Axis India Manufacturing Fund
Monthly portfolio · 24 months through Sep-2026
compared to Aug-2026 · as on September 30, 2026
Holdings
73
Scheme AUM
₹5,540 cr
New
1
Exited
3
Increased
13
Reduced
17
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Mahindra & Mahindra Limited INE101A01026 | Automobiles | 9,05,271 | — | 4.82% | -0.31pp | ₹267 cr |
| — | Sun Pharmaceutical Industries Limited INE044A01036 | Pharmaceuticals & Biotechnology | 11,01,082 | — | 3.61% | -0.16pp | ₹200 cr |
| — | Divi's Laboratories Limited INE361B01024 | Pharmaceuticals & Biotechnology | 2,12,686 | — | 3.57% | +0.10pp | ₹198 cr |
| — | Sona BLW Precision Forgings Limited INE073K01018 | Auto Components | 21,42,773 | — | 3.21% | +0.20pp | ₹178 cr |
| — | Bharat Electronics Limited INE263A01024 | Aerospace & Defense | 42,14,027 | — | 2.95% | -0.06pp | ₹164 cr |
| — | Reliance Industries Limited INE002A01018 | Petroleum Products | 13,13,762 | — | 2.81% | -0.08pp | ₹156 cr |
| — | TVS Motor Company Limited INE494B01023 | Automobiles | 3,79,740 | — | 2.81% | -0.03pp | ₹156 cr |
| — | Bharat Heavy Electricals Limited INE257A01026 | Electrical Equipment | 33,09,560 | — | 2.48% | -0.05pp | ₹138 cr |
| — | Cummins India Limited INE298A01020 | Industrial Products | 2,77,894 | — | 2.39% | -0.06pp | ₹132 cr |
| — | Hindalco Industries Limited INE038A01020 | Non - Ferrous Metals | 13,30,114 | — | 2.26% | -0.07pp | ₹125 cr |
| — | Samvardhana Motherson International Limited INE775A01035 | Auto Components | 76,67,293 | — | 2.26% | — | ₹125 cr |
| Increased | TD Power Systems Limited INE419M01035 | Electrical Equipment | 14,91,446 | +1,05,412 | 2.12% | +0.26pp | ₹117 cr |
| — | Torrent Pharmaceuticals Limited INE685A01028 | Pharmaceuticals & Biotechnology | 2,44,038 | — | 2.11% | -0.02pp | ₹117 cr |
| — | Craftsman Automation Limited INE00LO01017 | Auto Components | 1,12,201 | — | 2.11% | -0.06pp | ₹117 cr |
| — | Apar Industries Limited INE372A01015 | Electrical Equipment | 67,226 | — | 2.11% | +0.06pp | ₹117 cr |
| — | GE Vernova T&D India Limited INE200A01026 | Electrical Equipment | 2,77,085 | — | 2.10% | -0.03pp | ₹116 cr |
| Reduced | Sansera Engineering Limited INE953O01021 | Auto Components | 2,50,812 | -12,976 | 2.05% | +0.22pp | ₹114 cr |
| — | Ather Energy Limited INE0LEZ01016 | Automobiles | 7,68,627 | — | 1.98% | -0.30pp | ₹110 cr |
| — | Welspun Corp Limited INE191B01025 | Industrial Products | 3,64,207 | — | 1.79% | +0.29pp | ₹98.96 cr |
| Increased | Solar Industries India Limited INE343H01029 | Chemicals & Petrochemicals | 50,084 | +8,106 | 1.78% | +0.32pp | ₹98.67 cr |
| Reduced | Maruti Suzuki India Limited INE585B01010 | Automobiles | 81,536 | -9,203 | 1.76% | -0.36pp | ₹97.57 cr |
| Increased | Hindustan Aeronautics Limited INE066F01020 | Aerospace & Defense | 2,07,735 | +5,838 | 1.75% | +0.08pp | ₹96.97 cr |
| — | Hyundai Motor India Ltd INE0V6F01027 | Automobiles | 4,34,578 | — | 1.59% | -0.06pp | ₹88.26 cr |
| — | Bajaj Auto Limited INE917I01010 | Automobiles | 79,687 | — | 1.56% | -0.11pp | ₹86.65 cr |
| Increased | Indo-MIM Limited INE084101034 | Industrial Manufacturing | 6,65,706 | +27,552 | 1.49% | +0.53pp | ₹82.71 cr |
