Axis India Manufacturing Fund
Stocks held by month, last 12 months collected. Source: Axis Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| 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 | Added | 7.00 lakh | 7.69 lakh | +68,671 | ₹132 cr |
| GVT&D | Added | 2.57 lakh | 2.77 lakh | +19,655 | ₹123 cr |
| APARINDS | Added | 63,427 | 67,226 | +3,799 | ₹119 cr |
| HYUNDAI | Added | 4.27 lakh | 4.35 lakh | +7,584 | ₹95.8 cr |
| WELCORP | Added | 3.50 lakh | 3.64 lakh | +14,546 | ₹87.1 cr |
| CGPOWER | Added | 7.61 lakh | 7.94 lakh | +32,334 | ₹72.7 cr |
| AMBER | Added | 71,021 | 89,795 | +18,774 | ₹68.4 cr |
| SAILIFE | Added | 3.07 lakh | 3.87 lakh | +80,621 | ₹56.6 cr |
| INDOMIM | Added | 3.28 lakh | 6.38 lakh | +3.10 lakh | ₹55.9 cr |
| GLAND | Added | 1.07 lakh | 1.67 lakh | +60,499 | ₹48.3 cr |
| CARBORUNIV | Added | 3.78 lakh | 4.36 lakh | +57,897 | ₹48.3 cr |
| KEI | Added | 58,559 | 79,658 | +21,099 | ₹45.7 cr |
| KIRLOSENG | Added | 1.15 lakh | 1.26 lakh | +10,387 | ₹26.4 cr |
| MTARTECH | Added | 23,350 | 27,227 | +3,877 | ₹19.2 cr |
| SUNPHARMA | Trimmed | 11.29 lakh | 11.01 lakh | −28,219 | ₹219 cr |
| SONACOMS | Trimmed | 22.47 lakh | 21.43 lakh | −1.04 lakh | ₹174 cr |
| RELIANCE | Trimmed | 13.58 lakh | 13.14 lakh | −44,024 | ₹168 cr |
| TVSMOTOR | Trimmed | 3.93 lakh | 3.80 lakh | −13,705 | ₹165 cr |
| HINDALCO | Trimmed | 14.95 lakh | 13.30 lakh | −1.65 lakh | ₹135 cr |
| TORNTPHARM | Trimmed | 2.90 lakh | 2.44 lakh | −45,966 | ₹124 cr |
| TATASTEEL | Trimmed | 59.34 lakh | 53.12 lakh | −6.22 lakh | ₹97.9 cr |
| BHARATFORG | Trimmed | 4.45 lakh | 4.05 lakh | −39,740 | ₹85.3 cr |
| SOLARINDS | Trimmed | 43,409 | 41,978 | −1,431 | ₹84.4 cr |
| JSWSTEEL | Trimmed | 6.61 lakh | 5.65 lakh | −96,039 | ₹73.8 cr |
| PIDILITIND | Trimmed | 4.27 lakh | 3.92 lakh | −34,754 | ₹66.2 cr |
| GLENMARK | Trimmed | 2.85 lakh | 2.61 lakh | −23,382 | ₹64.8 cr |
| SYRMA | Trimmed | 3.47 lakh | 3.44 lakh | −3,082 | ₹49.4 cr |
| BLUESTARCO | Trimmed | 3.64 lakh | 3.06 lakh | −58,123 | ₹44.8 cr |
| BOSCHLTD | Trimmed | 10,666 | 7,432 | −3,234 | ₹37.2 cr |
| AVALON | Trimmed | 1.46 lakh | 1.04 lakh | −41,339 | ₹24.8 cr |
| ASIANPAINT | Trimmed | 1.01 lakh | 19,482 | −81,172 | ₹5.2 cr |
| COROMANDEL | Exited | 1.03 lakh | — | −1.03 lakh | ₹21.4 cr |
| DOMS | Exited | 69,271 | — | −69,271 | ₹15.7 cr |
| TMPV | Exited | 1.78 lakh | — | −1.78 lakh | ₹6.0 cr |
| HEROMOTOCO | Exited | 8,657 | — | −8,657 | ₹4.7 cr |
| TDPOWERSYS | ISIN changed | 5.22 lakh | 13.86 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.
