Axis India Manufacturing Fund
Monthly portfolio · 24 months through Aug-2026
compared to Jul-2026 · as on August 31, 2026
Holdings
75
Scheme AUM
₹5,796 cr
New
6
Exited
5
Increased
14
Reduced
17
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Mahindra & Mahindra Limited INE101A01026 | Automobiles | 9,05,271 | — | 5.13% | -0.47pp | ₹297 cr |
| Reduced | Sun Pharmaceutical Industries Limited INE044A01036 | Pharmaceuticals & Biotechnology | 11,01,082 | -28,219 | 3.77% | -0.32pp | ₹219 cr |
| — | Divi's Laboratories Limited INE361B01024 | Pharmaceuticals & Biotechnology | 2,12,686 | — | 3.47% | +0.35pp | ₹201 cr |
| — | Bharat Electronics Limited INE263A01024 | Aerospace & Defense | 42,14,027 | — | 3.01% | +0.04pp | ₹175 cr |
| Reduced | Sona BLW Precision Forgings Limited INE073K01018 | Auto Components | 21,42,773 | -1,03,810 | 3.01% | -0.14pp | ₹174 cr |
| Reduced | Reliance Industries Limited INE002A01018 | Petroleum Products | 13,13,762 | -44,024 | 2.89% | -0.34pp | ₹168 cr |
| Reduced | TVS Motor Company Limited INE494B01023 | Automobiles | 3,79,740 | -13,705 | 2.84% | -0.25pp | ₹165 cr |
| — | Bharat Heavy Electricals Limited INE257A01026 | Electrical Equipment | 33,09,560 | — | 2.53% | +0.08pp | ₹146 cr |
| — | Cummins India Limited INE298A01020 | Industrial Products | 2,77,894 | — | 2.45% | -0.34pp | ₹142 cr |
| Reduced | Hindalco Industries Limited INE038A01020 | Non - Ferrous Metals | 13,30,114 | -1,65,332 | 2.33% | -0.32pp | ₹135 cr |
| Increased | Ather Energy Limited INE0LEZ01016 | Automobiles | 7,68,627 | +68,671 | 2.28% | +0.67pp | ₹132 cr |
| — | Samvardhana Motherson International Limited INE775A01035 | Auto Components | 76,67,293 | — | 2.26% | +0.16pp | ₹131 cr |
| — | Craftsman Automation Limited INE00LO01017 | Auto Components | 1,12,201 | — | 2.17% | +0.15pp | ₹126 cr |
| Reduced | Torrent Pharmaceuticals Limited INE685A01028 | Pharmaceuticals & Biotechnology | 2,44,038 | -45,966 | 2.13% | -0.57pp | ₹124 cr |
| Increased | GE Vernova T&D India Limited INE200A01026 | Electrical Equipment | 2,77,085 | +19,655 | 2.13% | +0.10pp | ₹123 cr |
| — | Maruti Suzuki India Limited INE585B01010 | Automobiles | 90,739 | — | 2.12% | -0.23pp | ₹123 cr |
| Increased | Apar Industries Limited INE372A01015 | Electrical Equipment | 67,226 | +3,799 | 2.05% | +0.39pp | ₹119 cr |
| New | TD Power Systems Limited INE419M01035 | Electrical Equipment | 13,86,034 | — | 1.86% | — | ₹108 cr |
| — | Sansera Engineering Limited INE953O01021 | Auto Components | 2,63,788 | — | 1.83% | +0.22pp | ₹106 cr |
| Reduced | Tata Steel Limited INE081A01020 | Ferrous Metals | 53,12,384 | -6,21,515 | 1.69% | -0.36pp | ₹97.93 cr |
| — | Hindustan Aeronautics Limited INE066F01020 | Aerospace & Defense | 2,01,897 | — | 1.67% | -0.04pp | ₹96.94 cr |
| — | Bajaj Auto Limited INE917I01010 | Automobiles | 79,687 | — | 1.67% | — | ₹96.66 cr |
| Increased | Hyundai Motor India Ltd INE0V6F01027 | Automobiles | 4,34,578 | +7,584 | 1.65% | -0.04pp | ₹95.82 cr |
| Increased | Welspun Corp Limited INE191B01025 | Industrial Products | 3,64,207 | +14,546 | 1.50% | +0.45pp | ₹87.08 cr |
| Reduced | Bharat Forge Limited INE465A01025 | Auto Components | 4,05,403 | -39,740 | 1.47% | -0.31pp | ₹85.33 cr |