| Reduced | Tata Steel Limited INE081A01020 | Ferrous Metals | 43,85,940 | -9,26,444 | 1.46% | -0.23pp | ₹80.83 cr |
| Increased | Bharat Forge Limited INE465A01025 | Auto Components | 4,13,600 | +8,197 | 1.44% | -0.03pp | ₹79.66 cr |
| — | Minda Corporation Limited INE842C01021 | Auto Components | 11,24,450 | — | 1.41% | +0.03pp | ₹77.91 cr |
| — | UltraTech Cement Limited INE481G01011 | Cement & Cement Products | 69,475 | — | 1.37% | — | ₹76.12 cr |
| — | Vedanta Aluminium Metal Limited INE1CDF01017 | Non - Ferrous Metals | 17,68,113 | — | 1.32% | -0.01pp | ₹73.01 cr |
| Increased | CG Power and Industrial Solutions Limited INE067A01029 | Electrical Equipment | 8,42,626 | +49,071 | 1.30% | +0.05pp | ₹71.98 cr |
| — | Dixon Technologies (India) Limited INE935N01020 | Consumer Durables | 52,646 | — | 1.24% | -0.11pp | ₹68.97 cr |
| Increased | Gland Pharma Limited INE068V01023 | Pharmaceuticals & Biotechnology | 2,30,423 | +63,079 | 1.21% | +0.38pp | ₹66.81 cr |
| — | Happy Forgings Limited INE330T01021 | Industrial Products | 3,20,701 | — | 1.20% | -0.13pp | ₹66.3 cr |
| — | Premier Energies Limited INE0BS701011 | Electrical Equipment | 7,58,370 | — | 1.19% | -0.17pp | ₹65.99 cr |
| — | Amber Enterprises India Limited INE371P01015 | Consumer Durables | 89,795 | — | 1.08% | -0.10pp | ₹59.92 cr |
| Reduced | JSW Steel Limited INE019A01038 | Ferrous Metals | 4,77,784 | -86,911 | 1.08% | -0.19pp | ₹59.89 cr |
| — | Schaeffler India Limited INE513A01022 | Auto Components | 1,51,882 | — | 1.07% | +0.02pp | ₹59.19 cr |
| — | Sai Life Sciences Limited INE570L01029 | Pharmaceuticals & Biotechnology | 3,87,435 | — | 1.07% | +0.09pp | ₹59.06 cr |
| — | Jindal Steel Limited INE749A01030 | Ferrous Metals | 5,14,135 | — | 1.05% | -0.01pp | ₹58.35 cr |
| — | Bharat Petroleum Corporation Limited INE029A01011 | Petroleum Products | 18,62,302 | — | 1.02% | -0.02pp | ₹56.46 cr |
| — | Carborundum Universal Limited INE120A01034 | Industrial Products | 4,36,064 | — | 0.99% | +0.16pp | ₹54.62 cr |
| Reduced | IPCA Laboratories Limited INE571A01038 | Pharmaceuticals & Biotechnology | 2,75,098 | -12,518 | 0.96% | -0.02pp | ₹53.01 cr |
| — | ABB India Limited INE117A01022 | Electrical Equipment | 72,571 | — | 0.89% | -0.07pp | ₹49.17 cr |
| Reduced | Laurus Labs Limited INE947Q01028 | Pharmaceuticals & Biotechnology | 2,48,178 | -30,835 | 0.89% | -0.03pp | ₹49.14 cr |
| Reduced | Syrma SGS Technology Limited INE0DYJ01015 | Industrial Manufacturing | 2,71,432 | -72,165 | 0.87% | +0.02pp | ₹48.39 cr |
| Reduced | Pidilite Industries Limited INE318A01026 | Chemicals & Petrochemicals | 3,19,677 | -72,667 | 0.85% | -0.29pp | ₹46.84 cr |
| — | Blue Star Limited INE472A01039 | Consumer Durables | 3,06,311 | — | 0.84% | +0.07pp | ₹46.5 cr |
| Increased | Dhoot Transmission Ltd INE01NH01023 | Auto Components | 3,00,257 | +14,178 | 0.81% | +0.08pp | ₹44.7 cr |
| Increased | Azad Engineering Ltd INE02IJ01035 | Electrical Equipment | 1,47,441 | +4,814 | 0.79% | +0.09pp | ₹43.69 cr |
| Increased | Aditya Infotech Limited INE819V01029 | Industrial Manufacturing | 91,472 | +70,029 | 0.64% | +0.51pp | ₹35.18 cr |