| Sector | ||||
|---|---|---|---|---|
| M&M Mahindra & Mahindra Limited | Automobile and Auto Components | 9.05 lakh | ₹297 cr | 5.13% |
| SUNPHARMA Sun Pharmaceutical Industries Limited | Healthcare | 11.01 lakh | ₹219 cr | 3.77% |
| DIVISLAB Divi's Laboratories Limited | Healthcare | 2.13 lakh | ₹201 cr | 3.47% |
| BEL Bharat Electronics Limited | Capital Goods | 42.14 lakh | ₹175 cr | 3.01% |
| SONACOMS Sona BLW Precision Forgings Limited | Automobile and Auto Components | 21.43 lakh | ₹174 cr | 3.01% |
| RELIANCE Reliance Industries Limited | Oil, Gas & Consumable Fuels | 13.14 lakh | ₹168 cr | 2.89% |
| TVSMOTOR TVS Motor Company Limited | Automobile and Auto Components | 3.80 lakh | ₹165 cr | 2.84% |
| BHEL Bharat Heavy Electricals Limited | Capital Goods | 33.10 lakh | ₹146 cr | 2.53% |
| CUMMINSIND Cummins India Limited | Capital Goods | 2.78 lakh | ₹142 cr | 2.45% |
| HINDALCO Hindalco Industries Limited | Metals & Mining | 13.30 lakh | ₹135 cr | 2.33% |
| ATHERENERG Ather Energy Limited | Automobile and Auto Components | 7.69 lakh | ₹132 cr | 2.28% |
| MOTHERSON Samvardhana Motherson International Limited | Automobile and Auto Components | 76.67 lakh | ₹131 cr | 2.26% |
| CRAFTSMAN Craftsman Automation Limited | Automobile and Auto Components | 1.12 lakh | ₹126 cr | 2.17% |
| TORNTPHARM Torrent Pharmaceuticals Limited | Healthcare | 2.44 lakh | ₹124 cr | 2.13% |
| GVT&D GE Vernova T&D India Limited | Capital Goods | 2.77 lakh | ₹123 cr | 2.13% |
| MARUTI Maruti Suzuki India Limited | Automobile and Auto Components | 90,739 | ₹123 cr | 2.12% |
| APARINDS Apar Industries Limited | Capital Goods | 67,226 | ₹119 cr | 2.05% |
| TDPOWERSYS TD Power Systems Limited | Capital Goods | 13.86 lakh | ₹108 cr | 1.86% |
| SANSERA Sansera Engineering Limited | Automobile and Auto Components | 2.64 lakh | ₹106 cr | 1.83% |
| TATASTEEL Tata Steel Limited | Metals & Mining | 53.12 lakh | ₹97.9 cr | 1.69% |
| HAL Hindustan Aeronautics Limited | Capital Goods | 2.02 lakh | ₹96.9 cr | 1.67% |
| BAJAJ-AUTO Bajaj Auto Limited | Automobile and Auto Components | 79,687 | ₹96.7 cr | 1.67% |
| HYUNDAI Hyundai Motor India Limited | Automobile and Auto Components | 4.35 lakh | ₹95.8 cr | 1.65% |
| WELCORP Welspun Corp Limited | Capital Goods | 3.64 lakh | ₹87.1 cr | 1.50% |
| BHARATFORG Bharat Forge Limited | Automobile and Auto Components | 4.05 lakh | ₹85.3 cr | 1.47% |
| SOLARINDS Solar Industries India Limited | Chemicals | 41,978 | ₹84.4 cr | 1.46% |
| MINDACORP Minda Corporation Limited | Automobile and Auto Components | 11.24 lakh | ₹80.1 cr | 1.38% |
| ULTRACEMCO UltraTech Cement Limited | Construction Materials | 69,475 | ₹79.5 cr | 1.37% |
| PREMIERENE Premier Energies Limited | Capital Goods | 7.58 lakh | ₹78.6 cr | 1.36% |
| DIXON Dixon Technologies (India) Limited | Consumer Durables | 52,646 | ₹78.2 cr | 1.35% |
| HAPPYFORGE Happy Forgings Limited | Capital Goods | 3.21 lakh | ₹77.4 cr | 1.33% |
| VAML Vedanta Aluminium Metal Limited | Metals & Mining | 17.68 lakh | ₹76.9 cr | 1.33% |
| JSWSTEEL JSW Steel Limited | Metals & Mining | 5.65 lakh | ₹73.8 cr | 1.27% |
| CGPOWER CG Power and Industrial Solutions Limited | Capital Goods | 7.94 lakh | ₹72.7 cr | 1.25% |
| AMBER Amber Enterprises India Limited | Consumer Durables | 89,795 | ₹68.4 cr | 1.18% |
| PIDILITIND Pidilite Industries Limited | Chemicals | 3.92 lakh | ₹66.2 cr | 1.14% |
| GLENMARK Glenmark Pharmaceuticals Limited | Healthcare | 2.61 lakh | ₹64.8 cr | 1.12% |
| JINDALSTEL JINDAL STEEL LIMITED | Metals & Mining | 5.14 lakh | ₹61.3 cr | 1.06% |
| SCHAEFFLER Schaeffler India Limited | Automobile and Auto Components | 1.52 lakh | ₹61.0 cr | 1.05% |
