← Axis Mutual Fund

Axis Conservative Hybrid Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹41.47 Cr
Equity only, excl. debt & cash
AAUM
₹213.07 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
7.5%
Diversified
Top 10 Weight
11.8%
Diversified
Changes
27
0 new · 0 exits
Top Sector
Banks
5.2% of portfolio
Launch Date
24 May 2010
10+ year track record

AAUM (Average Assets Under Management) of ₹213.07 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Infosys Limited saw the biggest increase — now at 1.26% of the portfolio. Larsen & Toubro Limited was trimmed the most, now at 0.57%. Reliance Industries Limited remains the top holding with Banks the dominant sector at 5.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 5.4% 5.4% -0.1%
IT - Software 2.3% 2.0% -0.3%
Petroleum Products 2.0% 2.0% -0.1%
Pharmaceuticals & Biotechnology 1.8% 1.8% +0.0%
Construction 1.0% 1.0% +0.0%
Power 1.1% 1.0% -0.1%
Telecom - Services 0.9% 0.9% 0.0%
Diversified FMCG 0.7% 0.7% 0.0%
Finance 0.5% 0.6% +0.1%
Automobiles 0.6% 0.6% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 5.4% 5.2% -0.1%
IT - Software 2.0% 2.3% +0.3%
Petroleum Products 2.0% 2.0% +0.0%
Pharmaceuticals & Biotechnology 1.8% 2.0% +0.1%
Power 1.0% 1.0% 0.0%
Telecom - Services 0.9% 0.9% +0.1%
Diversified FMCG 0.7% 0.7% 0.0%
Automobiles 0.6% 0.6% +0.1%
Finance 0.6% 0.6% +0.0%
Construction 1.0% 0.6% -0.4%
Biggest Add
Infosys Limited
+0.15% · now 1.26%
Biggest Trim
Larsen & Toubro Limited
-0.42% · now 0.57%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 19 Increased ↓ 8 Decreased
#StockSectorJun 2026Jul 2026Change
1
Infosys Limited
₹2.76 Cr
IT - Software 1.11% 1.26% +0.15%
2
Britannia Industries Limited
₹1.15 Cr
Food Products 0.40% 0.52% +0.12%
3
Divi's Laboratories Limited
₹1.19 Cr
Pharmaceuticals & Biotechnology 0.44% 0.54% +0.10%
4
LTIMindtree Limited
₹1.02 Cr
IT - Software 0.38% 0.46% +0.08%
5
Mahindra & Mahindra Limited
₹1.35 Cr
Automobiles 0.55% 0.62% +0.07%
6
Sona BLW Precision Forgings Limited
₹74.89 L
Auto Components 0.27% 0.34% +0.07%
7
Bharti Airtel Limited
₹2.04 Cr
Telecom - Services 0.87% 0.93% +0.06%
8
Titan Company Limited
₹1.09 Cr
Consumer Durables 0.44% 0.49% +0.05%
9
Reliance Industries Limited
₹4.22 Cr
Petroleum Products 1.89% 1.92% +0.03%
10
PI Industries Limited
₹80.94 L
Fertilizers & Agrochemicals 0.34% 0.37% +0.03%
#StockSectorJun 2026Jul 2026Change
1
Larsen & Toubro Limited
₹1.25 Cr
Construction 0.99% 0.57% -0.42%
2
HDFC Bank Limited
₹3.46 Cr
Banks 1.67% 1.57% -0.10%
3
InterGlobe Aviation Limited
₹31.80 L
Transport Services 0.18% 0.14% -0.04%
4
HDFC Life Insurance Company Limited
₹1.13 Cr
Insurance 0.54% 0.51% -0.03%
5
ICICI Bank Limited
₹3.74 Cr
Banks 1.72% 1.70% -0.02%
6
NTPC Limited
₹2.13 Cr
Power 0.99% 0.97% -0.02%
7
Axis Bank Limited
₹50.95 L
Banks 0.25% 0.23% -0.02%
8
ITC Limited
₹1.18 Cr
Diversified FMCG 0.55% 0.54% -0.01%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹4.22 Cr
Petroleum Products
1.92%
2
₹3.74 Cr
Banks
1.70%
3
₹3.46 Cr
Banks
1.57%
4
₹2.76 Cr
IT - Software
1.26%
5
₹2.41 Cr
Pharmaceuticals & Biotechnology
1.09%
6
₹2.13 Cr
Power
0.97%
7
₹2.04 Cr
Telecom - Services
0.93%
8
₹1.95 Cr
Banks
0.89%
9
₹1.82 Cr
Banks
0.83%
10
₹1.35 Cr
Automobiles
0.62%
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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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