| Reduced | Solar Industries India Limited INE343H01029 | Chemicals & Petrochemicals | 41,978 | -1,431 | 1.46% | +0.01pp | ₹84.41 cr |
| — | Minda Corporation Limited INE842C01021 | Auto Components | 11,24,450 | — | 1.38% | -0.05pp | ₹80.12 cr |
| — | UltraTech Cement Limited INE481G01011 | Cement & Cement Products | 69,475 | — | 1.37% | -0.14pp | ₹79.55 cr |
| — | Premier Energies Limited INE0BS701011 | Electrical Equipment | 7,58,370 | — | 1.36% | -0.05pp | ₹78.59 cr |
| — | Dixon Technologies (India) Limited INE935N01020 | Consumer Durables | 52,646 | — | 1.35% | — | ₹78.18 cr |
| — | Happy Forgings Limited INE330T01021 | Industrial Products | 3,20,701 | — | 1.33% | +0.37pp | ₹77.35 cr |
| — | Vedanta Aluminium Metal Limited INE1CDF01017 | Non - Ferrous Metals | 17,68,113 | — | 1.33% | -0.13pp | ₹76.94 cr |
| Reduced | JSW Steel Limited INE019A01038 | Ferrous Metals | 5,64,695 | -96,039 | 1.27% | -0.26pp | ₹73.85 cr |
| Increased | CG Power and Industrial Solutions Limited INE067A01029 | Electrical Equipment | 7,93,555 | +32,334 | 1.25% | +0.05pp | ₹72.69 cr |
| Increased | Amber Enterprises India Limited INE371P01015 | Consumer Durables | 89,795 | +18,774 | 1.18% | +0.22pp | ₹68.42 cr |
| Reduced | Pidilite Industries Limited INE318A01026 | Chemicals & Petrochemicals | 3,92,344 | -34,754 | 1.14% | -0.11pp | ₹66.22 cr |
| Reduced | Glenmark Pharmaceuticals Limited INE935A01035 | Pharmaceuticals & Biotechnology | 2,61,486 | -23,382 | 1.12% | -0.04pp | ₹64.85 cr |
| — | Jindal Steel Limited INE749A01030 | Ferrous Metals | 5,14,135 | — | 1.06% | +0.03pp | ₹61.33 cr |
| — | Schaeffler India Limited INE513A01022 | Auto Components | 1,51,882 | — | 1.05% | -0.08pp | ₹60.98 cr |
| — | Bharat Petroleum Corporation Limited INE029A01011 | Petroleum Products | 18,62,302 | — | 1.04% | -0.04pp | ₹60.35 cr |
| — | IPCA Laboratories Limited INE571A01038 | Pharmaceuticals & Biotechnology | 2,87,616 | — | 0.98% | +0.07pp | ₹56.8 cr |
| Increased | Sai Life Sciences Limited INE570L01029 | Pharmaceuticals & Biotechnology | 3,87,435 | +80,621 | 0.98% | +0.25pp | ₹56.55 cr |
| Increased | Indo-MIM Limited INE084101034 | Industrial Manufacturing | 6,38,154 | +3,10,421 | 0.96% | +0.50pp | ₹55.87 cr |
| — | ABB India Limited INE117A01022 | Electrical Equipment | 72,571 | — | 0.96% | — | ₹55.43 cr |
| — | Laurus Labs Limited INE947Q01028 | Pharmaceuticals & Biotechnology | 2,79,013 | — | 0.92% | — | ₹53.43 cr |
| Reduced | Syrma SGS Technology Limited INE0DYJ01015 | Industrial Manufacturing | 3,43,597 | -3,082 | 0.85% | -0.01pp | ₹49.37 cr |
| — | Voltas Limited INE226A01021 | Consumer Durables | 4,10,040 | — | 0.85% | -0.14pp | ₹48.98 cr |
| Increased | Gland Pharma Limited INE068V01023 | Pharmaceuticals & Biotechnology | 1,67,344 | +60,499 | 0.83% | +0.34pp | ₹48.29 cr |
| Increased | Carborundum Universal Limited INE120A01034 | Industrial Products | 4,36,064 | +57,897 | 0.83% | +0.10pp | ₹48.25 cr |
| Increased | KEI Industries Limited INE878B01027 | Industrial Products | 79,658 | +21,099 | 0.79% | +0.26pp | ₹45.73 cr |
| Reduced | Blue Star Limited INE472A01039 | Consumer Durables | 3,06,311 | -58,123 | 0.77% | -0.35pp | ₹44.84 cr |
| — | Tenneco Clean Air India Limited INE19RI01016 | Auto Components | 8,04,201 | — | 0.73% | -0.06pp | ₹42.57 cr |