| BPCL Bharat Petroleum Corporation Limited | Oil, Gas & Consumable Fuels | 18.62 lakh | ₹60.3 cr | 1.04% |
| IPCALAB IPCA Laboratories Limited | Healthcare | 2.88 lakh | ₹56.8 cr | 0.98% |
| SAILIFE Sai Life Sciences Limited | Healthcare | 3.87 lakh | ₹56.6 cr | 0.98% |
| INDOMIM INDO-MIM Limited | Capital Goods | 6.38 lakh | ₹55.9 cr | 0.96% |
| ABB ABB India Limited | Capital Goods | 72,571 | ₹55.4 cr | 0.96% |
| LAURUSLABS Laurus Labs Limited | Healthcare | 2.79 lakh | ₹53.4 cr | 0.92% |
| SYRMA Syrma SGS Technology Limited | Capital Goods | 3.44 lakh | ₹49.4 cr | 0.85% |
| VOLTAS Voltas Limited | Consumer Durables | 4.10 lakh | ₹49.0 cr | 0.85% |
| GLAND Gland Pharma Limited | Healthcare | 1.67 lakh | ₹48.3 cr | 0.83% |
| CARBORUNIV Carborundum Universal Limited | Capital Goods | 4.36 lakh | ₹48.3 cr | 0.83% |
| KEI KEI Industries Limited | Capital Goods | 79,658 | ₹45.7 cr | 0.79% |
| BLUESTARCO Blue Star Limited | Consumer Durables | 3.06 lakh | ₹44.8 cr | 0.77% |
| TENNIND Tenneco Clean Air India Limited | Automobile and Auto Components | 8.04 lakh | ₹42.6 cr | 0.73% |
| DHOOTTRANS Dhoot Transmission Limited | Automobile and Auto Components | 2.86 lakh | ₹42.2 cr | 0.73% |
| AZAD Azad Engineering Limited | Capital Goods | 1.43 lakh | ₹40.8 cr | 0.70% |
| ASHOKLEY Ashok Leyland Limited | Capital Goods | 22.44 lakh | ₹39.4 cr | 0.68% |
| BOSCHLTD Bosch Limited | Automobile and Auto Components | 7,432 | ₹37.2 cr | 0.64% |
| RADICO Radico Khaitan Limited | Fast Moving Consumer Goods | 80,129 | ₹35.9 cr | 0.62% |
| TRITURBINE Triveni Turbine Limited | Capital Goods | 5.56 lakh | ₹32.1 cr | 0.55% |
| PPLPHARMA Piramal Pharma Limited | Healthcare | 14.65 lakh | ₹31.4 cr | 0.54% |
| SRF SRF Limited | Chemicals | 1.16 lakh | ₹29.6 cr | 0.51% |
| PGEL PG Electroplast Limited | Consumer Durables | 4.80 lakh | ₹27.9 cr | 0.48% |
| KIRLOSENG Kirloskar Oil Engines Limited | Capital Goods | 1.26 lakh | ₹26.4 cr | 0.46% |
| CYIENTDLM Cyient DLM Limited | Capital Goods | 3.09 lakh | ₹26.1 cr | 0.45% |
| KPRMILL K.P.R. Mill Limited | Textiles | 2.20 lakh | ₹26.0 cr | 0.45% |
| SUPREMEIND Supreme Industries Limited | Capital Goods | 72,567 | ₹25.8 cr | 0.45% |
| AVALON Avalon Technologies Limited | Capital Goods | 1.04 lakh | ₹24.8 cr | 0.43% |
| MTARTECH Mtar Technologies Limited | Capital Goods | 27,227 | ₹19.2 cr | 0.33% |
| PIIND PI Industries Limited | Chemicals | 80,020 | ₹19.0 cr | 0.33% |
| GRINDWELL Grindwell Norton Limited | Capital Goods | 91,769 | ₹18.6 cr | 0.32% |
| AETHER Aether Industries Limited | Chemicals | 99,353 | ₹16.8 cr | 0.29% |
| ANTHEM Anthem Biosciences Limited | Healthcare | 1.78 lakh | ₹15.9 cr | 0.27% |
| VOLTAMP Voltamp Transformers Limited | Capital Goods | 12,794 | ₹14.0 cr | 0.24% |
| CPPLUS Aditya Infotech Limited | Capital Goods | 21,443 | ₹7.6 cr | 0.13% |
| ASIANPAINT Asian Paints Limited | Consumer Durables | 19,482 | ₹5.2 cr | 0.09% |
Equity rows as disclosed, Aug 2026. Source: Axis Mutual Fund monthly portfolio.
- Automobile and Auto Components31.3%
- Capital Goods30.7%
- Healthcare15.2%
- Metals & Mining7.8%
- Consumer Durables4.8%
- Oil, Gas & Consumable Fuels4.0%
- Chemicals3.8%
- Construction Materials1.4%
- Fast Moving Consumer Goods0.6%
- Textiles0.5%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Axis Mutual Fund monthly portfolio; AMFI.
- Large Cap53.3%
- Mid Cap21.6%
- Small Cap21.5%
- Not in AMFI's list3.6%
AMFI's list of Jun 2026. Source: Axis Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +15.47 % in total | 25 Sep 2025 · NAV ₹14.5400 | 25 Sep 2026 · NAV ₹16.7900 |
| Since first NAV | +20.19 % a year, compounded | 27 Dec 2023 · NAV ₹10.1300 | 25 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).