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Axis Balanced Advantage Fund - Direct Plan - Growth

Balanced Advantage Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
108
May 2026
Equity Holdings
₹2,703.69 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.2%
Diversified
Top 10 Weight
33.7%
Diversified
Changes
83
4 new · 1 exits
Top Sector
Banks
18.0% of portfolio
📋 What Happened This Month Axis Balanced Advantage Fund made 4 new additions and exited 1 stock this month. The biggest new buy was Hero MotoCorp Limited (Automobiles) at 0.19% weight. Kaynes Technology India Limited was the biggest exit (Industrial Manufacturing), which was held at 0.44%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 0.95% of the portfolio. State Bank of India was trimmed the most, now at 3.28%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 18.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 17.3% 18.4% +1.1%
Petroleum Products 5.6% 5.5% -0.1%
IT - Software 5.4% 5.1% -0.4%
Automobiles 4.1% 4.5% +0.4%
Pharmaceuticals & Biotechnology 3.1% 3.2% +0.2%
Construction 2.6% 2.8% +0.2%
Power 2.7% 2.8% +0.1%
Healthcare Services 2.2% 2.5% +0.3%
Finance 2.8% 2.4% -0.5%
Telecom - Services 2.3% 2.3% 0.0%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 18.4% 18.0% -0.5%
IT - Software 5.1% 5.2% +0.1%
Petroleum Products 5.5% 5.2% -0.4%
Automobiles 4.5% 4.5% +0.0%
Pharmaceuticals & Biotechnology 3.2% 3.4% +0.2%
Finance 2.4% 3.1% +0.7%
Construction 2.8% 2.9% +0.1%
Healthcare Services 2.5% 2.7% +0.2%
Power 2.8% 2.7% -0.1%
Telecom - Services 2.3% 2.5% +0.1%
🟢
Biggest New Buy
Hero MotoCorp Limited
0.19% weight · Automobiles
🔴
Biggest Exit
Kaynes Technology India Limited
0.44% was held · Industrial Manufacturing
Biggest Add
Bajaj Finance Limited
+0.34% · now 0.95%
Biggest Trim
State Bank of India
-0.56% · now 3.28%
🤝 Other funds also bought this month
Hero MotoCorp Limited 27 funds
Hero MotoCorp Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
Motilal Oswal BSE Quality Index Fund
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Adani Ports and Special Economic Zone Limited 22 funds
Adani Ports and Special Economic Zone Limited
Samco Large Cap Fund
Samco Large & Mid Cap Fund
JM Large and Midcap Fund + more
Tata Capital Limited 14 funds
Tata Capital Limited
HDFC Banking & Financial Services Fund
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
Amber Enterprises India Limited 13 funds
Amber Enterprises India Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
JM Value Fund (Direct) - Growth Option
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH + more
👋 Other funds also exited
Kaynes Technology India Limited 12 funds
Kaynes Technology India Limited
Kotak Manufacture in India Fund - Direct Plan Growth
Axis India Manufacturing Fund - Direct Plan - Growth
HSBC Flexi Cap Fund - Direct Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 4 New Entries 🔴 1 Exit ↑ 47 Increased ↓ 31 Decreased
#StockSectorWeight (May 2026)
1
Hero MotoCorp Limited
₹7.24 Cr
Automobiles 0.19%
2
Adani Ports and Special Economic Zone Limited
₹5.40 Cr
Transport Infrastructure 0.14%
3
Amber Enterprises India Limited
₹5.26 Cr
Consumer Durables 0.14%
4
Tata Capital Limited
₹3.76 Cr
Finance 0.10%
#StockSectorLast Weight (Apr 2026)
1
Kaynes Technology India Limited
₹16.70 Cr
Industrial Manufacturing 0.44%
#StockSectorApr 2026May 2026Change
1
Bajaj Finance Limited
₹35.45 Cr
Finance 0.61% 0.95% +0.34%
2
Samvardhana Motherson International Limited
₹41.28 Cr
Auto Components 0.78% 1.10% +0.32%
3
Shriram Finance Limited
₹39.74 Cr
Finance 0.81% 1.06% +0.25%
4
Indus Towers Limited
₹7.94 Cr
Telecom - Services 0.02% 0.21% +0.19%
5
Asian Paints Limited
₹20.85 Cr
Consumer Durables 0.38% 0.56% +0.18%
6
Hindustan Aeronautics Limited
₹27.36 Cr
Aerospace & Defense 0.58% 0.73% +0.15%
7
Axis Bank Limited
₹37.78 Cr
Banks 0.87% 1.01% +0.14%
8
Maruti Suzuki India Limited
₹19.07 Cr
Automobiles 0.37% 0.51% +0.14%
9
ICICI Bank Limited
₹201.66 Cr
Banks 5.25% 5.38% +0.13%
10
Minda Corporation Limited
₹4.98 Cr
Auto Components 0.00% 0.13% +0.13%
#StockSectorApr 2026May 2026Change
1
State Bank of India
₹123.14 Cr
Banks 3.84% 3.28% -0.56%
2
Reliance Industries Limited
₹180.17 Cr
Petroleum Products 5.16% 4.80% -0.36%
3
Bajaj Auto Limited
₹10.90 Cr
Automobiles 0.54% 0.29% -0.25%
4
HDFC Bank Limited
₹216.56 Cr
Banks 5.96% 5.78% -0.18%
5
PG Electroplast Limited
₹65.12 L
Consumer Durables 0.19% 0.02% -0.17%
6
Tata Motors Ltd
₹8.63 Cr
Agricultural, Commercial & Construction Vehicles 0.36% 0.23% -0.13%
7
PI Industries Limited
₹5.88 Cr
Fertilizers & Agrochemicals 0.28% 0.16% -0.12%
8
Britannia Industries Limited
₹31.13 Cr
Food Products 0.91% 0.83% -0.08%
9
ITC Limited
₹30.71 Cr
Diversified FMCG 0.90% 0.82% -0.08%
10
Titan Company Limited
₹34.55 Cr
Consumer Durables 0.99% 0.92% -0.07%

What Stocks Does This Fund Hold?

108 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹216.56 Cr
Banks
5.78%
2
₹201.66 Cr
Banks
5.38%
3
₹180.17 Cr
Petroleum Products
4.80%
4
₹123.14 Cr
Banks
3.28%
5
₹110.79 Cr
IT - Software
2.95%
6
₹107.45 Cr
Construction
2.87%
7
₹93.05 Cr
Automobiles
2.48%
8
₹84.46 Cr
Telecom - Services
2.25%
9
₹78.56 Cr
Banks
2.10%
10
₹68.40 Cr
Power
1.82%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 Axis Mutual Fund — Portfolio & Holdings
See all funds managed by Axis Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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