| — | Radico Khaitan Limited INE944F01028 | Beverages | 80,129 | — | 0.63% | +0.01pp | ₹34.98 cr |
| — | Ashok Leyland Limited INE208A01029 | Agricultural, Commercial & Construction Vehicles | 22,43,533 | — | 0.62% | -0.06pp | ₹34.59 cr |
| Increased | Cyient Dlm Ltd INE055S01018 | Aerospace & Defense | 3,55,687 | +46,243 | 0.59% | +0.14pp | ₹32.51 cr |
| Reduced | Voltas Limited INE226A01021 | Consumer Durables | 2,86,932 | -1,23,108 | 0.55% | -0.30pp | ₹30.7 cr |
| — | Piramal Pharma Limited INE0DK501011 | Pharmaceuticals & Biotechnology | 14,64,879 | — | 0.55% | +0.01pp | ₹30.25 cr |
| Reduced | Triveni Turbine Limited INE152M01016 | Electrical Equipment | 5,54,686 | -1,227 | 0.54% | -0.01pp | ₹29.92 cr |
| Reduced | Bosch Limited INE323A01026 | Auto Components | 6,227 | -1,205 | 0.53% | -0.11pp | ₹29.33 cr |
| — | Kirloskar Oil Engines Limited INE146L01010 | Industrial Products | 1,25,658 | — | 0.52% | +0.06pp | ₹28.95 cr |
| — | SRF Limited INE647A01010 | Chemicals & Petrochemicals | 1,15,678 | — | 0.52% | +0.01pp | ₹28.6 cr |
| Reduced | Glenmark Pharmaceuticals Limited INE935A01035 | Pharmaceuticals & Biotechnology | 1,18,484 | -1,43,002 | 0.50% | -0.62pp | ₹27.66 cr |
| Reduced | Tenneco Clean Air India Limited INE19RI01016 | Auto Components | 5,29,787 | -2,74,414 | 0.49% | -0.24pp | ₹26.93 cr |
| — | K.P.R. Mill Limited INE930H01031 | Textiles & Apparels | 2,20,416 | — | 0.44% | -0.01pp | ₹24.32 cr |
| Increased | MTAR Technologies Limited INE864I01014 | Electrical Equipment | 30,974 | +3,747 | 0.44% | +0.11pp | ₹24.15 cr |
| — | PG Electroplast Limited INE457L01029 | Consumer Durables | 4,80,071 | — | 0.43% | -0.05pp | ₹23.69 cr |
| Increased | Aether Industries Limited INE0BWX01014 | Chemicals & Petrochemicals | 1,16,769 | +17,416 | 0.36% | +0.07pp | ₹19.84 cr |
| Reduced | Avalon Technologies Limited INE0LCL01028 | Electrical Equipment | 79,804 | -24,609 | 0.33% | -0.10pp | ₹18.33 cr |
| Reduced | Grindwell Norton Limited INE536A01023 | Industrial Products | 85,512 | -6,257 | 0.31% | -0.01pp | ₹17.05 cr |
| — | Anthem Biosciences Limited INE0CZ201020 | Pharmaceuticals & Biotechnology | 1,78,199 | — | 0.28% | +0.01pp | ₹15.3 cr |
| — | Voltamp Transformers Limited INE540H01012 | Electrical Equipment | 12,794 | — | 0.24% | — | ₹13.43 cr |
| Reduced | KEI Industries Limited INE878B01027 | Industrial Products | 25,078 | -54,580 | 0.20% | -0.59pp | ₹11.17 cr |
| New | Rubicon Research Limited INE506V01022 | Pharmaceuticals & Biotechnology | 65,439 | — | 0.19% | — | ₹10.6 cr |
| Reduced | PI Industries Limited INE603J01030 | Fertilizers & Agrochemicals | 37,613 | -42,407 | 0.16% | -0.17pp | ₹8.69 cr |
| Exited | Supreme Industries Limited INE195A01028 | Industrial Products | — | -72,567 | — | -0.45pp | — |
| Exited | Asian Paints Limited INE021A01026 | Consumer Durables | — | -19,482 | — | -0.09pp | — |
| Exited | 6% TVS Motor Co Non Conv Rede Pref Shares 01SEP26 ** INE494B04019 | CARE A1+ | — | -15,47,788 | — | -0.03pp | — |
Cash & other
| Clearing Corporation of India Ltd | 3.16% | ₹175 cr |
| Net Receivables / (Payables) | -0.06% | ₹-3.59 cr |