakh₹60.3 cr1.04%
IPCALAB IPCA Laboratories Limited Healthcare2.88 lakh₹56.8 cr0.98%
SAILIFE Sai Life Sciences Limited Healthcare3.87 lakh₹56.6 cr0.98%
INDOMIM INDO-MIM Limited Capital Goods6.38 lakh₹55.9 cr0.96%
ABB ABB India Limited Capital Goods72,571₹55.4 cr0.96%
LAURUSLABS Laurus Labs Limited Healthcare2.79 lakh₹53.4 cr0.92%
SYRMA Syrma SGS Technology Limited Capital Goods3.44 lakh₹49.4 cr0.85%
VOLTAS Voltas Limited Consumer Durables4.10 lakh₹49.0 cr0.85%
GLAND Gland Pharma Limited Healthcare1.67 lakh₹48.3 cr0.83%
CARBORUNIV Carborundum Universal Limited Capital Goods4.36 lakh₹48.3 cr0.83%
KEI KEI Industries Limited Capital Goods79,658₹45.7 cr0.79%
BLUESTARCO Blue Star Limited Consumer Durables3.06 lakh₹44.8 cr0.77%
TENNIND Tenneco Clean Air India Limited Automobile and Auto Components8.04 lakh₹42.6 cr0.73%
DHOOTTRANS Dhoot Transmission Limited Automobile and Auto Components2.86 lakh₹42.2 cr0.73%
AZAD Azad Engineering Limited Capital Goods1.43 lakh₹40.8 cr0.70%
ASHOKLEY Ashok Leyland Limited Capital Goods22.44 lakh₹39.4 cr0.68%
BOSCHLTD Bosch Limited Automobile and Auto Components7,432₹37.2 cr0.64%
RADICO Radico Khaitan Limited Fast Moving Consumer Goods80,129₹35.9 cr0.62%
TRITURBINE Triveni Turbine Limited Capital Goods5.56 lakh₹32.1 cr0.55%
PPLPHARMA Piramal Pharma Limited Healthcare14.65 lakh₹31.4 cr0.54%
SRF SRF Limited Chemicals1.16 lakh₹29.6 cr0.51%
PGEL PG Electroplast Limited Consumer Durables4.80 lakh₹27.9 cr0.48%
KIRLOSENG Kirloskar Oil Engines Limited Capital Goods1.26 lakh₹26.4 cr0.46%
CYIENTDLM Cyient DLM Limited Capital Goods3.09 lakh₹26.1 cr0.45%
KPRMILL K.P.R. Mill Limited Textiles2.20 lakh₹26.0 cr0.45%
SUPREMEIND Supreme Industries Limited Capital Goods72,567₹25.8 cr0.45%
AVALON Avalon Technologies Limited Capital Goods1.04 lakh₹24.8 cr0.43%
MTARTECH Mtar Technologies Limited Capital Goods27,227₹19.2 cr0.33%
PIIND PI Industries Limited Chemicals80,020₹19.0 cr0.33%
GRINDWELL Grindwell Norton Limited Capital Goods91,769₹18.6 cr0.32%
AETHER Aether Industries Limited Chemicals99,353₹16.8 cr0.29%
ANTHEM Anthem Biosciences Limited Healthcare1.78 lakh₹15.9 cr0.27%
VOLTAMP Voltamp Transformers Limited Capital Goods12,794₹14.0 cr0.24%
CPPLUS Aditya Infotech Limited Capital Goods21,443₹7.6 cr0.13%
ASIANPAINT Asian Paints Limited Consumer Durables19,482₹5.2 cr0.09%

Equity rows as disclosed, Aug 2026. Source: Axis Mutual Fund monthly portfolio.

Sectors, Aug 2026

% of equity held
  1. Automobile and Auto Components
    31.3%
  2. Capital Goods
    30.7%
  3. Healthcare
    15.2%
  4. Metals & Mining
    7.8%
  5. Consumer Durables
    4.8%
  6. Oil, Gas & Consumable Fuels
    4.0%
  7. Chemicals
    3.8%
  8. Construction Materials
    1.4%
  9. Fast Moving Consumer Goods
    0.6%
  10. Textiles
    0.5%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Axis Mutual Fund monthly portfolio; AMFI.

Large, mid and small cap, Aug 2026

% of equity held
  1. Large Cap
    53.3%
  2. Mid Cap
    21.6%
  3. Small Cap
    21.5%
  4. Not in AMFI's list
    3.6%

AMFI's list of Jun 2026. Source: Axis Mutual Fund monthly portfolio; AMFI.

Returns, Axis India Manufacturing Fund - Direct Plan - Growth Option

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year+15.47 % in total 25 Sep 2025 · NAV ₹14.540025 Sep 2026 · NAV ₹16.7900
Since first NAV+20.19 % a year, compounded 27 Dec 2023 · NAV ₹10.130025 Sep 2026 · NAV ₹16.7900

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152202).

Other schemes of Axis Mutual Fund (51)

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