| New | Dhoot Transmission Ltd INE01NH01023 | Auto Components | 2,86,079 | — | 0.73% | — | ₹42.19 cr |
| — | Azad Engineering Ltd INE02IJ01035 | Electrical Equipment | 1,42,627 | — | 0.70% | +0.10pp | ₹40.82 cr |
| New | Ashok Leyland Limited INE208A01029 | Agricultural, Commercial & Construction Vehicles | 22,43,533 | — | 0.68% | — | ₹39.41 cr |
| Reduced | Bosch Limited INE323A01026 | Auto Components | 7,432 | -3,234 | 0.64% | -0.16pp | ₹37.16 cr |
| — | Radico Khaitan Limited INE944F01028 | Beverages | 80,129 | — | 0.62% | -0.01pp | ₹35.94 cr |
| — | Triveni Turbine Limited INE152M01016 | Electrical Equipment | 5,55,913 | — | 0.55% | -0.06pp | ₹32.14 cr |
| — | Piramal Pharma Limited INE0DK501011 | Pharmaceuticals & Biotechnology | 14,64,879 | — | 0.54% | +0.02pp | ₹31.41 cr |
| — | SRF Limited INE647A01010 | Chemicals & Petrochemicals | 1,15,678 | — | 0.51% | -0.04pp | ₹29.62 cr |
| — | PG Electroplast Limited INE457L01029 | Consumer Durables | 4,80,071 | — | 0.48% | -0.06pp | ₹27.89 cr |
| Increased | Kirloskar Oil Engines Limited INE146L01010 | Industrial Products | 1,25,658 | +10,387 | 0.46% | — | ₹26.38 cr |
| New | Cyient Dlm Ltd INE055S01018 | Aerospace & Defense | 3,09,444 | — | 0.45% | — | ₹26.09 cr |
| — | K.P.R. Mill Limited INE930H01031 | Textiles & Apparels | 2,20,416 | — | 0.45% | +0.03pp | ₹25.96 cr |
| — | Supreme Industries Limited INE195A01028 | Industrial Products | 72,567 | — | 0.45% | -0.01pp | ₹25.83 cr |
| Reduced | Avalon Technologies Limited INE0LCL01028 | Electrical Equipment | 1,04,413 | -41,339 | 0.43% | -0.05pp | ₹24.78 cr |
| Increased | MTAR Technologies Limited INE864I01014 | Electrical Equipment | 27,227 | +3,877 | 0.33% | +0.09pp | ₹19.18 cr |
| — | PI Industries Limited INE603J01030 | Fertilizers & Agrochemicals | 80,020 | — | 0.33% | -0.07pp | ₹18.96 cr |
| — | Grindwell Norton Limited INE536A01023 | Industrial Products | 91,769 | — | 0.32% | -0.03pp | ₹18.56 cr |
| New | Aether Industries Limited INE0BWX01014 | Chemicals & Petrochemicals | 99,353 | — | 0.29% | — | ₹16.8 cr |
| — | Anthem Biosciences Limited INE0CZ201020 | Pharmaceuticals & Biotechnology | 1,78,199 | — | 0.27% | +0.01pp | ₹15.91 cr |
| — | Voltamp Transformers Limited INE540H01012 | Electrical Equipment | 12,794 | — | 0.24% | +0.01pp | ₹13.96 cr |
| New | Aditya Infotech Limited INE819V01029 | Industrial Manufacturing | 21,443 | — | 0.13% | — | ₹7.65 cr |
| Reduced | Asian Paints Limited INE021A01026 | Consumer Durables | 19,482 | -81,172 | 0.09% | -0.41pp | ₹5.17 cr |
| — | 6% TVS Motor Co Non Conv Rede Pref Shares 01SEP26 ** INE494B04019 | CARE A1+ | 15,47,788 | — | 0.03% | — | ₹1.64 cr |
| Exited | TD Power Systems Limited INE419M01027 | Electrical Equipment | — | -5,22,157 | — | -1.07pp | — |
| Exited | Coromandel International Limited INE169A01031 | Fertilizers & Agrochemicals | — | -1,03,050 | — | -0.39pp | — |
| Exited | Doms Industries Limited INE321T01012 | Household Products | — | -69,271 | — | -0.28pp | — |
| Exited | Tata Motors Passenger Vehicles Limited INE155A01022 | Automobiles | — | -1,77,556 | — | -0.11pp | — |
| Exited | Hero MotoCorp Limited INE158A01026 | Automobiles | — | -8,657 | — | -0.08pp | — |
Cash & other
| Clearing Corporation of India Ltd | 1.17% | ₹67.6 cr |
| Net Receivables / (Payables) | 0.03% | ₹1.91 cr |